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Verify the connectivity between Silverpop Engage and the Silverpop connector. Engage the Silverpop connector activities With the addition of connector activities in Silverpop V1 , you can now add, delete, select, and update contacts and leads. The current version focuses on contact and lead operations in Silverpop Engage.
After you verify a successful connection to the Silverpop connector, you can drag a Silverpop connector activity to the Orchestration window. In the checklist, you see the following tabs, which are available for each Silverpop connector activity: Summary tab. View the activity summary. Pick Endpoint tab. Select the Silverpop endpoint or create or modify a new one. This tab is helpful when you need to connect an activity to a different Silverpop Engage platform.
Configure tab. Browse for and configure a Silverpop connector activity. Map Inputs tab. Enter inputs for each activity. Map Outputs tab. View the schema output. Although each connector activity has the same tabs, the fields and values that you enter are different for each one.
Configure tab Before you can use the Configure tab of a Silverpop connector activity, you must have created databases in Silverpop Engage. If you created databases, you can select one to save the contact or lead. If you need to create a database: Log in to the Silverpop Engage platform. Enter the name of the database that you want to create, for example, Silverpop1. Choose whether you want your database to be private or shared across users. Click Next.
Add fields to your contact or lead entries. Edit the unique identifier. Then, select which fields are required. Finally, click Create. Figure 3. Choosing a Silverpop object from the Configure tab Figure 4 shows the fields that are displayed for the database that is retrieved from Silverpop Engage. Figure 4. You must configure the map input details to achieve a proper response for each activity.
Figure 5. Map Inputs tab View image at full size Map Outputs tab The Map Outputs tab Figure 6 shows the response schema for the output and, if an exception occurs, a message. For information about the fields on this tab, from the "Click on Map Input link in Configure Activity section displayed below the orchestration" page for each activity in the Silverpop Activities section, click Mapping the outputs of the Activity.
Figure 6. Map Outputs tab View image at full size Verify an activity After you configure an activity, to verify it, right-click it and select Verify Activity. Figure 7.
Verifying an orchestration or activity View image at full size To deploy the activity, add a starter activity to the start of the orchestration, and deploy it to the appliance. To verify that the activity is working correctly in the appliance, click Publish project in WebSphere Cast Iron Studio.
Then, enter the appliance details, and click OK. This digital marketing solution can improve customer relationship management by providing better focused marketing and sales strategies to help ensure more achievable sales targets. Figure 8. The criteria is that a lead is qualified when it reaches a certain score. The lead is then pushed to SugarCRM for allocation to a sales representative.
To achieve this criteria and facilitate work with leads and contacts, WebSphere Cast Iron acts as an integration tool that supports both Silverpop and SugarCRM connectors.
In this scenario, the company wants to transfer lead information that has a particular score from Silverpop to SugarCRM for a sales representative to manage the lead: The developer chooses the Silverpop connector where the endpoint is configured to access Silverpop Engage where the lead information is located. Create a project, and open the orchestration. Password: Enter the password that is associated with the user name to connect to the SugarCRM server.
Figure 9. Add a starter activity and drag the Select Lead activity of the Silverpop connector to the Orchestration workspace window. On the Configure tab, select the database from where to transfer the lead details.
Figure 10 shows the final orchestration. Figure Orchestration flow From the Configure tab Figure 11 , browse for the Leads object, which is a standard object. Then select, for example, body1, which maps the previous activity fields that is the Select Lead activity of the Silverpop connector to the Create Object activity of the SugarCRM connector.
You learned how to use the OAuth 2. You also learned how to connect a Silverpop connector endpoint to the Silverpop Engage platform and how to use the Silverpop activities. In addition, you saw how, by integrating Silverpop with SugarCRM, you can transfer lead information with a particular score to SugarCRM for a sales representative to manage the lead.
Subramanian for their help in reviewing this article and providing valuable input. Downloadable resources.
Tips for using the IBM Silverpop connector in IBM WebSphere Cast Iron
Silverpop api documentation pdf Balwyn
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