Cheetah Digital

Connecting your Cheetah Digital account with Lexer

Cheetah Digital is a cross-channel customer engagement platform providing data, marketing, and loyalty solutions for modern marketer. In this article, we'll show you how to 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 Digital.

Benefits of a Cheetah Digital integration

Integrating your Cheetah Digital account with Lexer provides a number of benefits, including:

• Sending customer data and segments for marketing activation.
• Understanding your customers' email campaign behavior.

Integration in a nutshell

Here's a summary of how Cheetah Digital integrates with Lexer: 

How do I connect my accounts?

Connection between Cheetah Digital and Lexer is maintained with an SFTP, which 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 Digital. You can follow their guide here. Cheetah refers to SFTP as FTP, but 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.

You have now successfully connected your Cheetah Messaging hub to your Lexer SFTP!

If you have any issues setting up SFTP on the Hub, please contact Lexer support.

Integrate Cheetah Digital with Lexer

Once the SFTP connection setup is complete, we can integrate Cheetah Digital with Lexer so you can create segments or create activations on the Lexer Hub. To do this, our team needs to first set up the activation configurations.

1. As a one-off, contact Lexer requesting a Cheetah Digital integration.
2. By default, we will connect Cheetah Digital using the EMAIL, CUSTOMER ID, and FIRST NAME fields. These are the fields that will be exported between Lexer and Cheetah Digital. If there are any additional fields you want to export to Cheetah Digital, you will also need to contact the Cheetah Digital team with your request.
3. We will contact you as soon as the setup is complete.

Our team will have created two configurations: SEGMENT SYNC and CREATE A SEGMENT.

1. SEGMENT SYNC reconciles the data between Lexer and Cheetah Digital, and runs twice a day.
2. CREATE A SEGMENT will allow you to create segments in ENGAGE > ACTIVATE.

You will be able to see these configurations on the Lexer Hub if you navigate through the Cheetah Digital integration box: MANAGE > INTEGRATIONS > CHEETAH DIGITAL > CURRENT INTEGRATIONS > YOUR INTEGRATION > ACTIVATION CONFIGURATIONS. However, you will not need to manually configure these yourself.

Activating audiences into Cheetah Digital

After our team has worked their magic, you can create activations to send Lexer segments for your campaigns on Cheetah Digital!

You're done

Congratulations, your account should now be integrated in Lexer. We've gone through what Cheetah Digital is, the type of integration it is, its benefits, and how to integrate and activate it. There's a lot of steps to follow here and if you feel stuck or confused please don't hesitate to reach out to Lexer Support (support@lexer.io) if you need any help.