Send data to Evocalize

Evocalize automates the loading of data, CRM files, business metrics, images, and other content into its platform, from which you can create a variety of contextual Facebook marketing messages and advertising formats.

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

1. Get details

2. Add destination

3. Add data template

Get details

Evocalize requires the following configuration details:

	The username and passphrase.
	The remote folder to which Amperity will send data. Important A “/” (forward slash) must be used as the first character for this value. For example: “/folder/name”.
	The public key to use for PGP encryption, if enabled.

Add destination

Configure Amperity to send CSV files directly to Evocalize.

To add a destination

	Open the Destinations tab to configure a destination for Evocalize. Click the Add Destination button to open the Destination dialog box. Enter a name for the destination and provide a description. For example: “Evocalize” and “This sends CSV files to Evocalize”. From the Plugin drop-down, start typing “sftp” to filter the list, and then select Evocalize.
	Credentials allow Amperity to connect to Evocalize. The credential type is set automatically to sftp. 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. Select files.evocalize.com from the HOSTNAME drop-down list. Enter the username and passphrase. When finished, click Save.
	Each destination has settings that define how Amperity will deliver data to Evocalize. These settings are listed under the Settings section of the Destination dialog box. Complete the following SFTP Settings: The path to the Remote folder. Tip If the path to the remote folder contains a space, use a backslash () character to escape that space. For example, a folder named “From ACME” should be entered as “From\ ACME”. The File format. Select the file format – CSV – from the drop-down list. Optional. The Escape character that is required by Evocalize. 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. Encoding method options include “Tar”, “Tgz”, “Zip”, “GZip”, and “None”. Optional. The PGP public key that is used to encrypt files that are sent to Evocalize. 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.
	Business users are assigned to the Amp360 User and/or AmpIQ User policies. (Amp360 User allows access to queries and orchestrations and AmpIQ User allows access to segments and campaigns.) A business user cannot select a destination that is not visible to them. Business users – including users assigned to the DataGrid Operator policy – may have restricted access to 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. You can make this destination visible to orchestrations and allow users with restricted access to PII to use this destination by enabling one (or both) of the following options: Note To allow business users to use this destination with campaigns, you must enable the Available to campaigns option within the data template. This allows users to send campaign results from Amperity to Evocalize. The other two settings may be configured within the data template instead of the destination.
	Review all settings, and then click Save. Important You must configure a data template for this destination before you can send data to Evocalize.

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 Evocalize, 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: “Evocalize” and “Send CSV files to Evocalize.”.
	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 Available to campaigns option. This allows users to send campaign results from Amperity to Evocalize. 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. Note When the settings required by the SFTP site 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.
	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 and/or send campaign results to Evocalize.

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.

	You may receive a notifications error for a configured Evocalize 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.
	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.
	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 Evocalize, including: Invalid credentials SFTP site unavailable
	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 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 Evocalize if required.

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

SFTP site unavailable

The SFTP site at files.evocalize.com is unavailable. This may be due to any of the following issues:

• A configuration error within Amperity.

• The SFTP server is unavailable or unresponsive.

• The SFTP server does not have enough storage space.

• Too many connection attempts were made to the SFTP server.

Note

Amperity will make multiple attempts to connect to an SFTP server before showing this workflow error.

To resolve this error, do any of the following.

1. Verify the configuration for files.evocalize.com.

2. Verify that the SFTP server is available and responsive.

3. Verify the amount of storage space that is available on the SFTP server.

4. Decrease the number of couriers in Amperity that are configured to connect to files.evocalize.com.

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