Send data 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.

Use Amperity to manage contacts–attributes and list membership–in Cordial using the following REST APIs:

• Account Contract Attributes to create contact attributes. Attributes that do not exist in Cordial are added as custom contact attributes.

• Account Lists to fetch, create, and clear account lists, to which contacts are associated. An account list is overwritten each time results are sent from Amperity. An email address is added when it is not already a contact, after which it is assigned the subscribed status. An email address that is already a contact will retain its assigned subscription status.

• Contact Imports to import contacts to Cordial, and then associate contacts to the account list.

• Jobs to monitor the import job for completion.

Build a query or segment that contains the email field, along with any other fields that you want created or updated in Cordial and represented as contact attributes.

This topic describes the steps that are required to send audience lists to Cordial from Amperity:

1. Get details

2. Add destination

3. Add data template

Get details

The Cordial destination requires the following configuration details:

1. A Cordial API key.

   Important

   Use the IP address for Amperity to configure the allowlist for the Cordial API.

2. The name of the contacts list.

   Important

   The list name is configured as part of the data template.

3. The following REST API methods must be enabled:

   GET /accountcontractattributes
   POST /accountcontractattributes
   
   GET /accountlists
   POST /accountlists
   PUT /accountlists/{key}/clear
   
   POST /contactimports
   
   GET /jobs/{id}
   

4. A query or segment that returns the email field, along with any other fields that you want created or updated in Cordial and represented as contact attributes in Cordial.

Add destination

Configure Amperity to send audience lists directly to Cordial.

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: “Cordial” and “This sends audience lists to Cordial”.

3. From the Plugin drop-down, select Cordial.

4. The “cordial” credential type is selected automatically.

5. From the Credential drop-down, select Create a new credential. This opens the Create New Credential dialog box.

6. Enter a name for the credential along with the Cordial API key. Click Save.

7. Select Allow business users to use this destination.

   This allows users who have been assigned to the Amp360 User and/or AmpIQ User policies to use this destination with orchestrations and/or campaigns.

8. Select Allow business users with limited PII access to send data.

   This allows users who have been assigned to the Restrict PII Access policy option to use this destination with orchestrations and/or campaigns.

9. 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.

To add a data template

	From the Destinations tab, open the menu for a destination that is configured for Cordial, and then select Add data template. This opens the Add Data Template dialog box. From the Destinations tab, open the menu for a destination that is configured for Cordial, and then select Add data template. This opens the Add Data Template dialog box.
	Verify business user access to queries and orchestrations and access to segments and campaigns. A business user may also have restricted access to PII, which prevents them from viewing and sending customer profile data. If business user access was not configured as part of the destination, you may configure access from the data template. Important To allow business users to use this destination with campaigns, you must enable the Make available to campaigns option. This allows users to send campaign results from Amperity to Cordial. If you enable this option, the data extension settings require using campaign name and group name template variables to associate the name of the data extension to your campaign.
	Verify all configuration settings.
	Review all settings, and then click Save. After you have saved the data template, and depending on how you configured it, business users can send query results to Cordial and/or send campaigns to Cordial to Cordial.