Cheetah Digital

Connecting your Cheetah Digital account with Lexer

You can connect your Cheetah Digital account with Lexer to sync contacts and engagement data, as well as send back Lexer Segments into customer and segment tables in Cheetah.

How do I connect my accounts?

Connection between Cheetah Digital and Lexer is maintained with an SFTP, this is hosted by Lexer. To connect to your Lexer SFTP you will need to first make a public and private SSH key pair. Read this guide if you're unsure how to make a pair.

Once you have your key pair, you will need to set up the Lexer SFTP within Cheetah you can follow their guide here. Cheetah refers to this as FTP, they are one and the same in this context.

Configuring your Cheetah FTP

When setting up in Cheetah you will need to enter an FTP URL, User Name, and your newly created Private Key file.

FTP URL

sftp://au.transfer.lexer.io

User Name

Your Lexer hub name - contact Lexer Support if unsure

Configuring your Lexer SFTP

Once you've finished setup in Cheetah, navigate back to your Lexer Hub to complete the connection.

  1. Navigate to MANAGE > INTEGRATIONS
  2. Find the SFTP tile, and click on it
  3. Click ADD IP ADDRESS
    1. Name: Cheetah Digital (Messaging CMS)
    2. IP address: 63.148.46.2
  4. Click SAVE IP ADDRESS
  5. Now click ADD SSH PUBLIC KEY
    1. Name: Cheetah Digital (Messaging CMS)
    2. Paste in your public key created earlier
  6. Click SAVE SSH PUBLIC KEY
  7. You have now successfully connected your Cheetah Messaging hub to your Lexer SFTP

Activating audiences into Cheetah

Sending your Lexer Segments into Cheetah Digital involves maintaining two tables in Cheetah Messaging, Lexer Profiles, and Lexer Segments.

These will receive data from three unique Activation configurations within Lexer; CDP Sync, Segment Sync, and Create a Segment.

Finally, the data will flow into these tables automatically once you set up three FTP import schedules.

This will take some time to configure initially but only requires setup once.

Creating tables in Cheetah Digital

You will need to set up two tables in Cheetah; Lexer Profiles, and Lexer Segments. You can follow Cheetah's guide here on setting these up.

When it comes to defining columns in these tables, follow our templates below.

Lexer Profiles Table

3

First Name

2

Email

1

Customer ID

Lexer Segments

3

Segment name

2

Email

1

Customer ID

Configuring FTP import templates in Cheetah

Now you have your tables configured you can should also configure import templates. Lexer recommends you do, so you need not worry about manually triggering a file import in Cheetah after each activation you send out of Lexer.

Cheetah has a detailed guide on how to set these FTP Import Templates up, you can read it here. Below we detail how to set each up for Lexer use.

In total, you will be creating three Import Templates; CDP Sync, Segment Sync, and Lexer Profiles.

Import templates are schedules by which Cheetah will check for a file in the linked SFTP. If the file is present it will automatically initiate the import of said file. You can also conditionally configure these imports to append new records, or ignore them. In most cases you'll want to append new customers, and update existing ones.

The frequency at which you schedule these is entirely up to you, for best data freshness we suggest leaving them on the quickest frequency, which checks every 10 minutes.

Within the imports you also need to configure a data map, this informs the Import job the data you expect to receive and ensures only correctly formatted data is ingested into your tables.

The data map will mirror the table templates we suggest above, and will also mirror the format of the file Lexer sends over.

Making your import template

The following steps will outline how to create an FTP Import Template within Cheetah Digital, it includes the specific file path you need to enter for each import type.

Use this Cheetah guide to find FTP Imports if you're unfamiliar.

  1. Click the + icon to create a new import template
  2. In the pop-up box, enter the name of your Import Template
    1. You will make three, and we suggest calling them CDP Sync, Segment Sync, and Create a Segment respectively
  3. You will now have a blank template you can start editing, firstly configure your preffered frequency
    1. Lexer recommends Run several times a day, then running every 10 minutes
    2. Can you leave it set to DO NOT END
  4. Now you can specify where the file is coming from under the FTP DOWNLOAD header
    1. From the drop down, select the Lexer SFTP you configured earlier
      1. If you are in Australia the URL will be sftp://au.transfer.lexer.io
      2. If you are in the US the URL will be sftp://us.transfer.lexer.io
      3. If you are in neither country, please contact Lexer Support to confirm which applies to you
  5. Define the file path, this will change depending on which Import you are setting up, thankfully it's an obvious change
    1. The root file path is /data/outbox/
      1. For CDP sync it becomes /data/outbox/cdp_sync/*.csv
      2. For Segment Sync it becomes /data/outbox/segment_sync/*.csv
      3. For Create a Segment it becomes /data/outbox/create_segment/*.csv
  6. Check the DELETE FILE option
    1. This ensures Cheetah will automatically clean up files once they have been processed
  7. Now scroll to the FILES TO IMPORT
    1. Here we define our Data Map
    2. There is a pre-filled option, you will need to remove this
  8. Configuring your data map is straight forward
    1. Click Add New File
    2. Select your Data Source
      1. This will be the corresponding table
        1. If CDP Sync or Create a Segment, then pick your Lexer Customer table
        2. If Segment Sync, pick the Segment Sync table
    3. Define your data map
      1. You can create this ahead of time, but it's simple to configure here
        1. Note, if you haven't added the requisite fields to your table you will not be able to make a Data Map here
      2. If making a new one, click the + icon
      3. In the NEW DATA MAP pop-up name your data map, then choose it's data source (again this will be the tables mentioned just above)
      4. Once saved, click the teal ⬆️ and it will open up your newly created Data Map in a new tab
      5. Here you can configure the mappings
        1. Leave File Heading checked
        2. Set the File Delimiter to COMMA
        3. Leave text qualifier set to none
        4. Now using the + icon, map each field to each table field
          1. Use to drop down to ensure you are mapping to the correct fields
        5. Once done, click SAVE 💾
    4. Once all setup, you can save your Import template, and set it to start running immediately by clicking the START SCHEDULE button

Maintaining Lexer tables in Cheetah

The design of the activation requires Lexer to maintain two tables in Cheetah, the Profile and Segment tables. You'll then join on Customer ID or Email to segment your customers before a campaign send.

Lexer Profiles Table - contains a complete list of all your customers, and any specific fields you'd like Lexer to enrich. These fields might be first name, date of birth, product purchase information, or some of Lexer's predictive attributes.

Lexer Segments Table - contains a complete list of all your Lexer Segments. For every Segment a profile belongs to that will be a new line in the table. This does mean there will be duplicate emails and customer IDs, but that is by design to ensure precise Segmentation can be replicated in Cheetah Digital.

Configuring CDP Sync

Your first activation to configure will be CDP Sync, this will provide twice daily syncs of your CDP customer base into Cheetah. This activation's purpose is to keep profile data fresh in Cheetah. Ideally you can set this up once, and leave it running. If you ever wanted to grow the list of fields you maintain in Cheetah, simply edit the existing CDP Sync activation adding additional attributes as required.

  1. Navigate to ENGAGE > ACTIVATE
  2. From here click ACTIVATE NEW AUDIENCE
  3. Click CDP SYNC
  4. Select your "Active Customer" segment
    1. What's important here is you are sending your largest Segment containing all customers you intend on communicating with
  5. Name your activation CDP Sync, and set it to ONGOING ACTVATION
  6. Uncheck the APPEND ACTIVATION check box - we don't require this for CDP Sync activations
  7. Check the Ts & Cs and click RUN ACTIVATION

Configuring Segment Sync

The next activation to set up is your Segment Sync activation. This will maintain a list of Segments your customers belong to. This activation should be configured using the exact same Segment you chose to activate in CDP Sync above.

  1. Navigate to ENGAGE > ACTIVATE
  2. From here click ACTIVATE NEW AUDIENCE
  3. Click SEGMENT SYNC
  4. Select your "Active Customer" segment
    1. What's important here is you are sending your largest Segment containing all customers you intend on communicating with
  5. Name your activation Segment Sync, and set it to ONGOING ACTVATION
  6. Uncheck the APPEND ACTIVATION check box - we don't require this for Segment Sync activations
  7. Check the Ts & Cs and click RUN ACTIVATION

Create a Segment activation

Finally you have the Create a Segment activation. The purpose of this activation is to create new segments in Cheetah Digital. It does this by using the Included in Audience attribute included in our Segment Sync activation.

Everytime you activate a segment out of Lexer you can optionally choose to "tag" that profile with the audience they were included in. These activation names are then queryable in Segment like any other attribute.

Our Create a Segment activaiton will be creating these tags, so ensure you are naming your Activation appropriately.

  1. Navigate to ENGAGE > ACTIVATE
  2. From here click ACTIVATE NEW AUDIENCE
  3. Click CREATE A SEGMENT
  4. Select the segment you wish to activate, in this example we are making a segment of High Value customers
  5. Name your activation, whatever you enter here will be sync'd to Cheetah Digital
    1. Optionally you can set this activation to ONGOING this will ensure Lexer maintains the Segment in Cheetah
  6. Leave the APPEND ACTIVATION check box checked
  7. Check the Ts & Cs and click RUN ACTIVATION

You have now successfully send a Segment to Cheetah. Don't be alarmed if it doesn't appear instantly, there are a few automated processes at work to deliver to file, and then import it into Cheetah (using FTP import templates). If you want to hurry along the syncing, wait 10 minutes after your Create a Segment activation has completed running, then re-run the Segment Sync activation.

Alternatively, you can leverage the FIXED VALUE option to send in a specific value that you can Segment off immediately in Cheetah. It's worth noting though that this value can be overwritten the next time you send a Segment across and use the fixed value option.

  1. Navigate to ENGAGE > ACTIVATE
  2. From here click ACTIVATE NEW AUDIENCE
  3. Click CREATE A SEGMENT
  4. Select the segment you wish to activate, in this example we are making a segment of High Value customers
  5. Name your activation, whatever you enter here will be sync'd to Cheetah Digital
    1. Optionally you can set this activation to ONGOING this will ensure Lexer maintains the Segment in Cheetah
  6. Click the CREATE NEW FIXED VALUE button, and enter a value and column header
    1. In this example we want to send a value to Cheetah quickly so we can get this audience across quickly. We are creating a new column in our CSV file, with a header of "segment name" and a value of "high value" against each profile.
  7. Leave the APPEND ACTIVATION check box checked
  8. Check the Ts & Cs and click RUN ACTIVATION

Powered by HelpDocs (opens in a new tab)