Send customer profiles to Persado

Note

This topic contains information about configuring a destination that sends query results to Persado using orchestrations. To configure a destination that sends audiences to Persado using campaigns see this topic .

Persado is an AI-driven content generation and decisioning platform that uses segment data to personalize words, concepts, and ideas to help your business grow purchases, loyalty registrations, automatic payment sign-ups, and self-service enrollments.

Use data from Amperity in Persado to:

• Dynamically use segments to identify high value or high potential customers

• Generate personalized messaging using precise segments across channels, including email, web, short message service (SMS), push, paid media, and interactive voice response (IVR)

• Automatically track user-level data for conversions and revenue

Note

This topic describes how to use the Persado SFTP connector that is built into Amperity, which is configured to use the North American hostname.

You can send data to the European Union hostname by using the generic SFTP destination, and then specifying eu-psftp.persado.com as the hostname. All of the other configuration details are the same.

Amperity can be configured to send CSV files to Persado.

Get details

Review the following details before configuring credentials for Persado and before configuring Amperity to send CSV files to Persado.

Credential settings Credentials for Persado require a “username” and “private key”. Set the hostname to “psftp.persado.com”.

Required configuration settings File format Configure Amperity to send CSV files to Persado. Some file formats allow a custom delimiter. Choose the “Custom delimiter” file format, and then add a single character to represent the custom delimiter. Remote folder The remote folder to which Amperity will send data. A “/” (forward slash) must be used as the first character for this value. For example: “/folder”. For example: “/folder”. 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”. Note All other Amperity file format settings for Persado are optional.

Configure credentials

Configure credentials for Persado before adding a destination.

An individual with access to Persado should use SnapPass to securely share “username”, “hostname”, and “private key” details with the individual who will configure Amperity.

To configure credentials for Persado

	From the Settings page, select the Credentials tab, and then click the Add credential button.
	In the Credentials settings dialog box, do the following: From the Plugin dropdown, select Persado. Assign the credential a name and description that ensures other users of Amperity can recognize when to use this destination.
	The settings that are available for a credential are determined by the credential type. For the “persado” credential type, configure settings, and then click Save. Username Required. A username with access to Persado. This username must be allowed to write data to the remote folder to which Amperity will send data. Hostname Required. The hostname for Persado. For example: “psftp.persado.com”. Private key A private key that is used to encrypt files that are sent to Persado.

Add destination

Use a sandbox to configure a destination for Persado. Before promoting your changes, send a test audience, and then verify the the results in Persado. After the end-to-end workflow has been verified, push the destination from the sandbox to production.

To add a destination for Persado

	Open the Destinations page, and then click the Add destination button. To configure a destination for Persado, do one of the following: Click the row in which Persado is located. Destinations are listed alphabetically and you can scroll up and down the list. Search for Persado. Start typing “per”. The list will filter to show only matching destinations. Select “Persado”.
	Select the credential for Persado from the Credential drop-down, and then click Continue. Tip Click the “Test connection” link on the “Configure destination” page to verify that Amperity can connect to Persado.
	In the “Destination settings” dialog box, assign the destination a name and description that ensures other users of Amperity can recognize when to use this destination. Configure business user access By default a destination is available to all users who have permission to view personally identifiable information (PII). Enable the Admin only checkbox to restrict access to only users assigned to the Datagrid Operator and Datagrid Administrator policies. Enable the PII setting checkbox to allow users with limited access to PII access to this destination. 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.
	Configure the following settings, and then click “Save”. Compression The compression format to apply to the file. May be one of “GZIP”, “None”, “TAR”, “TGZ”, or “ZIP”. Escape character The escape character to use in the file output. Applies to CSV, TSV, PSV, and custom delimiter file types. When an escape character is not specified and the quote mode is “None” files may be sent with unescaped and unquoted data. When an escape character is not specified, you should select a non-“None” option as the quote mode. File format Required Configure Amperity to send CSV files to Persado. Filename template A filename template defines the naming pattern for files that are sent from Amperity. Specify the name of the file, and then use Jinja-style string formatting to append a date or timestamp to the filename. Header Enable to include header rows in output files. Line ending The line ending to use in file output. May be one of “LF” or “CRLF”. PGP public key The PGP public key that Amperity will use to encrypt files. Quote mode The quote mode to use within the file. May be one of “all fields”, “all non-NULL fields”, “fields with special characters only”, “all non-numeric fields” or “None”. Unescaped, unquoted files may occur when quote mode is set to “None” and an escape character is not specified. Remote folder Required The remote folder to which Amperity will send data. A “/” (forward slash) must be used as the first character for this value. For example: “/folder”. For example: “/folder”. 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”. Success file Enable to send a “.DONE” file when Amperity has finished sending data. If a downstream sensor is listening for files sent from Amperity, configure that sensor to listen for the presence of the “.DONE” file. Use Zip64? Enable to apply Zip64 data compression to very large files.
	After this destination is configured, users may configure Amperity to: Use orchestrations to send query results Use orchestrations and campaigns to send audiences Use orchestrations and campaigns to send offline events to Persado.