Chimpegration User Guide

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Processing Options (Records)

When bringing in campaign results you have a number of options, some fields are compulsory if selecting certain data points for retrieval.

Custom Fields

When adding a custom field you will be presented with the options as if you were globally adding a custom field in NXT. Simply fill in the fields required by your business rules to complete. This field will be added to all records retrieved based on the selection made on the ‘Activity’ tab.

You can also choose to have the Custom Field be added, even if it already exists

Actions

Most fields shown here will mimic what you see when globally adding an Action in NXT and you should fill this out with your RE business rules in mind. However the following fields are also compulsory:

  • For all actions – you must add a custom field for Campaign ID. This prevents you from adding duplicate actions for the same email campaign.
  • For retrieving open and click data – custom fields for open and click values

All custom fields must be text type fields. These will then be visible in the dropdowns on the action creation screen in Chimpegration.

Appeal

Start by populating the ‘Appeal’ field. Chimpegration can not create new appeals, so you will need to ensure the Appeal exists in RE NXT first. Once you assign an Appeal, then the Package associated with the Appeal will become available. Then add a response and/or a comment.

For Marketing Details, Mailing ID and Market Finder Number, Chimpegration/RE NXT will only accept numerical values. Market Segment and Marketing Source Code are text-based fields.

To help prevent duplicating Appeals, we also provide you with how to find matching Appeals and to give instructions on what to do when a match is found.

Consent Records

You will need to fill in the required minimum fields to create a consent record (as you would in NXT), you will also need to ensure the correct combination of channel and category have been created in your business rules prior to first use.

You also have options to prevent duplicate consent records being created in NXT, you can choose form the below options when setting up the consent in Chimpegration Cloud.