Import referral events from Azure Blob Storage to Synerise

Published June 30, 2023
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Synerise allows you to collect data from any customer touchpoint. Using Synerise’s seamless integration with Azure Blob Storage, you can import any data stored in this tool and use it directly in Synerise.

In this use case, we will import events which contain the data about customers’ recommendations of products to other customers. These events are generated when customers recommend specific products from the website to others. Such data will be useful for further communication with these recommending customers to reward them with loyalty points for referrals, send them targeted communications and discounts.

This case is just na example, you can export any other data types according to your needs from Azure Blob Storage.

Prerequisites


You must have an account on Azure AD.

Prepare a workflow


Create a workflow which gets the events from Azure Blob Storage every day.

  1. Go to Automation icon Automation > Workflows > New workflow.
  2. Enter the name of the workflow.

Define the Scheduled Run trigger node


At this stage, we will configure conditions that launch the workflow. As a trigger, we will use the Scheduled Run node.

  1. As the trigger node, add Scheduled Run.
  2. In the configuration of the node:
    1. Leave the Run trigger option at default (all time).
    2. From the Timezone dropdown list, select the time zone consistent with the timezone selected for your workspace.
    3. Define the frequency of the workflow (for example, every day at 6.00 A.M.).
      The workflow will automatically launch at the scheduled time.
    4. Confirm by clicking Apply.
The configuration of the Scheduled Run node
The configuration of the Scheduled Run node

Configure the Azure Blob Storage - Get file node


In this step, to allow the data exchange, establish a connection between Synerise and Azure Blob Storage.

  1. Click Azure Blob Storage > Get file.
  2. Click Select connection.
  3. From the dropdown list, select the connection.
    • If no connections are available or you want to create a new one, see Create a connection.
    • If you selected an existing connection, proceed with the integration settings.
  4. In the Container field, enter the name of an existing container in your storage.
    If this field is already filled out, it means that the URL used in the connection settings contains the name of the container.
  5. In the Blob name field, enter the name of the blob (file) you want to download from the storage.
  6. From the File format dropdown list, select the format of the file which will be downloaded.
  7. Confirm by clicking Apply.
The configuration of the Get file to Azure Blob Storage node
The configuration of the Get file to Azure Blob Storage node

Add Import events node


In this step, add the Import events node to import referral events directly to Synerise.

  1. On the Azure - Get File, click THEN.
  2. From the list that opens, select Synerise > Import events.

Add the finishing node


  1. Add the End node.

  2. In the upper right corner, click Save & Run.

    The workflow configuration
    The workflow configuration

Check the use case set up on the Synerise Demo workspace


You can check the configuration of the workflow in this use case on our Synerise Demo workspace.

Read more


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