Skip to main content

Stream loyalty tier updates to Adobe

In this tutorial, let's set up Talon.One to push loyalty tier changes to Adobe Experience Platform using the Talon.One Streaming Events source.

After that, you can use Adobe Journey Optimizer to automatically notify customers of their new tier and benefits.

How it works​

The Talon.One Streaming Events source in Adobe Experience Platform allows you to receive streamed loyalty data from Talon.One, including loyalty points changes and tier changes.

Talon.One provides the Talon.One Adobe Integration in the Campaign Manager to stream the data to Adobe, using an optimized payload.

Adobe Journey Optimizer can then act on that data to send targeted messages to customers. For example, when a customer is upgraded to a new tier, you can trigger a personalized message highlighting the new perks available to them, such as free shipping or exclusive member discounts.

For use cases that involve processing accumulated loyalty data rather than reacting immediately as events occur, use the batch source connector.

For more information, see our overview page and the documentation provided by Adobe.

Talon.One requirements​

Set up the integration​

1

Create an API key in Talon.One​

In your Application, create an Integration API key.

We will use the API key in a later step to configure the Adobe integration.

2

(Optional) Create a loyalty schema in Adobe​

If you already have a schema in Adobe Experience Platform that includes the necessary fields to capture loyalty data, you can skip this step.

For this tutorial, let's assume we don't have a suitable schema yet. As a starting point, we can use the Loyalty Details field group provided by Adobe.

  1. In Adobe Experience Platform, open the Schemas workspace.

  2. At the top right of the page, click Create schema.

  3. Choose Manual and click Select.

  4. Choose Individual Profile as the schema base class and click Next.

  5. In Name and review, provide a name for the schema, for example, Talon.One Loyalty Schema, and click Finish.
    The schema editor opens.

  6. In the left sidebar, under Composition, next to Field groups, click Add.

  7. In the list, find the following field groups and add them to the schema:

    • Loyalty Details
    • IdentityMap

    The schema should now include a loyalty object and an identityMap node.

  8. In the right sidebar, under Schema properties, enable Profile, confirm the dialog regarding the primary identity, and click Enable.

  9. Click Save.

3

Configure the streaming events source in Adobe​

Next, let's set up the Talon.One Streaming Events source to receive loyalty data from Talon.One. Completing this step provides you with a streaming endpoint URL and a dataflow ID, which is required for the next step.

  1. Download the following example files:
  2. In Adobe Experience Platform, open the Sources workspace.
  3. On the Catalog page, in the Loyalty section, find the Talon.One Streaming Events No Auth source. If available, use the (Beta) version to access the latest features and improvements.
  4. Click Set up or, if you used the source before, Add data.
  5. In Select data, upload the example loyalty data file from step 1 and click Next.
  6. In Dataset details, create a new dataset based on the schema you created and name it, for example, Talon.One Loyalty Dataset.
  7. Enable the Profile dataset option.
  8. In Dataflow details, provide a name for the dataflow, for example, Talon.One Loyalty Dataflow, and click Next.
  9. In Mapping, click Clear all.
  10. Click Import mapping > Import mapping from file and upload the example mapping file from step 1.
  11. Click Next and review the dataflow details. If everything looks good, click Finish.
  12. In the list of dataflows, find the one you just created and click it.
  13. In the right sidebar, under API Usage, copy the Streaming endpoint and Dataflow ID values for later use.
4

Configure the Adobe integration in Talon.One​

  1. In the Campaign Manager, open Account > Integrations > Adobe.
  2. Click Add Instance.
  3. Follow the configuration steps:
    • On the Talon.One Configuration page, provide the Integration API key you created, without any prefix. For example, 274204ce7792dfc....
    • On the Adobe Configuration page, provide the streaming endpoint URL and the dataflow ID you copied in the previous step.
  4. Click Finish.
note
  • You can create multiple instances of the Adobe integration, for example, to stream data to different Adobe sources.
  • You can use the same endpoint URL and dataflow ID for the points change dataflow and the tier change dataflow.
  • If you only want to use one of the dataflows, you can leave the fields for the other one empty. For example, if you only want to stream tier change data, you can leave the points change dataflow fields empty.
  • If the configuration setup stops responding, refresh the page and restart the configuration process.
5

Test the setup​

Let's test our setup by triggering a loyalty tier change for a customer:

  1. Use the Add points to customer profile endpoint in the Management API to add points to a customer's profile. Add enough points to trigger a tier change.

  2. In Adobe Experience Platform, open the Datasets workspace and open the dataset you created for this tutorial, for example, Talon.One Loyalty Dataset.

  3. In the top right of the page, click Preview dataset to check for new data.

    If the button is disabled and labeled Preview not available, wait and check again. It can take several minutes for the data to be received from Talon.One and appear in the dataset.

6

Next steps​

Now that you have loyalty tier change data in Adobe Experience Platform, you can use it to trigger personalized customer journeys in Adobe Journey Optimizer.

For example, you can set up a journey that sends a congratulatory email to customers when they have been upgraded to a new tier, highlighting the benefits of their new status.