Vero

This integration is in beta

The‍
Vero
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 Vero account with Lexer

You can connect your Vero account with Lexer, to create enriched identity profiles and send lists of segmented customers for marketing activations.

Benefits of a Vero integration

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

  • Send customer lists for retargeting campaigns.
  • Maintain enriched profiles of customers in Vero.

Integration in a nutshell

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

Direction

What direction does the data flow?

⬜️ Data in: N/A — Lexer does not take data in from Vero.

✅ Data out: Enriched customer segments ready marketing activation.

Type

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

✅ Email

Source method

How the system connects with Lexer.

N/A

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

⬜️ Listen

⬜️ Respond

⬜️ Segment

⬜️ Serve

⬜️ Track

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?

N/A

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?

3840

Select the Vero tile, click Integrate Vero, then enter your Vero application details, and hit Save Integration.

The final step
Once you've added your Vero account credentials to the Vero tile in the Hub, please contact your Success Manager, or Lexer Support (support@lexer.io) to complete your Vero set up and configuration.

For information on how to obtain your API key, read here.

This integration works by providing Lexer with your API key, and secret, and allowing Lexer to make these imports on your behalf.

What is a Vero activation?

The Vero activation allows you to securely send your customer data from Lexer to Vero, adding tags and enriching data on your Vero customers.

When we send an audience across, we can select any number of Attributes within Lexer to enrich your customer profiles in Vero. These can then inform segments, and suppression logic in Vero. The activation also appends an “audience tag” to your customers, to allow for quick campaign targeting.

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

  • Vero ID
  • Email
  • First Name
  • Last Name
  • Birthday/Date of Birth
  • Phone Number
  • Vero Property

Vero terminology

  • List: 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 segmentation within Vero. For example, your “High Value” contact list contains anyone with a spend value over X.
  • Vero Property: A custom field used for an identifier that’s tailored to your needs – this could be NPS scores, or mobile numbers, for example.

How do I activate to Vero?

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

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

Tagging your customers in Vero

The Vero activation supports the enrichment and tagging of your customer data in Vero for segmentation purposes.

3840
  1. Click ACTIVATE NEW AUDIENCE
  2. Select your Vero account for this Activation
  3. Add your Segment
  4. Update the audience name, this will become your tag in Vero
  5. Ensure the audience action is set to Maintain
  6. Select which Attributes you’d like to send across to Vero
  7. Agree to terms, and click Send Audience

Set and forget – auto-updating audiences

Lexer Activate permits you to automatically update your audiences within Vero. 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 Vero. 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:
May 22, 2023
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