Integrations tab

  Coming soon!

Our Integrations tab is out for all APSIS One users to read more about our ambition. We will continue to work on supporting multiple integrations in order to improve your experience working with APSIS One, so stay tuned for updates.

 

About the Integrations tab

Access the Integrations tab by opening the Information Centre, going into Account Settings and then clicking on Integrations on the left. You must be an Admin User to access this tab.

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We love to hear from you!

Click Suggest an Integration on the top right corner to share your thoughts with us.

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About CMS Integrations

CMS Integrations are coming very soon to APSIS One, so it's time to learn more about how your Audience data can come in handy when creating content for your website.

Read more about our upcoming Sitecore integration below.

Stay tuned for more information on the upcoming Ecommerce, Advertising, Analytics & Business Intelligence Integrations for APSIS One.

 How do CMS Integrations work?

By integrating APSIS One with your CMS, you can use the Segments you create in your APSIS One account (based on all the integrated data sources) in order to tailor the content that is shown to visitors who browse your website. This makes for a seamless, personalised experience that improves the way you communicate and target your APSIS One Profiles, and ultimately nurture their relationship with your brand while managing content in your own CMS environment.

 A step towards excellent personalised experiences...

All Profiles are welcome! You can create content that is tailored for Known Profiles that have provided you with Attribute data, as well as for Unknown Profiles that are rich on Event data that reflects their engagement with your brand. The Segments that you create for your CMS are tightly linked to your marketing strategy and the demographics you wish to target, yet it's even better if you use the same Segments that you've created for your Email tool activities as a way to communicate with your Profiles more efficiently.

Create Segments that reflect Profile's browsing behaviour in correspondence with the content in your website, and vice-versa. A common Segment could be based in a number of page views for a specific product category, so that your special campaigns can stand out to those who browse your website for that product category very often.


 

Sitecore

(Coming soon...)

"Sitecore creates human connections between brands and their customers with rich end-to-end content, seamless commerce, and always-on personalization so brands can thrive in a world where, without a digital experience, there is no product."

Read more on Sitecore's website.

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Expand an item below to learn more about the APSIS One Sitecore integration:

APSIS Sitecore Connector

About the Sitecore Connector

The APSIS Sitecore Connector Module enables Sitecore editors to use Segments created in APSIS One for personalization rules in Sitecore. Segments are created and maintained in APSIS One and automatically transferred to Sitecore so that they can be used in combination with other Sitecore conditions.

The Connector Module is integrated into the Sitecore Rules engine, so it is possible to leverage the standard functionality, including combined rules.

Prerequisites

Sitecore Prerequisites

To make use of APSIS One's CMS Integration features, your user should have an editor role. For administering the connector and synchronization, your user should be an administrator.

Make sure you've installed one of the following Sitecore versions:

Sitecore CMS 7.2:

7.2 rev.140228, 7.2 rev.140314, 7.2 rev.140526, 7.2 rev.141226, 7.2 rev.150408, 7.2 rev.151021 or 7.2 rev.160123.

Sitecore Experience Platform 7.5:

7.5 rev.141003, 7.5 rev.150130 or 7.5 rev.150212.

Sitecore Experience Platform 8.0:

8.0 rev. 141212 (8.0 Initial Release), 8.0 rev. 150121 (8.0 Update-1), 8.0 rev. 150223 (8.0 Update-2), 8.0 rev. 150427 (8.0 Update-3), 8.0 rev. 150621 (8.0 Update-4), 8.0 rev. 150812 (8.0 Update-5), 8.0 rev. 151127 (8.0 Update-6) or 8.0 rev. 160115 (8.0 Service Pack-1, originally released as 8.0 Update-7).

Sitecore Experience Platform 8.1:

8.1 rev. 151003 (8.1 Initial Release), 8.1 rev. 151207 (8.1 Update-1), 8.1 rev. 160302 (8.1 Update-2), 8.1 rev. 160519 (8.1 Update-3).

Sitecore Experience Platform 8.2:

8.2 rev. 160729 (8.2 Initial Release), 8.2 rev. 161115 (8.2 Update-1), 8.2 rev. 161221 (8.2 Update-2), 8.2 rev. 170407 (8.2 Update-3), 8.2 rev. 170614 (8.2 Update-4) or 8.2 rev. 170728 (8.2 Update-5).

Sitecore Experience Platform 9.0:

9.0 rev. 171002 (9.0 Initial Release), 9.0 rev. 171219 (9.0 Update-1), 9.0 rev. 180604 (9.0 Update-2).

Connector Module Overview

The APSIS One Connector Module installs the following files in your website root. Even though the .DLL files all have ProfileCloud in their names, they are fully compatible with APSIS One.

Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.ApsisAPI.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.ApsisObjects.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.ApsisProfile.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.Caching.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.Settings.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.SitecoreFoundation.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Feature.ApsisConditionHarvester.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Feature.ApsisRules.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Feature.ApsisSegmentSynchronization.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Feature.ApsisSegmentValidation.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Project.Environment.dll
App_Config\Include\module.ApsisConnector\ApsisConnector.config

 

The Connector Module also creates items in the following paths in Sitecore:

/sitecore/templates/System/Apsis connector
/sitecore/system/Modules/Apsis Connector
/sitecore/system/Settings/Rules/Definitions/Match Operators
/sitecore/system/Settings/Rules/Definitions/Tags/Apsis
/sitecore/system/Settings/Rules/Definitions/Elements/Apsis
/sitecore/system/Tasks/Commands/Apsis Synchronization
/sitecore/system/Tasks/Schedules/Apsis Synchronization 
Before you begin

Before installing the Sitecore Connector Module

To perform the Sitecore Connector installation, you must have an Administrator role in Sitecore.

After installing the Sitecore Connector, follow the steps described under Initial Connector Setup.

All Sitecore versions are compatible with the Sitecore Connector Module. Our images correspond with Sitecore 8.2.

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The installation process varies according to your servers.

The connector is delivered as a standard Sitecore package. It can be installed using the installation wizard on the CM server, but manual steps are required when installing on CD servers.

To see the CM installation guide, expand Installing the Connector - Single Server System below.

Expand Installing the Connector - CD-servers for more details on how to install the connector on CD servers. 

  

Installing the Connector - Single Server Systems

  Plan your installation carefully

When installing the Sitecore Connector Module, your Sitecore server will restart, as the module includes DLL and configuration files. Carefully plan your installation on a production environment in case your website goes offline until Sitecore is running again.

Before performing the installation, we strongly suggest that you back up your Sitecore databases and your website.

 

Installing on Single Server Systems

1. As an Administrator, open the Sitecore desktop.

2. Open the Sitecore start menu, hover over Development Tools and click Installation Wizard.

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3. Click Upload package.

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4. Click Choose File.

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5. Locate and choose the APSIS One connector package. The original name of the file is Apsis One Connector-x.x.ZIP, the last digits vary depending on the version.

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6. Click Next.

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7. Tick the checkbox next to Overwrite existing files.

This will only overwrite the module installation package and no other files, and only if you have used a previous version of the Sitecore Connector Module before.

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8. Click Upload, then Close.

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9. Click Next.

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10. Click Install.

As mentioned above, this installation will restart your Sitecore server. We suggest that you plan your installation beforehand.

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Once the installation is complete, click Close.

Restarting the Sitecore client is optional, but recommended. This will not restart the Sitecore server again.

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All set!

To continue, follow the steps described below in Initial Setup. 

Installing the Connector - CD-servers

  Plan your installation carefully

When installing the Sitecore Connector Module, your Sitecore server will restart, as the module includes DLL and configuration files. Carefully plan your installation on a production environment in case your website goes offline until Sitecore is running again.

Before performing the installation, we strongly suggest that you back up your Sitecore databases and your website.

 

Installing on CD-Servers

After following the steps described in the Single Server Systems guide, copy the files below to each CD server from the CD server.

As mentioned above, this installation will restart your Sitecore server. We suggest that you plan your installation beforehand.

 Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.ApsisAPI.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.ApsisObjects.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.ApsisProfile.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.Caching.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.Settings.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Foundation.SitecoreFoundation.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Feature.ApsisConditionHarvester.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Feature.ApsisRules.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Feature.ApsisSegmentSynchronization.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Feature.ApsisSegmentValidation.dll
Bin\Apsis.ProfileCloud.SitecoreConnector.Project.Environment.dll
App_Config\Include\module.ApsisConnector\ApsisConnector.config

 

Initial Setup

Initial Setup

1. As an administrator, open a browser and navigate to:

http://[YOUR_URL]/sitecore/admin/ApsisOneConnectorInstallation.aspx 

You will be prompted for your Sitecore password. Use an account with full administrator rights, such as the built-in admin user or similar.

 

2. Fill in the Client ID and Client Secret.

If you haven't yet, head over to the API Management tab to generate your API credentials before you set up Sitecore.

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3. Select the Time Zone that matches the server.

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Please note that Token Endpoint, Segments Endpoint and Evaluations Endpoint should not be changed without an instruction from our APSIS Support team.

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4. Click Start setup.

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That's it!

You will see a success message indicating that your segments were successfully synchronised with Sitecore. If you encounter any issues, or see a different message, please take a look at your Sitecore log file together with your development team to investigate any possible mishaps before you contact APSIS Support.

Once the setup is done, all files and items mentioned in Connector Module Overview above will have been added, along with an initial synchronisation of your APSIS One segments with your Sitecore account.

To verify that segments have been created, navigare to /sitecore/system/Modules/Apsis Connector/Segments in the Sitecore Content Editor.

 

No segments?

Try these steps before you contact APSIS Support:

  1. Refresh the node.
  2. Check the Sitecore log file.
  3. Head over to APSIS One's Audience and verify the segments in your account.

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Adjust Segment Sync

Adjust the Segment Synchronization Interval

The /sitecore/system/Tasks/Schedules/Apsis Synchronization item controls how often segments are synchronized with APSIS One. By default, your segments will sync every 5 minutes:

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Note that the synchronization interval cannot override the frequency set on the global Sitecore task runner. You may need to adjust the frequency in the Sitecore configuration file. Locate this option in the frequency section in your file, as shown below:

<!-- SCHEDULING -->
<scheduling>
<!-- Time between checking for scheduled tasks waiting to execute -->
<frequency>00:10:00</frequency>

In this example, the frequency is set to every 10 minutes. The default settings vary between Sitecore versions, so it's a good idea to coordinate your Sitecore frequency setting with your segment sync interval.

 


 

Episerver

(Coming soon...)

About Episerver

"Our mission is to make it easy for customers to create effective digital experiences for their customers - in any channel and on any device."

Read more on Episerver's website.

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About CRM Integrations

Integrating your CRM with APSIS One makes it easy to configure and manage how data and information should flow back and forth between them. These integrations are coming soon, so it's time to learn more about how they will benefit you as an APSIS One user.

This way, you can ensure that all your APSIS One users have the customer data they need for different activities. Stay on top of the results of your campaigns by having all your Profiles' response data in one place!

Stay tuned for more information on the upcoming Ecommerce, Advertising, Analytics & Business Intelligence Integrations for APSIS One.

 How do CRM Integrations work?

For many companies, the CRM is a central technology driving the Sales, Marketing and Support processes. From a digital marketing perspective, CRMs are too limited in their functionality and businesses often resort to setting up separate systems to manage their day to day activities. This results in data silos, where customer data is not synchronized.

APSIS One provides you a great opportunity to remove this silo with its varied CRM Integrations. All siloed customer data now becomes Profile data in APSIS One.

 How does this benefit you?
  • Automatically synchronize data between your CRM and APSIS One, no time spent doing manual work.
  • Feed your CRM data with APSIS One Profiles.
  • Use your CRM defined segments in APSIS One!
  • Create and qualify leads based on Profiles' Response Data and Website Interactions in APSIS One.
  • Trigger transactional emails or SMS such as proposals, confirmations or thank you notes directly from your CRM.
  • Trigger CRM activities based on events in your APSIS One Marketing Automation flows.

 

Microsoft Dynamics

(Coming soon...)

About Microsoft Dynamics

"Dynamics 365 revolutionises CRM and ERP by applying intelligence to all forms of data. This enables organisations to evolve from reactive business decisions to proactive insights that empower your employees to accelerate business results."

Read more on Microsoft's website.

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About Ecommerce Integrations

Integrating your Ecommerce platform with APSIS One is a good alternative for APSIS One users who have multiple Ecommerce platforms, as well as for those without an Expand Ecom license but wish to feed their Ecommerce data into APSIS One Profiles in Audience.

Stay tuned for more information on the upcoming Advertising, Analytics & Business Intelligence Integrations for APSIS One.

 How do Ecommerce Integrations work?

APSIS One's Ecommerce integrations allow for a full, real-time sync between your Ecommerce platform and Audience. All of your Ecommerce data, live. Synchronise subscribers and customers into Profiles and populate them with their behavioural events as well as informative sales data such as "average order value", "number of orders placed" and more.

 How do Ecommerce Integrations simplify your day to day?

Real, live data will be fed from your Ecommerce platform into APSIS One. Then it will become available for you to create Segments in Audience!

Send highly personalised emails and SMS communications based on everything from purchase history to customer behaviour events. Also, you can then use Profile data to categorise, target, and manage customer groups based on multiple Ecommerce data points like a sign-up date, purchase history, and other demographic information.

You can increase your business' conversion rate by motivating Profiles to recover their abandoned carts by sending cart reminders using easily customisable email templates from APSIS One's Email tool.

APSIS One's Ecommerce Integrations support multiple online stores, so you can adjust data mapping, settings and advanced options for every online store you manage.


 

Magento

(Coming soon...)

About Magento

"Magento is the leading platform for open commerce innovation. Every year, Magento handles over $100 billion in gross merchandise volume."

Read more on Magento's website.

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