ÃÛ¶¹ÊÓƵ

Transcript

Hi, this is Michelle. Let’s explore the key configuration settings for file-based audiences to cloud storage or email marketing destinations. In Experience Platform, I navigated to the Destinations catalog. This video pertains to the cloud storage and email marketing categories because they are based on files that are sent out to those locations or those partners. We’re starting with the workflow after the admin sets up the credentials for the connection. If you’re a marketer or business practitioner, this is for you because it covers the day-to-day need for sending audience data to these destinations. You’ll know an audience is ready to share to a destination by the call to action in the destination tile. Activate means you can proceed with sending audiences, whereas setup means your admin needs to establish valid connection credentials first. I’m in an active connection for an S3 destination. The first thing you’ll do is select the audiences you want to send. Really, these are profiles you want to go out to the destination partners. The destination will already have been named, and it might be based on the kind of data being sent or on the kind of storage bucket being used. You can see that we have multiple audiences to choose from, so I’ll select a couple of them now. Once I’m done, I’ll choose Next at the top. There’s two main things to configure on this screen. One is to set the schedule of how often you want this data to go out, and the other is to adjust the file name, if needed. Let’s start with the scheduling. This is done per audience, so I’ll jump into the first one. There’s two options at the top. You can export full files or incremental files. If you want full files for every export, you have several frequency options. Once, daily, weekly, or monthly. If you’re not sure what the data will look like when it lands, select once, and then when it’s structured as expected, come back to update this frequency as desired. You can run the job after segment evaluation, which ensures the activation job runs immediately after the daily batch segmentation job completes. Otherwise, you can select the time of day you want the file to go out. Notice this is in UTC time, so keep that in mind. Then you can set up the start and end dates here. Let’s review the options available for exporting incremental files next. I have fewer frequency options available compared to full files, which are daily and hourly. Let’s say there are emails I want to send out more than once per day based on people qualifying for this audience. In that case, I’d select hourly. If I’m sending files for use in other systems that only need a single day’s worth of data, then daily is fine. Keep in mind that the incremental setting will generate the first file with all profiles that qualify for the audience up until the time of activation, and then subsequent files will be the deltas of the profiles that qualify for that audience moving forward. This time is fine, but I’ll adjust the date range. Now that I’m done, I’ll select create. I’ll set up the second audience with the default export configurations for export option, frequency, and time, and I’ll update the date to a single day before selecting create. Next up, let’s explore the file name options. The default file name includes the destination name, the audience ID, which is a numeric value, and the current timestamp. There’s a file name preview at the top. I’m not limited to the defaults, though. Perhaps I don’t want to add the timestamp, and I’d like to add the audience name. Doing this may be more helpful on the other end for identifying what data is in a certain file, or destination partners might look for a specific file name, but also want to distinguish the date of the data. In that case, I’ll add back the timestamp details. I’m done with my changes on this step, so we’ll move forward. On the mapping step, we’ll see recommended attributes to help you get started with your selection. The attributes selected here will be sent out in files to the destination partner. We don’t have to keep all of these, though. I’ll remove the last two attributes by clicking delete mapping to the right of each. Now let’s discuss the mandatory and the duplication key settings. I’ll use an example of exporting this data to an email partner. In this case, I’ll need the email address. There’s no real use of sending a profile if it doesn’t have an email address, so I’ll use mandatory. This means the email value must be present in the profile for it to be included in the file. I’d like to keep the first and last name, but I’m not going to require them. Deduplication ensures you don’t have multiple instances of the same profile in the exported file. I’ll add a new field to demonstrate. I’ll add the mobile phone number field, and I’ll make this new field mandatory as well, but I also want to use it as the deduplication key. This field will deduplicate profiles based on the mobile phone number. I’m happy with the mapping settings, so I’ll select next at the top. This is a review of what will be sent to the destination partner. You’ll also see the marketing actions set up for this destination. In this case, the data will be used for onsite advertising. Once everything looks good, select finish to start the audience export process. Thank you for watching this walkthrough for sending data to file-based destinations.