Bronto Contact Export

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Overview

Bronto is an e-mail marketing tool that offers the ability to execute sophisticated e-mail 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.

A Bronto Professional account is required to use this integration. At this time, integration with Bronto's Agency Edition is not supported.

Monsoon OMS customers should contact Bronto at 919-595-2500 extension 2, for technical assistance.

Configuring Monsoon Order Manager to integrate with Bronto Email Marketing Software

Contact Bronto to obtain Site, SiteID, Token and UserID values to enter into the appropriate Monsoon Order Manager system parameters listed below. For instructions on entering values into Monsoon Order Manager system parameters, see the Knowledge Base article, Set System Parameters.

Enter Bronto information into Monsoon 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 by using the Source of Initial Order drop-down on the Bronto Export Filter screen, as described later in this article.

Map the Monsoon Order Manager fields to Bronto fields

1. Log into the Bronto application.

2. Select the Contacts tab and select the Fields link.

3. Select the Create New Field link in the upper right-hand corner of the screen.

4. The chart below shows the fields that can be exported from Monsoon Order Manager to Bronto. Create a field definition in Bronto for each Monsoon Order Manager 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 Monsoon Order Manager Field name as the label.

When entering fields names into the Create A Field screen, 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. Select 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 Monsoon Order Manager to Bronto

1. Go to the Main Menu>Accordion>Settings>Data Functions> Bronto Contact Export.

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 to receive a notice when the update process is completed. There is no default for this field.

5. Select 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 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 , multiple SKUs or ranges of SKUs.

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

            2. You can also select 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. Select the SKU radio button plus the All button to see all SKUs in alphanumeric order.

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

                 3. Select 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. Select the Name radio button plus All to see all product names in alphanumeric order.

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

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

            3. Select an item once and select 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 selecting on it and selecting Delete.

            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 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 Customers Knowledge Base topic.)

7. Select Apply in the upper right hand corner of the Bronto Export Filter screen when all customer selection criteria is entered. (This is the same as the Customer Filter screen.)

8. Select Export to send the selected customer records to Bronto. A confirmation box is displayed, indicating the success of the data transfer.

Created: 2/14/11

Revised: 6/30/15

Published: 08/19/15