Send query results to Monetate

Monetate offers solutions for customer segmentation and targeting, campaign testing and optimization, 1:1 personalization, audience insights, and customer recommendations.

This topic describes the steps that are required to send CSV files to Monetate from Amperity.

  1. Build a query

  2. Add orchestration

  3. Run orchestration

Caution

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

Build query

You may need to build a query that shapes the data so that fields in the output are mapped to the fields required by Monetate. Data shaping is typically required only one time.

Note

Files sent to Monetate must:

  • Not exceed 10 GB uncompressed or 100 million rows

  • Contain at least one column and may not contain more than 30

  • Include a single row per unique identifier

  • Use double quotes around fields that include a comma

  • Include a header row for new datasets

Review the customer dataset upload requirements for additional information.

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 Monetate.

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

  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 Monetate 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”.