Emarsys Platform: Client Onboarding and Custom Development Solutions

This assignment focuses on two practical tasks related to the Emarsys marketing platform. The first task involves gathering information from a client, an e-commerce company, to scope the requirements for custom development to integrate their data (customer and sales) into the Emarsys platform. The solution includes formulating detailed questions for the client, creating a high-level data flow diagram, and setting expectations regarding the impact of custom development. The second task centers on setting up relational data services for a client, including a MySQL database and SFTP ETL process, to facilitate segmentation based on sales and product data. The solution requires creating a data dictionary, SQL queries for specified customer segments, and outlining the deliverables for both the service provider and the client, along with any constraints or assumptions.

Background of the tasks:
A) The platform which these 2 tasks are referring is emarsys:
https://www.emarsys.com/en/
B) Emarsys Platform help and Supporting information:
https://help.emarsys.com/hc/en-us/categories/201711705
Test 1
Background:
Emarsys Custom Integration (CI) team provides custom development service on top of Emarsys Marketing
Cloud platform. Some of the development services include custom ETL of customer’s data file into Emarsys
accepted format, data export from Emarsys to client, web forms, etc.
As the technical role, you need to ensure the smooth delivery of the custom solution by co-ordinating
between the client, internal Emarsys project team and the CI developer to ensure the development is
performed according to the scope and within specific timeline.
Information:
You are provided with the following information about the client:
1. Client is an e-commerce company. Client has purchased Email channel and Emarsys Smart Insight
module and is eager to kick-start implementation of Emarsys platform. They would like to be able to use
Emarsys platform as soon as possible.
2. As part of the on-boarding into Emarsys, Client is required to provide the following data feed to Emarsys
platform.
Customer Data Sample Fields: CustomerlD, Email Address, First Name, Last Name, Date-of- Birth,
Subscription Date, subscribed (yes/no)
Sales Data Sample Fields: CustomerlD, Order_ID, Item_ID, Date, Quantity, Total Amount
3. Client has opted to pass the Customer and Sales data to Emarsys via files daily. However, they have
indicated that their internal system could only export in XML / TXT format, rather than in CSV format
which Emarsys requires.
4. Client has no development resources at their end to develop anything and has asked if Emarsys can
accept either in XML / TXT format.
5. In addition, Client has also indicated that they would like to receive performance data for the email
campaigns sent via Emarsys for analytics purpose. This may include event data such as emaiI_sent,
emaiI_open, emaiI_cIick, and emaiI_unsu bscription. They would like the data to be exported to their AWS
s3 bucket regularly.
Based on the information provided, you decided that it may require additional custom development in order
to help customer on-board into Emarsys platform.
Task1:

a) Ask the right questions — you have requested to have a discussion with the Client to gather more
details in order for you to scope the requirements of the custom development. Describe the information
that you would ask the client in order to help you relay the requirements clearly to custom development
team who are based in Europe. (Please provide minimum 6 questions)
b) Solution Diagram — to describe the high level data flow from different parties and the components
that need to be developed to help customer on- board successfully into Emarsys.
c) Set Expectations — given that Emarsys has to perform additional development for the Client, what
is the impact for the Client* (Describe in less than 50 words)

Test 2
Information and background:
Build a solution based on the information below:
1. Our client has purchased our relational data services and you need to help then with the setup.
2. Our RDS solution consists of the following:
a) MySQL Database integrated with our marketing platform
b) SFTP ETL process
3. They have 2 data sets they would like to pass to us:
a) Sales data containing So les ID, Customer ID, Product ID, Quantity, Date
b) Product data containing SKU ID, Product Name, Price, Discount Price, In Stock
4. The client would like to use this data to build segments which fulfil the following use cases:
a) All customers who purchased between date X and date Y
b) All customers who have spent above X amount during their entire purchase history
c) All customers who purchased a specific product
d) Anyone who purchased a product in the last month which is no longer in stock
Task2:
Based on this information, we require the following documents to outline the solution
1) Solution Diagram
2) Data Dictionary
3) SQL queries for the 4 segments
4) Itemized list of deliverables required from us and the client to complete the task (i.e.
import of initial data file, SFTP server setup)
5) Any other constraints, assumptions and considerations