Documentation

Description

Dotdigital helps you harness the power of your data to create personalized cross-channel messaging that delivers exceptional customer experiences.

The schema information shows all report types you can use to extract data from Dotdigital.

Follow our setup guide to connect Dotdigital to Improvado.

1. Click the Make a new Connection on the Connections page.
   Categories on the Data sources page group all available platforms. Use a search to find the required one.
2. Click on the Dotdigital tile.

3. Authorize your account using your Username and Password.

Important: To make use of the Dotdigital API, you’ll need to set up an API user. Follow the official guide on how to create an API user here.

Notes:

• An API user allows you not only to make direct use of DotDigital API but is also a necessary step in the installation of integrations such as Magento or Microsoft Dynamics with DotDigital.Follow the official guide to create an API user here.
• Each API user has its own credentials (a username and password) that must be used to authenticate an operation or call. You can have more than one API user in a Dotdigital account. In fact, when creating API users, it's best practice to create one user per system (for instance, one for a Magento integration and another one for a Dynamics integration) and not share an API user for different purposes. This makes it easier to revoke individual API users should you need to, as well as isolate and diagnose problems with integrations.

You can find official guides on how to create an API user and manage user permissions at the links below:

• Create an API user
• Restrict and grant user access permissions

4. After the connection process is completed successfully, the Dotdigital connection will appear in your Connected sources list.
5. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

6. To extract data from the connected sources, check the instruction on how to set up data extraction.

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