Use cases

You can use the Emarsys integration for the following use cases:

Import Emarsys contact lists/segments and use them in the audience builder
Add WhatsApp as a channel to your Emarsys automation
Create segments on Emarsys based on the WhatsApp subscription status
Capture WhatsApp subscribers on Emarsys

Install the Emarsys integration

Create your Emarsys credentials

You need to create API credentials within your Emarsys account. Note that only users with Full Admin access can view and manage these settings.

Navigate to the left-hand menu and go to Management > Security Settings.
In the Security Settings section, locate the API Credentials area.
Click to create new API credentials.
When prompted to choose a type, select WSSE as the credential type for charles.
Ensure the necessary permissions are enabled.
- contact.getdata
- contact.singleUpdate
- contact.create
- contact.update
- export.contact.changed
- export.contactlist
- export.download
- export.segment
- export.status
- field.get
- field.list
- field.multichoice.get
- field.singlechoice.list
- field.singlechoice.lang.list
- field.singlechoice.trans.list
- segment.get
- segment.list
- segment.contact.list
- combinedsegment.list

Important: Before leaving the page, make sure to copy the client secret, as it will not be shown again.

Install the integration in charles

In charles, go to "Settings" > "Integrations"
Find Emarsys and click install
Enter the credentials you created in the previous step

Configure basic settings

Contact sync from charles towards Emarsys

Contact unification

By default, charles only updates contacts on Emarsys, but does not create new ones for WhatsApp-only subscriber. However, if you want to create new subscribers you can ticket this this box.

charles creates or updates contacts on Emarsys in the following scenarios

When a contact subscribes or unsubscribes, this specific contact is updated on Emarsys
When you install the integration for the first time, all contacts with WhatsApp subscription will be created or updated on Emarsys
When you enable the integration after it was disabled, all contacts with subscription will be created or updated on Emarsys
When the integration gets enabled or connected , e.g. after, all contacts with subscription will be created or updated on Emarsys

You can configure whether charles should create a new contact in case no contact is found on Emarsys. To do this tick or untick "Create contact on Emarsys if it does not exist"

Make sure your Emarsys API user has the permission contact.create to use this feature

After a charles contact was identified on Emarsys, you can find the Emarsys ID on the contact screen

Contact identification

Currently, charles uses the email field (field key_id = 3) to check if a contact exists on both Emarsys and charles.
If you are using a different unique identifier on Emarsys, please get in touch with us.

Subscription sync towards Emarsys

You can configure the fields that charles updates with subscription information on

Settings > Integrations > tab Opt-in Export to Emarsys.

Segment import

On the 2nd tab, you can configure which Emarsys contact lists and/or segments will be imported. Additionally, you can configure up to 20 fields that charles will import from Emarsys

You can use those segments and list in the charles audience builder.