Send data to Koupon Media¶
Koupon Media provides a platform that enables brands and retailers to launch data-driven campaigns that combine loyalty programs and mobile offers for their most valuable customers.
You can associate records in Amperity to the following Koupon Media channel types :
Web application channels
Mobile application channels
SMS channels
Email channels
Social channels
This topic describes the steps that are required to send CSV files to Koupon Media from Amperity:
Get details¶
The Koupon Media destination requires the following configuration details:
The username and passphrase. |
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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: |
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The public key to use for PGP encryption, if required. |
Add destination¶
Configure Amperity to send CSV files directly to Koupon Media.
To add a destination
Open the Destinations tab to configure a destination for Koupon Media. Click the Add Destination button to open the Destination dialog box. Enter a name for the destination and provide a description. For example: “Koupon Media” and “This sends CSV files to Koupon Media”. From the Plugin drop-down, start typing “kou” to filter the list, and then select Koupon Media. |
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Credentials allow Amperity to connect to Koupon Media. The credential type is set automatically to koupon-media. 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 sftp.kouponmedia.com from the HOSTNAME drop-down list. Enter the username and passphrase. When finished, click Save. |
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Each destination has settings that define how Amperity will deliver data to Koupon Media. These settings are listed under the Settings section of the Destination dialog box. Complete the following SFTP Settings:
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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 Koupon Media. The other two settings may be configured within the data template instead of the destination. |
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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 Koupon Media. |
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 Koupon Media, 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: “Koupon Media” and “Send CSV files to Koupon Media.”. |
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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. 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 Koupon Media. 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. |
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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. |
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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 Koupon Media. |
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 Koupon Media 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 Koupon Media, 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 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 Koupon Media if required.
Return to the workflow action, and then click Resolve to retry this workflow.