User Manual
Navigate Connect
The Connect Main Screen
The Connect Dashboard
Creating Dashboards
Deleting Dashboards
Editing Dashboards
Exporting Dashboards
Viewing Dashboards
Query Filters
Maneuver Past Errors
Open Multiple Sessions or Windows
Sorting Tables and Application Links
OK, Done, and Cancel Buttons
Previous and Next Buttons
Using Connect Icons
Customers
Customer Browser
Adding Customers to Conversations (Subscriptions)
Editing Customer Profile Information
Searching for Customers
Manually Adding Customers
Importing Customers
Adding Customer Attributes and Preferences to a Customer
Editing Customer's Associated Conversations (Subscriptions)
Editing Customer Attributes and Preferences for the Customer
Viewing Customer Message History
Customer Attributes
Creating Customer Attributes
Deleting Customer Attributes
Editing Customer Attributes
Customer Preferences
Creating Customer Preferences
Creating MultiAddress Preferences
Deleting Customer Preferences
Editing Customer Preferences
Customer Inferred Interests
Creating Inferred Interests
Deleting Inferred Interests
Editing Inferred Interests
Customer Record
Campaigns
The Campaigns Screen
Campaign Expiration Dates
Quiet Periods
Campaign Targets
Establishing Seed Lists
Managing Campaign Targets
Performing Calculations
Campaign Types
Subscribe and Unsubscribe Campaigns
Manually Unsubscribing Customers from Conversations
More About Subscribe and Unsubscribe Campaigns
Creating a Normal Campaign
Creating a Recurring Campaign
Creating an Event-Triggered Campaign
Creating Subscribe Campaigns
Creating Unsubscribe Campaigns
Defining Campaign Targets
Conversations
Understanding Conversations
Creating New Conversations
Deleting Conversation
Editing Conversations
Importing Customer Records
Using Refer-a-Friend
Configuring Refer-a-Friend Contents
Configuring Refer-a-Friend System Parameters
Refer-a-Friend Technical Overview
Audiences
Creating Audience Models
Copying Audience Models
Deleting Audience Models
Editing Audience Models
Filter Types, Attributes and Criteria
Segmentation
How Connect Prioritizes Customers
Copying Segmentation Models
Understanding Leftover Segments
Creating Segmentation Models
Deleting Segmentation Models
Editing Segmentation Models
Suppression Lists
Creating Suppression Lists
Deleting Supression Lists
Editing Suppression Lists
Importing Email Addresses into Suppression Lists
Previewing Suppression Lists
Query Filters
Editing and Managing Campaigns
Cloning Campaigns
Deleting Campaigns
Editing Campaigns
Exporting Campaigns
Pausing Active Campaigns
Resuming Paused Campaigns
Searching for Campaigns
Importing a Campaign
Sender Names and Sender Domains
Creating Sender Names
Creating Sender Domains
Editing Sender Names
Editing Sender Domains
Deleting Sender Domains
Content Management
Analyzing Content Links
Content Types
Static Content
Dynamic Content
Creating Dynamic Content
Conditional Content Example using Java Server Pages (JSP)
Configuring Dynamic Content
Consuming the Parameter Values in JSP
Error Handling
Creating Links in Dynamic Content
Conditional Content Example
Using XML and XSL Content
How Connect Prioritizes Content Types
Creating and Managing Content
Creating Static or Static Scripted Content
Deleting Content from a Campaign
Editing Dynamic and XSL Content
Editing Static or Static Scripted Content
Content Formats
Guidelines for Creating Messages
Links Overview
Editing Link Content
Viewing and Rechecking Links
Mail Merge Tags
Managing Content Attachments
Creating Content Attachments
Deleting Content Attachments
Editing Content Attachments
Troubleshooting Attachments
Managing Content URLs
Creating New Content in Connect
Pointing to Message Content
Uploading New Content in Connect
Creating Dynamic and XSL Content
Editing Content in Connect
Debugging XSL Content
Tips For Creating Links
Validating Message Content Prior to Launch
Messages Overview
Message Types
Creating and Managing Messages
Cloning Messages
Configuring Automated Main Messages
Configuring Bounce and Reply Handling Messages
Creating Follow-Up Messages
Creating Main Messages
Creating Trial Messages
Deleting Messages
Editing Messages
Pausing Messages
Resuming Paused Messages
Selecting a Winning Message for Automated Main Messages
Staging Messages
Rolling Out and Launching Messages
Launching Messages
Rolling Out Messages
Scheduling Automated Main Messages
Verifying the Number of Targeted Customers
Viewing and Editing Rollout Schedule
Tracking and Conversions
About Cookies
Conversion Detector
The Conversion Tracker
Conversion Workflow
Enabling Conversion and Referral Tracking
HTTPS Conversion Solution
The Profiler
Referral Marketing
What Counts as a Referral?
Connect Web Surveys
Copying (Cloning) Surveys
Creating New Surveys
Adding Rules to Surveys
Adding Survey Fields
Additional Configuration Fields Required for Data Types
Changing Survey Field Order
Copying Survey Rules
Deleting Survey Fields
Deleting Survey Rules
Editing Survey Rules
Exporting the Survey into HTML
Editing Survey Fields
Creating Customers and Contacts Using Surveys
Deleting Surveys
Deploying Surveys
Deleting Survey Deployments
Editing Survey Deployments
Editing Surveys
Exporting Surveys
Importing Surveys
Troubleshooting Surveys
Viewing Survey Results
Exporting Survey Results
Filtering Survey Results
Connect Reports
System Reports
Creating System Reports
Deleting System Reports
Editing System Reports
Viewing System Reports
Activity Reports
Campaign Summary
Message Status Reports
Conversion Report
Custom Reports
Campaign Activity Reports
Campaign Drilldown Reports
Campaign Message Status Reports
Conversion Tracking Reports
User Agent Reports
Best Practices
Content Recommendations
Disclaimer
Electronic Direct Marketing (EDM) Content and Layout
Electronic Direct Marketing (EDM) Technical Considerations
Electronic Direct Marketing (EDM) Testing
ISPs to Contact
Event-Triggered Messaging
Event Listener Overview
How Events are Processed
Event Attributes and ExternalXML
Additional Event Listener Features
Dynamic Attachments
Dynamic Attachment URLs in Content Definition
Embedding Attachments in XML Event Records
Handling Events for Expired Campaigns
Creating an Event-Triggered Campaign
Event-Triggered Campaigns - Content Tab
Event-Triggered Campaign - Content Tab
Event-Triggered Campaigns - Content Tab - Attachments
Event-Triggered Campaigns - Content Tab - Link Analysis
Event-Triggered Campaigns - Content Tab - URLs
Event-Triggered Campaigns - Message Tab
Event-Triggered Campaigns - Message Tab - Define Message
Event-Triggered Campaigns - Message Tab - Message Actions
Event-Triggered Campaign - Targeting Tab
Event Listener Scenarios
Event-Triggered Campaigns with ExternalXML
Create New Customer and Send Message
Send Message to Subscribed Customer
Send Message with Inline Attachments
Subscribe Customer and Send Message
Update Customer Attributes and Send Message
Update Customer Preference and Send Message
Identifying Customers in XML Events
Event records for multiple customers
Multiple customer records with same email address
Multiple customer records with same email address, resubscribe
Using alt_customer_id instead of email
Status Request Messages
Customer Status Request
Event Status Request
Subscription Status Request
Updating Customer Profiles without Sending Messages
Insert or update customer attributes
Insert or update customer record
Insert or update customer record and attributes
Subscribe a customer to a conversation
Unsubscribe a customer to a conversation
Use Event Attributes and Merge Tags
Combine Merge Tags with XSL
Dynamic From: Header Populated from Event Attributes
Use Event Attributes in Static Content
Use Event Attributes in XSL Stylesheets
Configure the Event Listener
Configuring JMS Message Queue Listeners
Deploy Event Listeners
Testing the SMTP Event Listener
KCXML Reference
Connect XML DTD
Date Types
Sample KCXML Document
XML Version
KanaRoot
Event Request
Event and Event Attribute
External XML
Customer
Customer Attribute
Customer Preference
Delivery Channels
Delivery Channel Overview
Secure Messaging Delivery Channel
Configure Secure Messaging Delivery Channel in the Connect UI
Enable Secure Messaging Delivery Channel in a Deployment
Using Secure Messaging Delivery Channel in a Campaign
Apple Push Notification Service HTTP2 (APNS HTTP2) Delivery Channel
Configure APNS HTTP2 Delivery Channel in the Connect UI
Enable APNS HTTP2 Delivery Channel in a Deployment
Using APNS HTTP2 Delivery Channel in a Campaign
Android Push Delivery Channel
Configure Android Delivery Channel in the Connect UI
Enable Android Delivery Channel in a Deployment
Using Android Delivery Channel in a Campaign
Twitter Delivery Channel
Create Twitter Application
Configure Twitter Delivery Channel in the Connect UI
Enable Twitter Delivery Channel in a Deployment
Using Twitter Delivery Channel in a Campaign
Baidu Delivery Channel
Configure Baidu Delivery Channel in the Connect UI
Enable Baidu Delivery Channel in a Deployment
Using Baidu Delivery Channel in a Campaign
Administrator Manual
Administrative Tools
Company Admin Overview
Campaigns
Delivery Channels
Apple Push Notification Service (APNS) Delivery Channel
Configuring the APNS Delivery Channel
Enabling the APNS Delivery Channel in a Deployment
Using the APNS Delivery Channel in a Campaign
Creating Delivery Channels
Deleting Delivery Channels
Delivery Channel Overview
Delivery Channel Settings
Editing Delivery Channels
Secure Messaging Delivery Channel
Configuring Secure Messaging Delivery Channels
Enabling Secure Messaging Delivery Channel in a Deployment
Using Secure Messaging Delivery Channel in a Campaign
Twitter Delivery Channel
Configuring Twitter Delivery Channel
Creating a Twitter Application for Connect
Enabling the Twitter Delivery Channel in a Deployment
Using Twitter Delivery Channel in a Campaign
Content Repositories
Creating Content Repositories
Deleting Content Repositories
Editing Content Repositories
Languages
Creating Languages
Deleting Languages
Editing Languages
User Agents
Editing User Agents
User Agent Tags
Creating User Agent Tags
Deleting User Agent Tags
Editing User Agent Tags
Company Quiet Period
Creating Company Quiet Periods
Deleting Company Quiet Periods
Editing Company Quiet Periods
Event Actions
Creating Event Actions
Deleting Event Actions
Editing Event Action Classnames
Refreshing Event Actions
Event Handlers
Activating Event Handlers
Creating Event Handlers
Deactivating Event Handlers
Deleting Event Handlers
Editing Event Handler Properties
Editing Event Handler RuleSets for the Rule Action Handler
Editing Event Handlers
List of Event Handler Rule Action Properties
List of Event Handler Rule Actions
Refreshing Event Handlers
Inbound Messaging
Reply Handlers
Editing Reply Handlers
Mailboxes
Creating Mailboxes
Deleting Mailboxes
Editing Mailboxes
Spam Feedback Loop (FBL) Handling
Messaging
Mail Farms
Creating Mail Farms
Deleting Mail Farms
Editing Mail Farms
SMPP Servers
Creating SMPP Servers
Editing SMPP Servers
Deleting SMPP Servers
SMPP Senders
Creating SMPP Senders
Editing SMPP Senders
Deleting SMPP Senders
SMPP Advanced Options
Managing SMPP Advanced Options
Tag Length Value (TLV) Options
Creating Tag Length Value (TLV) Parameters
Deleting Tag Length Value (TLV) Options
Editing Tag Length Value (TLV) Options
SMPP Routing
Creating SMPP Route
Editing SMPP Route
Deleting SMPP Route
Deliverability
Domains
Creating Domains
Editing Domains
User Management
Access Control Overview
Departments
Creating Departments
Editing Departments
Groups
Creating Groups
Deleting Groups
Editing Groups
Importing Users to Groups
Security Profiles
Creating Security Profiles
Editing Security Profiles
Tags
Creating Tags
Deleting Tags
Editing Tags
User Profiles
Clearing Users' Preferences
Creating User Profiles
Deleting User Profiles
Editing User Profiles
Deployments Overview
Deployments
Creating Deployments
Editing Deployments
Copying Deployments
Deleting Deployments
Setting a Deployment as the Default Deployment
System Reports
Viewing System Reports
Creating System Reports
Editing System Reports
Deleting System Reports
Error Reports
Viewing Error Reports
Instances
Viewing Instances
Instance Admin Overview
Configuration
Managing System Parameters
Editing Installation Parameters
Editing System Parameters
List of System Parameters
ConnectWeb System Parameters
Content System Parameters
Database System Parameters
Internationalization System Parameters
Mail Receiving System Parameters
Mail Sending System Parameters
Network System Parameters
Notification System Parameters
Post-Installation System Parameters
SMPP Receiving System Parameters
SMPP Sending System Parameters
Diagnostics
Updating Diagnostic Values
System Quiet Periods
Creating System Quiet Periods
Deleting System Quiet Periods
Editing System Quiet Periods
The Purge Scheduler and Purge Modules
Creating New Purge Scheduler Entries
Deleting Purge Scheduler Entries
Editing Purge Scheduler Entities
Messaging
Wireless Domains
Creating Wireless Domains
Deleting Wireless Domains
Importing Wireless Domains
SMPP
Benefits of Using SMPP
Creating SMPP Servers
Editing SMPP Servers
Deleting SMPP Servers
Senders
Creating Senders
Editing Senders
Deleting Senders
SMPP Advanced Options
Advanced Options
SMPP Error Codes
Tag Length Value (TLV) Options
Creating Tag Length Value (TLV) Options
Deleting Tag Length Value (TLV) Options
Editing Tag Length Value (TLV) Options
Mail Farms
Creating Mail Farms
Deleting Mail Farms
Editing Mail Farms
Event Handling
JMS Event Handler
Creating JMS Event Handlers
Editing JMS Event Handlers
Deleting JMS Event Handlers
Adding Destinations to JMS Event Handlers
Editing Destinations for JMS Event Handlers
Deleting Destinations for JMS Event Handlers
Refreshing JMS Event Handlers
Monitoring JMS Event Handlers
Starting JMS Event Handlers
Stopping JMS Event Handlers
Multiple Mail Farms
Associate a Mail Farm with a Campaign
Associate a Mail Farm with a Conversation
Associate a Mail Farm with a Message
Configure Mail Farms
Reply Handlers
Connect Bounce Handler
Hard and Soft Bounces
Multiple Language Support
International Configuration
Multiple Language Support
Send Campaigns Using Multiple Languages
Application Event Handling Overview
Application Event Handling
Application Event Handling Actions and Alterations
Data Integration and Web Services
Connect Web Services
Campaign Web Services
Campaign Create and Update
Campaign Fetch
Campaign Interaction Create
Campaign Count, Rollout, and Launch
Content Web Services
Content Create and Update
Content Fetch
Conversation Web Service
Conversation Create and Update
Conversation Fetch
Customer Web Service
Customer Create and Update
Customer Fetch
Subscription Management
Event Web Service
Event Fetch
Event Create
Event Create with KCXML
Message History Web Service
Content Fetch
Message History Fetch
Quiet Period Web Services
Create and Update Quiet Period
Quiet Period Fetch
Installing Web Services on UNIX
Deploying Web Services in WebSphere
Metadata Web Service
Customer Metadata
Version Metadata
ETL2 Bulk Data Loader
Running ETL2 Phase 2
Troubleshooting ETL2
Using Informatica
Before You Begin
Database Connections
Server Configuration
Sessions and Batches
E-mail Notification
File Wait
Job Control
Loading Data
Pre- and Post-Session Commands
The ETL Process
Advanced Integrations
Phase 1: Moving Data from Source Files to Staging Tables
Phase 2: Moving Data from Staging Tables to the Connect Tables
The Repository
Backup and Restore
Locks
Security: Users and Folders
Using Databases as Sources
General Rules for Integration
Overview: Using Databases as Sources
Using Flat Files as Sources
General Rules for Integration
Key Concepts for Using Flat Files
Overview: Using Flat Files as Sources
Preliminary Steps
Using the Mapping Designer
Ports
Source Files
Staging Tables
Target Tables
Transformations
UNIX Installation
1 Overview
1.2 Connect 11 Installation Overview AWS
1.3 Connect 11 Installation Overview MicroK8s
2 Pre-Installation Tasks
2.1 Database Configuration
3 Installation Tasks
3.1 Connect Properties and License Key Files
3.2 Creating or Upgrading a Connect Database Schema
3.3 Upgrading a Connect Database
3.4 Kubernetes Deployment
3.5 Deploying the Connect UI
3.5.1 Deploying the Connect UI in WildFly 21
3.6 Running the Connect UI
4 Deploying a Connect Messaging Cluster
4.1 Edit Installation Parameters
5 Deploying a Connect Web Cluster
5.1 Deploying Connect Web in IBM WebSphere 8.5.5
Appendices
Appendix I: Switching to a New Installation Node
Appendix II: Troubleshooting