Adform is a global digital media advertising technology company. By integrating SALESmanago with this platform, you can use the behavioral and transactional data of your customers, stored in their 360º profiles, to create and manage ad audiences. With the ability to choose specific contact characteristics, such as purchase prediction, CLV and churn, contact tags and details, behavioral segments, and many other options, start creating advanced audiences for your ads. You can also use integration in Automation Processes – run remarketing or win-back campaigns for individual customers who visited your website and met the conditions specified in Workflow and Automation Rules.
To integrate your SALESmanago account with the Adform platform, go to
Social Media => Adform => Integrate
Contents:
- How to correctly integrate an account in SALESmanago with the Adform platform?
- Integration with Adform – main panel
- Managing contacts in Adform
1. How to correctly integrate an account in SALESmanago with the Adform platform?
Integration with the Adform platform is very simple and intuitive. Just click the “Integrate” button on the main panel:
The following window will then pop up, in which you need to enter the basic data of your Adform account:
[1] Username – enter your username, which you use to log in to the Adform platform. Remember that it must be a user account with API access.
[2] Password – enter the password for your account, which you chose when creating an account in the Adform platform.
2. Integration with Adform – main panel
If you have successfully integrated your Adform subaccount, the following panel with the captured data will be displayed on the home page:
[1] Select an account – choose a subaccount connected with the main account in the Adform platform, to which specific groups of contacts will be matched. All the subaccounts you have created in the User Management tab in Adform are available on the list.
[2] Enter campaign name – use the search engine by entering part or all of the Audience Name/Owner ID to shorten the campaign list.
[3] Filter – the list can also be shortened by using filters and search for Active or Inactive groups.
[4] Data from Adform – all data provided in the window is sent to SALESmanago from Adform. You can find their definitions on the platform’s support page.
[5] Edit – by clicking on the button, you will go to the panel identical to that in the Managing contacts in Adform point, except that the ID of the previously entered owner cannot be changed. You can edit all other data as you like.
[6] Disconnect – click the button to disconnect the integration. Remember that if you do this, all set items will become inactive.
[7] Add a group – click the button to create a new contact group that you can later use to add contacts in Automation Processes.
3. Managing contacts in Adform
This process in SALESmanago is divided into two stages – entering data to define a contact group, and contact management. Managing contacts consists of choosing which of them we want to add to the group created by us.
[1] Account – select a subaccount that will be the owner of the created contact group.
[2] Audience name – enter the name of recipients as a data provider. With the help of this name, you can later search the list of your campaigns.
[3] Owner ID – unique identifier of recipients defined by the owner.
[4] Category – recipient category path set by the owner.
[5] Time to Live – the number of days after which active unique identifiers will be removed from the recipient list. The maximum period allowed is 120 days.
[6] Frequency – allows you to segment users on the basis of activities that take place or are repeated in a specific daily period.
[7] Status – there are two statuses. Active – user state is “enabled”. Inactive – the user has been deactivated by the system, or local administrator and the status is “disabled”.
[8] Next – click to go to the second step, ie contact management.
There are two ways to remove contacts and add contacts to groups:
[1] Automation processes – you can use Automation Rules or Workflow to add new contacts or remove them from created groups.
See how the action tile works in Automation Rules >>
See how the action tile works in Workflow >>
[2] Contact group – define contacts by selecting them or excluding them in the same way as you do it by sending messages from the SALESmanago system.
Select contacts – in this field you can specify a group of contacts using tags, funnels, mailing groups, defined addressee groups, as well as selectors. More information on selectors can be found here >>
Exclude contacts – select a group of excluded recipients in the same way.
[2] Custom filtering – select additional filters from the list. More information on advanced filtering can be found here >>
[3] Total recipients – this ratio shows the total number of contacts in a given group. By clicking the Count button you can refresh this number if changes have been made to the selection of filters.
Groups selected on the basis of filters and selectors can be removed [A] or [B] added. You just need to click the button you are interested in to perform the action.
Click Save to save the group you created.