Set up target applications

A CPQ integration allows published campaign actions to be displayed in the CPQ application, an eCommerce portal, or both.

To indicate where you want send published campaign actions:

1. Add a Target Application field in the Campaigns worksheet.
2. Configure Campaign Manager to populate this field with dropdown values.

Add a Target Application field

1. Create a CSV file with the following data in one column:

   • Target
   • eCom—Informs Campaign Manager to send data to the eCommerce application.
   • CPQ—Informs Campaign Manager to send data to the CPQ application.
   • eComCPQ—Informs Campaign Manager to send data to both the CPQ and eCommerce applications.
   • SalesPlanner—Informs Campaign Manager to send data to Sales Planner.
     Important

     By default, when Campaign Manager sends campaign actions to Sales Planner, Sales Planner doesn't look at the Target Application field. After you set up this field, configure Sales Planner to include only campaign actions with a Target Application value of "SalesPlanner."

   • 3rdParty—Informs Campaign Manager to send data to a third-party application. If you integrate Campaign Manager with environments of third-party applications, the Zilliant system will replace "3rdParty" with values that represent these third-party applications. Campaign Manager then sends data to the corresponding application.

2. Go to the Campaign Manager workbook and create a worksheet from the CSV file. Depending on your user permissions, the new worksheet will resemble the following image.

   

3. Go to the Campaigns worksheet.

4. Define a new input column. Enter the following values, then select Save.

   • Column name—Enter Target Application.
   • Type—Set to Input by default. Do not change.
   • Value type—Enter STRING.
   • Length—Enter 100.
   • Editable—Selected by default. Do not deselect.
   • Visible—Selected by default. Do not deselect.

5. Change the new input column to a dropdown column with the following values:

   • Column name—Set to Target Application by default. Do not change.
   • Type—Select Dropdown.
   • System name—Enter TargetApplication.
   • Length—Set to 100 by default. Do not change.
   • Worksheet entity—Select Target Applications.
   • Source field—Select Target.
   • Editable—Selected by default. Do not deselect.
   • Visible—Selected by default. Do not deselect.

6. Depending on your user permissions, the completed modal will resemble the following image. Select Save.
   

Populate the Target Application field with dropdown values

1. Go to the Published Campaign Actions worksheet.
2. Create a relationship for this worksheet with the following values:
   • Related type—Select Worksheet.
   • Related Workbook—Select Campaign Manager.
   • Related Worksheet—Select Campaigns.
   • Join type—Select Left.
   • Source column—Select Campaign Id.
   • Operator—Select Equals.
   • Related column—Select Campaign Id.
3. In the Published Campaign Actions worksheet, add a related column between the Campaigns worksheet and Target Application column. Depending on your user permissions, the settings will resemble the following image.