Send data to Kibo

Kibo offers solutions for customer segmentation and targeting, campaign testing and optimization, 1:1 personalization, audience insights, and customer recommendations.

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

  1. Get details

  2. Add destination

  3. Add data template

Get details

Kibo requires the following configuration details:

  1. The username.

  2. The passphrase.

  3. The remote folder to which Amperity will send data.

  4. The public key to use for PGP encryption, if required.

Note

Files sent to Kibo must:

  • Not exceed 10 GB uncompressed or 100 million rows

  • Contain at least one column and may not contain more than 30

  • Include a single row per unique identifier

  • Use double quotes around fields that include a comma

  • Include a header row for new datasets

Review the customer dataset upload requirements for additional information.

Add destination

Configure Amperity to send data to Kibo using SFTP.

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: “Kibo” and “This sends query results to “Kibo”.

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

    This automatically selects kibo as the Credential Type and assigns sftp.monetate.net as the location to which data is sent.

  4. From the Credential drop-down, select Create a new credential. This opens the Create New Credential dialog box. Enter a name for the credential (typically “Kibo”), and then enter the username and password required to access this SFTP location.

  5. Under Settings, enter the path to the remote folder.

    Tip

    For remote folders that contain spaces, use a backslash (\) character to escape the space. For example, a folder named “From ACME” should be entered as “FromACME”.

  6. From the File Format drop-down, select CSV or TSV.

  7. Add a single character to be used as an escape character in the output file. (This should match the escape character required by Kibo.)

    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.

  8. Specify the encoding method. Encoding method options include “Zip” or “GZip”.

  9. Add the PGP public key that is used to encrypt files sent to Kibo.

  10. Optional. Specify the line ending type: LF or CRLF.

  11. Optional. 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 “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.

You have two options for setting up data templates for Kibo:

  1. For use with campaigns

  2. For use with orchestrations

for campaigns

You can configure Amperity to send campaign results to Kibo. These results are sent from the Campaigns tab. Results default to a list of email addresses, but you may configure a campaign to send additional attributes to Kibo.

To add a data template for campaigns

  1. From the Destinations tab, open the menu for a destination that is configured for Kibo, 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: “Kibo email list” and “Send email addresses to Kibo.”

  3. Enable the Allow customers to use this data template option, and then enable the Make available to campaigns option. This allows users to send campaign results from Amperity to Kibo.

  4. Verify all template settings and make any required updates.

  5. Click Save.

for orchestrations

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

  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.