Configure campaigns for Sailthru by Zeta

Sailthru by Zeta is a cross-channel marketing platform built to deliver personalized experiences for consumers across email, web, and mobile channels.

Use Amperity to manage audience lists in Sailthru by Zeta. Build a query using the email field, and then send the results of that query to Sailthru by Zeta or build a segment that matches specific criteria, and then send the email addresses for customers who belong to that audience. You may extend the audience using custom attributes.

Note

This destination uses the Sailthru API .

Get details

Review the following details before configuring credentials for Sailthru by Zeta and before configuring Amperity to send email lists to Sailthru by Zeta.

	Credential settings API key Required The API key for your Sailthru by Zeta account. API secret Required The API secret for your Sailthru by Zeta account. You can find the API key and secret after you log in to Sailthru by Zeta and authenticate to the Sailthru API. The API key and API secret are available on the “Setup – API & Postbacks” page. Tip You can find the API key and secret after you log in to Sailthru by Zeta. The API key and API secret are available after you authenticate to the Sailthru by Zeta API. (See the first item under “Setup: API & Postbacks” on that page.)
	Required configuration settings Audience primary key Required The primary key for the audience. Set to “email”. List name The name of the list in Sailthru by Zeta managed by Amperity. Amperity creates the list if it does not exist.
	A query that outputs the fields that must be mapped to the Sailthru by Zeta audience.

Configure credentials

Configure credentials for Sailthru by Zeta before adding a destination.

An individual with access to Sailthru by Zeta should use SnapPass to securely share “refresh token” details with the individual who configures Amperity.

To configure credentials for Sailthru

	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 Sailthru by Zeta. 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 vary by credential type. For the “sailthru” credential type, configure settings, and then click Save. API key Required The API key for your Sailthru by Zeta account. API secret Required The API secret for your Sailthru by Zeta account. You can find the API key and secret after you log in to Sailthru by Zeta and authenticate to the Sailthru API. The API key and API secret are available on the “Setup – API & Postbacks” page.

Add destination

Use a sandbox to configure a destination for Sailthru by Zeta. Before promoting your changes, send a test audience, and then verify the results in Sailthru by Zeta. After verifying the end-to-end workflow, push the destination from the sandbox to production.

To add a destination for Sailthru

	Open the Destinations page, select the New destinations button, and then select Campaign. To configure a campaign for Sailthru by Zeta, do one of the following: Click the row in which Sailthru by Zeta is located. Destinations list alphabetically and you can scroll up and down the list. Search for Sailthru by Zeta. Start typing “sai”. The list filters to show only matching destinations. Select “Sailthru”.
	Select the credential for Sailthru by Zeta from the Credential dropdown, and then click Continue. Tip If there are any issues with destination connectivity, an error message will display in the destination setup dialog. If the destination saves successfully, the connection is ready for use.
	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 limited access to PII for this destination. Use the Restrict PII access policy option to prevent users from viewing data marked as PII anywhere in Amperity and from sending data to downstream workflows.
	Configure the following settings, and then click “Save”. Audience primary key The primary key for the audience. Set to “email”. List name (Required at orchestration) The name of the list in Sailthru by Zeta managed by Amperity. Amperity creates the list if it does not exist. Campaign file settings Under Campaign settings select one of the following: Send audience list as separate files This option sends a standalone file for each treatment group sending an audience to Sailthru by Zeta. Send audience lists as a single file This option consolidates all treatment groups into a single file before sending the audience to Sailthru by Zeta.
	After configuring this destination users may send campaigns to Sailthru by Zeta.
	Test the connection with Sailthru by Zeta by using an audience with a very small membership. For example: 10 or 100 members or the minimum audience size recommended by Sailthru by Zeta. Send the test audience to Sailthru by Zeta and verify the audience is correct in Sailthru by Zeta. Make adjustments if necessary. Only send full audiences after validation is complete.

Extended profile attributes

You can extend audiences that are sent to Sailthru by Zeta by including extended profile attributes.

The following SQL query shows how to return results that map to Sailthru by Zeta field naming requirements:

SELECT
  address AS postal_address
  ,address2 AS postal_address2
  ,birthdate AS birth_date
  ,city AS postal_city
  ,country
  ,full_name AS name
  ,gender
  ,given_name AS first_name
  ,phone
  ,postal AS postal_code
  ,surname AS last_name
  ,state AS postal_state
FROM Customer360

Note

Sailthru by Zeta field names are case sensitive and cannot start with a number. Review the list of extended profile attributes that are supported by Sailthru by Zeta.