Implementing Copernica (EN)

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Last updated: Jan 31, 2022
3 min read

Implementing Copernica consists of creating the Copernica link, synchronizing profiles to Copernica, synchronizing newsletter content to Copernica and if necessary synchronizing realtime from Copernica.

Establishing a link

Copernica can be linked to Squeezely as follows:

  • In Squeezely, go to Copernica and click 'Connect Copernica'.

You will be redirected to your Copernica account (so make sure you are logged in). In Copernica the following screen will open:

  • Click 'Give access' and 'Confirm'.

Next, go back to Squeezely, where you will see the following screen:

  • Select the Copernica database you want Squeezely to synchronize data with

  • Select custom profile fields to be exported to Copernica

  • Click on 'Save Channel

After saving, additional options will become visible:

  • Select the Copernica field that contains the email address (in order to match Squeezely profiles with existing Copernica profiles)

If a profile does not yet exist in Copernica, Squeezely will add the profile to the Copernica database

For synchronizing consent

  1. Select the Copernica field where the consent is stored, Squeezely will newsletter consent synchronize with this field

  2. Define the values in Copernica for: unknown, subscribed and unsubcribed

  • Click 'Save Channel

The connection is complete. Squeezely imports the existing email addresses and newsletter consent from Copernica once. Through the link, new email addresses and newsletter consent will be synchronized daily from Copernica to Squeezely.

Synchronizing profiles

For synchronizing profiles from Squeezely to Copernica, the following is needed:

  • Create an Advanced audience with the following rules:

  • Select the Copernica channel in the Audience Builder

  • Click on 'Save

The profiles will be synchronized to Copernica based on the email address. The profiles that do not exist in Copernica yet will be created.

You can check the synchronized data of profiles as follows:

  • Go to the Marketing Suite in Copernica

  • Open the linked database

  • Click on a profile

  • Click on 'squeezely_audiences' under Subprofiles

  • Click on the subprofile

  • View the profile fields of the profile under 'Fields

  • Under 'History' view the changes of the profile

 

Consent realtime synchronization

The following is possible for real-time synchronization of email addresses and newsletter consent:

https://squeezely.atlassian.net/wiki/spaces/SG/pages/1723727884

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