Integrate 6sense

  • Updated

Sync your customer data from 6sense to Optimizely Data Platform (ODP) to enrich your customer profiles, reports, and segmentation.

This integration sends your customer email addresses from ODP to 6sense using the 6sense API, and 6sense sends back customer attributes for each matching email address.

Each match counts against your 6sense enrichment API credits. For help with your 6sense API credits and limit, contact your 6sense administrator.

Prerequisites

  • 6sense account with enrichment API credits
  • ODP account

Enable the integration

  1. Go to the App Directory in ODP.
  2. Select the 6sense app.
  3. Click Install App.

Configure the API connections

On the Settings tab, configure the API connections for the type of customer data you want to sync from 6sense to ODP.

  • Company Firmographics Enrichment – Uses the 6sense Company Firmographics API, which requires enrichment credits.
  • People Enrichment – Uses the 6sense People Enrichment API, which requires enrichment credits.

To configure the API connections:

  1. Expand the section for the API that you want to configure.
  2. Enter your Company Name.
  3. Enter your 6sense API Token.
  4. Click Authorize.
  5. (Optional) Enter a limit in the Match Maximum field for the number of API requests that ODP can make. This limit is for the app's lifetime and does not automatically reset. You can edit this limit at any time.
  6. Click Save.

The app automatically adds the 6sense data fields to the ODP data schema for the APIs that you enabled. You can view them in Account Settings > Objects & Fields. Each field that is specific to this integration starts with 6sense, like 6sense company name. You can also view these 6sense customer details in ODP customer profiles, reports, and segmentation.

Monitor your API usage

After you configure the integrations and API connections, you can monitor the app's 6sense API usage:

  1. Go to the app Settings and expand the section for the API you want to monitor.
  2. Click Check Matches to display the number of API requests from the app.

The app's match count starts the moment you complete the app configuration and does not automatically reset. If you reach the request limit and want the app to continue making requests, you must manually reset the count by clicking Reset Counter in the app settings. This resets the request count to zero, and the app continues making API requests until you hit the Match Maximum again.

Sync data from ODP to 6sense

After you configure the app, you must set up an activation in ODP to sync your customer email addresses out of ODP to 6sense. This lets you specify the email addresses you want to sync so that you have more control over how much this integration uses your 6sense enrichment API credits.

  1. Go to Activation > Engage.
  2. Click Create New Campaign.
  3. To sync your segments and data once, click One-Time. To set up an automated, recurring sync, click Behavioral.
  4. Click Create From Scratch.
  5. Enter a name for your activation that represents the data you are syncing to 6sense (for example, 6sense Company Enrichment).
  6. Select your desired segment and click Apply or click Create New Segment, select your desired segment conditions, and click Save. This is where you can control exactly which email addresses you want to send to 6sense.
  7. Expand Enrollment Rules and adjust as desired.
  8. Expand Touchpoints.
  9. Click to edit Touchpoint 1 and select 6sense.
  10. Enable the type of customer data you want to sync from ODP to 6sense. You must configure the corresponding API in the 6sense app settings:
    • Enable Company Firmographics Enrichment – Uses the 6sense Company Firmographics API, which requires enrichment credits.
    • Enable People Enrichment – Uses the 6sense People Enrichment API, which requires enrichment credits.
  11. Click Save and then click your activation name in the breadcrumb trail.
  12. In the Touchpoints section, click Select start time and schedule.
  13. For a recurring sync (behavioral campaign), complete the following settings then click Apply:
    • Recurring or Continuous – Select Recurring.
    • Start Date – Enter the date you want to send the data to 6sense.
    • End – Defaults to Never. If you want to end the 6sense data sync on a specific date, set that here.
    • Repeats – Set to Daily.
    • Repeat Every – Set to 1 day.
    • Timing – Enter the time you want to send the data to 6sense.
    • Time Zone – Select the time zone in which you want to send this data.
    • Delivery Strategy – Set to Send all at scheduled time.
  14. For a one-time sync (one-time campaign), complete the following settings then click Apply:
    • Send Date – Enter the date you want to send the data to 6sense.
    • Send Time – Enter the time you want to send the data to 6sense.
    • Time Zone – Select the time zone in which you want to send this data.
    • Delivery Strategy – Set to Send all at scheduled time.
  15. Click Save and then click Go Live. Your sync starts at your designated start date/time.

Troubleshoot the data sync

To ensure data is syncing as expected from ODP to 6sense:

  1. Go to Account Settings > Event Inspector in ODP.
  2. Click Start Inspector.
  3. When data is available in the inspector, a number displays next to Refresh. Click to view the data.
  4. The raw data that ODP and 6sense send back and forth displays. Click View Details to see the formatted version of that raw data.
  5. Data fields sent from 6sense back to ODP start with _sixsense.

Each data sync is also logged in the ODP activity log:

  1. Go to Account Settings > Activity Log.
  2. Filter the categories by sixsense.
  3. Click View Details for a formatted view of the log details, including the number of matches.