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Dotmailer

Sana Commerce 9.2
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Configure Dotmailer

To connect Sana to your dotmailer account and to configure dotmailer:

Step 1: Log in to Sana Admin and click: Tools > Scheduled tasks.

Step 2: Find the 'Dotmailer' task and click Edit.

Step 3: Set up dotmailer settings.

The table below provides description of the dotmailer task settings.

Settings Description
Run on schedule Use this option to enable automatic running of the "Dotmailer" task according to the configured schedule or disable it to allow only manual start of the task.

If you enable Run on schedule, you should enter either the interval in minutes when the task should run automatically or the fixed time.
Run interval (in minutes) Enter the time interval in minutes when the task should run automatically.
Run time Enter the fixed time when the task should run automatically. For the fixed time the date and time of the server is used.
Sana batch size Enter the quantity of customers that should be handled in one batch by Sana.
Export customers Enable this option to export customers from your ERP system to dotmailer. Customers are exported to the address book in dotmailer. The address book is automatically created in dotmailer with the same name as the selected Sana customer segment.
Export newsletters Enable this option to export all active newsletter subscriptions from Sana to dotmailer. Newsletter subscriptions are exported to the address book in dotmailer. The address book is automatically created in dotmailer with the name 'SanaNewsletters'. Newsletter subscriptions contain only customers' emails. For more information, see 'Newsletter Subscriptions'.
API username Enter the email and password of the dotmailer API user. For more information, see 'Dotmailer API User'.
Password
Sana customer segment Select a customer segment which will fetch the customers from your ERP system based on the filter expressions configured in the selected customer segment. The customers which satisfy the filter criteria set in the selected customer segment will be imported from the database to dotmailer.

For more information on how to create customer segments in Sana Admin, see 'Customer Segments' on the Sana help web site.
Data fields Add fields which should be used to import customers' data to dotmailer.

By default, customers are imported from the ERP system to dotmailer with 23 default fields. In addition to the default customer fields, you can add other required fields.

There are different sources of data which can be used to import customers' data to dotmailer, for example customer's data from ERP and customer's sales statistics. These can also be customers' shop accounts from Sana and customer basket. To add the field, just click on the required field in the list, and it will be automatically added to the table below.

See more detailed information about data fields below.

Default data fields

Below is the list of default data fields which are used to export customers' data to dotmailer.

Data field name Description
SC_FIRSTNAME First name of a customer.
SC_LASTNAME Last name of a customer.
SC_ADDRESS Address 1 of a customer.
SC_ADDRESS2 Address 2 of a customer.
SC_ZIPCODE Zip code of a customer.
SC_STATE State of a customer.
SC_CITY City of a customer.
SC_COUNTRYNAME Country of a customer.
SC_LASTLOGIN Last login date of a customer.
SC_REVENUETODATE Revenue to date of a customer.
SC_ORDERCOUNTTODATE Order count to date of a customer.
SC_ABCARTITEM1URL URL of an abandon cart item 1 of a customer.
SC_ABCARTITEM2URL URL of an abandon cart item 2 of a customer.
SC_ABCARTITEM3URL URL of an abandon cart item 3 of a customer.
SC_ABCARTITEM1IMG Image of an abandon cart item 1 of a customer.
SC_ABCARTITEM2IMG Image of an abandon cart item 2 of a customer.
SC_ABCARTITEM3IMG Image of an abandon cart item 3 of a customer.
SC_ABCARTITEM1TITLE Title of an abandon cart item 1 of a customer.
SC_ABCARTITEM2TITLE Title of an abandon cart item 2 of a customer.
SC_ABCARTITEM3TITLE Title of an abandon cart item 3 of a customer.
SC_ABCRTITM1TMBIMG Thumbnail image of an abandon cart item 1 of a customer.
SC_ABCRTITM2TMBIMG Thumbnail image of an abandon cart item 2 of a customer.
SC_ABCRTITM3TMBIMG Thumbnail image of an abandon cart item 3 of a customer.

 

Data field names and values

When you add data fields to import the required customers' data to dotmailer, you should enter the appropriate dotmailer data field name and default value.

Field Description
Sana field name A field which is used to export customer data to dotmailer. This can be a field from the customers table or sales statistics in your ERP system, a field from the shop accounts in Sana Admin, or customer basket in the Sana database.
Dotmailer data field name The data fields in dotmailer are limited to 17 characters and should contain the alphanumeric characters only. When you add any data field and its name has more than 17 characters, it will be automatically shortened. If necessary, you can change the suggested name, and enter a more user-friendly data field name which will be shown in dotmailer. All fields exported from Sana are shown in dotmailer with the prefix "SC".
Default value The default value of the data field. If the data field value is present in the ERP system or in the Sana database for a customer, it will be imported to dotmailer. If there is no data field value for a customer, the default one will be imported to dotmailer.

 NOTE

The names of some fields can differ in Sana, in the XML response from ERP, and in dotmailer. This leads to the problem, that the values of such fields are not send to dotmailer. Let's look at two examples - contact and sales person.

Example 1:

Below you can see the field name "ContactName" in the XML response which is used to return the contact from ERP.

Below you can see the same field in the dotmailer add-on settings in Sana Admin, but it is called "Contact".

In the dotmailer this field is called "SC_CONTACTNAME".

Example 2:

Below you can see the field name "SalesPersonId" in the XML response which is used to return the sales person from ERP.

Below you can see the same field in the dotmailer add-on settings in Sana Admin, but it is called "Salesperson Code".

In the dotmailer this field is called "SC_SALESPERSONID".

 NOTE

If customers or newsletter subscriptions contain some unreliable or unsafe data, it might not be imported to dotmailer. Dotmailer has a powerful and intelligent analysis tool, called "Data Watchdog". This tool checks for questionable or risky data when importing customers and newsletters to dotmailer. For example, if there is a fake e-mail in the Sana newsletter subscriptions, it might be the case that all newsletter subscriptions will not be imported to dotmailer. In this case you can see the message "RejectedByWatchdog" in the "Dotmailer" task log. For more information, see 'About the Data Watchdog' on the dotmailer web site.

If connection between Sana and dotmailer is established and you run the "Dotmailer" task, all customers which satisfy the filter criteria set in the selected customer segment, with the information based on the added data fields, and newsletter subscriptions, if selected, will be imported from the database to dotmailer.

When you run the task again, it will update the list of customers in dotmailer, for example, if there are new customers, or customer's data has been changed.

If you select another customer segment in the "Dotmailer" task settings and run the task, another address book will be created in dotmailer, and all customers which satisfy the criteria of the selected customer segment will be imported there.

When you are done, you can start building your campaigns in dotmailer. Personalize your content and send the right news and offers to the right people.

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Updated: January 2017