This step will show how to add a connector, configure an action, and use data mappings.

Create a Google Sheet

This example uses the Google Sheets connector to show how to log customer profile data to a spreadsheet, but you can use your own vendor. To prepare for this step, create a Google Sheets spreadsheet named "AudienceStream Test" and name the first two columns: "email" and "lifetime value".

The spreadsheet will look like this:


Add the Google Sheets Connector

Use the following steps to configure the Google Sheets connector:

  1. Navigate to AudienceStream > Connectors > Connector Marketplace.
  2. Under Categories in the side navigation panel, click Big Data to narrow the selections.
  3. Select Google Sheets then click Add Connector.
  4. On the Configure tab, enter a title and click Establish Connection.
    The authorization dialog for your Google account displays.
  5. Confirm your user account name and click Allow.
    The configuration window for the connector now displays as Connected.
  6. Click Next.
    The Actions tab displays.
  7. Select the default action "Add or Update Row" and click + Create Action and configure the following parameters:
    • Action Name
      Give the action a descriptive name e.g. "VIP Big Spenders"
    • Source
      Select the audience "VIP". These are the customers that will trigger the action (i.e. add or update a row in the spreadsheet).

      If audiences do not appear in the drop-down list, your account is probably not enabled for AudienceStream. Contact your account manager for assistance.

    • Spreadsheet Name
      Identifies the name of the spreadsheet file to use.
      Select Custom Value from the drop-down, then enter the name of the spreadsheet file to use (the one we just created called "AudienceStream Test").
    • Worksheet Name
      Identifies the name of the worksheet within the spreadsheet to use.
      Select Custom Value from the drop-down, then enter the name of the worksheet to use (e.g. "Sheet1").
    • Row ID
      Identifies the column that will contain the unique row ID for each event, in this case the "Email Address" visitor attribute will correspond to the "email" column name in the sheet.

      Select your attribute from the Map list and enter the corresponding spreadsheet column name (Custom Value) in the To field. 
When the action fires, it will search for the attribute value in the specified column, then:
      • if the value exists, the matching row will be updated as specified by the Row Data mappings (see next).
      • If the value does not exist, a new row will be created with Row ID value and Attributes specified in Row Data.
    • Row Data
      Map additional attributes that you want to add to the spreadsheet. Each attribute must have an assigned column name in the spreadsheet. In this case, we are logging the value of the Lifetime Order Value attribute into the spreadsheet column named "lifetime value".

      The names entered here must match the columns names above exactly.

    • Exclude empty values when updating
      Check this box if you want to exclude empty Attributes from updating or overriding existing data in your spreadsheet.
  8. Click Save.

Now save and publish your account and go the next step to start testing using the Trace tool.