Send query results to Attentive

You can use queries and orchestrations to manage audiences in Attentive. Each audience in Attentive has two components: subscribers and segments.

An audience segment is the list of customers to which you will send SMS messages and/or emails. Amperity is your source of truth for your customers who will belong to audience segments in Attentive. Send this list to Attentive from Amperity.

A subscriber is a customer for which you have an opt-in/out status. You can only send SMS messages and/or emails to customers who have opted-in. Attentive is your source of truth for your audience’s opt-in/out and subscriber status.

An Attentive destination works like this:

1. Use a query to build a list of customers that will be sent SMS messages or emails.

2. Configure Amperity to use an orchestration to send audience segments to Attentive.

3. Send a test audience from Amperity, and then from within Attentive verify that the Segments page has the list of customers that you sent from Amperity.

   Note

   Changes to audience segments are not immediately available in Attentive. Allow for up to 24 hours after the point at which Amperity has finished sending audience updates for them to be available.

4. Run campaigns directly from Attentive by sending personalized text messages to customers who have opted-in to receiving offers, promotions, and communication.

This topic describes the steps that are required to send audience segments to Attentive from Amperity:

1. Build a subscriber list

2. Add orchestration

3. Run orchestration

Note

Attentive must be enabled before you can configure an orchestration to send query results. Ask your DataGrid Operator or Amperity representative to enable Attentive for your tenant.

Build subscriber list

Build a query defines a subscriber list in Attentive. A subscriber list must be built using phone numbers or using email addresses (and not both).

Important

The name of a subscriber list must be provided in a column named segment_name. The segment_name column must be added to the results of the query in Amperity. If a subscriber list with this name does not exist in Attentive Mobile, it will be created.

For phone numbers:

SELECT DISTINCT
  phone AS Phone
  ,'subscriber list name' AS segment_name
FROM Customer360

For email addresses:

SELECT DISTINCT
  email AS Email
  ,'subscriber list name' AS segment_name
FROM Customer360

Add orchestration

An orchestration defines the relationship between query results and a destination, including the location to which those query results will be sent and the frequency at which the orchestration will be run.

Important

Review the subscriber segment upload topic for specific requirements for how to format the CSV file. Do not include header rows in output.

To add an orchestration

1. From the Destinations tab, click Add Orchestration. This opens the Add Orchestration dialog box.

2. From the Object Type drop-down, select Query.

3. From the Object drop-down, select the query for which results will be sent to Attentive.

4. From the Destination drop-down, select a destination that is configured for sending data to Attentive.

5. From the Data Template drop-down, select a data template.

6. Verify all settings.

7. Set the workflow to Manual. (You can change this to automatic later, after verifying the end-to-end workflow.)

8. Click Save.

Run orchestration

Run the orchestration manually to validate that it works.

To run the orchestration

1. From the Destinations tab, under Orchestrations, open the    menu for the Attentive orchestration, and then select Run.

2. The Status column for the orchestration will update to say “Waiting to start…”, after which the notifications pane will update to include a notification that shows the current status.

3. When the orchestration has run successfully, the status is updated to “Completed”.