SmartFocus Cloud Service APIs Documentname CampaignManagementRESTAPIGuide Service Campaignmanagementformanagingemailcampaigns Protocol RESToverHTTP Version 11.20 Lastupdated on Monday,March26,2018 CampaignManagementRESTAPIGuide TableofContents Table ofContents TableofContents 2 Introduction 7 AboutThisDocument 7 AboutSmartFocusAPIs 7 Feedback 7 SupportOptions 7 TrainingOptions 7 SmartFocus'sProductsandServices 7 Disclaimer 7 OverviewoftheCampaignManagementAPI 8 CampaignManagementAPIUseCases 13 GettingStartedwithIntegration 15 Prerequisites 15 QuickStart 15 IntegrationUsingAPIs 15 Rules 16 URLEncodingConsiderations(forHTTPGETmethodsonly) 16 Security 17 Connection 18 RecommendedTokenUsage 18 API AuthenticationRequest:CallVolumeThrottling 18 OpenConnection 19 CloseConnection 21 Message 22 HowtoUseTrackedURLsintheMessageBody 22 HowtoAutomaticallyTrackAllLinks 22 TheMessageObject 22 CreateEmailMessage 24 CreateSMSMessage 26 CreateMessage(POST) 28 DeleteMessage 31 UpdateMessage 32 UpdateMessage(POST) 35 CloneMessage 38 GetMessage 39 GetLastEmailMessages 40 GetLastSMSMessages 41 GetEmailMessagesbyField 42 GetSMSMessagesbyField 43 www.smartfocus.com 2 CampaignManagementRESTAPIGuide TableofContents GetMessagesbyPeriod 44 GetEmailMessagePreview 45 GetSMSMessagePreview 47 TrackAllLinks 48 UntrackAllLinks 49 TrackLinkbyPosition 50 UntrackLinkbyOrder 51 GetAllTrackedLinks 52 GetAllUnusedTrackedLinks 53 GetAllTrackableLinks 54 TestHTMLValidity 55 TestEmailMessageonaGroup 56 TestEmailMessageonaMember 57 TestSMSMessage 58 GetDefaultSender 59 GetValidatedAlternateSenders 60 GetUnvalidatedSenders 61 URL 62 CreateStandardURL 62 CreateandAddStandardURL 63 CreateUnsubscribeURL 64 CreateandAddUnsubscribeURL 66 CreatePersonalizedURL 67 CreateandAddPersonalizedURL 68 CreateUpdateURL 69 CreateandAddUpdateURL 70 CreateActionURL 71 CreateandAddActionURL 73 CreateMirrorURL 75 CreateandAddMirrorURL 76 AddaShareLink 78 UpdateURLbyField 80 DeleteURL 81 GetURLbyOrder 82 Segment 83 TheSegmentObject 83 TheSegmentCriteriaObjects 83 CreateSegment 90 DeleteSegment 92 UpdateSegment 94 www.smartfocus.com 3 CampaignManagementRESTAPIGuide TableofContents AddStringDemographicCriteriatoaSegment 96 AddNumericDemographicCriteriatoaSegment 99 AddDateDemographicCriteriatoaSegment 102 AddCampaignActionCriteriatoaSegment 107 AddCampaignTrackableLinkCriteriatoaSegment 110 AddTriggerCampaignActionCriteriatoaSegment 113 AddTriggerCampaignTrackableLinkCriteriatoaSegment 116 AddSocialCriteriatoaSegment 119 AddRecencyCriteriatoaSegment 123 AddDataMartCriteriatoaSegment 126 IncludeorExcludeaSegmentfromAnotherSegment 128 GetSegmentbyID 130 GetSegmentList 131 GetSegmentCriteria 132 GetDataMartSegmentList 133 DeleteSegmentCriteria 134 UpdatetheStringDemographicCriteriaofaSegment 135 UpdatetheNumericDemographicCriteriaofaSegment 138 UpdatetheDateDemographicCriteriaofaSegment 140 UpdatetheCampaignActionCriteriaofaSegment 145 UpdatetheCampaignTrackableLinkCriteriaofaSegment 148 UpdatetheTriggerCampaignActionCriteriaofaSegment 151 UpdatetheTriggerCampaignTrackableLinkCriteriaofaSegment 153 UpdatetheSocialCriteriaofaSegment 156 UpdatetheRecencyCriteriaofaSegment 160 UpdatetheDataMartCriteriaofaSegment 163 UpdatetheIncluded/ExcludedSegmentCriteriaofaSegment 165 CountSegment 167 CountDistinctSegmentMembers 168 Campaign 169 TheCampaignObject 169 CreateCampaign 170 CreateCampaignwithAnalytics 172 CreateCampaign(POST) 174 DeleteCampaign 176 UpdateCampaign 177 UpdateCampaign(POST) 179 PostCampaign 182 UnpostCampaign 183 GetCampaign 184 www.smartfocus.com 4 CampaignManagementRESTAPIGuide TableofContents GetCampaignsbyField 186 GetCampaignsByStatus 188 GetCampaignsByPeriod 189 GetCampaignStatus 191 GetLastCampaigns 192 TestCampaignonaGroup 193 TestCampaignonaMember 194 PauseCampaign 195 UnpauseCampaign 196 GetCampaignReport 197 GetCampaignSnapshotReport 199 GetCampaignSummaryList 200 DynamicContent 204 TheBannerObject 204 CreateDynamicContentBlock 205 CreateDynamicContentBlock(POST) 207 DeleteDynamicContentBlock 209 UpdateDynamicContentBlock 210 UpdateDynamicContentBlockPOST 212 CloneDynamicContentBlock 214 GetDynamicContentBlockPreview 215 GetDynamicContentBlock 217 GetDynamicContentBlocksbyField 218 GetDynamicContentBlocksbyPeriod 220 GetLastDynamicContentBlocks 221 TrackAllDynamicContentBlockLinks 222 UntrackAllDynamicContentBlockLinks 223 TrackDynamicContentBlockLinkbyPosition 224 UntrackDynamicContentBlockLinkbyOrder 225 GetAllDynamicContentBlockTrackedLinks 226 GetAllUnusedDynamicContentBlockTrackedLinks 227 GetAllDynamicContentBlockTrackableLinks 228 DynamicContentBlockLinks 229 CreateDynamicContentBlockStandardLink 229 CreateandAddDynamicContentBlockStandardLink 230 CreateDynamicContentBlockUnsubscribeLink 231 CreateandAddDynamicContentBlockUnsubscribeLink 233 CreateDynamicContentBlockPersonalizedLink 234 CreateandAddDynamicContentBlockPersonalizedLink 235 CreateDynamicContentBlockUpdateLink 236 www.smartfocus.com 5 CampaignManagementRESTAPIGuide TableofContents CreateandAddDynamicContentBlockUpdateLink 238 CreateDynamicContentBlockActionLink 239 CreateandAddDynamicContentBlockActionLink 241 CreateDynamicContentBlockMirrorLink 242 CreateandAddDynamicContentBlockMirrorLink 243 UpdateDynamicContentBlockLinkbyField 245 GetDynamicContentBlockLinkbyOrder 247 Webforms 248 TheWebformObject 248 CreateaWebform 251 UpdateaWebform 258 CopyaWebform 266 UpdateaWebform'sStatus 268 GetaWebform 270 GetWebformIntegrationCode 272 TestGroup 275 TheTestGroupObject 275 CreateaTestMember 276 DeleteaTestMember 277 CreateanSMSTestMember 278 GetaTestMember 279 GetTestMembers 280 CreateaTestGroup 281 CreateaTestGroup(POST) 282 DeleteaTestGroup 284 AddTestMembertoaTestGroup 285 RemoveTestMember 286 UpdateaTestGroup(POST) 287 GetTestGroup 289 GetAllTestGroups 290 Reference 291 www.smartfocus.com 6 CampaignManagementRESTAPIGuide Introduction Introduction About ThisDocument ThisdocumentisareferencedocumentforusingSmartFocusAPIs.ItdoesnotexplainthepurposeorfunctionsofSmartFocus features.Forinformationonthesefeatures,pleaseconsulttheSmartFocusOnlineHelportheSmartFocusUserGuide. Thisdocumentisintendedfordevelopersandprojectmanagers. About SmartFocusAPIs AnApplicationProgrammingInterface(API)isasourcecodeinterfacethatacomputersystemorprogramlibraryprovidesin ordertosupportrequestsforservicesmadefromanothercomputerprogram. ThegoalofSmartFocusAPIsistooffercustomerstheabilitytopilotacompletecampaignfromtheirownsystem. Feedback TheCampaignManagementRESTAPIGuideisconstantlybeingenhancedtoprovideyouwithmoreandmoreinformationon usingSmartFocusAPImethods. Ifyoucan'tfindtheinformationyouneedorwanttoprovidefeedback,simplydropusalineat [email protected]. Welookforwardtohearingfromyou! Support Options SmartFocusprovidesyouwithadedicatedAccountManagertoaccompanyyouthroughouttheexecutionofyourprojectsin SmartFocus.YourAccountManageristhegatewaytosupport,training,andprofessionalservices.WorkingwithyourAccount Manager,youcanrelyonSmartFocus’sdeliverabilityandtechnicalsupportteamsforcomplextroubleshootingand optimization. Training Options SmartFocusprovidesfullycomprehensivetrainingrangingfrombasicproducttrainingthroughtoadvancedmodulesandboth strategicandtacticalmarketingcourses.Thetrainingcoursesaredesignedtohelpyouincreaseproductivity,developnew methods,andsharebestpracticestooptimizeyouremail,mobile,andsocialmarketingcampaigns. Togetmoreinformationontraining,pleasecontactyourAccountManager. SmartFocus'sProductsand Services FormoreinformationonSmartFocus'sproductsandservices,pleaseseewww.smartfocus.com Disclaimer Whiletheinformationcontainedinthispublicationisbelievedtobetrueandaccurate,SmartFocuscannotacceptanylegal responsibilityforanyerrorsoromissionscontainedherein.Allinformationissubjecttochangewithoutnotice. Noneofthematerialinthispublicationmaybereproducedortransmittedinwholeorinpartwithouttheexpresswritten permissionofSmartFocus. www.smartfocus.com 7 CampaignManagementRESTAPIGuide OverviewoftheCampaignManagementAPI Overview ofthe CampaignManagement API TheCampaignManagementAPIallowsyouto: Create,edit,anddeleteemailandSMSMessages l Create,edit,anddeleteDynamicContentBlocks l Add,edit,track,anduntrackMessageandDynamicContentBlocklinks l Create,edit,anddeleteSegments l RetrievelistsofMessages,DynamicContentBlocks,andCampaigns l Forfurtherinformationonhowtocreate,edit,andmanagecampaigns,pleaseconsulttheSmartFocusUserGuideor SmartFocusOnlineHelp. Thefollowingmethodsareavailable: Connection l Method Description OpenConnection Thismethodprovidesasessiontokenwhengivenvalidcredentials. CloseConnection Thismethodterminatesthesessiontoken. Message l Method Description CreateEmailMessage Thismethodcreatesanemail. CreateSMSMessage ThismethodcreatesanSMSmessage. CreateMessage(POST) Thismethodcreatesanemail. DeleteMessage Thismethoddeletesamessage. UpdateMessage Thismethodupdatesamessagefield. UpdateMessage(POST) ThismethodupdatesanemailorSMSmessage. CloneMessage Thismethodclonesamessage. GetMessage ThismethodretrievesamessagebyitsID. GetLastEmailMessages Thismethodretrievesthelistofthelastemailscreated. GetLastSMSMessages ThismethodretrievesthelastSMS messagescreated. Thismethodretrievesalistofemailsthatcontainthegivenvalueinthespecified GetEmailMessagesbyField field. ThismethodretrievesalistofSMSmessagesthatcontainthegivenvalueinthe GetSMSMessagesbyField specifiedfield. GetMessagesbyPeriod Thismethodretrievesalistofmessagesfromagivenperiod. GetEmailMessagePreview Thismethodprovidesapreviewofanemail. GetSMSMessagePreview ThismethodprovidesapreviewofanSMSmessage. TrackAllLinks Thismethodactivatestrackingforalllinksinanemail. UntrackAllLinks Thismethoddeactivateslinktrackingforalllinksinanemail. TrackLinkbyPosition Thismethodtracksalinkbasedonitspositioninanemail. UntrackLinkbyOrder Thismethoduntracksalinkbasedonitsordernumber. GetAllTrackedLinks Thismethodretrievesalistofallthetrackedlinksinanemail. GetAllUnusedTrackedLinks Thismethodretrievestheunusedtrackedlinksforanemail. GetAllTrackableLinks Thismethodretrievesallthetrackablelinksinanemail. TestHTMLValidity ThismethodverifiesthevalidityoftheHTMLusedinyouremail. www.smartfocus.com 8 CampaignManagementRESTAPIGuide OverviewoftheCampaignManagementAPI Method Description TestEmailMessageona Thismethodsendsatestemailcampaigntoagroupofrecipients. Group TestEmailMessageona Thismethodsendsatestemailcampaigntoamember. Member TestSMSMessage ThismethodsendsatestSMSmessagetoamember. ThismethodretrievestheemailaddressofthedefaultsenderfortheSmartFocus GetDefaultSender account. GetValidatedAlternate ThismethodretrievesthelistofvalidatedalternatesendersfortheSmartFocus Senders account. ThismethodretrievesthelistoftheunvalidatedalternatesendersfortheSmartFocus GetUnvalidatedSenders account. URL Note:TocreateoraddlinksinREST,youmustusetheHTTPGETQueryString(QS)format: HTTPSGETQS(QueryString): l o Thequerystringiscomposedofaseriesoffield-valuepairs. o Thefield-valuepairsareeachseparatedbyanequalssign(=). o Theseriesofpairsisseparatedbytheampersand(&). o BelowisanInternetbrowserURLlocationbarshowingaURLwheretheQueryStringis: title=Main_page&action=raw o APIcallsummary: HTTP GET(Query String) Submission&sampleURLcall: http://{server}/apiccmd/services/rest/campaign/get?token={token}&id={email} Segment l Method Description Thismethodcreatesasegment. CreateSegment Note:Itisimperativethatyoursegmentcontainsmembersandthatallnecessary criteriaisdefined.Ifasegmentwithoutcriteriaisusedinacampaign,allmembersin thedatabasewillbeselected. DeleteSegment Thismethoddeletesasegment. UpdateSegment Thismethodupdatesasegment. AddStringDemographic Thismethodaddalphanumericdemographiccriteriatoasegment. CriteriatoaSegment AddNumericDemographic Thismethodaddsnumericdemographiccriteriatoasegment. CriteriatoaSegment AddDateDemographic Thismethodaddsdatedemographiccriteriatoasegment. CriteriatoaSegment AddCampaignAction Thismethodaddscampaignactioncriteriatoasegment. CriteriatoaSegment www.smartfocus.com 9 CampaignManagementRESTAPIGuide OverviewoftheCampaignManagementAPI Method Description AddCampaignTrackable Thismethodaddscampaigntrackedlinkcriteriatoasegment. LinkCriteriatoaSegment AddTriggerCampaign ThismethodaddsTriggerCampaignactioncriteriatoasegment. ActionCriteriatoaSegment AddTriggerCampaign TrackableLinkCriteriatoa ThismethodaddsTriggerCampaigntrackedlinkcriteriatoasegment. Segment AddSocialCriteriatoa Thismethodaddssocialcriteriatoasegment. Segment AddRecencyCriteriatoa Thismethodaddsquicksegmentcriteriatosegment. Segment AddDataMartCriteriatoa ThismethodaddsDataMartcriteriatoasegment. Segment IncludeorExcludea SegmentfromAnother Thismethodincludesorexcludesanexistingsegmentinthecriteriaofanewsegment. Segment GetSegmentbyID ThismethodretrievesasegmentbyitsID. GetSegmentList Thismethodretrievesalistofsegments. GetSegmentCriteria Thismethodretrievesthecriteriausedinasegment. GetDataMartSegmentList ThismethodretrievesalistofDataMartsegments. DeleteSegmentCriteria Thismethoddeletesacriteriacellfromasegment. UpdatetheString DemographicCriteriaofa Thismethodupdatesalphanumericdemographiccriteria. Segment UpdatetheNumeric DemographicCriteriaofa Thismethodupdatesnumericdemographiccriteria. Segment UpdatetheDate DemographicCriteriaofa Thismethodupdatesdatedemographiccriteria. Segment UpdatetheCampaignAction Thismethodupdatescampaignactioncriteria. CriteriaofaSegment UpdatetheCampaign TrackableLinkCriteriaofa Thismethodupdatescampaigntrackedlinkcriteria. Segment UpdatetheTrigger CampaignActionCriteriaof ThismethodupdatesTriggerCampaignactioncriteria. aSegment UpdatetheTrigger CampaignTrackableLink ThismethodupdatesTriggerCampaigntrackedlinkcriteria. CriteriaofaSegment UpdatetheSocialCriteriaof Thismethodupdatessocialcriteria. aSegment UpdatetheRecencyCriteria Thismethodupdatesquicksegmentcriteria. ofaSegment UpdatetheDataMart ThismethodupdatesDataMartcriteria. CriteriaofaSegment www.smartfocus.com 10
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