IBM UBX Integration Guide

Revision as of 12:55, 2 December 2016

Introduction

The IBM Universal Behavior Exchange is an open exchange that makes it easy to share customer data between certified solutions. The Social-ID integration with IBM UBX allows you to leverage social login events and social profiles to be easily used across different marketing applications.

Available Events

• Connected to social channel (Social Events)
  • Event Code: connectedSocial
  • Identifiers: social_id, email
  • Attributes: brandTag, userType, socialPlatform, deviceType, campaignName
• Contact Update (Engage Contact Update Event)
  • Event Code: contactUpdate
  • Namespace: com.ibmmarketingcloud.engage
  • Identifiers: social_id, email
  • Attributes: Email, FirstName, LastName, WorkPosition, Company, PictureURL, Gender, RelationshipStatus, Birthday, CurrentLocation, Religion, Locale, Industry, SocialIDProfileURL

How To Integrate with IBM UBX

• On Social-ID Marketing Platform
  • On Account Settings
    • Take note of API id and API secret from API page
  • On Campaign Engine > Campaigns
    • Create a new campaign using: Social Login - Login as a trigger; All contacts as a filter; and UBX Integration as a channel, choosing an event type
• On UBX
  • On Endpoints tab
    • Register a new Social-ID endpoint choosing the appropriate environment
      • Use the API id and secret as keys
• Now the Social-ID endpoint should be ready to use.

How To Integrate with IBM Marketing Cloud

• Follow all the steps to integrate Social-ID with IBM UBX, choosing Contact Update as event type on the Campaign Engine
• On IBM Marketing Cloud
  • On Data tab
    • Optional: create a database if needed
      • Databases > Create
    • Click on a Database, then on Show Additional Details to take note of the Database ID
    • Optional: add any of the following fields to the database -> FirstName, LastName, WorkPosition, Company, PictureURL, Gender, RelationshipStatus, Birthday, CurrentLocation, Religion, Locale, Industry, SocialIDProfileURL
    • On Settings > Organization Settings > Application Account Access > Add Account Access
      • Set application to IBM Universal Behavior Exchange
      • Add and check e-mail for User Account Refresh Token and take note
• On UBX
  • On Endpoints tab
    • Register a new IBM Engage endpoint
      • Use Account Refresh Token and Database ID as keys
  • On Events tab
    • Subscribe to Events
      • Select Social-ID > Contact Update event as source and IBM Engage as destination and subscribe
• Anytime a login happens, it will now create/update a contact in the selected IBM Marketing Cloud database