Automation (Mapp Digital - Whiteboard)

Do integration settings as given in Integration setup. Also, please make sure the CEP user has proper user role to access the DMP features in Whiteboard.

Add to DMP Audience Example

1. Add your test email Ids as a contact in CEP. Make sure these are valid email Ids as you will need to open these emails.
   
   
   
2. In CEP, create a group and add your test email ids as members there.
   
   
3. Go to Content > Email > Create and create an email and send it to the group created above. Send the email. Don’t open the email yet. Note: You will need to have cep-credits in your account to be able to send emails. Also, the owner of the group you are sending emails to should also have enough credits.
   
   
4. Go to Automations > Whiteboard NEW > Create > Select Events-based 
   
   
5. In the whiteboard add an event like “Reacts to email message”. Add the specific group, you just sent above message to, in the Whitebaord Audience definition after you select the event. Select the condition Opens an Email Message in Configure Entry Event > Match the condition. Afterwards, select all of the options that would lead to the email just sent.
   
   
   
6. Click on plus sign on the whiteboard and add job “Add contacts to DMP audience”. Select the DMP Audience (not necessarily but ideally chose the Dmp audience which is integrated with Mapp-Email platform so we can check in the cep groups if the users were added to the audience). Note: different user roles can restrict this feature. PM role has permission to this feature and client administrator does not have permission to this feature.
   
   
7. Activate the whiteboard. 
   
   
8. Open the email that is in your inbox or junk/spam box in your test email accounts.
   
   
9. Come back to the Whiteboard and you will see that the users have been added to the DMP audience. Also, check the integrated platform to see if the users are added. In case the audience was integrated to Mapp-Email then check the corresponding CEP Group > members to see if the test users where added. 
   

Enters DMP Audience Example

1. Follow steps 1 to 4 from "Email Address On Site example" in DMP Audience to DMC Group Matching (Mapp Digital - Email)
   
   
2. in DMP, Create a DMP audience with integration to Mapp-Whiteboard and with an Add Condition of Pixel is any of <pixel Id of pixel created above>
   
   
   
3. Create a new CEP group which has no members or does not have the test user as a member in it. Lets call it "whiteboard test" group.
   
   
4. Create one more CEP group and add the test user as a member in it. Lets call it "Test user group"
   
   
5. In CEP, create a whiteboard flow. Select the first event to be "Enters DMP audience". In Configure Entry Event in whiteboard audience definition select the group "Test user group". Below in the Match Condition add the DMP audience created in step 2.
   
   
   
6. In Whiteboard click on + sign to add next step to the flow.
   
   
7. Add the job "Add to / Remove from  group". In Configure Job add the "whiteboard test" group.
   
   
8. Activate the Whiteboard.
   
   
9. In browser open incognito mode and check debug page http://go.flx1.com/debug, the “uuid” field should be 0 then open the Add Email Landing Page created in step 1. In the email field enter your email ID (the test user email ID). Refresh the debug page and note that uuid field is not 0.
   
   
10. In same browser open the Main Test landing page created in step 1 for testing.
    
    
11. Open the whiteboard in a couple of minutes and observe that the user is added in the group.
    
    
    
12. Also, check the CEP group "whiteboard test" to see if the user is added as a member.