Sending exported data to a third-party system
The goal of audience export is to help you quickly and efficiently activate audiences outside Sitecore CDP, in third-party systems such as social media platforms, digital advertising platforms, email marketing apps, and business intelligence (BI) tools. This requires that you get the exported data out of Sitecore CDP and into the third-party system. Although you could manually download the output of an audience export from Sitecore CDP and then manually upload it to the third-party system, you should consider automating this process so you can activate audiences fast and at scale.
To automate the process, you'll need to set up a connection between Sitecore CDP and the third-party system. This way, the integration tool will automatically upload the output to the third-party system.
For third-party systems, such as social media platforms and business intelligence (BI) tools, you can send the exported data out of Sitecore CDP directly by adding an external connection to your audience export using an external webhook.
If you have Sitecore Connect, you can automatically send the exported data as described in the following section:
Automating the process with Sitecore Connect
Automatically sending the exported data to a third-party system using Sitecore Connect involves the following steps:
-
Create a recipe in Sitecore Connect. In this step, you create a recipe that provides a webhook address, sets up the connection to CDP, and defines the action to perform with the audience export data from CDP.
-
Connect the recipe to an audience export - this ensures that your Sitecore Connect recipe receives a webhook notification every time your audience export finishes running.
-
Receive the output of an audience export in your Sitecore Connect recipe - in this step, you configure your recipe to receive and extract the output of your audience export.
-
Continue configuring your Sitecore Connect recipe by uploading the data to a third-party system - to do this, find the integration that best suits your requirements on the Workato website (Sitecore Connect uses the Workato automation platform).
After setting up the automation process, the exported data will be automatically sent from Sitecore CDP through Sitecore Connect to the third-party system, where you can activate your audience.
Example
Consider a segment of guests that have completed an order on your website in the past year. You decide to run a social media retargeting campaign for subgroups of this segment, depending on the country the guests are associated with. Because this segment changes daily, it's a good idea to automate the process of uploading the exported data to the social media platform.
To automate the process, you create multiple audience exports based on a single segment but using different segment subgroups, and then connect all these audience exports to a single Sitecore Connect recipe:
In this example, a single Sitecore Connect recipe receives a webhook notification every time any of the audience exports finishes running. After configuring the recipe, it will receive and extract the output of the audience exports, and then upload the exported data to the connected social media platform.