MetaReactor and Connections Procedures

You navigate to the MetaReactor by clicking this icon from the organization management screen:

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By default, the MetaReactor shows you a list of Signals that are configured in your account.

Signals_page.png

You can change the view of the MetaReactor to show a list of Connections or Data Feeds by using these buttons in the upper right-hand corner:

CXR_view_buttons.png

The MetaReactor has tools to view, create, edit, and delete the Connections, Signals, or Data feeds, depending on which view you're using. This document discusses Connections. Click these links to read the articles about Signals and Data Feeds.

 

Connections

You can see your Connections by choosing the Connections view in the MetaReactor.

Connection_details.png

On the left you see the list of Connections, complete with details. You can scroll through this list to find the one you want. On the right is a shorter, summary list. You might be able to find the Connection you want more quickly in this list. Just click the name of the Connection to jump to it directly. Once you find the Connection you're looking for, you can copy the Client ID and Client Secret or tracking script, depending on which type of Connection you created.

Each Connection has an Edit Connection button where you can make some changes to the Connection. To create a new Connection, you click the Manage Connections button on the bottom right and click Add Connection from the menu that appears.

add_connection_button.png

How to Create a Connection

Use these steps to create a Connection that you will send events to from your event sources.

  1. Navigate to the MetaReactor. Click the Connections icon in the upper right-hand corner to change to the Connections view.
  2. Click the Manage Connections button in the lower right-hand corner, and then click Add Connection from the menu that appears. A new Connection appears for you to configure.
    new_connection.png
  3. Give the Connection a name. Optionally, you can also add an icon.
    Tip: For easy maintenance in the future, name the Connection after the event source. For example, "HubSpot" or "Salesforce" can be good Connection names.
  4. Select one of the following options:
    • Generate Event Handler on Save: Choose if you are creating a Connection to which you will post events via the API. After you click Save, a Show Keys link appears that you can click to see the Client ID and Client Secret you need to make your Connection.
      connection_show_keys.png
    • Generate Tracking Script on Save: Choose if you are creating a Connection that will use a tracking script. After you click Save, a Show Tracking Script link appears that you can click to see the Analytics Key and Tracking Script you’ll use in your app.
      connection_tracking_script.png
    • Generate Machine to Machine Connection on Save: Choose if you are... Like the Generate Event Handler option, after you click Save, a Show Keys link appears that you can click to see the Client ID and Client Secret.
  5. Click Save. After you save, you can get to the Client ID and Client Secret or the Tracking Script, depending on which type of Connection you created.

After you create the Connection, you can begin sending events to it. See the Events article or Getting Started Instrumenting MetaCX for more information.

How to Edit a Connection

You can click the Edit Connection button to edit a Connection in the list on the MetaReactor. Regardless of the type of the Connection, you can edit the value in the Name field. You can also add an icon if the Connection does not already have one, or remove the icon if it does. You cannot change the type of the Connection. 

For Event Handler and Machine-to-Machine type Connections, you can get to the Client ID and Client Secret to copy them, but you cannot change the value that was generated by MetaCX.

For Tracking Script Connections, you can view and copy the analytics key, but you cannot change the value generated by MetaCX. You can update the code in the Tracking Script field; however the changes you make do not go to the clipboard when you click the Copy button. Also, even if you save the Connection, the changes will not be saved to the Tracking Script the next time you open the Connection.

You cannot delete a Connection of any kind at this time. If you want an event source to stop sending events to MetaCX, you can remove the tracking script or API code from the event source.

What's Next

Now that you've read up on MetaReactor and Connections, why not continue by learning about...

 

 

 

 

 

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