6.4 Take Action: send your segment to an S3-destination
Real-time CDP - Build a segment and take action - Send your segment to an S3-destination
Adobe Experience Platform also has the ability to share Audiences to Email Marketing Destinations such as Salesforce Marketing Cloud, Oracle Eloqua, Oracle Responsys and Adobe Campaign.
You can use FTP or SFTP as part of the dedicated destinations for each of these Email Marketing Destinations, or you can use AWS S3 to exchange lists of customers between Adobe Experience Platform and these Email Marketing Destinations.
In this module, you'll configure such a destination by making use of an AWS S3 bucket.
6.4.1 Create your S3 bucket
Go to https://console.aws.amazon.com and sign in with the Amazon-account you previously created.
After logging in, you'll be redirected to the AWS Management Console.
In the Find Services menu, search for s3. Click the first search result: S3 - Scalable Storage in the Cloud.
You'll then see the Amazon S3 homepage. Click Create Bucket.
In the Create Bucket screen, you need to configure two things:
Name: use the name
aepmodulertcdp--demoProfileLdap--
. As an example, in this exercise the bucket name is aepmodulertcdpvangeluwRegion: use the region EU (Frankfurt) eu-central-1
Leave all the other default settings as they are. Scroll down and click Create bucket.
You'll then see your bucket being created and will be redirected to the Amazon S3 homepage.
6.4.2 Set permissions to access your S3 bucket
The next step is to setup access to your S3 bucket.
To do that, go to https://console.aws.amazon.com/iam/home.
Access to AWS resources is controlled by Amazon Identity and Access Management (IAM).
You'll now see this page.
In the left menu, click Users. You'll then see the Users screen. Click Add Users.
Next, configure your user:
User Name: use
s3_--demoProfileLdap--_rtcdp
as a name, so in this example the name iss3_vangeluw_rtcdp
.AWS access type: select Access key - Programmatic access.
Click Next: Permissions.
You'll then see this permissions screen. Click Attach existing policies directly.
Enter the search term s3 to see all related S3 policies. Select the policy AmazonS3FullAccess. Click Next: Tags.
On the Tags screen, there's no need to configure anything. Click Next: Review.
Review your configuration. Click Create User.
Your user is now created and you're seeing your credentials to access your S3 environment. This is the only time you'll see your credentials so please write them down.
Click Show to see your Secret access key:
Store your credentials in a text-file in your computer.
Access key ID: ...
Secret access key: ...
Once you click Close you'll never see your credentials again!
Click Close.
You've now successfully created an AWS S3 bucket and you've created a user with permissions to access this bucket.
6.4.3 Configure Destination in Adobe Experience Platform
Go to Adobe Experience Platform. After logging in, you'll land on the homepage of Adobe Experience Platform.
Before you continue, you need to select a sandbox. The sandbox to select is named --aepSandboxId--
. You can do this by clicking the text [!UICONTROL Production Prod] in the blue line on top of your screen. After selecting the appropriate [!UICONTROL sandbox], you'll see the screen change and now you're in your dedicated [!UICONTROL sandbox].
In the left menu, go to Destinations, then go to Catalog. You'll then see the Destinations Catalog.
Click Cloud Storage, then click the Set up button (or on Activate Segments, depending on your environment) on the Amazon S3 card.
Depending on your environment, you might have to click + Configure new destination to start creating your destination.
Select New Account as Account Type. Please use the S3 credentials that were given to you in the previous step:
Click Connect to destination.
You'll then see a visual confirmation that this destination is now connected.
You have to provide a name and folder so that Adobe Experience Platform can connect to the S3 bucket.
As a naming convention, please use the following:
Click Next.
You can now optionally attach a Data Governance Policy to your new destination. Click Next.
In the list of segments, search for the segment you created in exercise 1 and select it. Click Next.
You'll then see this. If you wish, you can edit the schedule by clicking the pencil icon. Create Schedule.
Define your schedule of choice. Select Export incremental files and set the frequency to Hourly every 3 hours. Click Create.
You'll then have this. Click Next.
You can now select attributes for the export towards AWS S3. Click Add new field and ensure the field --aepTenantId--.identification.core.ecid
is added and marked as Deduplication Key.
Optionally, you can add as many other fields as required.
Once you've added all fields, click Next.
Review your configuration. Click Finish to finish your configuration.
You'll then be back at the Destination Activation screen and you'll see your segment added to this destination.
If you'd like to add more segment exports, you can click Activate Segments to restart the process and add more segments.
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