Configuring the Campaign and Engage integration
To ensure a successful integration of Campaign and Engage, the following products must be configured: HCL Campaign, IBM Engage, IBM UBX, and IBM UBX Toolkit.
Before you begin
Before you can enable and configure the integration, you must complete the following prerequisites:
- The IBM Provisioning team must provision the components. See IBM Provisioning requirements for Campaign, Engage, and UBX.
- You must provide the required information to your Engage Provisioning Team. See IBM Engage configuration requirements for Campaign offer integration.
About this task
Complete the following steps to configure the integration between Campaign and Engage.
You can also view the following video to understand more about the integration of HCL Campaign and IBM Engage:
Configuration of HCL Campaign with IBM Watson Campaign Automation
| Step | Task | Details |
|---|---|---|
| 1 | Configure the HCL Campaign web application server to communicate with IBM Engage and with UBX: | |
| 2 | Configure an HCL® Marketing Platform user account with data sources that can access Engage integration services. | See Configuring a user account and data sources for Engage. |
| 3 | Adjust Campaign partition configuration settings to control authentication and data exchange. | See Setting configuration properties. |
| 4 | Register HCL Campaign Endpoint as a subscriber in UBX to download events from UBX. | See Registering HCL Campaign Endpoint as a Subscriber in UBX. |
| 6 | Use the UBX Toolkit to create response tracking tables so Campaign can access response data. Note: If you are using HCL Campaign version 10.0.0.1 and above, this step is not applicable for your
setup.
|
See Creating response tracking tables for the integration. |
| 5 | Install and configure the UBX Toolkit to support response tracking from Engage to Campaign. | See Installing and configuring UBX Toolkit for the integration. |
| 7 | Configure event producer endpoints and subscribe Campaign to events, to support response tracking from Engage to Campaign. | See Configuring UBX for the integration. |
| 8 | Enable Email messaging in Engage for IBM Marketing Cloud. | See Creating and sending emails. |
| 9 (Optional) | Enable SMS messaging in Engage for IBM Marketing Cloud. | See Enabling SMS mobile messaging. |
| 10 (Optional) | Enable mobile notifications in Engage for IBM Marketing Cloud. | See Enabling mobile app messages (push notifications). |