Acquia CDP
Optimizely
CDP exports a CSV file containing contacts on a daily basis with the following fields:
Contact identifiers (MasterCustomerID, UUID, Cookie, EmailHash)
Customer IDs must not be personally identifiable, as per Optimizely’s Terms of Service
Contact preferences (Primary Category, Primary Channel, Primary Store, Primary Brand, Closest Store, Language)
Marketability (DNE, Email Status)
Demographics (Age, Birthdate, Gender)
Purchasing behavior (Total Revenue Group, Frequency Group, Recency Group, Behavioral cluster, Product cluster, Propensity-to-Buy, Average Discount Rate)
Custom fields (Loyalty Tier, RFM score, Custom Segmentation)
You can leverage the CDP summaries in the Optimizely table to personalize the customer experience.
This export goes out daily to Optimizely’s S3. You can map it to a DCP table in Optimizely.
You must define a table in Optimizely. Each time you want to add new fields in the CDP export, you need to add them to the Optimizely table.
In Optimizely, enable DCP for your Optimizely account
Create a DCP Service, and associate it with your project.
Create a table within your DCP Service. This is the location for all of your application’s customer data. A table allows you to send customer data to Optimizely, organized under a common ID space.
Provide CDP with your Optimizely S3 credentials (this is included in the metadata of your Optimizely table). CDP creates the S3 connection.
In Actions, create a campaign, add a filter to ensure that the customer identifier that you use is not empty (cookie, UUID, email hash). You can add custom filters as needed.
Include the output fields that you want to send to Optimizely. You can add more fields later. Ensure that you update the table definition in Optimizely.
Select the Optimizely S3 as the output destination. Schedule the campaign to go out daily.
Connect to S3 to see the column names in the CDP file (or first export your file to an sFTP).
In Optimizely, register the attributes for the table with create attribute. You must register the Attributes prior to uploading the customer profile data to that table. The attributes must have the same name as the CDP input file.
To test the integration end-to-end, verify that:
A table has been created in the Audiences > Attributes dashboard.
Table attributes appear in the audience builder under the list of External Attribute conditions and you can create an audience based on these attributes.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
Table attributes appear in the audience builder under the list of External Attribute conditions and you can create an audience based on these attributes.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
Acquia CDP