Integrating Emarsys

Capabilities

DataGrail's Emarsys integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email Foundation Connections Transactional Mailer

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Emarsys User Role: Admin

Setup Emarsys API Connection

1. Log in to your Emarsys account.
2. Select Management from the left menu, then select Security Settings.
3. Select the API Users icon, then select Create API User.
4. Select Create.
5. Copy and store User Name and Secret. Store them in a secure, temporary location.
6. Find your new API User in the table and select the pencil icon.
7. Assign the following permissions to your new API User:

Required Permissions

• contact.getdata - required
• field.get - required for an access and deletion
• contact.delete - required for deletion
• campaign.broadcast - required transactional mailer connection

8. Set permissions, then select Edit at the bottom of the page.
9. Please wait a few minutes for the changes to take effect.

Setup Emarsys Mail Stream

info

This step is only required for Transactional Mailer connections.

The Emarsys integration can be configured as DataGrail Transactional Mailer. To use it as a mailer, complete the following configuration steps:

1. Log in to your Emarsys account.
2. Select Channels from the left menu, then select Triggered Email.
3. Select Create Mail Stream, then Create Custom HTML Email.
4. On the Email Settings step of the stream wizard, configure General Settings:

Email Settings

• Enter an email stream Name
• Select Language.
• Select a Category

5. Under Trigger Settings, select Broadcast Event as the source.
6. Copy the new Campaign ID and select Save (in the top right).
7. On the Content Creation step of the stream wizard, configure the Email Basics:

Email Basics

• Set Subject line to: {{ event.subject }}
• Set From (name).
• Select From (email).

8. Select Source Code and input: {{ event.body|raw }} and select Save (in the top right).
9. Skip the Campaign Check step of the stream wizard.
10. On the Scheduling step of the stream wizard, select Activate Mail Stream.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Emarsys.
2. Enter the Username and Secret.
3. If configuring as a Transactional Mailer, add the Campaign ID.
4. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Transactional Mailer - Deliverability Testing
• Access Request Lifecycle
• Deletion Request Lifecycle
• Request Manager Overview

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

Access Type	Synchronous
Deletion Type	Synchronous

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.