Send audiences to any SFTP site

The Secure File Transfer Protocol (SFTP) is a network protocol that provides file access, file transfer, and file management over any reliable data stream.

This topic describes the steps that are required to configure campaigns to send email address, phone numbers, and other profile attributes to SFTP.

Note

Ask your DataGrid Operator or your Amperity representative for help configuring SFTP 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 SFTP as part of a campaign you will be required to choose specific attributes to send.

SFTP supports the following attributes: email address, phone numbers, and other profile attributes.

Build a campaign

Use the campaign editor to build campaigns that send data to SFTP. Add a segment, define exclusions and sub-audiences, and then configure Amperity to send campaign data to SFTP.

Important

Use the Edit Attributes feature to select the right set of attributes, such as email address, phone numbers, and other profile attributes, to SFTP to support any downstream workflow.

To build a campaign

	The campaign builder is available from the Campaigns page. The Create Campaign button in the top right corner of the page opens the campaign builder. After the campaign builder opens, give your campaign a name. Tip The campaign name will always appear in the filename that is sent to any destination. Use good naming patterns for the campaigns you will send to SFTP. Good naming patterns help ensure that you can easily find your campaigns within Amperity and that the campaign is discoverable in SFTP by users who may not be the same users who built the campaign in Amperity. Avoid duplication between campaign and treatment group names. Avoid using SFTP in the name unless the campaign is sent only to SFTP. Use a naming pattern that ensures the campaign name works across every treatment group that is configured within any sub-audience. If brand names and/or region names apply to all sub-audiences in the campaign, consider using them within the campaign name.
	All campaigns start with an audience. Choose a segment from the Include drop-down list. The customers in that list will become the audience for this campaign. Tip When a campaign starts with an audience that is defined by a single segment, you can use the segment insights for that segment as a way to measure the performance of that audience over time.
	Sometimes campaigns need to exclude certain members of your audience. For example, a churn prevention campaign is often configured to exclude customers who have opted-out of SMS messaging and/or who have unsubscribed from an email list. When you need to exclude audience members, choose one (or more) segments from the Exclude drop-down list. The customers in an exclusion list will be removed from the audience for this campaign.
	Some campaigns have just one audience, while others have many and require sub-audiences. Sub-audiences can be many things. How you choose to configure them depends on your audience, marketing strategy and goals, and the type of campaign you will run in SFTP. Click Add treatment to add another treatment group to a sub-audience. The total percentages for all treatment groups (and the control group, if present) must be 100%. Click Add Sub-audience to add more sub-audiences to this campaign, and then use the Audience Builder to define the criteria for that sub-audience.
	Assign SFTP as a destination for at least one treatment group, and then edit the attributes for the sub-audience to ensure Amperity is sending the right data to SFTP.
	Click Edit attributes to review the attributes that Amperity will send to SFTP. You must select the set of attributes that are sent to SFTP. Review your downstream requirements, open the Edits attributes page, and then select the attributes you want to send to SFTP for this campaign. Amperity pre-selects the list of attributes that may be sent to SFTP. The Edit attributes page for SFTP is similar to: Note The Merged Customers table is the default table from which data is sent to SFTP, 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.
	A campaign can be configured to be sent once or on a recurring basis. A campaign can also be scheduled (i.e. “to be sent at the time you choose in the future”) or to be sent as soon as possible.
	Enter the date on which you plan to launch your campaign in SFTP. This date helps Amperity improve results tracking and campaign results measurement.
	When your campaign is ready, click the Schedule button in the top right corner of the Campaigns page. Note Amperity will begin processing the segments that define audiences, exclusions, and sub-audiences, and will then send the results to SFTP. Please allow for enough time for Amperity to complete this process before starting a campaign in SFTP.

Configure default attributes

Each unique destination that is configured to send data to SFTP may be configured to have a set of default attributes that will sent to SFTP 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 SFTP.

SFTP has the following requirements for attributes.

Source attribute	Destination attribute
amperity_id	amperity_id
email	email
given_name	given_name
surname	surname
address	address
address2	address2
state	state
city	city
postal	postal
country	country