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.

Add to a campaign

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

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