Configure destination for SMG

Service Management Group (SMG) helps brands boost loyalty and improve business performance by combining technology and differentiated, strategic services to collect, analyze, and share feedback and behavioral data.

Configure Amperity to send CSV files to SMG.

Get details

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

Credential settings Credentials for SMG require a “username” and “passphrase”. Set the host name to “sftp.servicemanagement.com”.

Required configuration settings File format Configure Amperity to send CSV files to SMG. 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 sends data. Use a forward slash–“/”–as the first character for this value. For example: “/folder”. For example: “/folder”. If the path to the remote folder has 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 SMG are optional.

Configure credentials

Configure credentials for SMG before adding a destination.

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

To configure credentials for SMG

	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 SMG. 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 “smg” credential type, configure settings, and then click Save. Hostname Required Required. The host name for SMG. For example: “sftp.servicemanagement.com”. Passphrase Required The passphrase associated with the username. Username Required Required. A username with access to SMG. This username must have permission to write data to the remote folder to which Amperity sends data.

Add destination

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

To add a destination for SMG

	Open the Destinations page, and then click the Add destination button. To configure a destination for SMG, do one of the following: Click the row in which SMG is located. Destinations list alphabetically and you can scroll up and down the list. Search for SMG. Start typing “smg”. The list filters to show only matching destinations. Select “SMG”.
	Select the credential for SMG 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 SMG.
	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”. 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 are 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 SMG. Filename template A filename template defines the naming pattern for files that 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 uses 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 “None” and an escape character is not specified. Remote folder Required The remote folder to which Amperity sends data. Use a forward slash–“/”–as the first character for this value. For example: “/folder”. For example: “/folder”. If the path to the remote folder has 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 large files.
	After configuring this destination users may use: Orchestrations to send query results Orchestrations and campaigns to send audiences Orchestrations and campaigns to send offline events