Send query results 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 that are required to send customer profiles to Cheetah Digital by Zeta from Amperity.

  1. Build a query

  2. Add orchestration

  3. Run orchestration

Caution

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

If this destintion cannot be selected for orchestrations ask your Datagrid Operator or Amperity representative to configure a destination for sending query results to Cheetah Digital by Zeta.

Build query

Build a query that returns the customer profile data that you want to send to Cheetah Digital by Zeta. For example:

1SELECT
2  email AS "email"
3  ,phone AS "phone"
4  ,address AS "address"
5  ,city AS "city"
6  ,state AS "state"
7  ,postal AS "zip"
8FROM Customer360

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 orchestration

An orchestration defines the relationship between query results and a destination, including the destination and the frequency at which an orchestration runs.

To add an orchestration

  1. Open the Activations page, select the Orchestrations tab, and then click the Add orchestration button. This opens the Add orchestration dialog box.

  2. From the Object type dropdown, select Query.

  3. From the Object dropdown, select the query for which results is sent to Cheetah Digital by Zeta.

  4. From the Destination dropdown, select a destination that is configured for sending data to Cheetah Digital by Zeta.

  5. Verify all settings.

  6. Set the workflow to Manual. You can change this to automatic later, after verifying the end-to-end workflow.

  7. Click Save.

Run orchestration

Run the orchestration manually to validate that it works.

To run the orchestration

  1. Open the Activations page, select the Orchestrations tab, and then open the    menu for the Cheetah Digital by Zeta orchestration. Select Run.

  2. The Status column for the orchestration updates to say “Waiting to start”, after which the notifications pane updates to include a notification that shows the current status.

  3. When the orchestration has run successfully, the status is updated to “Completed”.