Setup Connectors
In ReBid CDP, a connector is like a link that transmits data from different sources go to ReBid. These places could be websites, apps, or other things. Connectors help you to collect data to learn about your customers and how they use your website.
For each website or app, we want to keep track of, you should make a connector. This helps you to understand how customers use your website better. You don't have to make a new connector for each place where data comes from, but it's a good idea to make one for each different source.
When you set up a connector, you will get a special key called a "write key." This key helps to send data to that connector in ReBid CDP. By setting up connectors and using their write keys, you can easily send data into ReBid CDP. This helps you to look at the data closely to understand your customers and what they do.
To create a Connector,
- Go to the ReBid CDP Homepage
- Click Setup from the left navigation.
- Select Connectors
To get started, click on the Add button to create a new connector. You will be presented with two options for viewing your connectors: "List" or "Grid." Choose the one that suits your preference.
Once you click on Add, you'll be taken to the Connector Details tab, where you can configure your new connector. Here are the options available:
- Connector ID: This is an automatically generated ID for your connector. You don't need to input anything; simply copy it if needed.
- Connector Type: Select the type of storage or endpoint for your connector. You can choose from various connector types, such as web pages, API endpoints, and more.
- Connector Label: These are internal tags used for organizing connectors into groups. You can assign tags to your connectors for better management.
- Connector Name: Provide a name for your connector to easily identify it in your list of connectors.
- Description: Write a comprehensive description of the connector, explaining its purpose and functionality in detail.
- Grouping: You can group connectors by adding relevant tags separated by commas. This helps in organizing and filtering connectors efficiently.
By filling in these details, you can create and manage your connectors seamlessly, making it easier to access the data you need in a structured and organized manner.
In the Connectors section, you will find the Access and Content tab, which provides important configuration options for your connectors. This tab includes two settings that you can customize according to your specific requirements:
1. Connector Consent:
This setting allows you to determine whether the connector requires user consent before accessing certain data or content. For instance, if your connector interacts with web pages located in Europe, it may need to comply with the General Data Protection Regulation (GDPR). In such cases, enabling this option ensures that users are prompted to give their consent before the connector can access their data.
2. Connector Enabled:
The Connector Enabled setting enables or disables the functionality of a particular connector. When a connector is enabled, it can perform its designated tasks and interact with the relevant data sources. On the other hand, when it is disabled, the connector will not function until you re-enable it. This option provides you with greater control over your connectors, allowing you to activate or deactivate them as needed.
Next, go to the configuration tab in connectors. Here, you will find a set of options to tailor your connector settings:
1. Credentials or Access Tokens: This section allows you to securely store your sensitive information in JSON format. If your data source requires authorization, please provide the necessary credentials or access tokens here. If no authorization is needed, simply leave this field empty.
2. Test/Production: You have the flexibility to set up distinct credentials for both testing and production environments. This allows you to seamlessly switch between different setups depending on your needs.
3. User: In this field, enter the username associated with your data source. This is necessary for successful authentication and access to your data.
4. Password: Enter the password for your data source in this field. Similar to the username, this information is essential for establishing a secure connection and retrieving the data.
5. Save: Once you have filled in the required information, click on the Save button to store your connector settings.
After creating a new connector, you will be redirected back to the Connectors screen. To view information about the recently created connector,
- Locate and click on the respective connector's icon or name.
- Once you click on the connector, you will be redirected to the Connector Details section.
- In the Connector Details section, you will find essential information about the connector, such as its unique ID, type, name, description, and other relevant details. This information will help you understand and manage the connector effectively within the system.
Go to the Integrations tab. Within this tab, you will find two distinct sections of code that enable integration capabilities:
1. Integration Code: This code snippet is designed to be embedded within your web page's source code. By pasting this code onto your web pages, the integration functionality will be enabled and visible across all pages of your website.
2. Javascript: It is a Javascript example that demonstrates event sending. This code is capable of transmitting multiple events to be processed by the integrated system.
To access the credentials required for both the production and testing environments, follow the steps below:
1. Go to the Credentials tab
2. Once on the Credentials tab, you will find two sections: one for production and the other for testing.
- Production Credentials: In this section, you will see the credentials that are specifically designated for the live production environment.
- Testing Credentials: In this section, you will find the credentials meant exclusively for testing purposes.
3. Displaying Credentials: To view the actual credentials, click on the Show Credentials button.
Note: Exercise caution while viewing and handling credentials, as they provide access to sensitive resources and data.
Please ensure that you only use the relevant credentials as per your intended use case. Production credentials should only be utilized for live, public-facing operations, while Testing credentials are meant solely for non-production, testing, or development purposes.
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