Dotdigital

This integration is in beta

The‍
Dotdigital
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 dotdigital account

Dotdigital is an online marketing company for email, marketing automation, and customer engagement. In this article, we'll walk you through connecting your dotdigital account with Lexer to enrich your CDP profiles with engagement data, then use Activate to create, update, and enrich Address Books in your dotdigital Engagement Cloud.

Benefits of a dotdigital integration

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

  • Import your contacts as enriched profiles.
  • Build better segments with access to richer personalization and behavioral data.
  • Leverage advanced segmentation to deliver hyper-targeted personalization.
  • Send customer email lists for marketing campaigns.

Integration in a nutshell

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

Direction

What direction does the data flow?

✅ Data in: import your contacts as enriched profiles

✅ Data out: send customer email lists for marketing campaigns

Type

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

✅ Email (ESP)

✅ 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?

✅ Email Open Rate

✅ Email Click Rate

✅ Number of Emails Sent

✅ Campaigns Sent

✅ Email Engagement Category

✅ Email Opt-In Status

✅ Open Date

✅ Last Email Open

✅ Campaigns Opened

✅ Email Subscribe Date

✅ Last Email Click

✅ Click Dates

✅ Campaigns Clicked

✅ DotDigital Record

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?

To connect your dotdigital account with Lexer, you will need to create an API user within dotdigital, this will, in turn, generate an API URL, username (email), and password that you can then enter in Lexer.

This guide from DotDigital will help you.

3082
  1. At the top of the hub, click Manage
  2. Integrations will open as the default within Manage.
  3. Select the dotdigital tile.
  4. Click Integrate dotdigital.

Fill out the necessary details in the dotdigital setup form.

  1. Enter the name of the dotdigital account you're connecting.
  2. Paste in your API URL.
  3. Enter your newly created API username (email address).
  4. Enter your API password.
  5. Click Save Integration.
The final step
Once you've added your dotdigital account credentials to the dotdigital tile in the Hub, please contact your Success Manager, or Lexer Support (support@lexer.io) to complete your dotdigital set up and configuration.

Sending a Segment to dotdigital

When activating to dotdigital you can create a new Address Book or update an existing one. We use the Activation Tag field to create the Address Book name. It will also create a boolean field on all contacts within that Address Book, with the value set to TRUE when they are included in the Segment. This will allow you to quickly create dynamic segments in dotdigital.

Activating to dotdigital

2994
  1. At the top of the hub, click Engage
  2. Activate will open as the default within Engage.
  3. Click New Activation.
  4. Select the appropriate Dotdigital account for this activation.
  5. Add the Segments you would like to activate.
Lexer tip!
You can see the number of profiles this will impact at the bottom of the segments section.
  1. Fill out the necessary details in the settings.
  • Update the Activation Tag field - if you create an Address Book, this will become its name.
  • Select if you want to create an Address Book, or update an existing one.
Data field
Dotdigital has a limit on the volume of custom attributes, once reached you won't be able to create additional data fields in Dotdigital. To help reduce the volume of custom attributes you can turn off boolean data fields using the Create data field checkbox (this is turned off by default for all new activations). If you have existing activations, you may need to uncheck this checkbox to ensure you don't exceed your limit.

  1. Agree to terms
  2. Click Run Activation.

You're done!

Congratulations, your account should now be integrated and activated in Lexer. We've gone through what dotdigital 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:
April 11, 2024
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