Customer Data Syndication

The Customer Data syndication (previously Attribute and Recommendation syndication) feature of Blueshift lets you export user attributes, recommendations and/or predictive scores to the S3 bucket provided by Blueshift or to a location you specify outside Blueshift.

Note

Contact support@blueshift.com to enable Customer Data syndication for your account.

Prerequisites

Before you can export data files to either Amazon S3 or to an SFTP location of your choice, you must set up the integration from the App Hub.

For more information, see:

Create the Syndication

Creating the syndication involves the following steps:

  1. Add the basic information.
  2. Select a segment to export.
  3. Select a destination platform.
  4. Set the syndication schedule.
  5. Specify the data that is to be exported.
    1. User fields
    2. Recommendations (optional)
    3. Predictive scores (optional)

1. Add the basic syndication information

  1. Click Audience Sync in the left navigation to go to the Syndications index page.
  2. Click +SYNDICATION > Customer Data.
  3. Specify a name for the syndication. This name is used for identification purposes and must be unique.
  4. You can add tags to organize your marketing content. For example, you may want to group together syndications that use a specific segment.
  5. Add email addresses of users who should receive an alert in case any errors occur in the syndication.
     

    syndication_attrec_general.png

2. Select a segment to export

Complete the following steps to select the segment to export:

  1. Select the segment that you want to syndicate to the platform of your choice.
  2. If control groups are enabled for your account, you can choose whether this syndication should honor it or not. For more information, see Control groups.
  3. Select Full Export or Incremental Export.
    A Full export will export the full list of customers in the segment every time the syndication executes whereas an Incremental export will only export the list of customers who were added or removed since the last time the syndication executed.
  4. Set the Prefix for the filename. This prefix is appended to the name of the file that is uploaded. 
  5. In the Send Completion Email To field, add email addresses of users who should receive an email after the syndication is calculated and the files are uploaded.
  6. Click Continue to select the destination platform settings.
     

    syndicate_attr_configure.png

3. Select a destination platform

  1. Select the destination for the syndicated audience.
    • Blueshift Bucket - the Amazon S3 bucket provided by Blueshift.
    • Amazon S3 - your Amazon S3 location.
    • SFTP location.

    syndicate_attr_selectDestination.png

  2. If you select Amazon S3 or SFTP as the destination, for Select Integration, select that adapter to use.
      syndicate_attr_destination.png
  3. Click Continue to set the syndication scheduling options.

4. Set the syndication schedule

Complete the following steps to select the schedule for the syndication:

  1. Set the following schedule parameters:
    • The Start Time indicates when this syndication will launch.
    • The End Time indicates when this syndication stops syndicating segments to audiences in the platform that you select.
    • The Execution Schedule determines how often this syndication runs. Select One time, Daily, Weekly, or Custom.

    syndicate_attr_schedule.png

  2. Click Continue.

5a. Specify User Fields (Required)

Add the user fields for this syndication. These are the user level attributes that will be exported to the CSV file. 

We recommend that you include at least one unique identifier for each user. For example, email address or customer_id. Otherwise the exported information might not be usable.

  1. Click + ADD USER FIELD to add a field. You can add as many fields as required.
  2. Add the corresponding column name that is to be used in the exported CSV file for the field.
  3. Click Continue after you specify the user fields.

syndicate_attr_userdata.png

5b. Include recommendations (optional)

If recommendations are enabled for your account, you can include recommendations in your exported file.

  1. Select the recommendation algorithm.
  2. Set the number of products to export. You can export a maximum of 20 products.
  3. Add the product fields to export. The column names in the CSV file are predefined and are generated from the product field name and the number of products.
  4. Click Continue.

syndicate_attr_recommendations.png

5c. Include predictive scores (optional)

If Predictive Scores are enabled for your account, you can included predictive scores in your exported file.

  1. Select the predictive score to export. 
  2. Add the corresponding column name that is to be used in the exported CSV file for the field.
  3. Click Done and then click Save.

syndicate_attr_predictiveScores.png

Launch

Click Launch to activate the syndication. Based on the schedule set for the syndication, the attributes and recommendations will be computed and the data will be uploaded to the selected destination.

Monitoring

You can view the following information for a syndication:

  1. The number of users in the segment.
  2. The date and time for the Last Successful Run.
  3. The date and time for the Next Scheduled Run.

Stats

Blueshift provides stats on a syndication that it ran. For more information, see Syndication stats.

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