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Bronto Contact Export

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Overview

Bronto is an email marketing tool that provides the user with the ability to execute sophisticated email marketing campaigns throughout the customer life cycle, thereby increasing contact engagement and driving repeat purchases by sending the right message to the right contacts at the right time.

Support for Bronto integration is available in the Standard, Plus and Enterprise Editions of the Order Manager. The user must have a Bronto Professional account. At this time, integration with Bronto's Agency Edition is not supported.

Order Manager customers should contact Bronto support at 919-595-2500 extension 2, for technical assistance.

Configuring the Order Manager to integrate with Bronto Email Marketing Software

Contact Bronto to obtain Site, SiteID, Token and UserID values that need to be entered into the appropriate Order Manager System Parameters settings in the Order Manager that enable users to configure the program integrate with their business operations. The Order Manager includes hundreds of System Parameters to do just that. To change a system parameter, go to the Maintenance Menu> Set System Parameters. listed below. For instructions on entering values into Order Manager System Parameters, see the Knowledge Base article, Set System Parameters.

Enter Bronto Information into Order Manager System Parameters

• BrontoSite

• BrontoSiteID

• BrontoToken

• BrontoUserID

   When entering Bronto-provided values into the system parameters, be sure to use the appropriate case for all letters.

There are no Special Parameters (cart-based) for this service. Customer records can be limited to those associated with a specific shopping cart an e-commerce software system that allows a merchant to sell products on the Web. In the context of the Order Manager, it refers to the settings that describe a merchants web store to the program, allowing it communicate with the online shopping cart and import orders, and other information etc. by using the Source of Initial Order drop-down on the Bronto Export Filter screen synonymous with the Microsoft Access Form Object or user interface., as seen later in this article.

Map the Order Manager Fields to Bronto Fields

1. Log in to the Bronto application.

2. Click the [Contacts] tab and select to mouse "left-click" on an object, usually a row in a table, in the context of Order Manager documentation the [Fields] link.

Figure 1: Bronto Contacts tab

3. Click on the [Create New Field] link in the upper right-hand corner of the screen.

Figure 2: Bronto Create New Field screen

4. The chart below shows the fields that can be exported from the Order Manager to Bronto. Create a field definition in Bronto for each Stone Edge Field in the chart. Use the value in the Bronto Field column of the chart as the Name field, seen in the figure above. While the Label field in the screen pictured above is an arbitrary value, it might be helpful to use the Stone Edge Field name as the label.

      When entering fields names into the Create A Field screen pictured above, be sure to enter the field names using lower case letters.

5. In the Type: drop-down list on the Create a Field screen, select the appropriate field type from the Field Details column of the chart shown above.

6. In the Visibility: field, choose whether the field should be Public or Private from the drop-down list. Public fields are visible to you and can be made visible to your contacts. Private fields are visible only to you.

7. Check the box labeled [Contact List:] to have the field shown in the contact list.

• Contact Bronto support to determine the maximum number of fields that can be created or for assistance in setting up the integration with Bronto. Phone: 919-595-2500 Extension 2

Exporting Customer Data from Order Manager to Bronto

1. Go to the Main Menu > Maintenance Menu > Import/Export  tab > Bronto Contact Export > Go. The Bronto Contact Export screen opens:

2. Select an Action from the drop-down list. The possible choices are:

   1. Add - to add a new list

   2. Update - to update an existing list

   3. Add and Update - add and update a new list (this is the default action, if no action is selected from the drop-down list)

3. (Optional) In the List Name field, enter the name of the contact list (at Bronto) that is to be created or modified. The default is the All Contacts list.

4. (Optional) In the Notify field, enter an email address that will receive a notice when the update process is completed. There is no default for this field.

5. Click the [Apply Filter] button to launch the Bronto Export Filter screen:

6. Specify the customer selection criteria to be used to produce a list of customer records that will be sent to Bronto by entering one or a combination of the following:

   1. 1. In the top section of the form, there are numerous options for filtering customer records. Filter by:

         1. Ranges of order numbers, web order numbers, order dates, or customer ids.

         2. Payment status. Select Any Status, Credit Due, Balance Due, or Paid in Full.

         3. Customers where their most recent order was on or before or after a given date.

         4. Address. Enter a City, State, Zip, or Country.

      2. Further limit the list of customer records by using the Items Purchased tab to include customers who have bought a single SKU the abbreviation for Stock Keeping Unit; a unique identifier used to track product inventory, multiple SKUs or ranges of SKUs.

         1. 1. In the Orders that include the following items section, click the [All SKUs] check box or enter characters in the SKU’s that start with text field.

            2. You can also click the [Any SKU in list below] check box and then build a list of SKUs using the options in the Select items here to build the list section.

               • To display your products sorted by SKU:

               • 1. Click the [SKU] radio button plus the [All] button to see all SKUs in alphanumeric order.

                 2. Click [SKU] plus the [#] button to see SKUs that begin with a symbol followed by SKUs that begin with a number in alphanumeric order.

                 3. Click [SKU] plus a letter button to see SKUs that begin with that letter, in alphanumeric order.

               • To display your products sorted by product name:

               • 1. Click the [Name] radio button plus [All] to see all product names in alphanumeric order.

                 2. Click [Name] plus # to see product names that begin with a symbol followed by product names that begin with a number in alphanumeric order.

                 3. Click [Name] plus a letter button to see product names that begin with that letter in alphanumeric order.

            3. Click on an item once and click [Add to List].

            4. The item appears in the Any of the following list of items list box to the right.

            5. Delete an item from the list by clicking on it and clicking the [Delete] button.

            6. Ignore the Add to Email List button, which will not be active and does not relate to this feature.

   3. Select customer records based on data that is contained in custom fields on the Custom Fields tab. (If you have not set up any custom fields, the Custom Fields tab will not be visible. See Configuring Custom Fields document to learn how to add custom fields.)

   4. To filter customers based on range of order frequency and/or value of orders within a selected date range, go to the Frequency & Value tab. (For more information about RFM [Recency, Frequency, Monetary Value] data and how to view RFM data about a specific customer, see the RFM Data & Order History section of the View Customers Knowledge Base topic.)

7. Click the [Apply] button in the upper right hand corner of the Bronto Export Filter screen when all customer selection criteria has been entered.

8. Click the [Export] button to send the selected customer records to Bronto. A confirmation box will be displayed, indicating the success of the data transfer.

Created: 2/14/11

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