Vision6

This integration is in beta

The‍
Vision6
integration is currently in beta.
As with all beta tests, not everything will be perfect. If you run into any issues, please submit a support ticket.

Connect your Vision6 account with Lexer

Connect your Vision6 account with Lexer and create detailed Segments of your customers within Vision6 for campaign activation. Then ingest this email and SMS data to further enrich your customer profiles.

Benefits of a Vision6 integration

Integrating your Vision6 account with Lexer provides a number of benefits, such as:

  • Enrich customer profiles, and send Segments for personalization.
  • Understand your customers’ email and SMS campaign behavior.

Integration in a nutshell

Here's a summary of how Vision6 integrates with Lexer:

Direction

What direction does the data flow?

✅ Data in: email and SMS attributes to enrich profiles.

✅ Data out: enriched customer segments for activation.

Type

Lexer’s integration with this product allows you to pull data into the hub from these sources.

✅ Email

✅ SMS

Source method

How the system connects with Lexer.

✅ API

Destination method

How Lexer connects with the system.

✅ API

Status

Is this integration live and working?

Full Release

Lexer product compatibility

What Lexer products is the integration compatible with?

✅ Activate

✅ Compare

✅ Segment

✅ Track

⬜️ Listen

⬜️ Respond

⬜️ Serve

Attributes

No attributes will be created as part of this integration.

Attributes

This integration allows for some flexibility, the output of the integration depends on your available data and what you send through to Lexer. In addition, your attributes could be named in a different way to other clients. If you would like a list of attributes related to this integration, please email your Success Manager.

Attributes

What attributes are created when integrated with Lexer?

Please confirm with your Success Manager about which attributes might be suitable.

Attributes

These are the standard attributes Lexer can create when you connect this integration, however, this will depend on the data available and what you're sending through to Lexer. Also note, your attributes may be named differently.
If you have any questions, or would like to discuss any custom options, please reach out to your Success Manager.

How do I integrate my account?

Before you integrate your Vision6 account, you’ll need to create a new API key within Vision6, and ensure this is given STANDARD ACCESS. For more information see Vision6’s documentation here.

3840
  1. Select the Vision6 tile
  2. Click Integrate Vision6
  3. Enter your Vision6 account name
  4. Enter your Vision6 API endpoint and API key
  5. Click Save Integration
The final step
Once you've added your Vision6 account credentials to the Vision6 tile in the Hub, please contact your Success Manager, or Lexer Support (support@lexer.io) to complete your Vision6 set up and configuration.

This integration works by providing Lexer with your API endpoint and key, these permit Lexer to extract your campaign engagement data, as well as create and update contact records within Vision6.

What is a Vision6 activation?

Vision6 is an email and SMS marketing platform. By connecting your Vision6 account to Lexer, you’re given the power to create detailed Segments of customers, use them to update existing lists in Vision6, and enrich your customer profiles.

How do I activate to Vision6?

Before you get started, make sure you’ve done the following:

  • Integrated your Vision6 account with Lexer
  • Created an activation to Vision6 (reach out to Lexer Support (support@lexer.io) if not)
  • Built your Segment/s in Lexer Segment

In Vision6

First, you’ll need to create a list in Vision6. Part of the process of creating a list is adding a form, which is a means collecting the exact data you want to appear on your list.

Each field you create on the form will become a property that you can update with an attribute from Lexer. For example, if you create a form that asks for First name, Last name, and Gender, these are the only three values that Lexer will be able to send to Vision6 for each customer.

In Lexer

3840
  1. Click ACTIVATE NEW AUDIENCE
  2. Select the appropriate Vision6 account for your this activation
  3. Add your Segment
  4. Update the audience name (if necessary)
  5. Check the appropriate audience action. In most cases, you’ll want to maintain your audience
3840
  1. Choose the fields you’d like to update in your Vision6 list (note that any fields in the audience that aren’t included here will simply be discarded)
  2. Select Append audience name to activated Profiles track the Profiles in this activation
  3. Agree to terms, and click Send Audience

Set and forget – auto-updating audiences

Lexer Activate permits you to automatically update your audiences within Vision6. With this selected, Lexer will add or remove customers from your audience, as customers enter and leave your Segment.

Okay I’ve sent my audience, what next?

The moment your activation has been confirmed as sent in Activate, you’ll see records begin to update in Vision6. We’ll send you an email to let you know once an audience has been sent – the time this takes will vary, depending on the size of the audience.

Updated:
September 26, 2022
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