Email Service Providers (ESPs) enable you to manage your email marketing activities, such as sending promotional email campaigns. Adobe Experience Platform integrates with ESPs by allowing you to activate segments to email marketing destinations.
To send segments to email marketing destinations for your campaigns, Platform must first connect to the destination.
Connecting to email marketing destinations is a three-step process. Each of the steps is described further below on this page.
In the connect destination flow, described in the section below, connect to either Amazon S3 or SFTP. Platform exports your segments as .csv
or .txt
files and delivers them to your preferred location. Schedule your data import in your email marketing platform from the storage location enabled in Platform. The process to import data varies for each partner. See the individual destinations articles for more information.
In Connections > Destinations, select the email marketing destination that you want to connect to, then select Configure.
In the Authentication step, if you had previously set up a connection to your email marketing destination, select Existing Account and select your existing connection. Or, you can select New Account to set up a new connection to your email marketing destination. In the Connection type selector, you can select between Amazon S3, SFTP with Password, or SFTP with SSH Key. Fill in the information below, depending on your connection type, then select Connect.
Optionally, you can attach your RSA-formatted public key to add encryption to your exported files under the Key section. Note that this public key must be written as a Base64 encoded string.
In the Setup step, enter a name and a description for your new destination, as well as the file format for the exported files.
If you selected Amazon S3 as storage option in the previous step, insert the bucket name and the folder path in your cloud storage destination where the files will be delivered. For the SFTP storage option, insert the folder path where the files will be delivered.
Also in this step, you can select any marketing action that should apply to this destination. Marketing actions indicate the intent for which data will be exported to the destination. You can select from Adobe-defined marketing actions or you can create your own marketing action. For more information about marketing actions, see the Data usage policies overview.
On the Select Segments page, select which segments to send to the destination. Find more information about the fields in the sections below.
For information about the segment schedule and file name editing options, refer to the Configure step in the activate destinations tutorial.
In this step, you are selecting which fields to export to email marketing destinations, as well as marking which fields are mandatory.
For more information about this step, refer to the Select attributes step in the activate destinations tutorial.
We recommend that you select a unique identifier from your union schema. This is the field that your users’ identities are keyed off of. Most commonly, this field is the email address, but it can also be a loyalty program ID or a phone number. See the table below for the most common unique identifiers and their XDM field in the schema.
Unique Identifier | XDM field in Unified Schema |
---|---|
Email Address | personalEmail.address |
Phone | mobilePhone.number |
Loyalty program ID | Customer-defined XDM field |
In the Schema field selector, choose which other fields you want to export to the email destination. Some recommended options are:
Schema | XDM field |
---|---|
First Name | person.name.firstName |
Last Name | person.name.lastName |
Phone | mobilePhone.number |
Address City | homeAddress.city |
Address State | homeAddress.stateProvince |
Address Postal Code | homeAddress.postalCode |
Birthday | person.birthDayAndMonth |
Segment membership | segmentMembership.status |
See the individual email marketing destination articles to learn how to import data from your storage location into destinations:
For instructions on how to activate segments to email marketing destinations, see Activate Data to Destinations.