Totango collections for Cast analytics

Totango collections for Cast analytics

Create four custom collections in Totango. Create the name and the key only. Leave the columns empty. Cast adds every column through the API after the collections exist, then writes the analytics rows.

Totango will not accept columns or rows until the collection exists in Data Modeler. A column’s type cannot be changed later, only its display name, so do not add the columns yourself.

Create the collections

You need a Totango global admin, or a user with Data Modeler permission.

1. Go to Settings → Data Management → Data Modeler.
2. Open the Account Information tab.
3. Click +Add Account Attribute and choose Collection.
4. Create each collection in the table below.
5. Clear Can be edited in Totango. Cast writes the rows.
6. Do not add attributes. Click Create.

If Create stays disabled with an empty attribute list, add one Text attribute and stop:

Display name	ID
Cast Placeholder	cast_placeholder

Do not add any other attribute. Tell Cast that you had to add the placeholder.

Display name	Key	One row is
Cast Contact Analytics	cast_contact_analytics	One contact, totals across all campaigns
Cast Contact Campaign Analytics	cast_contact_campaign_analytics	One contact in one campaign
Cast Account Analytics	cast_account_analytics	One account, totals across all campaigns
Cast Account Campaign Analytics	cast_account_campaign_analytics	One account in one campaign

The key may fill in from the display name. Overwrite it so it matches the table. Allowed characters are letters, numbers, and underscores.

When you are done, send Cast the four keys as they appear in Data Modeler.

How the rows are stored

Each row belongs to a Totango account. Contact analytics are rows on that account. Cast uses its own id for the row. You do not create a user, a lookup, or an id column for this.

The account id on each row is the account id Cast already has for that account. If your Totango account ids are different, tell Cast before the first sync.

Columns Cast will add

You do not create these. They are listed so you know what will appear on each collection.

All four collections

Key	Name	Type
email_sent	Email Sent	Numeric
email_processed	Email Processed	Numeric
email_delivered	Email Delivered	Numeric
email_not_delivered	Email Not Delivered	Numeric
email_failed	Email Failed	Numeric
email_dropped	Email Dropped	Numeric
email_bounce	Email Bounce	Numeric
email_open	Email Open	Numeric
email_click	Email Click	Numeric
email_unsubscribe	Email Unsubscribe	Numeric
email_spamreport	Email Spam Report	Numeric
email_negative_response	Email Negative Response	Numeric
view	View	Numeric
play	Play	Numeric
click_action	Click Action	Numeric
feedback	Feedback	Numeric
form_submit	Form Submit	Numeric
ama_chat	AMA Chat	Numeric
from_email	From Email	Text
from_name	From Name	Text

Contact collections

cast_contact_analytics and cast_contact_campaign_analytics also get:

Key	Name	Type
contact_id	Contact ID	Text
contact_name	Contact Name	Text
contact_email	Contact Email	Text
contact_phone	Contact Phone	Text
contact_language	Contact Language	Text
contact_account	Contact Account	Text
contact_account_name	Contact Account Name	Text
presentation_perma_url	Presentation Perma URL	Text

cast_contact_campaign_analytics also gets presentation_url (Presentation URL, Text).

Account collections

cast_account_analytics and cast_account_campaign_analytics also get:

Key	Name	Type
contact_account	Contact Account	Text
contact_account_name	Account Name	Text
contact_count	Contact Count	Numeric

Per-campaign collections

cast_contact_campaign_analytics and cast_account_campaign_analytics also get:

Key	Name	Type
campaign_id	Campaign ID	Text
campaign_name	Campaign Name	Text
campaign_date	Campaign Date	Date

All-campaigns collections

cast_contact_analytics and cast_account_analytics also get campaign_count (Campaign Count, Numeric).

After the collections exist

Add each collection to the account profile when you want your team to see it: edit the account profile layout for the teams that should see it. Wait until Cast has added the columns, so the table is not empty.

Send Cast:

• The four keys, copied from Data Modeler.
• Whether you had to create cast_placeholder.
• Confirmation that the Totango account id matches the account id Cast already uses.