Before you start
Things you need to know:
You must create an API user in Dotdigital before you can complete the connection process.
Learn more in Create an API user.
Connect your accounts
There are four steps to connecting your Dotdigital and Fresh Relevance accounts:
1. Add API user credentials
Before you start
Have your Dotdigital API user details ready; you might want to have Dotdigital open in a second tab for easy copy and paste.
This step enables you to use Fresh Relevance Slots directly in Dotdigital’s EasyEditor as App blocks.
In Fresh Relevance, expand the User menu and go to Settings > Triggers and messaging integrations > Dotdigital API users.
Select CONNECT API USER.
In the Connect Dotdigital API user popover:
Copy the API user email from Dotdigital into the API email field.
For API password, enter the password for your Dotdigital account.
For Description, add a short piece of text to identify the connection, for example, the name of the Dotdigital account you’re connecting to.
Expand the Region drop-down menu and select the region of your Dotdigital account.
R1 for EMEA, R2 for America, R3 for JAPAC. If you’re unsure, in Dotdigital, expand the User menu and go to Settings > Access > API users. Your region is displayed in the API endpoint URL in the banner at the top of the page.
Select CONNECT.
You’re taken to the Overview page for the connection, and can see that API user is marked with a green Connected flag.
2. Configure the messaging channel
To continue with the connection:
For Messaging providers, select CONTINUE.
Your API user credentials are pre-filled so you don’t need to edit them. Optionally, enter a descriptive name for the messaging channel to help you identify it later.
Select NEXT.
Default settings
In this section, there are some optional settings you can configure.
If you want to set a default list for contacts to be added to in Dotdigital, expand the Default list drop-down menu and select the list you want to use.
You can change this later if you want.
If you want to add a fallback campaign, which is sent in the event that a trigger program runs without a campaign ID specified, expand the Default campaign drop-down menu and select the triggered campaign you want to use.
As long as your Fresh Relevance account is correctly configured, it’s unlikely this campaign would ever be used.
If you want to test your trigger program email messaging, you can enter a test email address in the Catch-all email address field.
When this field contains an email address, no emails are sent to any other email addresses, so this should only be used for testing purposes. Once your testing is complete and you’re ready to send to live contacts, you must remove the Catch-all email address.
Contact management
This section allows you to control how existing and new contacts are managed.
Expand the Permission check list drop-down menu and select the Dotdigital list to use to check that contacts have provided consent to be sent marketing emails.
In most cases, this is your Subscribers list.
Expand the Existing contacts drop-down menu and choose from:
Do not change the subscription status stored on Dotdigital.
Overwrite current status in Dotdigital with Subscribed.
If you select this option, unsubscribed contacts in Dotdigital are immediately resubscribed.
Expand the New contacts drop-down menu and choose from:
Add the contact with a status of subscribed
Add the contact with a status of unsubscribed
This setting determines the email subscription status that is set in Dotdigital when a new contact is imported from Fresh Relevance.
Expand the New contact opt-in type drop-down menu and choose from:
Load new contacts with Unknown opt-in type
Load new contacts with Single opt-in type
Load new contacts with Double opt-in type
Load new contacts with Verified double opt-in type
If new contacts are added to Dotdigital with a Verified double opt-in type, they are added to the Pending contacts list in Dotdigital and are automatically sent an opt-in confirmation email. Once they click the confirmation link in this email, they are added to your live contact list in Dotdigital.
Learn more about opt-in types and the Verified double status in Dotdigital.
Send permissions
To restrict email sends only to contacts who have an opt-in type of Verified double, select the Only send to contacts with Verified double opt-in checkbox.
To restrict email sends only to contacts who already exist in your Dotdigital account at the point of import from Fresh Relevance, select the Only send to existing Dotdigital contacts checkbox.
Once you’re happy with your messaging channel configuration, select NEXT.
Set up channel preferences
This section is only available if you have set up at least one marketing preference in Dotdigital.
Learn more about Marketing preferences in Dotdigital.
This section allows you to determine how to manage marketing preference subscriptions for contacts imported to Dotdigital from Fresh Relevance.
Under Preferences in Dotdigital, choose from:
Keep existing
Make no changes to marketing preference subscriptions in Dotdigital.Add new
Opt contacts in to the selected preferences on import.Select the checkboxes for the preferences you want contacts to be opted in to.
Overwrite selected
Remove any previous preferences for an imported contact and replace them with your selection.Select the checkboxes for the preferences you want contacts to be opted in to, and clear the checkboxes for any preferences you want contacts to be opted out of.
Select CONNECT DOTDIGITAL.
3. Import lists to segments
To set up the import of your Dotdigital lists into Fresh Relevance segments:
For Import lists to segments, select CONTINUE.
For Channel name, enter a descriptive name for the import channel, so you can recognise it later.
Select the checkboxes for the contact types you want to import. Choose from:
Subscribed
Pending
Unsubscribed
You can select multiple options.
For Import interval, set the number of minutes you want to elapse between imports.
Default is 60 minutes, suggested minimum is 1440 minutes (one day).For Status, select Active to enable the import channel.
Select Paused to stop imports for this channel.Select CONNECT.
4. Export segments to lists
Configure the export of your Fresh Relevance segments to a Dotdigital list.
For Export segment to lists, select CONTINUE.
For Channel name, enter a descriptive name for the export channel, so you can recognise it later.
The Dotdigital API user field is automatically pre-filled for you. If you need to change this later, expand the drop-down menu and select the API user you want to use.
Expand the Default list drop-down menu and select the Dotdigital list you want Fresh Relevance segments to export to.
Select SAVE.
And you’re done! Your Fresh Relevance and Dotdigital accounts are successfully connected.
Learn more about syncing additional Fresh Relevance segments and Dotdigital lists in Import segments and Segment export channels.
Disconnect your Dotdigital API user
To remove the connection between your Dotdigital and Fresh Relevance accounts:
In Fresh Relevance, expand the User menu, then go to Settings.
Under Triggers and Messaging Integrations, select Dotdigital API users.
On the Dotdigital API users page, find the API user that you want to disconnect.
Select the X icon in the Disconnect column.
Read the information in the modal, then if you would still like to disconnect the user, check the confirmation checkbox.
To disconnect and delete the user, select DISCONNECT AND DELETE CHANNELS.
If you want to cancel, select CANCEL.