Managing Your InterAction Integration

What activities does the InterAction integration log?

Configuration via the Connection Wizard

The configuration for your InterAction data connector is now located right inside Concep Send. The data connection is shared at administration level so there is now no need to configure separately for each individual user.

To access the Connection Wizard, log into your integration admin Send account (your Account Manager can provide this if you are unsure what user this is). Under the Settings area, a Connections tab will pop up (this may take a few seconds as Consep Send connects to CRM), where you will see the LexisNexis connection:

Click on the connection to login to the wizard. A form will open with three fields. The top field is the External URL your IT team created for Concep to connect to InterAction. This field is locked down. 

Below that, are the username and password fields where you will enter the dedicated InterAction user account that is being utilized for the integration. This user account would have been created/provided to Concep during the integration project.

Once logged in, you will see all users in your account that have been enabled for the integration. You can choose for each user if they have either Activity Logging for email campaigns enabled, Surveys integration enabled, or both. If you create new Send users and want to add them to the integration, choose 'Add Users' on the top right to add them and check off which functions are enabled.

In the next step of the wizard, all of the Folder Types available in your InterAction database will display (that Concep's dedicated InterAction user has permissions to). Choose which folder types you want the 'Surveys' module to access - any folder types where you will be creating Event folders and capturing registrations. This step is not related to Activity Logger for email campaign activities - only the Surveys tool.

Next is the folder configuration for Contacts. Each time a response is captured on an integrated survey, our integration searches InterAction for a unique identifier for that Contact (Such as Email Address or Contact ID). Here you will set the folders in IA where People Contacts and Company Contacts are sourced, so if a contact already exists in IA it can be located and added to the mapped event folder or the integrated Survey. If a person contact is newly created via the integration through a Survey response, they will be created in that event folder and can be promoted by your CRM admin.

The 'When creating new company contacts' setting here allows you to specify where new company contacts are created, if you want to choose a specific review folder. If not, you can choose to have company contacts created in the Event folder that your survey is linked to and promote them from there.

A tick box option is available to prevent Concep Send from creating new company contacts when recipients are filling out Surveys. Enabling the option means a new company contact record is not created, instead the field on the contact record is updated if mapped in the Survey.

The next step is where you configure your settings for Activity Logging. Activities include all interactions with sent Email Campaigns, and there are also a few Survey activities you can enable if you want to see activities for completed surveys and RSVPs. 

On the left, select the checkbox for all Concep Send activities you want to enable for logging in InterAction. In the middle dropdown for each, choose the corresponding Activity Type in InterAction that your team has created for these Concep related activities. You can enable and map only the activities you want to see in IA. Everything is logged in Concep Send reporting regardless of integration settings.

If you are wanting to add/enable more activities to log in CRM than are currently enabled, you may need to first create a new corresponding Activity Type in your InterAction Administrator to use. Once you've added it to your environment, it will display under the available types in the dropdown to map.

Lastly, if you want to modify the InterAction summary or details that populate in each activity logged in CRM, choose the pencil icon to the right of each activity. Here you can modify the default language that populates. The 'Insert mail-merge tags' dropdown allows you to choose and insert dynamic merges into the content as well, to populate things like the email campaign title, user accounts, etc.

When you are done modifying all settings, you can save and close. You can log into the wizard at any time to modify your configuration, though always ensure you log into it with the correct dedicated InterAction account used for the integration. This ensures all activities and data logged in InterAction by the integration will be created by this user for clarity.