Web Authentications

Overview

Web Authentications allow you to define how the platform will uniquely identify a record. Web Authentications are used in conjunctions with other assets, such as a Web Form, a Web Page, a Web Event, or an API POST. When a record is submitted to Engage+ via one of these assets, the platform will use the rules defined in the Web Authentication to determine whether this record already exits in the table, or whether this is a new record.

In the context of a Web Form, a Web Authentication can be used to pre-populate the data entry fields in the form. If the consumer viewing the form is a recognized, existing customer, then the platform can pull specified values from the table, and populate the form with those values.

Web Authentications can be built in either of two ways -- either by selecting a field (or fields) on a table, or by using built-in fields called "Tracking Parameters."

Access

The Web Authentications screen is accessible by the following method:

From the Main menu, select Data > Integration > Web Authentications

Features

Create a New Web Authentication

Click hereClick here

To create a new Web Authentication:

Click + New button above the list of existing Web Authentications. A blank Web Authentication details screen is displayed.
In the "Name" field, enter a name for your new Web Authentication.
From the "Table" drop-down menu, select the source table for the Web Authentication.
Optionally, if you want the Web Authentication fields to be encrypted, place a check mark in the "Encrypted" check box.
Select your Web Authentication method:

Data FieldsData Fields

To select one or more fields from your database to use in the Web Authentication:

1. 1. Select the "Data Fields" tab.
  2. The "Data Field" drop-down menu is populated with all of the fields from the table you selected above in Step 3. From this menu, select the field you want this Web Authentication to match on.
  3. The field (or fields) that you select for your Web Authentication are passed as Field / Value Pairs within the Query String portion of the URL. The platform lets you define what you want the name of the field to be for each Field / Value Pair. In the "Query String" text field, enter the name of the field as it should appear within the URL.
    - For example, let's say want to include an email address in your Web Authentication, and the name of this field in your database is "email_address." Within the URL, you could define a different name for this field, such as "eml" for example. Within the Query String portion of the URL, the Field / Value Pair would appear as "&eml=john.smith@company.com."
  4. Click the move bar to add this field to the "Selected Fields" list box.
  5. Repeat steps 2 through 4 as needed to add more fields to this Web Authentication. If you need to remove a field, click the "X" icon next to the field name. You can also drag-and-drop the fields within the "Selected Fields" list box to rearrange them into the desired sequence.

Note: The selected field, or combination of fields, must be able to uniquely identify a record

Campaign ValuesCampaign Values

To use the platform's built-in parameters in the Web Authentication:

1. 1. Select the "Campaign Values" tab.
  2. From the drop-down menu, select either:
    - Tracking Parameters -- this value is generated and appended automatically by a Messaging Campaign.
    - Message ID -- this is a unique value assigned by the platform to every message.

Click save.

View or Edit a Web Authentication

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To view or edit an existing Web Authentication:

When the screen is displayed, a list of all the current Web Authentications is displayed in the left-hand side of the Workspace. Optionally, you can filter this list by typing in all or part of a Web Authentication name in the "Search by Name" field.
Click on the Web Authentications that you want to view. The Workspace is refreshed to show the details of the selected Web Authentications.
Make any necessary changes to the Web Authentications:

- To rename the Web Authentications, enter a new name in the "Name" field.
- To select a different table, pick the desired table from the "Table" drop-down menu.
- Check or uncheck the "Encryption" check box to change whether this Web Authentication should be encrypted.
- Modify the options for this Web Authentication. If you're using the "Data Fields" option, you can add fields, or remove fields (by clicking the "X" icon next to the field name), or drag-and-drop the selected fields into a new sequence.

To save your changes, click save.