Data Integrations

Teavaro’s Data Integrations functionality within the FunnelManager application enables seamless connectivity between various data sources and Teavaro’s identity resolution, data enhancement, and audience segmentation capabilities. This functionality provides automation, integration, and insight capabilities that facilitate efficient data exchange and real-time activation across multiple channel endpoints.

Key Functionality

• Automations (Flow Designer): A flexible workflow builder that allows users to create automated processes for data handling and activation.

• Integrations (Services Wizards): A suite of pre-built and customisable connectors that enable smooth data ingestion, transformation, and synchronisation with outbound channels.

• Insights: Accessible reporting on these data endpoints that enhance audience segmentation and campaign execution by providing real-time insights.
  

The benefits these tools provide are …

• Enhanced Data Connectivity: Streamline data flow between disparate systems, improving operational efficiency.

• Data Activation: Ensure audience segmentation and campaign updates are executed effectively.

• Customisable Workflows: Adapt automation and integration processes to suit specific business needs.

• Scalability: Handle growing data demands with an extensible and robust integration framework.
  

This guide will walk you through the key functionalities, setup processes, and best practices for leveraging Teavaro’s Data Integrations within FunnelManager to maximise your data activation.

Automation Designer

Automation Designer in FunnelManager enables automation of workflows, allowing seamless integration of data sources, event triggers, and process automation. Through a flexible drag-and-drop builder, users can build complex workflows with conditional logic and filters to automate and track data delivery to a range of pre-built destination connectors.

Key Features

• Drag-and-Drop Workflow Builder: Easily create automated workflows using a visual interface.

• Event-Driven Triggers: Automate processes based on predefined events such as user interactions, profile updates, or campaign activities.

• Integration with Data Sources: Connect with internal and external data sources to enhance workflow capabilities.

• Conditional Logic & Modifiers: Apply conditional rules and data transformations within workflows.

• Monitoring & Logging: Track workflow executions and troubleshoot any issues.

How Automations Work

Automation Designer operates through a combination of triggers, actions, and data modifiers. Users can configure workflows to execute based on specified conditions, ensuring relevant actions occur automatically in response to real-time events.

Setting Up an Automation

Define the Trigger

Select an event that initiates the workflow (e.g. new user login, profile update, file upload).

Add Actions

Configure the steps that follow the trigger (e.g., send a notification, update a profile, export data).

Apply Modifiers

Use modifiers to transform data before passing it to subsequent steps.

Connect Data Sources

Integrate with internal platforms, CRM systems, or external APIs.

Activate & Monitor

Deploy the workflow and use built-in monitoring tools to track execution and performance (see Data Insights)

Use Cases

• Automated Audience Segmentation: Categorize users dynamically based on real-time behavior.

• Real-Time Campaign Triggers: Activate personalized campaigns when users meet predefined criteria.

• Data Enrichment & Synchronization: Enhance user profiles by aggregating and transforming data from multiple sources.

• Compliance & Privacy Management: Ensure workflows adhere to data handling policies and consent requirements.

Integration Services

The Integration Marketplace in FunnelManager offers an easy-to-implement version of automation flows, allowing users to publish reusable integration templates requiring minimal input to finalise individual services. This functionality enables accessibility of data connectors to all users without the need to understand, build and maintain automation flows by providing pre-built services as templates that can be activated in an instant as an Integration.

Key Features

• Pre-Built Automation Flows: Deploy integrations with minimal setup.

• No-Code Integration Wizard: Create workflows using simple inputs to define the service variables.

• Customisable Parameters: Allow end-users to configure integration settings, account details and so on.

• Data Transformation & Modifiers: Apply logic and transformations to data fields within the pre-built automation.

• Testing & Insights: Validate integration performance before deployment.

• Publishing & User Access: Share integrations with end-users in an embedded marketplace.

How Integrations Work

The Integration Marketplace simplifies automation by providing pre-configured flows that can be quickly customised and deployed. Users can configure integration templates to provide reusable services that unlock the capabilities of the Automation Designer without the need to manage the complexity of the flows built there.

Setting Up an Integration Template

Create an Integration Template

Integration templates can be published from existing Automation flows. Once an Automation is defined and tested, contact the Teavaro team to create the Integration and its accompanying service wizard (for the definition of service specific variables for each integration). These will be tested by our team and delivered to your instance for use.

Define Integration Wizards for End-Users

As part of the setup, the Teavaro team will review the Automation nominated for an Integration template and …

1. Add configurable fields to the Configuration Wizard for end-user customisation.

2. Set default values for fields to facilitate easier integration setup.

3. Apply Modifiers to transform data before sending it to connected services.

Setting Up an Integration

Once a template is available, it will appear in the Integration Marketplace. To create an individual Integration service, simply:

1. Click on the required Integration template.

2. Finalise configurable inputs and validate the setup in the Integration wizard.

3. Start the integration service for end-users to access in the Activated Integrations area of the marketplace.

The Integration Marketplace simplifies workflow automation by offering ready-to-use flows that require minimal setup, enabling businesses to deploy integrations quickly and efficiently.

Data Insights

Data Insights in FunnelManager provide real-time visibility into the performance of automations and integrations. They help users monitor workflows, track key metrics, and identify optimisation opportunities.

Key Features

• Performance Tracking: Analyse execution rates, success/failure ratios, and processing times.

• Error Diagnostics: Identify and troubleshoot issues in automation and integration flows.

• User Behaviour Insights: Understand how end-users interact with published integrations.

• Data Flow Monitoring: Ensure smooth data transmission across connected systems.

By leveraging Data Insights, users can enhance operational efficiency, improve automation reliability, and optimise workflows for better outcomes.