Send data to Dynamic Yield¶
Dynamic Yield helps companies quickly build and test personalized, optimized, and synchronized digital customer experiences.
Note
This topic explains how to configure Amperity to send data to a password-protected Amazon S3 bucket that is managed by Dynamic Yield. You must configure Dynamic Yield to send data to an Amazon S3 bucket that is managed from Dynamic Yield.
This topic describes the steps that are required to send CSV files to Dynamic Yield from Amperity:
Get details¶
Amperity can be configured to send product catalog data to an Amazon S3 bucket. Send data from Amperity to a customer-managed Amazon S3 bucket using cross-account roles, and then connect Dynamic Yield to that Amazon S3 bucket.
Add destination¶
Configure Amperity to send CSV files directly to Dynamic Yield.
Important
Leave the S3 Prefix field empty.
To add a destination
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Open the Destinations tab to configure a destination for Dynamic Yield. Click the Add Destination button to open the Destination dialog box. ![]() Important Use the Amazon S3 destination that is built into Amperity to send data to a password-protected Amazon S3 bucket that is managed by Dynamic Yield. From the Plugin drop-down, start typing “s3” to filter the list, and then select Amazon S3. |
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Credentials allow Amperity to connect to Dynamic Yield. The credential type is set automatically. You may use an existing credential or you may add a new one. ![]() Select an existing credential from the Credential drop-down. – or – Select Create a new credential from the Credential drop-down. This opens the Credential dialog box. ![]() Enter the name for the credential, and then add a description. Dynamic Yield has the following settings:
When finished, click Save. |
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Each destination has settings that define how Amperity will deliver data to Dynamic Yield. These settings are listed under the Settings section of the Destination dialog box. ![]() Complete the following Amazon S3 Settings:
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By default a destination is available to all users who have permission to view personally identifiable information (PII).
What is restricted access to PII? Restricted PII access is enabled when the Restrict PII access policy option that prevents users who are assigned to that option from viewing data that is marked as PII anywhere in Amperity and from sending that data to any downstream workflow. |
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Review all settings, and then click Save. ![]() Important You must configure a data template for this destination before you can send data to Dynamic Yield. |
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.
Important
The name of the file must be “productfeed.csv”.
To add a data template
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From the Destinations tab, open the menu for a destination that is configured for Dynamic Yield, and then select Add data template. This opens the Add Data Template dialog box. ![]() Enter the name of the data template and a description. For example: “Dynamic Yield” and “Send CSV files to Dynamic Yield.”. |
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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. |
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Verify all configuration settings. ![]() Note When the settings required by Dynamic Yield were are not configured as part of the destination, you must configure them as part of the data template before making this destination available to campaigns. |
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Review all settings, and then click Save. ![]() |
Workflow actions¶
A workflow will occasionally show an error that describes what prevented a workflow from completing successfully. These first appear as alerts in the notifications pane. The alert describes the error, and then links to the Workflows tab.
Open the Workflows page to review a list of workflow actions, choose an action to resolve the workflow error, and then follow the steps that are shown.
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You may receive a notifications error for a configured Dynamic Yield destination. This appears as an alert in the notifications pane on the Destinations tab. ![]() If you receive a notification error, review the details, and then click the View Workflow link to open this notification error in the Workflows page. |
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On the Workflows page, review the individual steps to determine which step(s) have errors that require your attention, and then click Show Resolutions to review the list of workflow actions that were generated for this error. ![]() |
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A list of individual workflow actions are shown. Review the list to identify which action you should take. ![]() Some workflow actions are common across workflows and will often be available, such as retrying a specific task within a workflow or restarting a workflow. These types of actions can often resolve an error. In certain cases, actions are specific and are shown when certain conditions exist in your tenant. These types of actions typically must be resolved and may require steps that must be done upstream or downstream from your Amperity workflow. Amperity provides a series of workflow actions that can help resolve specific issues that may arise with Dynamic Yield, including: |
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Select a workflow action from the list of actions, and then review the steps for resolving that error. ![]() After you have completed the steps in the workflow action, click Continue to rerun the workflow. |
Invalid bucket name¶
The name of the Amazon S3 bucket to which Amperity pushes data must be correctly specified in the configuration for the destination in the Destinations page.
To resolve this error, do the following.
Open the AWS management console and verify the name of the Amazon S3 bucket.
Open the Destinations page in Amperity, and then open the destination that is associated with this workflow.
Update the destination for the correct Amazon S3 bucket name.
Return to the workflow action, and then click Resolve to retry.
Invalid credentials¶
The credentials that are defined in Amperity are invalid.
To resolve this error, verify that the credentials required by this workflow are valid.
Open the Credentials page.
Review the details for the credentials used with this workflow. Update the credentials for Dynamic Yield if required.
Return to the workflow action, and then click Resolve to retry this workflow.