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Dotdigital

Sana Commerce 9.3
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Configure Dotdigital

 NOTE

The "Dotmailer" task name will be changed to "Dotdigital" in one of the future releases.

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

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 dotdigital 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.
Reset Sana data fields Delete and then re-create the existing Sana data fields. Some data fields might not be deleted if they have been already used in the marketing campaigns or templates.
Export customers Enable this option to export customers from your ERP system to dotdigital. Customers are exported to the address book in dotdigital. The address book is automatically created in dotdigital with the same name as the selected Sana customer segment.
Export newsletters Enable this option to export all active newsletter subscriptions from Sana to dotdigital. Newsletter subscriptions are exported to the address book in dotdigital. The address book is automatically created in dotdigital 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 dotdigital API user. For more information, see "Dotdigital 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 dotdigital.

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 dotdigital.

By default, customers are imported from the ERP system to dotdigital 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 dotdigital, 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 dotdigital.

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 dotdigital, you should enter the appropriate dotdigital data field name and default value.

Field Description
Sana field name A field which is used to export customer data to dotdigital. 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 dotdigital 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 dotdigital. All fields exported from Sana are shown in dotdigital with the prefix "SC".

    It is not possible to update the "Currency" data field. If a user wants to change the default value, a web store administrator should delete it in the dotdigital settings in Sana Admin and re-create the data field.
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 dotdigital. If there is no data field value for a customer, the default one will be imported to dotdigital.

 NOTE

The names of some fields can differ in Sana, in the XML response from ERP, and in dotdigital. This leads to the problem, that the values of such fields are not send to dotdigital. 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 dotdigital add-on settings in Sana Admin, but it is called "Contact".

In the dotdigital 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 dotdigital add-on settings in Sana Admin, but it is called "Salesperson Code".

In the dotdigital this field is called "SC_SALESPERSONID".

 NOTE

If customers or newsletter subscriptions contain some unreliable or unsafe data, it might not be imported to dotdigital. Dotdigital has a powerful and intelligent analysis tool, called "Data Watchdog". This tool checks for questionable or risky data when importing customers and newsletters to dotdigital. 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 dotdigital. In this case you can see the message "RejectedByWatchdog" in the "Dotmailer" task log. For more information, see "About the Data Watchdog" on the dotdigital web site.

If connection between Sana and dotdigital 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 dotdigital.

When you run the task again, it will update the list of customers in dotdigital, 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 dotdigital, 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 dotdigital. Personalize your content and send the right news and offers to the right people.

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Updated: January 2021