BlueConic

Pre-requisites

NOTE: Before activating the extension, you will need to have secured user consent to share data between the two systems.

NOTE: If you are using the Zephr CDN, to gather segments from BlueConic, Zephr needs to inject a small script to the browser on page load. Please contact your CSM to have the script injection feature activated for your Zephr Organisation before using this extension. If you are not using the Zephr CDN, you can still deploy a script to your frontend, which can POST segments to the Zephr subdomain for your site. Please see the Reference section below for more details.

Along with this:

• Any BlueConic Profile Properties you wish to integrate with Zephr defined in your BlueConic environment
• A Profile Property in which to store the user’s email address – it is recommended to use the default email property for this.
• A Profile Property defined to hold the Zephr tracking ID for a given user
• A BlueConic API Access connection configured and activated
• Any Zephr User Attributes which you wish to map to BlueConic Profile Properties defined in your Zephr environment

Behaviour

Actions attempted by the Zephr BlueConic integration fall into two main categories:

1. Syncing data from Zephr to BlueConic
2. Pulling segmentation data from BlueConic for use in Zephr decisions

Configuration

To enable the BlueConic Extension within Zephr, navigate to Settings > Extensions > BlueConic. You’ll find the BlueConic integration in the Customer Data Platform category. If you cannot see this option, email support@zephr.com.

Once on the configuration screen, you’ll see three sections – API Configuration, Profile Properties Mapping and Segments.

[
    {
        "zephrAttributeId": "<zephr_user_attribute_1_id>",
        "blueconic": {
            "profilePropertyId": "<blueconic_profile_property1_id>",
            "type": "<blueconic_profile_property1_datatype>"
        }
    },
    {
        "zephrAttributeId": "<zephr_user_attribute_2_id>",
        "blueconic": {
            "profilePropertyId": "<blueconic_profile_property2_id>",
            "type": "<blueconic_profile_property2_datatype>"
        }
    },
    ...
]

{
    "seg1": "Segment 1",
    "seg2": "Segment 2",
    "seg3": "Segment 3"
}

Usage

Once configured and activated, most of the extension functionality should be automatic.

To use the canvas decision nodes, navigate to the relevant Feature or Redirect Rule and select the BlueConic tab from the rules palette. You will then be able to drag either the ‘Manual’ or ‘Featured Segments’ decision nodes onto your canvas and complete your Rule as usual.

For the Manual node, you will need to add the raw BlueConic Degment ID as a string to the input.

For the Featured Segments node, you will be able to choose from one of the pre-configured options via a drop down.

Reference

The script injected to the browser is based on the code example provided by BlueConic on this page.

<script>
(function postSegmentsWhenReady() {
       function postSegments() {
       var segments = window.blueConicClient.getSegments().map((el) => {
            return el.id
        });

       if (segments.length) {
          var retrieveSegmentsXhr = new (XMLHttpRequest || ActiveXObject)('MSXML2.XMLHTTP.3.0');
          retrieveSegmentsXhr.open('POST', '/plugins/public/blueconic/segments', true);
          retrieveSegmentsXhr.setRequestHeader('Content-type', 'application/json');
          retrieveSegmentsXhr.withCredentials = true;
          retrieveSegmentsXhr.send(JSON.stringify(segments));
       }
    }

    if (typeof window.blueConicClient !== 'undefined' &&
       typeof window.blueConicClient.event !== 'undefined' &&
       typeof window.blueConicClient.event.subscribe !== 'undefined') {
       postSegments();
    } else {
    window.addEventListener('onBlueConicLoaded', function () {
       postSegments();
       }, false);
    }
})();
</script>

If you are creating your own script to POST segments to the HTTP listener, you should be able to use the script above as an example. Please remember to include:

• A valid session ID for your user in the `Cookie` header – e.g. Cookie: blaize_session=70635d53-b265-4156-bd8d-ec479a95dec5
• Any segments that you retrieve from BlueConic should be included in the request body as a stringified JSON array of strings.