Send data to Marketing Cloud Personalization

Salesforce Marketing Cloud Personalization is a real-time interaction management tool that helps your brand visualize, track, and manage customer experiences to drive customer engagement at the right moments and in the way they prefer.

Use ETL data feeds to send CSV files to Salesforce Marketing Cloud Personalization using the built-in SFTP destination in Amperity.

Important

Review the requirements for using ETL data feeds with CSV files before configuring Amperity.

This topic describes the steps that are required to send CSV files to Salesforce Marketing Cloud Personalization from Amperity:

1. Get details

2. Add destination

3. Add data template

Get details

Salesforce Marketing Cloud Personalization requires the following configuration details:

	The hostname, port number, username, and host public key. For passphrase credentials, the passphrase; for private key credentials, the private key. Tip This information is available from a user credetials CSV file that is downloaded from Salesforce Marketing Cloud Personalization after creating the SFTP site.
	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: “/folder/name”.
	Optional. The public key to use for PGP encryption.
	Review the requirements for using ETL data feeds with CSV files in Salesforce Marketing Cloud Personalization, including: A user profile object must be configured and enabled on the Catalog and Profile Objects page in Salesforce Marketing Cloud Personalization. The file that is sent from Amperity does not exceed personalization limits . Meets all CSV file requirements . Review the schema requirements. The following fields must be present in the CSV file: userId. A unique identifer for a customer. For example, an email address, a customer ID, or a unique identifier that already exists within Salesforce Marketing Cloud Personalization. objectId. A unique identifier for the user profile object. attribute:<attribute name>. Custom attributes for the user profile object. relatedCatalogObject:<catalog object name>. Catalog objects that are related to the user profile object. remove. When “true” will remove the user profile object for “delta” updates.

Add destination

Configure Amperity to send CSV files directly to Salesforce Marketing Cloud Personalization.

To add a destination

	Open the Destinations tab to configure a destination for Salesforce Marketing Cloud Personalization. Click the Add Destination button to open the Destination dialog box. Enter a name for the destination and provide a description. For example: “Salesforce Marketing Cloud Personalization” and “This sends CSV files to Salesforce Marketing Cloud Personalization”. From the Plugin drop-down, start typing “sftp” to filter the list, and then select Salesforce Marketing Cloud Personalization.
	Credentials allow Amperity to connect to Salesforce Marketing Cloud Personalization. The credential type is set automatically to sftp. 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 the hostname for your SFTP server, such as sftp.evergage.com from the HOSTNAME drop-down list. Enter the username and passphrase. When finished, click Save.
	Each destination has settings that define how Amperity will deliver data to Salesforce Marketing Cloud Personalization. These settings are listed under the Settings section of the Destination dialog box. Complete the following SFTP Settings: The path to the Remote folder. Tip 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”. The File format. Select the file format – CSV – from the drop-down list. Optional. The Escape character that is required by Salesforce Marketing Cloud Personalization. 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. Optional. The Compression format. Encoding method options include “Tar”, “Tgz”, “Zip”, “GZip”, and “None”. Optional. The PGP public key that is used to encrypt files that are sent to Salesforce Marketing Cloud Personalization. Optional. The Quote mode that should be used within the file. From the drop-down, select one of “all fields”, “all non-NULL fields”, “fields with special characters only”, “all non-numeric fields” or “None”. 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. Optional. Select Include success file upon completion to add a .DONE file that indicates 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. Optional. Select Include header row in output files if headers should be included in the output. Optional. Select Exclude Parquet extension from the directory name for managing how Apache Parquet files are added to directories.
	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 Salesforce Marketing Cloud Personalization. The other two settings may be configured within the data template instead of the destination.
	Review all settings, and then click Save. Important You must configure a data template for this destination before you can send data to Salesforce Marketing Cloud Personalization.

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.

Important

The filename template must be defined using the following pattern:

user-profile-objects-<objectTypeId>-<delta/replace>-<file number>.csv

The “<delta/replace>” component refers to the type of update.

1. Delta updates the user profile objects in the file. If a user profile object isn’t included in the file, it remains unchanged. If the value of the “remove” column is “true”, the user profile object is removed.

2. Replace replaces all user profile objects for the object type for that user. If the user profile object isn’t included in the file, that user profile object is deleted.

Review the requirements for using ETL data feeds with CSV files in Salesforce Marketing Cloud Personalization for more information.

To add a data template

	From the Destinations tab, open the menu for a destination that is configured for Salesforce Marketing Cloud Personalization, 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: “Salesforce Marketing Cloud Personalization” and “Send CSV files to Salesforce Marketing Cloud Personalization.”.
	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.
	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.
	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 Salesforce Marketing Cloud Personalization.