EDP and Loyalty Data Manager

Overview

The Engagement Data Platform (EDP) is the data layer that powers and unifies Cheetah Digital's Customer Engagement Suite applications. The EDP empowers marketers to load and transform data from any source, at high volumes, and then to leverage that data to create lasting customer relationships across all engagement channels.

When you create an EDP-driven Campaign, the platform allows you to use Attributes from the EDP database for Personalization and Dynamic Content. However, you must first use the EDP and Loyalty Data Manager screen to select which Attributes and Dynamic Attributes you want accessible within Messaging.

Likewise, if you use Cheetah Loyalty to manage your membership loyalty program, you can reference Content Tokens from your Loyalty account to personalize your Engage+ Campaign. However, you must first use the EDP and Loyalty Data Manager screen to select which Loyalty Content Tokens you want accessible within Engage+.

Synchronization with EDP

When you create a new Attribute in the EDP database, the platform immediately synchronizes with Engage+, and the new Atrribute will appear in the EDP and Loyalty Data Manager screen. By default, the Attribute will be disabled for use in Engage+.

If you modify an existing Attribute in the EDP database, the changes will not immediately appear within the EDP and Loyalty Data Manager screen. The platform runs a recurring synchronization process that will update the EDP and Loyalty Data Manager. By default, this process runs every four hours, but this interval can be modified if needed; please speak to your Client Services Representative for more details. When this synchronization process runs, the platform applies the following default conditions:

If an EDP Attribute is deleted, it is removed from the EDP and Loyalty Data Manager screen.
If an EDP Attribute is updated with a new internal name or data type, it is updated on the EDP and Loyalty Data Manager screen, and defaults as disabled.
If an EDP Attribute is updated with a new display name, it is updated on the EDP and Loyalty Data Manager screen, and defaults to its existing state (e.g., if disabled, stays disabled).

Access

The EDP Data Manager screen is accessible by the following method:

From the Main menu, select Data > Management > EDP and Loyalty Data

Features

Configure EDP Attributes

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To configure which EDP People Attributes are accessible by Engage+:

Select the "Attributes" tab. This tab lists the display name, internal name, and data type of all the People Attributes in your EDP database.
In the "Use in Messaging" column, check the fields that you want to be available for Personalization and Dynamic Content within Engage+.
Click save.

Note: The "Email," Mobile Phone," and "Member ID" Attributes are selected by default, and are disabled from editing. These fields are required to be selected.

Enable Message Subscription Fields

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To configure which Message Subscription fields are accessible by Engage+:

Select the "Message Subscription" tab. This tab displays all EDP Boolean type fields that have been assigned the "Message Subscription" Attribute Category.
In the "Use in Messaging" column, check the fields that you want to use to manage recipient opt-in / opt-out status for Campaigns.
Click save.

Note: The "Suspend Email" and "Suspend Email Transactional" Message Subscription fields are selected by default, and are disabled from editing. These fields are required to be selected.

Enable Loyalty Content Tokens

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To configure which Loyalty Content Tokens are accessible by Engage+:

Select the "Loyalty Content Tokens" tab. This tab lists the display name, internal name, and type of all published Loyalty Content Tokens of the following types: Merge, Metric, Place, and Lookup.
In the "Use in Messaging" column, check the Content Tokens that you want to be available for Personalization and Dynamic Content within Engage+.
Click save.

Enable Dynamic Attributes

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Dynamic Attributes allow you to utilize Member Functions (created in EDP) within various Engage+ assets, including Dynamic Blocks, Looping Blocks, and Campaigns. Member Functions are reusable scripts or snippets of code. For example, you could create a Member Function to derive a consumer's age based the demographic data you have collected about them. You can then reference that Member Function in other areas of the platform, rather than writing the same code over again.

Note: For more details on Member Functions, please see the EDP Online Help.

To configure which Member Functions are accessible by Engage+:

Select the "Dynamic Attributes" tab. This tab lists the display name, internal name, and return data type of all published EDP Member Functions.
In the "Use in Messaging" column, check the Member Functions that you want to be available for Personalization and Dynamic Content within Engage+.
Click save.