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.

Get details

Review the following details before configuring credentials for Salesforce Marketing Cloud Personalization and before configuring Amperity to send CSV files to Salesforce Marketing Cloud Personalization.

Credential settings Choose “passphrase” as the credential type, and then configure a combination of hostname, username and passphrase, host public key, port number, and private key settings as required by the credential type.

Required configuration settings File format Configure Amperity to send CSV files to Salesforce Marketing Cloud Personalization. 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/name”. For example: “/folder/name”. 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 Salesforce Marketing Cloud Personalization are optional.

Configure credentials

Configure credentials for Salesforce Marketing Cloud Personalization before adding a destination.

An individual with access to Salesforce Marketing Cloud Personalization should use SnapPass to securely share “username” and “passphrase” details with the individual who will configure Amperity.

To configure credentials for Salesforce Marketing Cloud Personalization

	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 Salesforce Marketing Cloud Personalization. Assign the credential a name and description that ensures other users of Amperity can recognize when to use this destination. From the Credential type dropdown, select “passphrase”.
	The settings that are available for a credential are determined by the credential type and by the settings that are required by the SFTP site. The following credential settings are available for SFTP sites. Configure the settings that are required by the SFTP site to which Amperity will connect, and then click Save. Host public key The host public key for Salesforce Marketing Cloud Personalization. Hostname Required Required. The hostname for Salesforce Marketing Cloud Personalization. For example: “sftp.evergage.com*”. Passphrase The passphrase that is associated with the username. Port The port number required by Salesforce Marketing Cloud Personalization. Use this setting only when the SFTP site uses a non-default port value. Private key A private key that is used to encrypt files that are sent to Salesforce Marketing Cloud Personalization. This setting is only required when the “private-key” credential type is selected. Username Required. A username with access to Salesforce Marketing Cloud Personalization. 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 Salesforce Marketing Cloud Personalization. Before promoting your changes, send a test audience, and then verify the the results in Salesforce Marketing Cloud Personalization. After the end-to-end workflow has been verified, push the destination from the sandbox to production.

To add a destination for Salesforce Marketing Cloud Personalization

	Open the Destinations page, and then click the Add destination button. To configure a destination for Salesforce Marketing Cloud Personalization, do one of the following: Click the row in which Salesforce Marketing Cloud Personalization is located. Destinations are listed alphabetically and you can scroll up and down the list. Search for Salesforce Marketing Cloud Personalization. Start typing “sftp”. The list will filter to show only matching destinations. Select SFTP.
	Select the credential for Salesforce Marketing Cloud Personalization from the Credential dropdown, and then click Continue. Tip Click the “Test connection” link on the “Configure destination” page to verify that Amperity can connect to Salesforce Marketing Cloud Personalization.
	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 Salesforce Marketing Cloud Personalization. Some file formats allow a custom delimiter. Choose the “Custom delimiter” file format, and then add a single character to represent the custom delimiter. Apache Parquet files only The extension for Apache Parquet files may be excluded from the directory name. 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/name”. For example: “/folder/name”. 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. Row Number Select to include a row number column in the output file. Applies to CSV, TSV, PSV, and custom delimiter file types. If Row Number is enabled you may use the Column name setting to specify the name of the row number column in the output file. The name of this column must be less than 1028 characters and may only contain numbers, letters, underscores, and hyphens. Default value: “row_number”.
	After this destination is configured: Use orchestrations to send query results Use orchestrations and campaigns to send audiences Use orchestrations and campaigns to send offline events

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.

	You may receive a notifications error for a configured Salesforce Marketing Cloud Personalization destination. This appears as an alert in the notifications pane on the Destinations tab. 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.
	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.
	A list of individual workflow actions are shown. Review the list to identify which action you should take. 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 Salesforce Marketing Cloud Personalization, including: Invalid credentials SFTP site unavailable
	Select a workflow action from the list of actions, and then review the steps for resolving that error. 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 are invalid.

To resolve this error, verify that the credentials required by this workflow are valid.

1. Open the Credentials page.

2. Review the details for the credentials used with this workflow. Update the credentials for Salesforce Marketing Cloud Personalization if required.

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

SFTP site unavailable

The SFTP site at “sftp.evergage.com*” is unavailable. This may be due to any of the following issues:

• A configuration error within Amperity.

• The SFTP server is unavailable or unresponsive.

• The SFTP server does not have enough storage space.

• Too many connection attempts were made to the SFTP server.

Note

Amperity will make multiple attempts to connect to an SFTP server before showing this workflow error.

To resolve this error, do any of the following.

1. Verify the configuration for “sftp.evergage.com*”.

2. Verify that the SFTP server is available and responsive.

3. Verify the amount of storage space that is available on the SFTP server.

4. Decrease the number of couriers in Amperity that are configured to connect to “sftp.evergage.com*”.

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