Getting started
If this is your first integration with Jacquard and Epsilon, you’ll need an API User configured within your Epsilon account. Details can be found here: Epsilon - Getting Started.
Setting up a campaign
Jacquard's Epsilon trigger integration will require the following assets to be created:
Epsilon Sequence creation
To get started, you'll need to set up an Epsilon Sequence. The Epsilon Sequence feature lets you automate various recurring tasks, such as updating profile tables from lists.
1. Set Sequence properties
First, within the Properties section, be sure to tag the Sequence phrasee and add react.epsilon@phraseeservices.co within the Users to Notify on Success field.
2. Configure import node
Next, navigate to Design. Within the Sequence, you’ll need to add an Import to List node.
The Import to List node uploads a file from the file server SFTP site and adds to or updates the subscriber records in the selected list. This selected list (example pointed to below) will be used later in the process as the audience for your email trigger campaign.
Example sequence:
3. Set Sequence schedule
Finally, set the schedule of your sequence (example below):
The successful completion of this sequence will trigger an email to Jacquard. Jacquard will then push the latest variant batch percentages to your email campaign described in the next steps.
Epsilon email campaign creation
Next, you’ll create an Epsilon email campaign. This email will be what is sent and optimised for each batch run.
4. First, configure the properties for your email campaign.
You will need to add the tag phrasee (as seen below) in order to see your Epsilon campaign within the Jacquard interface.
5. Configure the audience
Next, configure your audience for the send. This will be the list you linked to update within your sequence from Step 2.
6. Configure body content
Configure the content of your email body and save your draft campaign.
Jacquard trigger experiment creation and configuration
The final steps for setting up your campaign happen in the Jacquard platform, with some final checks in your Epsilon account.
7. Create experiment
To finalise the setup, create your Jacquard triggered message experiment as you normally would within the Jacquard platform.
Once you have approved your language variants, click on the integration icon to view the Epsilon integration drawer.
8. Choose integration settings
In the drawer, select the following:
Your Epsilon business unit and folder that contains both your campaign and sequence.
Your Epsilon campaign created in the previous step.
Your Epsilon sequence created in the previous step.
How frequently the campaign will be run (Daily, Weekly, Monthly).
Start Schedule - when you plan the first sequence to run and trigger the first email to your audience.
End Schedule - the date Jacquard should stop optimising and sending your trigger email campaign.
9. Start the optimisation
Upon clicking Start optimisation, the Jacquard variants and initial percentages will be pushed into your Epsilon email campaign.
10. Review your variants in Epsilon
Navigate to your Epsilon account to review your variants as required.
11. Approve the email
When ready, Approve the email campaign in Epsilon. This approval is necessary for Jacquard to automatically schedule the emails moving forward.
Jacquard has it from here. As your sequence runs on the selected cadence, Jacquard will pull results and optimise the percentage each variant receives for each send.