Emarsys

Connect your Emarsys account with Lexer

You can connect your Emarsys account with Lexer, this will permit Lexer to import your contacts from Emarsys as enriched Profiles.

Benefits of an Emarsys integration

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

• Import your contacts as enriched Profiles
• Send email lists for marketing campaigns

Integration in a nutshell‍

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

Make sure you have the correct permissions

Firstly, you'll need to make sure you have the required permissions within Emarsys to integrate the account effectively.

You'll need the following: 

• [.code]campaign.create[.code]
• [.code]campaign.get[.code]
• [.code]campaign.list[.code]
• [.code]campaign.response.get[.code]
• [.code]campaign.responses[.code]
• [.code]campaign.responses.get[.code]
• [.code]contact.create[.code]
• [.code]contact.getdata[.code]
• [.code]contact.history.filter[.code]
• [.code]contact.history.list[.code]
• [.code]contact.lookup[.code]
• [.code]contact.update[.code]
• [.code]contactlist.contact.add[.code]
• [.code]contactlist.contact.count[.code]
• [.code]contactlist.contact.delete[.code]
• [.code]contactlist.contact.get[.code]
• [.code]contactlist.contact.list[.code]
• [.code]contactlist.contact.lookup[.code]
• [.code]contactlist.contact.lookup.batch[.code]
• [.code]contactlist.create[.code]
• [.code]contactlist.delete[.code]
• [.code]contactlist.list[.code]
• [.code]contactlist.rename[.code]
• [.code]contactlist.replace[.code]
• [.code]export.contact.changed[.code]
• [.code]export.contact.registrations[.code]
• [.code]export.contactlist[.code]
• [.code]export.download[.code]
• [.code]export.responses[.code]
• [.code]export.segment[.code]
• [.code]export.status[.code]
• [.code]field.create[.code]
• [.code]field.delete[.code]
• [.code]field.get[.code]
• [.code]field.list[.code]
• [.code]field.multichoice.list[.code]
• [.code]field.singlechoice.get[.code]
• [.code]field.singlechoice.lang.list[.code]
• [.code]field.singlechoice.trans.list[.code]
• [.code]segment.create[.code]
• [.code]segment.get[.code]

If you need some more information, a description of how to change these permissions within Emarsys can be found here. You can find a complete list of Emarsys API endpoint permissions here.

How do I integrate my Emarsys account?

1. Navigate to Manage > Integrations and select the Emarsys tile.
2. Click Integrate Emarsys.
3. Enter your Emarsys API Username
4. Enter your Emarsys API Secret
5. Click Save Integration.

What is an Emarsys activation?

The Emarsys activation allows you to securely send your customer data from Lexer to Emarsys, and update or create new contact lists within Emarsys for email campaigns.

The activation permits you to send and update the following fields within a customer profile in Emarsys.

• Email
• First name
• Last name
• Date of birth
• Gender
• Address
• City
• State
• Zip
• Country
• Phone
• Mobile
• Custom fields - add your own fields for things like urls, dates, or text fields.

Custom fields

We can update the following custom fields within Emarsys.

For a full view of this table, check out this article from Emarsys.

Emarsys terminology

• Custom Fields: A dynamic field that contains data unique to individual customers. This could be their first/last name, mobile number, loyalty ID, or loyalty balance to name a few.
• Contact Lists: A contact list in Emarsys is a collection of customers, and the information you have on them. A customer can belong to many lists, and these will be your primary tool in email segmentation within Emarsys. For example, your “High Value” contact list contains anyone with a spend value over X.

How do I activate to Emarsys?

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

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

When you’re ready to send your Segment to Emarsys, navigate to Lexer Activate.

1. Click ACTIVATE NEW AUDIENCE to get started
2. Select the appropriate Emarsys account for this activation
3. Add your Segments
4. Update the audience name
5. Check the appropriate audience action. In most cases, you’ll want to maintain your audience
6. Select to append an attribute that will allow you to query the performance of this activation in Identify
7. Agree to terms, and click SEND AUDIENCE

Using A/B splits in Emarsys

Emarsys supports A/B split campaigns through their "versions" functionality. You can read more about these splits and how they can be done in Emarsys here. You can import all of these "versions" to the Hub and they'll be reflected as separate audiences when imported. The way we do this is to add a suffix to the campaign name for these split campaigns in the Hub. For example:

Audience in Emarsys: 

Campaign: High value customers 2024, version: Version #a

Campaign: High value customers 2024, version: Version #b

Campaigns in Hub.

High value customers 2024 - Version #a

High value customers 2024 - Version #a

These audiences can be found in the Segment builder using the "Included in audience" attribute as shown below.

Set and forget — auto-updating audiences

Lexer Activate permits you to automatically update your audiences within Emarsys. 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 Emarsys. 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.

For more information about Emarsys, check out their email campaign guides.