Send data to Cheetah Digital

Cheetah Digital is a customer engagement platform that helps marketers deliver personalized experiences, create effective cross-channel messaging, and increase customer loyalty.

You can send CSV, PSV, or TSV files files to Cheetah Digital using SFTP or Amazon S3 .

This topic describes the steps that are required to send CSV, PSV, or TSV files to Cheetah Digital from Amperity:

  1. Get details

  2. Add destination

  3. Add data template

Get details

Configure Cheetah Digital to use SFTP or Amazon S3 :

  1. For an FTP Profile: a username and password is required, along with the remote folder to which Amperity will send data.

    Note

    The hostname for the SFTP server in Cheetah Digital is a combination of two values: the FTP URL, as configured for the FTP Profile and your Cheetah Digital username, separated by ” - ” (space, hyphen, space). For example: “sftp://acme - justinc”.

  2. For an S3 Profile: an IAM access key and secret key is required, along with the name of the Amazon S3 bucket.

    Note

    Amperity supports using cross-account role assumption with Amazon S3 buckets when Cheetah Digital supports the use of cross-account roles and your tenant uses the Amazon S3 destination.

Add destination

Configure one of the following destinations:

SFTP

Configure Amperity to send data to Cheetah Digital using SFTP.

To add a destination

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

  2. Enter the name of the destination and a description. For example: “Cheetah Digital” and “This sends query results to “Cheetah Digital”.

  3. From the Plugin drop-down, select the plugin that matches the profile configured in Cheetah Digital.

    This automatically selects SFTP as the Credential Type and assigns sftp.<ftp-url> - <username> as the location to which data is sent.

  4. From the Credential drop-down, select Create a new credential. This opens the Create New Credential dialog box. Enter a name for the credential (typically “Cheetah Digital”), and then enter the username and password required to access this SFTP location.

  5. Under Settings, enter the path to the remote folder.

    Tip

    For remote folders that contain spaces, use a backslash (\) character to escape the space. For example, a folder named “From ACME” should be entered as “FromACME”.

  6. From the File Format drop-down, select CSV, PSV, or TSV.

  7. Add a single character to be used as an escape character in the output file. (This should match the escape character required by Cheetah Digital.)

    Note

    If an escape character is not specified and quote mode is set to “None” this may result in unescaped, unquoted files. When an escape character is not specified, you should select a non-“None” option from the Quote Mode setting.

  8. Specify the encoding method. Encoding method options include “Zip” and “None”.

  9. Add the PGP public key that is used to encrypt files sent to Cheetah Digital.

  10. Optional. Specify the line ending type: LF or CRLF.

  11. Optional. Set the quote mode.

    Note

    If the quote mode is set to “None” and the Escape Character setting is empty this may result in unescaped, unquoted files. When quote mode is “None”, you should specify an escape character.

  12. Optional. Select Include success file upon completion to add a .DONE file to indicate when an orchestration has finished sending data.

    Tip

    If a downstream sensor is listening for files sent from Amperity, configure that sensor to listen for the presence of the .DONE file.

  13. Optional. Select Include header row in output files if headers are included in the output.

  14. Select Allow customers to use this destination.

  15. Select Allow orchestrations from users with limited PII access. (A user with limited PII access has been assigned the Restrict PII Access policy option.)

  16. Click Save.

Amazon S3

Cheetah Digital is a destination that may be configured directly from Amperity. This destination uses a customer-managed the plugin that matches the profile configured in Cheetah Digital bucket. Use the customer’s credentials to this the plugin that matches the profile configured in Cheetah Digital bucket when configuring this location.

To add a destination

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

  2. Enter the name of the destination and a description. For example: “Cheetah Digital” and “This sends query results to Cheetah Digital”.

  3. From the Plugin drop-down, select the plugin that matches the profile configured in Cheetah Digital.

  4. The “iam-credential” credential type is selected automatically.

  5. From the Credential drop-down, select a credential that has already been configured for this destination or click Create a new credential, which opens the Create New Credential dialog box. For new credentials, enter a name for the credential, the IAM access key, and the IAM secret key. Click Save.

  6. Under the plugin that matches the profile configured in Cheetah Digital settings, add the name of the Amazon S3 bucket and the prefix. For example: “Amazon S3” and “upload”.

  7. From the File Format drop-down, select CSV, PSV, or TSV.

  8. Add a single character to be used as an escape character in the output file.

    Note

    If an escape character is not specified and quote mode is set to “None” this may result in unescaped, unquoted files. When an escape character is not specified, you should select a non-“None” option from the Quote Mode setting.

  9. Specify the encoding method. Encoding method options include “Zip” and “None”.

  10. Add the PGP public key that is used to encrypt files sent to Cheetah Digital.

  11. Set the quote mode.

    Note

    If the quote mode is set to “None” and the Escape Character setting is empty this may result in unescaped, unquoted files. When quote mode is not set to “None”, you should specify an escape character.

  12. Optional. Select Include success file upon completion to add a .DONE file to indicate when an orchestration has finished sending data.

    Tip

    If a downstream sensor is listening for files sent from Amperity, configure that sensor to listen for the presence of the .DONE file.

  13. Optional. Select Include header row in output files if headers are included in the output.

  14. Select Allow customers to use this destination.

  15. Select Allow orchestrations from users with limited PII access. (A user with limited PII access has been assigned the Restrict PII Access policy option.)

  16. Click Save.

Add data template

A data template defines how columns in Amperity data structures are sent to downstream workflows. A data template is part of the configuration for sending query and segment results from Amperity to an external location.

You have two options for setting up data templates for Cheetah Digital:

  1. For use with campaigns

  2. For use with orchestrations

for campaigns

You can configure Amperity to send campaigns to Cheetah Digital. These results are sent from the Campaigns tab. Results default to a list of email addresses, but you may configure a campaign to send additional attributes to Cheetah Digital.

To add a data template for campaigns

  1. From the Destinations tab, open the menu for a destination that is configured for Cheetah Digital, and then select Add data template.

    This opens the Add Data Template dialog box.

  2. Enter the name of the data template and a description. For example: “Cheetah Digital email list” and “Send email addresses to Cheetah Digital.”

  3. Enable the Allow customers to use this data template option, and then enable the Make available to campaigns option. This allows users to send campaign results from Amperity to Cheetah Digital.

  4. Verify all template settings and make any required updates.

  5. Click Save.

for orchestrations

You can configure Amperity to send query results to Cheetah Digital. These results are sent using an orchestration and will include all columns that were specified in the query.

To add a data template for orchestrations

  1. From the Destinations tab, open the menu for a destination that is configured for Cheetah Digital, and then select Add data template.

    This opens the Add Data Template dialog box.

  2. Enter the name of the data template and a description. For example: “Cheetah Digital customer profiles” and “Send email addresses and customer profiles to Cheetah Digital.”

  3. Enable the Allow customers to use this data template option. This allows users to build queries, and then configure orchestrations that send results from Amperity to a configured destination.

  4. Optional. Enable the Allow orchestrations from customers with limited PII access option. This allows users who have been assigned the Restrict PII Access policy option to send results from Amperity.

  5. Verify all template settings and make any required updates.

  6. Click Save.