From 0943ef3e998a4fef28c05fa247ac69f597df6d65 Mon Sep 17 00:00:00 2001 From: danielluis Date: Tue, 13 Aug 2024 15:41:04 +0100 Subject: [PATCH 1/8] add first documentation page for destination dynamic yield by mastercard audiences --- .../actions-dynamic-yield-audiences/index.md | 67 +++++++++++++++++++ 1 file changed, 67 insertions(+) create mode 100644 src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md diff --git a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md new file mode 100644 index 0000000000..9d3941cbe0 --- /dev/null +++ b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md @@ -0,0 +1,67 @@ +--- +title: Dynamic Yield By Mastercard Audiences Destination +beta: true +--- + +{% include content/plan-grid.md name=**actions** %} + +[Dynamic Yield by Mastercard](https://www.dynamicyield.com/){:target=**_blank”} helps businesses deliver digital customer experiences that are personalized, optimized, and synchronized. +With Dynamic Yield’s Experience OS, you can algorithmically match content, products, and offers to each individual customer to increase revenue, build customer loyalty, and gain a sustainable competitive advantage. + +This destination is maintained by Dynamic Yield by Mastercard. For any issues with the destination, [contact their Support team](mailto:info@dynamicyield.com). + +## Getting started + +**Dynamic Yield by Mastercard Audiences** is an Audience Destination which must be first connected to an Engage Space before it can be connected to individual Engage Audiences. The steps below outline how to connect the Destination to an Engage Space and then to an Audience. + +### Creating an instance of the Dynamic Yield Destination, and connecting it to an Engage Space. + +1. In your Segment Workspace, navigate to Connections > Catalog +2. Use the search field to find the **Dynamic Yield by Mastercard Audiences** Destination, then select it. +3. Click the **Add Destination** button +4. Select the Engage Space to connect to, then click the **Next button**. Note that you must select an Engage Space and not a regular Connections Space. +5. Provide a name for the Destination then click **Create destination**. + +### Configuring Basic Settings +1. Provide the Section ID and Connection Key on the Settings tab for your Dynamic Yield by Mastercard destination. +2. Enable the Destination using the toggle, then click the **Save changes** button. + + +### Create and configure a Mapping +Before connecting your Audiences to the Destination you will need to create, configure and enable a Mapping. + +1. Navigate to the Mappings tab in the Dynamic Yield by Mastercard Destination. +2. Click the **New Mapping** button and select the **Sync Audience **Action**. +3. Ensure that the only condition to trigger the mapping is **Event Type is track** (remove the **Event Type is identify** condition if it is present). +4. Click the Save button to save the Mapping configuration. +5. You can then enable the Mapping from the Mappings tab using the **Status** toggle. + +Once these steps have been completed you can connect Audiences to the Destination. + +### Connecting Audiences to the Dynamic Yield by Mastercard Destination + +1. Navigate to your Engage Space > Audiences. +2. Select the Audience you'd like to sync to Dynamic Yield +3. Click the **+ Add destination** button, then select the **Dynamic Yield by Mastercard Audiences** Destination you connected earlier. Click Add Destination. +4. The Audience Settings panel will display for your Destination. +5. Provide a value for the **Audience Name** field. This name will be used by Segment when creating the Audience in Dynamic Yield. +6. Provide a value for the **Identifier Type** field. Valid entries are any one of **userid** or **anonymousid** or **email**. * See **Customized Identifier Setup** below for how to configure identifiers other than userid, email or anonymousid. +6. Enable the **Send Track** toggle. You don't need to change the **Enter Event** or **Exit Event** fields as these are not used by this Destination. +7. Click the **Default Setup** panel under **Event settings**. +8. Click the Save button to save the Audience Settings. +9. Click the **Add Destination** button. +10. The Destination will now be connected to the Audience and will start syncing data to Dynamic Yield. + + +### Customized Identifier Setup +The Dynamic Yield Audience Destination can accept identifiers other than userId, anonymousId or email - however this requires some additional configuration steps when connecting the Audience to your **Dynamic Yield Audiences** Destination. + +1. When connecting your Audience to the **Dynamic Yield Audiences** Destination, select the **Customized Setup** panel under **Event Settings**. +2. Click the **Add identifier** button, then select the identifier type you'd like to use. +3. Provide a name for the identifier in the **identifier in destination** field. +4. Scroll back up to the top of the Audience Settings panel and ensure that the **Identifier Type** field contains the identical name for the identifier you configured in the Customized Setup panel. +6. Click the Save button to save your Audience Settings. +6. Click the **Add Destination** button. +7. The Destination will now be connected to the Audience and will start syncing data to Dynamic Yield using the specified custom identifier. + +{% include components/actions-fields.html %} From 58e42c35aadc96acd00db0dd43d65ce99c8885e0 Mon Sep 17 00:00:00 2001 From: Daniel Luis Date: Fri, 16 Aug 2024 11:05:46 +0100 Subject: [PATCH 2/8] Apply suggestions from code review Added suggestions from forstisabella Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../actions-dynamic-yield-audiences/index.md | 62 +++++++++---------- 1 file changed, 31 insertions(+), 31 deletions(-) diff --git a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md index 9d3941cbe0..b04c9c14db 100644 --- a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md +++ b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md @@ -1,26 +1,27 @@ --- title: Dynamic Yield By Mastercard Audiences Destination -beta: true +id: 64ede9fe67158afa8de61480 +engage: true --- -{% include content/plan-grid.md name=**actions** %} +{% include content/plan-grid.md name=actions %} -[Dynamic Yield by Mastercard](https://www.dynamicyield.com/){:target=**_blank”} helps businesses deliver digital customer experiences that are personalized, optimized, and synchronized. +[Dynamic Yield by Mastercard](https://www.dynamicyield.com/){:target="_blank”} helps businesses deliver digital customer experiences that are personalized, optimized, and synchronized. With Dynamic Yield’s Experience OS, you can algorithmically match content, products, and offers to each individual customer to increase revenue, build customer loyalty, and gain a sustainable competitive advantage. -This destination is maintained by Dynamic Yield by Mastercard. For any issues with the destination, [contact their Support team](mailto:info@dynamicyield.com). +This destination is maintained by Dynamic Yield by Mastercard. For any issues with the destination, [contact the Dynamic Yield support team](mailto:info@dynamicyield.com). ## Getting started **Dynamic Yield by Mastercard Audiences** is an Audience Destination which must be first connected to an Engage Space before it can be connected to individual Engage Audiences. The steps below outline how to connect the Destination to an Engage Space and then to an Audience. -### Creating an instance of the Dynamic Yield Destination, and connecting it to an Engage Space. +### Create an instance of the Dynamic Yield Destination -1. In your Segment Workspace, navigate to Connections > Catalog +1. From your Segment workspace, navigate to **Connections > Catalog** 2. Use the search field to find the **Dynamic Yield by Mastercard Audiences** Destination, then select it. -3. Click the **Add Destination** button -4. Select the Engage Space to connect to, then click the **Next button**. Note that you must select an Engage Space and not a regular Connections Space. -5. Provide a name for the Destination then click **Create destination**. +3. Click **Add destination**. +4. Select the Engage Space you'd like to connect your destination to and click **Next**. +5. Enter a name for your destination and click **Create destination**. ### Configuring Basic Settings 1. Provide the Section ID and Connection Key on the Settings tab for your Dynamic Yield by Mastercard destination. @@ -28,40 +29,39 @@ This destination is maintained by Dynamic Yield by Mastercard. For any issues wi ### Create and configure a Mapping -Before connecting your Audiences to the Destination you will need to create, configure and enable a Mapping. +You must first create, configure, and enable a Mapping before connecting your Audiences to the Dynamic Yield by Mastercard destination. 1. Navigate to the Mappings tab in the Dynamic Yield by Mastercard Destination. -2. Click the **New Mapping** button and select the **Sync Audience **Action**. -3. Ensure that the only condition to trigger the mapping is **Event Type is track** (remove the **Event Type is identify** condition if it is present). -4. Click the Save button to save the Mapping configuration. -5. You can then enable the Mapping from the Mappings tab using the **Status** toggle. +2. Click **New Mapping** and select the **Sync Audience Action**. +3. Ensure that the only condition to trigger the mapping is **Event Type is Track** (remove the **Event Type is Identify** condition, if present). +4. Click **Save**. +5. Enable the Mapping from the Mappings tab using the **Status** toggle. Once these steps have been completed you can connect Audiences to the Destination. ### Connecting Audiences to the Dynamic Yield by Mastercard Destination -1. Navigate to your Engage Space > Audiences. -2. Select the Audience you'd like to sync to Dynamic Yield -3. Click the **+ Add destination** button, then select the **Dynamic Yield by Mastercard Audiences** Destination you connected earlier. Click Add Destination. -4. The Audience Settings panel will display for your Destination. -5. Provide a value for the **Audience Name** field. This name will be used by Segment when creating the Audience in Dynamic Yield. -6. Provide a value for the **Identifier Type** field. Valid entries are any one of **userid** or **anonymousid** or **email**. * See **Customized Identifier Setup** below for how to configure identifiers other than userid, email or anonymousid. +1. Navigate to your **Engage Space > Audiences**. +2. Select the Audience you'd like to sync to your Dynamic Yield by Mastercard Audiences destination. +3. Click **+ Add destination**, select the **Dynamic Yield by Mastercard Audiences** Destination you connected earlier, and click **Add Destination.** +4. On the Audience Settings panel, provide a value for the following fields: + - **Audience Name**: The name Segment uses when creating the Audience in Dynamic Yield. + - **Identifier Type**: Select `userid`, `anonymousid`, or `email`. * See [Customized Identifier Setup](#customized-identifier-setup) for how to configure identifiers other than userid, email or anonymousid. 6. Enable the **Send Track** toggle. You don't need to change the **Enter Event** or **Exit Event** fields as these are not used by this Destination. -7. Click the **Default Setup** panel under **Event settings**. -8. Click the Save button to save the Audience Settings. -9. Click the **Add Destination** button. -10. The Destination will now be connected to the Audience and will start syncing data to Dynamic Yield. +6. Click **Default Setup** panel under **Event settings**. +7. Click **Save** and then click **Add Destination**. +The Destination is now connected to your Audience and starts syncing data to Dynamic Yield. ### Customized Identifier Setup -The Dynamic Yield Audience Destination can accept identifiers other than userId, anonymousId or email - however this requires some additional configuration steps when connecting the Audience to your **Dynamic Yield Audiences** Destination. +The Dynamic Yield Audience Destination can accept identifiers other than userId, anonymousId or email. However, this requires some additional configuration steps when connecting the Audience to your Dynamic Yield Audiences Destination. 1. When connecting your Audience to the **Dynamic Yield Audiences** Destination, select the **Customized Setup** panel under **Event Settings**. -2. Click the **Add identifier** button, then select the identifier type you'd like to use. -3. Provide a name for the identifier in the **identifier in destination** field. -4. Scroll back up to the top of the Audience Settings panel and ensure that the **Identifier Type** field contains the identical name for the identifier you configured in the Customized Setup panel. -6. Click the Save button to save your Audience Settings. -6. Click the **Add Destination** button. -7. The Destination will now be connected to the Audience and will start syncing data to Dynamic Yield using the specified custom identifier. +2. Click**Add identifier** then select the identifier type you'd like to use. +3. Provide a name for the identifier in the **Identifier in destination** field. +4. Scroll back up to the top of the Audience Settings panel and ensure that the **Identifier Type** field contains the name of the identifier you configured in the Customized Setup panel. +6. Click **Save** and then click **Add Destination** button. + +The Destination is now connected to your Audience and starts syncing data to Dynamic Yield with the specified custom identifier. {% include components/actions-fields.html %} From 186dd371cca81ba6d2147ab801da5da8c4b73488 Mon Sep 17 00:00:00 2001 From: Daniel Luis Date: Fri, 16 Aug 2024 11:06:16 +0100 Subject: [PATCH 3/8] Update src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../catalog/actions-dynamic-yield-audiences/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md index b04c9c14db..c5ff2b3849 100644 --- a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md +++ b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md @@ -47,7 +47,7 @@ Once these steps have been completed you can connect Audiences to the Destinatio 4. On the Audience Settings panel, provide a value for the following fields: - **Audience Name**: The name Segment uses when creating the Audience in Dynamic Yield. - **Identifier Type**: Select `userid`, `anonymousid`, or `email`. * See [Customized Identifier Setup](#customized-identifier-setup) for how to configure identifiers other than userid, email or anonymousid. -6. Enable the **Send Track** toggle. You don't need to change the **Enter Event** or **Exit Event** fields as these are not used by this Destination. +5. Enable the **Send Track** toggle. You don't need to change the **Enter Event** or **Exit Event** fields, as these are not used by this Destination. 6. Click **Default Setup** panel under **Event settings**. 7. Click **Save** and then click **Add Destination**. The Destination is now connected to your Audience and starts syncing data to Dynamic Yield. From a72abdb427c6954aa2300641eed7209a9abcbb08 Mon Sep 17 00:00:00 2001 From: Daniel Luis Date: Fri, 16 Aug 2024 11:07:45 +0100 Subject: [PATCH 4/8] Update index.md numbers --- .../catalog/actions-dynamic-yield-audiences/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md index c5ff2b3849..6a2db68755 100644 --- a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md +++ b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md @@ -60,7 +60,7 @@ The Dynamic Yield Audience Destination can accept identifiers other than userId, 2. Click**Add identifier** then select the identifier type you'd like to use. 3. Provide a name for the identifier in the **Identifier in destination** field. 4. Scroll back up to the top of the Audience Settings panel and ensure that the **Identifier Type** field contains the name of the identifier you configured in the Customized Setup panel. -6. Click **Save** and then click **Add Destination** button. +5. Click **Save** and then click **Add Destination** button. The Destination is now connected to your Audience and starts syncing data to Dynamic Yield with the specified custom identifier. From 0726a8f29a4a9c03b7a6839abb98eb302eb13f46 Mon Sep 17 00:00:00 2001 From: Daniel Luis Date: Mon, 19 Aug 2024 10:35:51 +0100 Subject: [PATCH 5/8] Update src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../catalog/actions-dynamic-yield-audiences/index.md | 1 + 1 file changed, 1 insertion(+) diff --git a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md index 6a2db68755..dc3af67243 100644 --- a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md +++ b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md @@ -2,6 +2,7 @@ title: Dynamic Yield By Mastercard Audiences Destination id: 64ede9fe67158afa8de61480 engage: true +beta: true --- {% include content/plan-grid.md name=actions %} From 9639ca0a4c8a1bf785f99c938d5fd9fc93cab588 Mon Sep 17 00:00:00 2001 From: Daniel Luis Date: Mon, 19 Aug 2024 10:35:59 +0100 Subject: [PATCH 6/8] Update src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../catalog/actions-dynamic-yield-audiences/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md index dc3af67243..00fece9c52 100644 --- a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md +++ b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md @@ -18,7 +18,7 @@ This destination is maintained by Dynamic Yield by Mastercard. For any issues wi ### Create an instance of the Dynamic Yield Destination -1. From your Segment workspace, navigate to **Connections > Catalog** +1. From your Segment workspace, navigate to **Connections > Catalog**. 2. Use the search field to find the **Dynamic Yield by Mastercard Audiences** Destination, then select it. 3. Click **Add destination**. 4. Select the Engage Space you'd like to connect your destination to and click **Next**. From 031d85982c5b65d8136c462aa53d81b2909e5738 Mon Sep 17 00:00:00 2001 From: Daniel Luis Date: Mon, 19 Aug 2024 10:36:05 +0100 Subject: [PATCH 7/8] Update src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../catalog/actions-dynamic-yield-audiences/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md index 00fece9c52..6d2b2d0408 100644 --- a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md +++ b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md @@ -44,7 +44,7 @@ Once these steps have been completed you can connect Audiences to the Destinatio 1. Navigate to your **Engage Space > Audiences**. 2. Select the Audience you'd like to sync to your Dynamic Yield by Mastercard Audiences destination. -3. Click **+ Add destination**, select the **Dynamic Yield by Mastercard Audiences** Destination you connected earlier, and click **Add Destination.** +3. Click **+ Add destination**, select the **Dynamic Yield by Mastercard Audiences** Destination you connected earlier, and click **Add Destination**. 4. On the Audience Settings panel, provide a value for the following fields: - **Audience Name**: The name Segment uses when creating the Audience in Dynamic Yield. - **Identifier Type**: Select `userid`, `anonymousid`, or `email`. * See [Customized Identifier Setup](#customized-identifier-setup) for how to configure identifiers other than userid, email or anonymousid. From e9926abb699a4329d0c3de04d77b71f47b5aa598 Mon Sep 17 00:00:00 2001 From: Daniel Luis Date: Mon, 19 Aug 2024 10:36:12 +0100 Subject: [PATCH 8/8] Update src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../catalog/actions-dynamic-yield-audiences/index.md | 1 + 1 file changed, 1 insertion(+) diff --git a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md index 6d2b2d0408..7c8770a470 100644 --- a/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md +++ b/src/connections/destinations/catalog/actions-dynamic-yield-audiences/index.md @@ -51,6 +51,7 @@ Once these steps have been completed you can connect Audiences to the Destinatio 5. Enable the **Send Track** toggle. You don't need to change the **Enter Event** or **Exit Event** fields, as these are not used by this Destination. 6. Click **Default Setup** panel under **Event settings**. 7. Click **Save** and then click **Add Destination**. + The Destination is now connected to your Audience and starts syncing data to Dynamic Yield.