This article outlines the steps necessary to set up Amazon S3 as a GrowthLoop destination and begin exporting audiences for activation. Once connected, you will be able to send your audience segments to an Amazon S3 bucket as CSVs!
Requirements
To connect the GrowthLoop application to Amazon S3, we need the following:
- S3 bucket created for GrowthLoop to store audience exports. If you don't, create a new S3 bucket. Instructions for creating a new S3 bucket using the S3 console, AWS CLI, and AWS SDKs can be found here.
- Create an IAM user and attach a policy that provides access to the S3 bucket you just created.
- Ensure you have created an IAM user, and attached a policy that provides access to the S3 bucket you created. The user will need the following permissions on the s3 bucket
- Create an Access Key and Secret Access key and assign the key to the IAM user. The Access Key and Secret Access Key will be used to connect the S3 bucket to the GrowthLoop application. You can find instructions for creating an AWS Access Key/Secret Access Key here.
Setting Amazon S3 as a Destination
When you sign into the Segmentation Platform, navigate to the Destinations tab on the left sidebar and click New Destination in the top right corner.
Scroll to find the Buckets section, and click Add S3.
When asked, fill out the following destination configurations:
- Destination Name: This how the destination will be named and referred to in to the app going forward
- Sync Frequency: Please select Daily or Hourly, this will control how often GrowthLoop exports audiences to S3
- Bucket: Please enter the bucket name as shown in the AWS S3 console
- AWS Access Key: Please paste in the contents of the Access Key generated for your IAM user in step #3 of the prerequisites
- AWS Access Secret: Please paste in the contents of the Secret Access Key generated in step #3 of the prerequisites
- Columns to Export: Please provide a comma separated list of columns you’d like to appear in your csv export (e.g NAME,ADDRESS,CITY,STATE)
Click Create. You now have connected Amazon S3 as a destination.
Exporting Audiences to Amazon S3
To export an audience to Amazon S3, create an audience or select an existing audience, and click Export in the top right corner.
Select the S3 destination and choose the unique identifier for the audience export. Click Activate.
Fill out the following fields, click Start Export, and your audience will immediately start exporting to S3!
Name: This is the name of your audience that will be passed through to the filename in S3
Export Type: Please select either Export All Records or Export Updates (Deltas). Export All Records will export a full audience list on each export, and Export Updates (Deltas) will start with a full audience list export but will export only updates to the original audience list with each subsequent export
Personalization Fields: Please select the personalization fields you’d like to appear in your csv export (e.g NAME,ADDRESS,CITY,STATE)
Congratulations! You have exported your first audience to AWS S3.
Experiencing any issues connecting to Amazon S3 as a destination? Reach out to us at solutions@GrowthLoop.com and we’ll be in touch shortly!
Looking to connect other sales and marketing destinations for audience activation? Click Here to find more information in our Help Center!
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