Attentive

This integration is in beta

The‍
Attentive
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.

Why integrate with Attentive?

Attentive, a robust text message marketing solution, enhances customer engagement. Through seamless integration with Lexer, leveraging the power of Lexer's CDXP, brands can elevate their customer interactions. This comprehensive guide will walk you through integrating your Attentive account with Lexer. With support for both Email and SMS, Lexer ensures a unified approach for driving sales, boosting engagement, and maximizing the potential of enriched customer profiles.

Benefits of an Attentive Integration

Integrating your Attentive account with Lexer provides a range of benefits across Email and SMS, such as:

  • Create enriched segments within Lexer and send them to Attentive for activations.
  • Increase personalization in both Email and SMS using enriched CDP profiles.
  • Identify high conversion Email and SMS customers to send them unique offers.
  • Manage opted-out customers to remove them from both Email and SMS campaigns.
  • Compare Email and SMS performance to identify the optimal channel for each segment.
  • Identify customers that prefer Email or SMS to better engage and convert them.

Integration in a nutshell

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

Direction

What direction does the data flow?

✅ Data in: SMS attributes to enrich profiles.

✅ Data out: Enriched customer segments ready for activation.

Type

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

✅ SMS

Source method

How the system connects with Lexer.

✅ Batch File / SFTP

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?

✅ Segment
✅ Activate
✅ Compare
✅ Track
⬜️ Respond
⬜️ Listen
⬜️ 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?

✅ Subscribed to SMS List
✅ Unsubscribed to SMS List
✅ SMS Opt-In Status
✅ SMS Subscribe Date
✅ SMS Send Date
✅ Number of SMS Sent
✅ Last SMS Send Date
✅ Number of SMS Clicked
✅ SMS Click Dates
✅ Last SMS Click
✅ SMS Click Rate
✅ SMS Campaigns Sent
✅ SMS Campaigns Clicked

*These attributes can only be created if you have the necessary data in Attentive.

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.

Connecting your Attentive integration to Lexer

To set up your Attentive integration, you will need your Attentive account details.

Start by going into the Manage > Integrations tab on the Lexer Hub:

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  1. Find and click the Attentive tile.
  2. Click Integrate Attentive.
  3. If you’re not currently logged in to Attentive, a pop up will appear prompting you to log in using your account details. If you have logged in, skip to the next step.
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  1. A popup will appear asking you to connect your Attentive and Lexer accounts. Scroll to the bottom and click Authorize.
  2. If the connection is successful, your Attentive account should appear at the bottom of the side panel.

Requesting SFTP access from Attentive

Once your account is connected on the Lexer Hub, you will need an SFTP bucket for us to make sure data in both Lexer and Attentive stays in sync.

If you connect your Attentive account but there is no SFTP bucket connected, you will eventually run into this error:

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The easiest way to resolve this, is to request an SFTP instance from your Attentive CSM. They will set this up for you. Once they’ve done so, we will need the SFTP credentials to complete the setup. You can either choose to:

  • Get the SFTP credentials from Attentive then provide it to us.
  • Tell Attentive to provide the SFTP credentials to us directly.
  • Get the SFTP credentials from Attentive, then enter the credentials yourself by following the steps below:
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Find and click the Attentive tile on Manage > Integrations.

  1. Click on the invalid Attentive integration as shown in the screenshot above.
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  1. Under SFTP Account Authentication, add the SFTP credentials as provided by Attentive in the Username and Password fields.
  2. In Groups, add Access: Integrations (you may need manager permissions to do this).
  3. Press Save Integration at the bottom.
The final step!
Once you've added your Attentive account credentials to the Attentive tile in the Hub, please contact your Success Manager, or Lexer Support (support@lexer.io) to complete your Attentive set up and configuration.

Once the SFTP setup is done, we will notify you that your data has been loaded into the hub. Once loaded, you can create segments using your Attentive data and push them through an activation.

Setting up an Attentive activation

Prior to running an activation, ensure that the above steps are complete:

  • Connect your Attentive and Lexer accounts on the Hub.
  • Attentive have set up SFTP.

Once your Attentive account has been integrated with Lexer, you can push segments as profiles on Attentive so you can set up your personalized SMS campaigns!

To run an activation follow the steps below:

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  1. Navigate to Engage > Activate on the top navigation bar.
  2. Click New Activation on the left.
  3. Find Attentive and click the integration underneath the logo that you want to activate.
  4. The Segments column will appear. Select the segments that you wish to send to Attentive. The number of profiles to be sent will appear on the bottom of that column.
  5. Fill in the Settings column:
    1. Activation Name –- give your activation a name.
    2. Activation Tag — this is the name of the segment on Attentive.
    3. Check the Ongoing Activation box if you want this activation to run daily, and check the Notify me box if you wish to be notified when it runs.
    4. Attentive Fields — This is the field that Attentive will use to match Lexer profiles. It will determine which attributes to export to specific Attentive fields.
    Make sure that both the Attribute and Attentive Field are the same.
    * The default matching Attribute is Mobile, but contact your Success team member if you wish to also match by Email or both.
    5. Segment Action — choose to MaintainAppend or Remove the profiles from the audience.
    Maintain segment: This will add an attribute (this may have a different name within the Attentive platform) to the list that will be imported to Attentive. Subscribers leaving the segment will remain in the segment but have their attribute removed.
    Append: This adds an attribute to the target segment in Attentive.
    Remove: This option removes the attribute, but does not remove them from the segment.

If you would like to learn more about audience tags, have a read of our Activate overview article.

  1. Agree to the terms and click Run Activation.

You can see the status of the activation at the bottom after it starts running. Once complete, these profiles will appear as a segment on Attentive under the Activation Tag you set above. To learn more about how this can be managed in Attentive, check out their help doc here.

You're done!

Congratulations, you’re all set to create great campaigns in Attentive using Lexer. We've gone through what Attentive is, the type of integration it is, its benefits, and how to integrate and activate it. There's a lot of steps to follow here and if you feel stuck or confused please don't hesitate to reach out to Lexer Support (support@lexer.io) if you need any help.

Updated:
January 30, 2024
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