Synchronise Contacts

Overview

In this destination service, DinMo will update the contacts fields value in a given contact list, and optionally insert new contacts.

To do so, you will need to go through these three steps:

• Creating a Dialog Insight destination. Refer to the corresponding section for more info.

• Configuring an automated import on the Dialog Insight side

• Creating a user segment composed of all the users that will populate your Dialog Insight account and that you want to keep up to date.

• Activating the segment to the Dialog Insight destination to start sending data.

Every time the activation runs:

• DinMo performs an upsert operation:

  • Insertion: If a contact doesn’t exist in the target list, DinMo will create it using the mapped attributes.

  • Update: If a contact exists, DinMo updates only the mapped attribute values.

DinMo cannot create new attributes. You'll need to create them in Dialog Insigth first before you can map them in DinMo.

DinMo will not delete existing contacts even if the profile no longer exists in the model or segment. It will simply stop updating their attributes.

Destination setup

Dialog Insight setup

You will need to create an automated import in your Dialog Insight account before sending data with DinMo

To do so, in Dialog Insight:

• Go in Projects, and then “Data Management”

• In the “Imports/Exports” tab, click on “Import Automation”

• Create a new import automation with this information:

  • Import name: The import name you choose

  • Import type: Select the type of import you want, between:

    • Normal: Existing records will be updated, and new records added.

    • Add only: New records will be added, and existing records ignored.

    • Update only: Existing records will be updated, and new records ignored.

    • Complete replacement:This import will first perform a normal import. Once migration is completed, all contacts who have not been affected by the import will be deactivated. As a result, only contacts who were in the imported file will remain as active contacts.

  • Choose the SFTP Server from which data will be imported

  • Enter the name of the CSV file to be used for DinMo activations. You can choose any name you like, but it must remain the same thereafter.

• Don't change anything else in the default settings, except “Schedule Launch”, which should be set to “Remote Launch”.

DinMo setup

Learn how to create such a destination in our step-by-step tutorial

To start exporting audiences, you are first required to create a Dialog Insight destination with the corresponding destination service.

During configuration, we'll ask you for the Project ID and Import ID, available in your Dialog Insight account:

• Project ID: On the top bar, click on your project's parameter icon, then “All projects”. This will list all your existing projects and their associated IDs.

• Import ID: Go the “Automatic Import” you’ve just created. In the URL, you will find your Import ID.

Activation configuration

Learn how to activate a segment in our step-by-step tutorial

Once the destination has been setup, and your DinMo segment created, you can create an activation to start sending data to Dialog Insight right away.

• Specify the file name to store your synchronized data

The name must be similar to the one you entered when configuring your automated import

• Define the mapping between your data warehouse and Dialog Insight attributes.

Fields mapping

In the Fields mapping section, you are asked to specify the meaning of the fields of your segment that you wish to send to Dialog Insight. Any mapped field in your segment will be sent to Dialog Insight.

You can only map fields that already exist in your Dialog Insight account. If you need to create new fiels, you have to do it directly in Dialog Insight.

The field used as the unique Dialog Insight identifier must be mapped in order to match the various contacts. This field could be the email address, for example.

Scheduling

In this section, specify how often the audience should be updated in Dialog Insight. Every time the audience is updated:

• DinMo will perform an upsert operation, inserting new contacts or updating existing ones.

• Existing contacts not found in the current DinMo data segment or model will remain in Dialog Insight but will not be updated further.