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You can integrate a variety of third party products wth Evergage including your CRM software, email marketing platform, and social media platforms so you can leverage customer information from these disparate sources to maximize the effectiveness of your real-time personalization strategy. Using the Evergage Data Hub, you can synchronize customer information – collected and stored in other solutions – with Evergage so it can be used to deliver real-time personalized experiences across channels. Additionally, you can pass in-depth behavioral data captured by Evergage to other solutions to improve their value and benefits.

This article includes information on how to:

Integrate a Third Party Product

Most integrations are preconfigured so they work right out of the box, but please refer to the related articles above or click CONTACT SUPPORT above for more information and guidance.

  1. Log into the Evergage Platform as an administrator
  2. Select SETTINGS
  3. In the Integration section, select Third Party Products
  4. A  indicates products that are already integrated with Evergage 
  5. To enable an integration, select the product you would like to integrate
  6. If the product you want to integrate is not listed, click Add Custom Product and enter the Name

Complete Campaign Match Configuration

Since it is likely you will have more than one third party integration, it is important to define the Campaign Match Configuration so Evergage can identify the external campaign from the selected third party product. Evergage looks at this rule first, which is based on either the event's landing page URL or referrer URL. 

  1. Select the Parameter Type as either:
    1. Landing Page URL
    2. Landing Page URL Query Parameter
    3. Referrer URL
    4. Referrer URL Query Parameter
  2. For URL only, select equals, contains, exists, matches regex, then enter the URL (either partial, full, or with a regular expression)
  3. For URL with query parameters, complete the Parameter Name (default is utm_source) and define the additional fields

Add Parameter Mappings

Add parameters to capture any additional information you are sending through your campaigns. When creating a new parameter, be sure to specify whether the URL parameters are shown on the landing page's URL or if they are included in the referral URL. This means you can configure how Evergage will read any custom parameters you've added to the link in your third party campaign, so they are mapped to the right field for use in Campaign Analytics and Reporting. For example, in this link, the parameters are utm_source, utm_medium, utm_campaign, and gclid:

  1. Click Add Parameter Mapping
  2. Select the Query Parameter Type and enter the Query Parameter Name
  3. Select the Evergage Target Type and enter the Target Field Name that the target maps to 
  4. Click OK to add the parameter

 

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