Send data to Optimizely

Optimizely is an experimentation platform for testing, learning, and deploying positive digital experiences.

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

1. Get details

2. Add destination

3. Add data template

Get details

The Optimizely destination 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 only required when a role with cross-account access is in use.)

4. The name of the Optimizely 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 Optimizely supports the use of cross-account roles and your tenant uses the Amazon S3 destination.

Add destination

Configure Amperity to send CSV files directly to Optimizely.

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

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: “optimizely-import” and “dcp/12345678901/23456789012”.

7. From the File Format drop-down, select CSV.

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. Encoding method options include “Tar”, “Tgz”, “Zip”, “GZip”, and “None”.

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

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 business users to use this destination.

    This allows users who have been assigned to the Amp360 User and/or AmpIQ User policies to use this destination with orchestrations and/or campaigns.

15. Select Allow business users with limited PII access to send data.

    This allows users who have been assigned to the Restrict PII Access policy option to use this destination with orchestrations and/or campaigns.

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.

To add a data template

	From the Destinations tab, open the menu for a destination that is configured for Optimizely, and then select Add data template. This opens the Add Data Template dialog box. From the Destinations tab, open the menu for a destination that is configured for Optimizely, and then select Add data template. This opens the Add Data Template dialog box.
	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 Make available to campaigns option. This allows users to send campaign results from Amperity to Optimizely. 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 Optimizely 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 to Optimizely and/or send campaign results to Optimizely to Optimizely.