PeopleStage broadcasting and responses

Defining the broadcast channel in PeopleStage

To use Optimizely with PeopleStage, you must set up a channel that defines the settings and parameters and any fields that you always want to send to Optimizely.

To define a broadcast channel:

1. Open PeopleStage, select File > Administration > Channel Editor.

2. Click Add Email Channel through the context menu.

   

3. Enter a name in Channel Name.

   Note: (Optional) Select Yes from the Allow In Transactional Output (you need to be careful if you select this option, as it means we can send multiple emails to the same email address)

4. Define Output Settings for Optimizely.

   Field	Settings
   Broadcaster	Select Optimizely from the drop-down
   Username	Enter your API username
   Password	Enter your API password
   Variable Name	Select Email Address from the drop-down
   Variable Description Override	Enter the description, for example, “Email”. Note: This must correspond to the e-mail field within Optimizely
   Upload but don’t broadcast	(Optional) – Select this check box to upload the list only without initiating a broadcast
   Append to List	Deselected
   Reply email Address	The email address that will receive notifications when the channel is used, i.e. list uploaded / broadcast. Note: This is not the reply email address that will be used for the email send.
   Number of Retries	The number of times to retry on failure of the channel. It is recommended (for Broadcast Channels) to leave this at 0. The Delivery Agent also has a retry value, so setting this to > 0 can result in multiple retries and may cause undesirable results
   Response File Key Type	The key field to match responses to sends. Varies from broadcaster to broadcaster due to the fields they return in the response file. Should be set to Communication Key for Optimizely.
   Message Content Type	Only Dynmark has the ability to use PeopleStage templates so this will always be Broadcaster Template. This is where the creative comes from.

5. Complete the File Settings.

   

   Note: The Encoding is set to UTF8 in the code.

6. The ESP Parameter Settings tab is blank by default, select parameters from the drop-down and click Add to complete the form.

   You will be able to get these from Optimizely or contact your Partner or Apteco support.

   

   Field	Settings (*Example, or these will be specific to your account)
   Client ID	Your Optimizely Client ID
   URN Field Name	URN
   Email Field Name	Email
   Use Dated List	false
   Template List Name	*ClosedLoopWebServiceTemplate: master
   Upload Only Folder	%LISTNAME%
   Upload and Broadcast Folder	%LISTNAME%\%MESSAGENAME%
   Use Closed Loop	true
   Closed Loop Layout	*Person URN|Email|Salutation|Title|Firstname|Lastname|fon|Message|Discount|Communication Key
   Encoding	UTF8

   See API parameters for all the available parameters.

   Note: You need to create the additional fields in the same order as the pipe delimited text in the Closed Loop Layout parameter.

7. Add any additional variables on the Additional Variables tab.

   Note: You need to create the additional fields in the same order as the pipe delimited text in the Closed Loop Layout parameter.

   Tip: You can map actual variables from your FastStats System or you can use an empty Virtual Variable (VV) text field created in FastStats to map to the Optimizely fields, the example shown uses a VV field called Null.

8. Click Save & Close.

Broadcasting in PeopleStage

You can now test your channel at any Delivery Stage.

To do so:

1. Drag your new Optimizely channel from the Library to your Delivery step.

2. You can select from the available messages in Optimizely from the Message Name drop-down or use PeopleStage’s functionality to dynamically select a message, to use a different language for example.

3. Deselect the As above check-box use the same List Name as the Message Name.

Selecting the Requires Manual Approval check box gives the option to view a sample list before processing.