Send data to Snapchat

Snapchat is a social media platform that allows users to access pictures and messages for a short time. Snapchat provides a self-serve platform from which brands can manage ads and advertising campaigns.

Note

This destination uses the Snap Audience Match component within the Snapchat Marketing API to add users as a list of email addresses, mobile advertiser IDs, or phone numbers.

This topic describes the steps that are required to send email addresses, phone numbers, and mobile advertiser IDs to Snapchat from Amperity:

  1. Get details

  2. Authorize Amperity access to the customer’s account

  3. Add destination

  4. Add data template

Get details

Snapchat requires the following configuration details:

Detail one.

The account ID. (The account ID is shown in the Snapchat Ads Manager.)

Detail one.

The name of the custom audience to which Amperity will send data. Amperity will create the custom audience name if it does not already exist.

Tip

The custom audience name is visible from the Snapchat Audiences page. This name should be clear and understandable to users of Snapchat. An audience with this will be created if it does not exist.

Detail one.

Authorize Amperity to send data to the customer’s Snapchat account. This requires activation in the Amperity Snapchat account and approval in the customer’s Snapchat account.

Configure OAuth

OAuth is an open standard for access delegation, commonly used to grant websites or applications access to information on other websites.

Use OAuth to configure Amperity to send email addresses, phone numbers, and mobile advertiser IDs to Snapchat.

To configure OAuth

Step 1.

Open the Destinations tab and click Add Destination. The Add Destination dialog box opens.

Select Snapchat from the Plugin drop-down, and then from the Credential drop-down, select Create a new credential.

This opens the Create New Credential dialog box.

Step 2.

In the Create New Credential dialog box, click “Generate authorization URL”.

Copy the URL, and then provide the URL to a user who has credentials that allow access to Snapchat. The user must log in and complete the steps required by the OAuth process for Snapchat.

After this is completed, you will be redirected to the Credentials page in Amperity.

Verify the credential is on the page, and then return to the Destinations tab.

Step 3.

Open the Destinations tab and click Add Destination. The Add Destination dialog box opens.

Select Snapchat from the Plugin drop-down, and then from the Credential drop-down, select the credential that is authorized to access Snapchat.

Note

The value for the Refresh Token setting is updated automatically after you select the credential.

Reauthorize Amperity

You may need to reauthorize access to Snapchat. This is necessary when an authorization token has expired or when it has been removed by someone with permission to manage access within Snapchat. To reauthorize access to Snapchat, follow the steps to configure OAuth and create a new credential.

Add destination

Configure Amperity to send email addresses, phone numbers, and mobile advertiser IDs directly to Snapchat.

Warning

Amperity must be authorized to send data to your Snapchat account prior to configuring the destination.

To add a destination

Step 1.

Open the Destinations tab to configure a destination for Snapchat. Click the Add Destination button to open the Destination dialog box.

Name, description, choose plugin.

Enter a name for the destination and provide a description. For example: “Snapchat” and “This sends email addresses, phone numbers, and mobile advertiser IDs to Snapchat”.

From the Plugin drop-down, start typing “snap” to filter the list, and then select Snapchat.

Step 2.

Credentials allow Amperity to connect to Snapchat.

The credential type is set automatically. You may use an existing credential or you may add a new one.

Choose an existing credential or add credential.

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.

Choose an existing credential or add credential.

Enter the name for the credential, and then add a description.

Steps to configure OAuth

  1. Generate an authorization link, and then visit the URL that was generated to complete the authorization process.

  2. Log in to Snapchat at the generated URL using credentials that allow access to your instance of Snapchat.

    Note

    Send the URL to an individual who can provide these credentials, and then ask them to log into Snapchat on your behalf.

  3. When complete, you will be redirected to the Credentials page in Amperity.

  4. Verify the credential is on the page, and then return to the Destinations tab. From the Plugin drop-down, select the Snapchat, and then use the credential that was just created.

Step 3.

Each destination has settings that define how Amperity will deliver data to Snapchat. These settings are listed under the Settings section of the Destination dialog box.

Settings for Snapchat.

The following settings are specific to Snapchat:

Setting

Description

Account ID

Your advertising account ID for Snapchat. (The account ID is shown in the Snapchat Ads Manager.)

Step 4.

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:

Allow business users access to this destination.

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 Snapchat.

The other two settings may be configured within the data template instead of the destination.

Step 5.

Review all settings, and then click Save.

Save the destination.

Important

You must configure a data template for this destination before you can send data to Snapchat.

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.

Notes about sending data to Snapchat

  1. Snapchat allows the following fields: email, mobile_id, and phone.

  2. You may send only one of only one email, mobile_id, or phone.

  3. Amperity ensure that fields are mapped correctly to the schema types required by Snapchat.

  4. Amperity applies SHA-256 hashing automatically.

  5. Audience targeting in Snapchat requires at least 1000 unique customers. Be sure your segment returns at least 1000 customers.

About paid media campaigns

Amperity provides the right set of data to support your brand’s paid media advertising with Snapchat.

  1. Merged Customers vs. Unified Paid Media

    The Merged Customers table contains each of your customers’ best profiles.

    The Unified Paid Media table contains all your customer’s known profile data.

    Your brand will require additional data templates to use the Unified Paid Media table alongside the Merged Customers table to support paid media campaigns.

  2. Enable dedicated data templates for each table.

    Use a consistent naming pattern to label data templates that use data from the Merged Customers table. For example: “Best profile”.

    Use a consistent naming pattern to label data templates that use data from the Unified Paid Media table. For example: “Full profile”.

  3. After data templates are configured for both tables, use the default attributes component on the Campaigns page to configure which attributes will be associated with the destination, including the table from which those attributes will be pulled.

    The selected table will affect your brand’s downstream match rates and overall customer matches within your paid media campaigns. The decision behind which table to use depends on your brand’s downstream use case and the type and amount of customer profile data your brand wants to use to match customers.

    You brand should expect to see higher match rates when sending audiences from the Merged Customers table, but a higher number of matched customer profiles when sending audiences from the Unified Paid Media table. Use A/B testing to compare the results from each table, after which your brand can use the audience that works best for your campaigns.

To add a data template

Step 1.

From the Destinations tab, open the menu for a destination that is configured for Snapchat, and then select Add data template.

This opens the Add Data Template dialog box.

Step 1

Enter the name of the data template and a description. For example: “Snapchat” and “Send email addresses, phone numbers, and mobile advertiser IDs to Snapchat.”.

Step 2.

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.

Step 2.

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 Snapchat.

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.

Step 3.

Verify all configuration settings.

Verify settings for the data template.

Note

When the account ID, custom audience, and the customer file source settings 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.

Step 4.

Review all settings, and then click Save.

Save the data template.

After you have saved the data template, and depending on how you configured it, business users can send query results and/or send campaigns to Snapchat.

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.

Step one.

You may receive a notifications error for a configured Snapchat destination. This appears as an alert in the notifications pane on the Destinations tab.

Review a notifications error.

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.

Step two.

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.

The workflow tab, showing a workflow with errors.
Step three.

A list of individual workflow actions are shown. Review the list to identify which action you should take.

Choose a workflow action from the list of actions.

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 Snapchat, including:

Step four.

Select a workflow action from the list of actions, and then review the steps for resolving that error.

Choose a workflow action from the list of actions.

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 for Snapchat are invalid and must be refreshed.

To resolve this error, refresh the credentials for Snapchat.

  1. Open the Credentials page, and then generate a new authorization link for the Snapchat credential associated with this workflow.

  2. Return to the workflow action, and then click Resolve to retry this workflow.