Send audiences to Cheetah Digital by Zeta

Cheetah Digital by Zeta is a customer engagement platform that helps marketers deliver personalized experiences, create effective cross-channel messaging, and increase customer loyalty.

The steps required to configure campaigns to send customer profiles to Cheetah Digital by Zeta.

Note

Ask your DataGrid Operator or your Amperity representative for help configuring Cheetah Digital by Zeta as a destination to which you can send campaigns for customer activation.

Caution

This destination is available for sending campaign audiences to Cheetah Digital by Zeta after it is configured by a Datagrid Operator or your Amperity representative.

If this destintion cannot be selected from the campaigns editor or activations canvas ask your Datagrid Operator or Amperity representative to configure a destination for sending campaign audiences to Cheetah Digital by Zeta.

Build a segment

Use the Segment Editor to build any audience using a series of drop-downs and picklists.

As you define the attribute profile for an audience be sure to refresh segment insights to view audience size and to see the value it brings to your business.

When the segment is ready, activate it, and then use it use it in a campaign to send to your preferred destinations for customer activation.

Which attributes should you use?

You can use any attribute that is in your customer 360 database to define your audience.

When sending the list of customers who belong to this audience to Cheetah Digital by Zeta as part of a campaign you must choose specific attributes to send.

Cheetah Digital by Zeta supports the following attributes: customer profiles.

Important

Test the connection with Cheetah Digital by Zeta by using an audience with a very small membership. For example: 10 or 100 members or the minimum audience size recommended by Cheetah Digital by Zeta. Send the test audience to Cheetah Digital by Zeta and verify the audience is correct in Cheetah Digital by Zeta. Make adjustments if necessary. Only send full audiences after validation is complete.

Add to a campaign

Use the campaign editor to configure Amperity to send data to Cheetah Digital by Zeta. Add a segment, define exclusions and sub-audiences, and then define each audience sent to Cheetah Digital by Zeta.

To add Cheetah Digital to a campaign

Step one.

Open the Campaign Editor. This is available from the Campaigns page. Click the Create campaign button in the top right corner of the page.

Step two.

Assign Cheetah Digital by Zeta as a destination for at least one treatment group.

Add a destination for Cheetah Digital.

Note

You may need to edit the attributes for the sub-audience to ensure Amperity is sending the right data to Cheetah Digital by Zeta.

Step three.

Click Edit attributes to review the attributes that Amperity sends to Cheetah Digital by Zeta.

You must select the set of attributes that are sent to Cheetah Digital by Zeta. Review your downstream requirements, open the Edits attributes page, and then select the attributes you want to send to Cheetah Digital by Zeta for this campaign.

Amperity pre-selects the list of attributes sent to Cheetah Digital by Zeta. The Edit attributes page for Cheetah Digital by Zeta is similar to:

Edit the attributes for Cheetah Digital.

Note

The Merged Customers table is the default table for sending data to Cheetah Digital by Zeta, even though segments are often built against the Customer 360 table. This is by design. The Merged Customers table is the underlying table for customer profile data and is the source for all customer profile data that exists within the Customer 360 table.