Send customer profiles to Quad

Quad is a marketing solutions provider that combines a strong print foundation with an integrated marketing platform to help marketers improve spend efficiency across offline and online media channels.

Amperity can be configured to send CSV files to Quad.

Get details

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

Detail 1.

Credential settings

Credentials for Quad require a “username” and “passphrase”. Set the hostname to “ftp.qg.com”.

Detail 2.

Required configuration settings

File format

Configure Amperity to send CSV files to Quad.

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 Quad are optional.

Configure credentials

Configure credentials for Quad before adding a destination.

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

To configure credentials for Quad

Step 1.

From the Settings page, select the Credentials tab, and then click the Add credential button.

Step 2.

In the Credentials settings dialog box, do the following:

From the Plugin dropdown, select Quad.

Assign the credential a name and description that ensures other users of Amperity can recognize when to use this destination.

Step 3.

The settings that are available for a credential are determined by the credential type. For the “quad” credential type, configure settings, and then click Save.

Hostname

Required

Required. The hostname for Quad. For example: “ftp.qg.com”.

Passphrase

Required

The passphrase that is associated with the username.

Username

Required

Required. A username with access to Quad. This username must be allowed to write data to the remote folder to which Amperity will send data.

Add destination

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

To add a destination for Quad

Step 1.

Open the Destinations page, and then click the Add destination button.

Add

To configure a destination for Quad, do one of the following:

  1. Click the row in which Quad is located. Destinations are listed alphabetically and you can scroll up and down the list.

  2. Search for Quad. Start typing “quad”. The list will filter to show only matching destinations. Select “Quad”.

Step 2.

Select the credential for Quad 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 Quad.

Step 3.

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.

Step 4.

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 Quad.

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.

Step 5.

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 Quad.