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 pull data from an an Amazon S3 bucket bucket that is managed from Dynamic Yield.

This topic describes the steps that are required to send CSV files to Dynamic Yield from Amperity:

  1. Get details

  2. Add destination

  3. Add data template

Get details

Amperity can be configured to send data to a Dynamic Yield-managed Amazon S3 bucket.

Dynamic Yield requires the following configuration details:

  1. The IAM access key.

  2. The IAM secret key.

  3. The Amazon Resource Name (ARN) for a role with cross-account access. (This is the recommended way to define access to customer-managed Amazon S3 buckets.)

  4. The name of the Amazon S3 bucket to which Amperity will send data and its prefix.

  5. The public key to use for PGP encryption.

Note

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

Add destination

Dynamic Yield is a destination that may be configured directly from Amperity. This destination uses a customer-managed Amazon S3 bucket. Use the customer’s credentials to this Amazon S3 bucket when configuring this location.

Important

Leave the S3 Prefix field empty.

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: “Dynamic Yield” and “This sends query results to Dynamic Yield”.

  3. From the Plugin drop-down, select Amazon S3.

  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 Amazon S3 settings, add the name of the Amazon S3 bucket and the prefix. For example: “dynamic-yield” and “outbound/dynamicyield/”.

  7. From the File Format drop-down, select Apache Parquet.

  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. “None”.

  10. Add the PGP public key that is used to encrypt files sent to Dynamic Yield.

  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.

Important

The name of the file must be productfeed.csv.

You can configure Amperity to send query results to Dynamic Yield. 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 Dynamic Yield, 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: “Dynamic Yield customer profiles” and “Send email addresses and customer profiles to Dynamic Yield.”

  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.