Connecting Qualifio to your CRM or SSO (Single Sign On)

November 2012

Introduction

• Qualifio campaigns have a step « identification form ». These form are 100% customizable by the campaign creator. Various options are possible :

Simple form: a form is displayed to collect the participant’s data. This data can be retreived:

In the campaign statistics (exportable in XLS).

In the Qualifio CRM : where all participants from all campaigns are recorded.

OPTIONAL : this data can be pushed in real time on a webservice provided by you.

Facebook Connect : the participant can participate using his/her Facebook account (he/she will need to authorize an app). In this case, the identification form wil be either skipped or prefilled with the data that Qualifio gets from Facebook (first name, last name, e-mail).

Qualifio Connect : Internal SSO for all Qualifio campaigns (optional).

Active session on your Single Sign On: the participant is logged/connected (=has an active session) on your SSO. In this case, we can skip the identity form or display it with prefilled info.

Link with your SSO: we can display a double screen with the possibility to participate using login and password from your SSO.

SSO connexion scenarii

• SSO (1) : Participant is logged/connected (active session) to your SSO.

• SSO (2) : Participant is registered but not logged/connected.• SSO (3) : Participant is registered but forgot password.• SSO (4) : Participant is not registered.

SSO (1) Participant is logged/connected (active session) to your SSO and participate to a Qualifio action

• We can retrieve the participant’s data from different methods: An ID via URL or cross domain cookie => we then call a webservice providing

us with all identity details. A cross domain cookie containing all data (not recommended)

• Then, 2 possibilites:1) We don’t display the identity form.2) We display the identity form, prefilled with participant’s data. The participant

can modify or enrich his/her profile. Modifications of the profile are pushed on your system via webservices (Update profile)

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SSO (2)

SSO (3)SSO (4)

SSO (2), (3) and (4) Identity screen connected to your SSO

Name (your SSO variable)

First Name (your SSO variable)

SUBMIT

Last Name

Address (your SSO variable)

Post code (your SSO variable)

City (your SSO variable)

First Name

Address

Post code

City

Children # children in the family

YES, I agree to receive the newsletter of ING Bank.x

New field

New field

SSO (2) Next screen

SSO (2) : Participant is registered but not logged/connected

• Comments :Checking and retrieving a participant profile :

We need two webservices : One to check login and password. One to retrieve the details of the profile.

Profile modification: A participant can modify or complement his/her profile data. In this case,

we need a webservice « ProfileUpdate ».

SSO (4) : Participant is not registered

Two possibilities :• We recommend to stay in the graphical environment of the

game. The participant signs up using the Qualifio form and the profile is pushed to your system using a « Create profile » webservice (recommended).

• We can open a new window to allow the participant to create an account on your side. In this case, we receive an ID to retreive user data thanks to a webservice.

Summary

Necessary webservices for a full SSO integration• Account check (SSO 2) • Retrieve profile data (SSO 1 and 2)• Retrieve password (SSO 3) • Create profile (SSO 4)• Update profile (SSO 1 and 2)

ANNEXEALL POSSIBLE CONNECTORS DURING A QUALIFIO CAMPAIGN

Login Form Game ExitLogin

Qualifioconnect

SSO

FB Connect

Janrain

Forget p.

Qualifioconnect

SSO

Autolog

SSOcookie

SSOURL ID

Insert

Qualifioconnect

SSO

Update

Qualifioconnect

SSO

Post

FB Wall

SSO

DefaultQualifioconnect

Replace

Janrain

PiU

Widgets

Qualifioconnect

SSO

Road 66

WDM