Talon.One

Talon.One is an API-based loyalty and promotion engine. With Talon.One you can create rich, engaging and automated incentive campaigns - without the need to code.

Bloomreach Engagement can integrate with Talon.One using its generic customer engagement platform (CEP) and generic customer data platform (CDP) endpoints through webhooks. This guide explains how to set up the integration with Talon.One and provides three use cases as examples of how you could use Talon.One with Bloomreach Engagement. Two using CEP endpoints and one using CDP endpoints.

Setup process

Create a Talon.One CEP Integration API key if you want to create a coupon or get a loyalty ledger

An Integration API key allows authentication for incoming webhook requests. In Talon.One, let's create a CEP API key to aid authentication in a later step.

To create an API key:

1. In your Talon.One Application, click  Settings > Developer settings.
2. Click Create API Key.
3. For Do you want to use this API Key with a 3rd party service?, select Yes.
4. From Platform, select Customer Engagement Platform.
5. Select an expiration date, and click Create API Key.
6. Copy the key for later use.

Create a Talon.One CDP Integration API key if you want to update a customer profile

An Integration API key allows authentication for incoming webhook requests. In Talon.One, let's create an API key to aid authentication in a later step.

To create an API key:

1. In your Talon.One Application, click  Settings > Developer settings.
2. Click Create API Key.
3. For Do you want to use this API Key with a 3rd party service?, select Yes.
4. From Platform, select Customer Data Platform.
5. Select an expiration date, and click Create API Key.
6. Copy the key for later use.

Configure webhook authentication

For CEP Integration

In Bloomreach Engagement, let's configure the webhook authentication for Talon.One so that data can be passed securely in the webhook request. You will use this webhook authentication while creating a scenario in a later step.

To configure webhook authentication:

1. In Bloomreach Engagement, open Data & Assets > Integrations.

2. Click Add new integration > HTTP Authentication Schemas > Add integration.

3. In Endpoint, enter the Talon.One API base URL:

   https://integration.talon.one
   

4. Click Custom headers, and enter the following headers:

   KEY	VALUE	TYPE
   Authorization	ApiKey-v1 <API-key>, where <API-key> represents the CEP API key you generated.	public
   destination-hostname	<base-url>.europe-west1.talon.one, where <base-url> represents the base URL of your Talon.One deployment.	public
   customer-engagement-platform-name	BloomreachEngagement	public

5. Rename the integration appropriately.

6. Click Save integration.

For CDP Integration

In Bloomreach Engagement, let's configure the webhook authentication for Talon.One so that data can be passed securely in the webhook request. You will use this webhook authentication while creating a scenario in a later step.

To configure webhook authentication:

1. In Bloomreach Engagement, open Data & Assets > Integrations.

2. Click Add new integration > HTTP Authentication Schemas > Add integration.

3. In Endpoint, enter the Talon.One API base URL:

   https://integration.talon.one
   

4. Click Custom headers, and enter the following headers:

   KEY	VALUE	TYPE
   Authorization	ApiKey-v1 <API-key>, where <API-key> represents the CDP API key you generated.	public
   destination-hostname	<base-url>.europe-west1.talon.one, where <base-url> represents the base URL of your Talon.One deployment.	public
   customer-data-platform-name	BloomreachEngagement	public

5. Rename the integration appropriately.

6. Click Save integration.

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TIP

You can also create a webhook preset, which is a reusable webhook template that you can use in your scenarios.

Use cases

Create coupons using Talon.One

To make the most of the integration with Talon.One, you can create coupon codes directly from Bloomreach Engagement using Talon.One's generic CEP endpoints and use them in your customer engagement efforts.

In your scenario, you can use a combination of operators and actions to send coupon codes generated in Talon.One to relevant users based on custom conditions. For example, on a given date, you can email a coupon code to all users who are celebrating their birthday.

Prerequisites

• Talon.One
  • You understand the parameters required by the Create coupon endpoint, for example, a valid campaign ID.
• Bloomreach Engagement
  • You know your audience and scenario execution requirements, for example, your preferred email provider.
  • You created the relevant events and properties in the Data Manager.

Create a scenario

Let's create a scenario to automate the communication with your users based on custom conditions.

Specifically, you will use an action to send a webhook request to Talon.One for a new coupon code. For that you will use webhook presets that are created specifically for our integration with TalonOne. You will use another action to forward the received value from the first webhook's response in an email to your users.

📘

NOTE

Your scenario path may vary from the following steps depending on the actions you decide to implement and the dynamic data you choose to include in your user communication. See Personalization Using Jinja.

To create a scenario:

1. In Bloomreach Engagement, open Campaigns > Scenarios > Create new.

2. (Optional) Click the edit symbol in the scenario name to change it.

3. Create and configure the triggers and operators that best suit your campaign needs.

4. Create an action with the webhook request to Talon.One.

   1. In Sceario selectOther>Talon.One - Get Coupon

   2. In the Settings tab of the action:

      1. Enable Authentication and select the CEP webhook authentication you created.
      2. In Other, select the required consent category for your users.

   3. In the Parameters tab of the action fill in the parameters. In this example, the Application ID is 198, the campaign ID is 373and the External Campaign ID is 10. The three parameters are required, but as you can see you can customize the webhook even more. For more information you can read tooltips by hovering with a cursor over the i or refer to the Talon.One documentation.

5. Create another action to send the generated coupon code in a message to your users. For example, create an Email or SMS action.

   1. In the Editor tab of the action, compose your message with the desired personalization.

   2. In the message composition field, type the following placeholder value so the generated coupon code is populated dynamically when the scenario runs:

      {{ webhook.Value }}
      

      📘

      NOTE

      Property names are case-sensitive. Type webhook.Value with an uppercase V, according to the response of the Create coupon endpoint.

   3. In the Settings tab of the action, review your recipients and the tracking consent category.

   4. Click Done.

6. Click Save.

Next steps

Before you launch your scenario, you can test and preview the complete workflow in the Test tab. When you click Start, you will see a confirmation window indicating how many customers will be affected by the scenario run.

Get loyalty ledger using Talon.One

To make the most of the integration with Talon.One, you can get loyalty ledger directly from Bloomreach Engagement using Talon.One's generic CEP endpoints and use them in your customer engagement efforts.

In your scenario, you can use a combination of operators and actions to get the loyalty ledger of a customer in Talon.One from relevant users based on custom conditions. For example, on regular bases, you can send a newsletter to all users and include customization to tell them how many points they need to collect to get to the next tier.

Prerequisites

• Talon.One
  • You understand the parameters required by the Get loyalty ledger endpoint, for example, a valid Profile Integration ID.
• Bloomreach Engagement
  • You know your audience and scenario execution requirements, for example, your preferred email provider.
  • You created the relevant events and properties in the Data Manager. In this case you have to have talonone_id in customer_ids

Create a scenario

Let's create a scenario to automate the communication with your users based on custom conditions.

Specifically, you will use an action to send a webhook request to Talon.One to get a loyalty ledger. For that you will use webhook presets that are created specifically for our integration with TalonOne. You will use another action to forward the received value from the first webhook's response in an email to your users.

📘

NOTE

Your scenario path may vary from the following steps depending on the actions you decide to implement and the dynamic data you choose to include in your user communication. See Personalization Using Jinja.

To create a scenario:

1. In Bloomreach Engagement, open Campaigns > Scenarios > Create new.

2. (Optional) Click the edit symbol in the scenario name to change it.

3. Create and configure the triggers and operators that best suit your campaign needs.

4. Create an action with the webhook request to Talon.One.

   1. In Sceario selectOther>Talon.One - Get Loyalty Ledger

   2. In the Settings tab of the action:

      1. Enable Authentication and select the CEP webhook authentication you created.
      2. In Other, select the required consent category for your users.

   3. In the Parameters tab of the action fill in the parameters. In this example, the Profile Integration ID is {{ customer_ids.talonone_id | urlencode }}, the Loyalty Program ID is 456. The two parameters are required. For more information you can read tooltips by hovering with a cursor over the i or refer to the Talon.One documentation.

5. Create another action to send the generated coupon code in a message to your users. For example, create an Email or SMS action.

   1. In the Editor tab of the action, compose your message with the desired personalization.

   2. In the message composition field, type the following placeholder value so the generated coupon code is populated dynamically when the scenario runs:

      {{ webhook.ledger.pointsToNextTier }}
      

   3. In the Settings tab of the action, review your recipients and the tracking consent category.

   4. Click Done.

6. Click Save.

📘

Before you launch your scenario, you can test and preview the complete workflow in the Test tab. When you click Start, you will see a confirmation window indicating how many customers will be affected by the scenario run.

Update customer profile using Talon.One

To make the most of the integration with Talon.One, you can update customer profile directly from Bloomreach Engagement using Talon.One's generic CDP endpoints and use them in your customer engagement efforts.

In your scenario, you can use a combination of operators and actions to update profiles of relevant customers in Talon.One. For example, let's update a customer's gender.

Prerequisites

• Talon.One
  • You understand the parameters required by the Update customer profile endpoint, for example, a valid Profile Integration ID.
• Bloomreach Engagement
  • You created the relevant events and properties in the Data Manager.

Create a scenario

Let's create a scenario to automate the communication with your users based on custom conditions.

Specifically, you will use an action to send a webhook request to Talon.One to get a loyalty ledger. For that you will use webhook presets that are created specifically for our integration with TalonOne. You will use another action to forward the received value from the first webhook's response in an email to your users.

📘

NOTE

Your scenario path may vary from the following steps depending on the actions you decide to implement and the dynamic data you choose to include in your user communication. See Personalization Using Jinja.

To create a scenario:

1. In Bloomreach Engagement, open Campaigns > Scenarios > Create new.

2. (Optional) Click the edit symbol in the scenario name to change it.

3. Create and configure the triggers and operators that best suit your campaign needs.

4. Create an action with the webhook request to Talon.One.

   1. In Sceario selectOther>Talon.One - Update Customer Profile

   2. In the Settings tab of the action:

      1. Enable Authentication and select the CDP webhook authentication you created.
      2. In Other, select the required consent category for your users.

   3. In the Parameters tab of the action fill in the parameters. In this example, the Customer Profile Id is {{ customer_ids.email_id | urlencode }}. The parameter is required. For more information you can read tooltips by hovering with a cursor over the i or refer to the Talon.One documentation.

5. In the Editor tab of the action fill the body of the request. In this example, the placeholder for "gender" is {{ customer.gender | json }}.

6. Click on the Done button.

Next steps

Before you launch your scenario, you can test and preview the complete workflow in the Test tab. When you click Start, you will see a confirmation window indicating how many customers will be affected by the scenario run.