Send query results to Cordial

Cordial is a cross-channel marketing and data platform that collects customer data into one platform for use with audience segments, trends, and automated customer experiences.

Use Amperity to manage contacts–attributes and list membership–in Cordial using the following REST APIs:

  • Account Contact Attributes to create contact attributes. Attributes that do not exist in Cordial are added as custom contact attributes.

  • Account Lists to fetch, create, and clear account lists, to which contacts are associated. An account list is overwritten each time results are sent from Amperity. An email address is added when it is not already a contact, after which it is assigned the subscribed status. An email address that is already a contact will retain its assigned subscription status.

  • Contact Imports to import contacts to Cordial, and then associate contacts to the account list.

  • Jobs to monitor the import job for completion.

Build a query or segment that contains the email field, along with any other fields that you want created or updated in Cordial and represented as contact attributes.

This topic describes the steps that are required to send audiences to Cordial from Amperity.

  1. Build a query

  2. Add orchestration

  3. Run orchestration

Caution

This destination is available for sending query results to Cordial 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 sending query results to Cordial.

Build query

The default audience list in Cordial requires only an email address. This requires a simple SELECT statement that returns only the Amperity ID and its associated email address:

1SELECT
2  ,amperity_id AS "Amperity ID"
3  ,email AS "Email"
4FROM Customer360

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 will be sent to Cordial.

  4. From the Destination dropdown, select a destination that is configured for sending data to Cordial.

  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 Cordial orchestration. Select Run.

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

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