Using multiple options in a segment and importing data
Hi, looking at the segment information it looks like having the option to select multiple tags or something should be able to be implemented fairly easily.
I want to be able to import data into a segment on a person from an external RESTful API 'live', so that when a recognisable person re-visits the site it can pull in these tags (if they exist) and apply them to that persons record, is this possible and how would we go about doing it?
thanks for your question. It's absolutely possible to implement your own segment parameters. You can have a connection with every system that you have access to.
sorry for not understanding the question directly. If I now understand directly you have the following two requirements
You want to enrich someone's specific "profile" with new data by sending that to an external system? So if someone clicks on functionality X, or visits page Y, or return to page Z, you want to send that data to an external system like Hubspot, or any other CRM? (Send data to external system)
You want to import data from that external system as well and add that to a specific "profile"? Can you try to explain a specific use case for this? (Fetch data from an external system)
I do think both options will be possible in the future (Q1 2021) when we finish the "Profiles" section within the uMarketingSuite. But I want to understand the use case a bit more before I can promise you anything :)
I totally forgot about your latest question. Sorry for that!
A few thoughts / follow-up questions:
How do you want to create the "link" between the Tealium system and the visitor. Do they log in to the website with for example their emailaddress?
And if they do login into this website; are you using Umbraco Members for that?
And if they use Umbraco Members; how would you save / import this additional data to your Member-section?
At this moment we're building the Profiles-section within Umbraco. We expect that to release it at the end of this sprint or the next sprint. After the release of the Profiles section we will definitely have a way we can import this data and add it to the profile. But we're currently investigating where this data should be stored. On the profile, or on the (Umbraco) Member...
A sneak preview of profiles (don't tell anyone else):
Hi Jeffrey,
Thanks for the information, I can see profiles being a very useful addition going forward.
What happens at the moment is that the Tealium system tags each visitor and monitors their site behaviour, their behaviour adds 'badges' to that visitor, so if they return their profile and badges are 'added to' rather than re-created.
My initial thoughts as to how this would work:
visitor comes to page,
site checks the tealium id for any badges, if found it runs an import on badges to update the appropriate uMarketing identity. this part would have to store the badegs as segment information.
uMarketing starts behaving differently according to the new segment data.
So no logins on this particular build. I may have to create another segment or something to store a tealium id in, but hopefully I can get away without having to do that.
this sounds like a good plan. You can either (1) import the data and link that to the uMarketingSuite-visitorID, or (2) directly create a segmentparameter for this.
The last one is already today an option out-of-the-box. See the previously mentioned documentation.
The first option is not an option out-of-the-box at this moment, but you could create a table yourself where you store this imported data and the uMarketingSuite-id. That should be pretty straightforward. After that you can implement the second option based on this table.
Let me know, if you need anything more at this moment!
Using multiple options in a segment and importing data
Hi, looking at the segment information it looks like having the option to select multiple tags or something should be able to be implemented fairly easily.
I want to be able to import data into a segment on a person from an external RESTful API 'live', so that when a recognisable person re-visits the site it can pull in these tags (if they exist) and apply them to that persons record, is this possible and how would we go about doing it?
Regards, Damien
Hi Damien Holley,
thanks for your question. It's absolutely possible to implement your own segment parameters. You can have a connection with every system that you have access to.
We've created documentation how you can implement your own segment parameters on our documentation website: https://documentation.umarketingsuite.com/personalization/implement-your-own-segment-parameters/.
Let me know if there's anything else I can help you with!
Have a great Wednesday,
Jeffrey Schoemaker
So how do you update the segment values on personalities with the appropriate tag?
Hi Damien,
sorry for not understanding the question directly. If I now understand directly you have the following two requirements
You want to enrich someone's specific "profile" with new data by sending that to an external system? So if someone clicks on functionality X, or visits page Y, or return to page Z, you want to send that data to an external system like Hubspot, or any other CRM? (Send data to external system)
You want to import data from that external system as well and add that to a specific "profile"? Can you try to explain a specific use case for this? (Fetch data from an external system)
I do think both options will be possible in the future (Q1 2021) when we finish the "Profiles" section within the uMarketingSuite. But I want to understand the use case a bit more before I can promise you anything :)
Love to hear from you,
Jeffrey
Option 2. The client already has a bunch of data in an external Tealium system,.
So I will need a way of adding the badges I get from Tealium to the segment values on the current visitor.
Hi Damien
I totally forgot about your latest question. Sorry for that!
A few thoughts / follow-up questions:
At this moment we're building the Profiles-section within Umbraco. We expect that to release it at the end of this sprint or the next sprint. After the release of the Profiles section we will definitely have a way we can import this data and add it to the profile. But we're currently investigating where this data should be stored. On the profile, or on the (Umbraco) Member...
A sneak preview of profiles (don't tell anyone else):
Let me hear about your questions!
Kind regards,
Jeffrey
Hi Jeffrey, Thanks for the information, I can see profiles being a very useful addition going forward.
What happens at the moment is that the Tealium system tags each visitor and monitors their site behaviour, their behaviour adds 'badges' to that visitor, so if they return their profile and badges are 'added to' rather than re-created.
My initial thoughts as to how this would work:
So no logins on this particular build. I may have to create another segment or something to store a tealium id in, but hopefully I can get away without having to do that.
Hi Damien,
this sounds like a good plan. You can either (1) import the data and link that to the uMarketingSuite-visitorID, or (2) directly create a segmentparameter for this.
The last one is already today an option out-of-the-box. See the previously mentioned documentation.
The first option is not an option out-of-the-box at this moment, but you could create a table yourself where you store this imported data and the uMarketingSuite-id. That should be pretty straightforward. After that you can implement the second option based on this table.
Let me know, if you need anything more at this moment!
Jeffrey
is working on a reply...