Adding and Managing an Attentive Connection

Athos Commerce's Personalized Segments integrate the recommendations engine with your email service provider. In order to integrate recommendations data into your store, your Attentive and ecommerce instances must already be connected.

Athos Commerce sends data to Attentive that can be used to create personalized segments for your messaging campaigns. The data fields provided can be leveraged to target specific groups. Because Athos is already tracking and calculating multiple metrics on each registered customer, we are able to append that data to Attentive customer records so it can be used in Attentive for segmentation purposes.

Segments can be defined based on customer attributes or behaviors. Click here to read more details about configuring segments.

Authorizing connection to Attentive

This step is required to allow Athos to upload the customer attributes discussed above to your Attentive customer records. You can then use that data to create segments for your marketing automation campaigns. In the Athos console, in the main menu, select "Data", then click "External Authorizations".

On the External Authorizations page, click the "Add New +" button to connect your Athos account with Attentive.

Note: You can associate multiple web sites with a single Attentive connection.

The following window will appear:

Select "Attentive" and click the "Continue" button at the bottom right to authorize a connection to Attentive. The following pop-up window will appear:

Click within the "Filter" search box to select a site (or sites) to add. Once you have chosen your sites, they will appear below the Filter box.

Click the "Authorize" button to confirm connection with your Attentive account. Clicking the "Authorize" button will open a new browser window, where you will log into your Attentive account and complete the authorization process.

Log in with your Attentive account.

Continue by logging in with the email address and password associated with your account. A new window will appear, where you will allow Athos Commerce Personalization to connect with your Attentive account.

Click the "Authorize" button to continue. You will be returned to the Athos console.

When you return to the Athos console, you will see that the connection has been authorized.

Now you've connected the console to Attentive, which means you can create detailed segmentation and achieve more precise targeting of potential shoppers and sales. Athos will append the customer metrics the next time your Athos data is updated.

You will need to ask Attentive to provide you with a complete set of customers for segmentation data. This file can be acquired by asking your Attentive CSM for an export of your subscriber list. This is a one-time process; once the file has been uploaded, these records will automatically be updated through the integration to keep it in sync with Attentive.

Uploading Subscriber List

In the Athos console, under the Data menu, select External Authorizations. You will see your Attentive connection. Click the "Manage Connections" link at the far right.

A new page will appear and display the websites configured for your Attentive connection. On the far right, click the "Initialize Customer Data" link.

A pop-up window will appear, where you will add the .csv file provided by your Attentive CSM.

Click the "Choose File to Upload" button on the bottom left. From here, navigate to the .csv file and add it.

Once you have added the file, click the "Upload Data" button at the bottom right of the pop-up window. The system will upload your customer data. At first, the status of the record upload will show "Queued".

Once the upload is finished, the status will show "Complete".

Now that your customer data has been uploaded, you can create personalized segments as needed. To learn more about creating personalized segments with Attentive, click here.

Managing existing connections

Once you have added connections, they will be displayed as shown:

Click the "Manage Connections" button at the far right to manage an existing connection. A new window will open with the connection details displayed.

Click the "Manage" button at the top right to edit the existing connection. A pop-up window will appear, where you can modify the existing connection, reverify the connection, or revoke access to Attentive.

1. Click within the "Filter" search box to select another site to add.
2. Click the Trash can icon to delete an existing site that is already authorized.
3. Click the "Revoke Access" button to remove the authorization for the current site. This will halt updates, clear your data, and will require you to re-initialize using a .csv file if you wish to reactivate this connection.

Click the "Discard" button at the bottom right to cancel this action and return to the previous window, or click the "Update Websites" button at the bottom right to save your changes.