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:

  1. Get details

  2. Add destination

  3. Add data template

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

Step 1.

Open the Destinations tab to configure a destination for Dynamic Yield. Click the Add Destination button to open the Destination dialog box.

Name, description, choose plugin.

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.
Step 2.

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.

Choose an existing credential or add credential.

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.

Choose an existing credential or add credential.

Enter the name for the credential, and then add a description.

Dynamic Yield has the following settings:

  • The Amazon Resource Name (ARN) for a role with cross-account access.

  • The name of the Amazon S3 bucket.

When finished, click Save.
Step 3.

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.

Settings for Dynamic Yield.

Complete the following Amazon S3 Settings:

  • The S3 prefix.

    The S3 prefix is a string that is used to filter results to include only objects whose names begin with this prefix. When this value is set, the names of objects that may be returned in the response are relative to the root of the bucket.

  • The File format. Select the file format – Apache Parquet – from the drop-down list.

  • Optional. The Escape character that is required by Dynamic Yield.

    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.

  • Optional. The Compression format. “None”.

  • Optional. The PGP public key that is used to encrypt files that are sent to Dynamic Yield.

  • Optional. The Quote mode that should be used within the file. From the drop-down, select one of “all fields”, “all non-NULL fields”, “fields with special characters only”, “all non-numeric fields” or “None”.

    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.

  • Optional. Select Include success file upon completion to add a .DONE file that indicates 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.

  • Optional. Select Include header row in output files if headers should be included in the output.

  • Optional. Select Row number to include a row number column in the output file. Applies to CSV, TSV, PSV, and custom delimiter file types.

    When enabled, you may specify the name of the row number column in the output file.

  • Optional. Select Exclude Parquet extension from the directory name for managing how Apache Parquet files are added to directories.
Step 4.

By default a destination is available to all users who have permission to view personally identifiable information (PII).

  • A destination may be configured to restrict access to only users assigned to the Datagrid Operator and Datagrid Administrator policies. Enable the Admin only checkbox.

  • A destination may be configured to allow users with limited access to PII. Enable the PII setting checkbox.

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.
Step 5.

Review all settings, and then click Save.

Save the destination.

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

Step 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.

Step 1

Enter the name of the data template and a description. For example: “Dynamic Yield” and “Send CSV files to Dynamic Yield.”.
Step 2.

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.

Step 2.

If business user access was not configured as part of the destination, you may configure access from the data template.
Step 3.

Verify all configuration settings.

Verify settings for the data template.

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.
Step 4.

Review all settings, and then click Save.

Save the data template.

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.

Step one.

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.

Review a notifications error.

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.
Step two.

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.

The Workflow page, showing a workflow with errors.
Step three.

A list of individual workflow actions are shown. Review the list to identify which action you should take.

Choose a workflow action from the list of actions.

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:
Step four.

Select a workflow action from the list of actions, and then review the steps for resolving that error.

Choose a workflow action from the list of actions.

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.

  1. Open the AWS management console and verify the name of the Amazon S3 bucket.

  2. Open the Destinations page in Amperity, and then open the destination that is associated with this workflow.

  3. Update the destination for the correct Amazon S3 bucket name.

  4. 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.

  1. Open the Credentials page.

  2. Review the details for the credentials used with this workflow. Update the credentials for Dynamic Yield if required.

  3. Return to the workflow action, and then click Resolve to retry this workflow.