Send audiences to Cordial

Cordial is a cross-channel marketing and data platform that collects all of your customer data in one platform for use with audience segments, trends, and automated customer experiences.

This topic describes the steps that are required to configure campaigns to send email address lists to Cordial.

Note

Ask your DataGrid Operator or your Amperity representative for help configuring Cordial as a destination to which you can send campaigns for customer activation.

Build a segment

Use the Segment Editor to build any audience using a series of drop-downs and picklists.

As you define the attribute profile for an audience be sure to refresh segment insights to see how many customers match your audience and to see how much value they bring to your business.

When the segment is ready, activate it, and then use it use it in a campaign to send to your preferred destinations for customer activation.

Which attributes should you use?

You can use any attribute that is in your customer 360 database to define your audience.

When the list of customers who belong to this audience is sent to Cordial as part of a campaign you will be required to choose specific attributes to send.

Cordial supports the following attributes: email address lists.

Add to a campaign

Use the campaign editor to configure Amperity to send data to Cordial. Add a segment, define exclusions and sub-audiences, and then define the audiences that will be sent to Cordial.

To add Cordial to a campaign

	Open the Campaign Editor. This is available from the Campaigns page. Click the Create campaign button in the top right corner of the page.
	Assign Cordial as a destination for at least one treatment group. Note You may need to edit the attributes for the sub-audience to ensure Amperity is sending the right data to Cordial.
	Click Edit attributes to review the attributes that Amperity will send to Cordial. Cordial requires only email addresses. There are no optional fields. Amperity pre-selects the list of attributes that may be sent to Cordial. The Edit attributes page for Cordial is similar to: Note The Merged Customers table is the default table from which data is sent to Cordial, even though segments are often built against the Customer 360 table. This is by design. The Merged Customers table is the underlying table for customer profile data and is the source for all customer profile data that exists within the Customer 360 table.

Configure default attributes

Each unique destination that is configured to send data to Cordial may be configured to have a set of default attributes that will sent to Cordial every time this destination is associated with a treatment group in an active campaign.

Default attributes may be configured for a destination by clicking the Default attributes link next to the Create campaign button on the Campaigns page.

The source table is set to Merged Customers for most attributes. Your brand may configure each attribute to be pulled from the source table that best represents how your brand wants to use the attribute in Cordial.

Cordial has the following requirements for attributes.

Source attribute	Destination attribute
email	email