Business Intelligence
Emarsys by Maxmel Tech
22 min
sap emarsys is an ai powered omnichannel customer engagement platform for marketers, enabling personalized experiences across channels integrating it with make com allows users to automate marketing workflows, synchronize customer data, and streamline personalized campaigns for better business outcomes this is ai generated content based on official emarsys documentation the content may still contain errors—please verify important information if you have questions, contact https //help emarsys com/hc/en us directly how to get support on emarsys emarsys is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=emarsys\&app slug=emarsys community\&app unique id=ermasys x31nau requirements to use the emarsys app in make, you must have an active sap emarsys account and an api user with api credentials, https //emarsys com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/emarsys community/ click the install button follow the on screen instructions to complete the setup connect emarsys and {{product name}} to get started, you must first create a connection between emarsys and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0,basic authentication,saml 2 0,otp oauth2 0 instructions you need to retrieve the necessary oauth2 0 credentials for your application login to your sap platform using your credentials navigate to the sap mobile services page select your application or create a new one if necessary go to the oauth settings section for your application locate and note the following credentials authorizationendpointurl, tokenendpointurl, redirecturl, clientid if required, specify and note the requestingscopes for your application basic authentication instructions you need to collect the necessary credential for basic authentication login to your platform using your credentials navigate to the section where user credentials are managed locate your basiccredential, which consists of a username and password note the username and password values for basiccredential saml 2 0 instructions you need to retrieve the saml authentication parameters required for your application login to your sap btp or sap mobile services platform using your credentials navigate to the section where your application's backend or service configuration is managed locate or create the sapcpmssettingsparameters object for your application this object contains your application's backendurl and other relevant settings identify the saml authentication endpoints the required credential names are authorizationendpointurl and finishendpointurl if your landscape uses the default configuration, retrieve the authorizationendpointurl and finishendpointurl constructed from your backendurl if your landscape requires custom urls, manually specify the authorizationendpointurl and finishendpointurl as needed note the values of authorizationendpointurl and finishendpointurl these are the credentials required for saml 2 0 authentication otp instructions you need to obtain the necessary parameters for otp authentication ensure you have access to the sap platform and are logged in locate your sapcpmssettingsparameters or equivalent configuration section retrieve the following credential names required for otp authentication authorizationendpointurl and finishendpointurl if your landscape uses custom urls for otp authentication, obtain the specific authorizationendpointurl and finishendpointurl configured for your environment some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=emarsys\&app slug=emarsys community\&app unique id=ermasys x31nau create the connection in {{product name}} https //www make com/en/register , add the emarsys module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your emarsys or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page emarsys modules after connecting to the emarsys app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add contacts to a contacts list adds new contacts directly to a contact list you already have, making it easy to keep your existing lists up to date with the latest people create contacts adds new contact records to your system, allowing you to store and manage information about individuals or organizations create a changed contacts export generates a new export file containing updated contact information and provides you with its unique id create a contact list creates a new contact list or updates an existing one using the details you provide, helping you manage your contact information efficiently create a contact list export starts a new export job for a contact list and provides you with the job's unique id, so you can track or download the exported data later create a registered contacts export creates a new task to export registered contacts and provides you with the task id for tracking or further actions create or update contacts allows you to modify the details of one or more existing contacts in the system delete contacts removes one or more selected contacts from your account, helping you keep your contact list organized and up to date delete a contact list permanently removes a specific contact list from your account download export data provides you with a csv file after your export job is completed to use this module, make sure the export job was started with the distribution method set to "local " get export status checks and provides detailed information about the current status of a specific export request, letting you know whether your export is in progress, completed, or if there were any issues get a contact this module retrieves the field values for contacts you specify, either by using their internal ids or a particular custom property it helps you access detailed information about selected contacts quickly and easily list contact lists fetches and displays all of your current contact lists, allowing you to view and manage the groups of contacts you've already created list contacts retrieves all the contacts that are stored within a specific contact list you choose make an api call allows you to make a custom api request to the connected service using your own parameters and settings remove contacts from a list removes the contacts you specify from a particular list you choose search contacts finds contacts that match the criteria you specify, allowing you to easily search for and retrieve specific contact information watch external events triggers when a specific action or event involving a contact occurs within a campaign or automation center program, such as when a contact enters, progresses, or completes a step in your marketing workflow templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} emarsys resources you can have access to more resources related to this app on the following links https //emarsys com https //help emarsys com/hc/en us https //dev emarsys com/ https //www make com/en/integrations/emarsys community