Send a segmentation of customers with the highest propensity to buy to Amazon S3

Synerise allows you to collect data from any touchpoint with a customer. With advanced Synerise Analytics, you can create precise customer segments that you can use not only in Synerise, but also pass them to external tools. Using Synerise’s seamless integration with Amazon S3, you can transfer any data collected in Synerise and use it in other Amazon services.

In this use case, we will export a database of customers with the highest propensity to buy to Amazon S3. The process of creating a Propensity prediction and segmentation is already described in this use case. The segmentation used in this use case is only an example. You can export any other segmentation or different data types as needed, such as transactions, event data, metrics results, aggregates, expressions, reports, and more.

Prerequisites

• You must have an account on AWS.
• Create propensity prediction and segmentation with customers with the highest propensity to buy selected product category based on this use case.

Create a workflow

Create a workflow which sends the customers’ data to Amazon S3 every day.

1. Go to Automation > Workflows > New workflow.
2. Enter the name of the workflow.

Define the launch date

3. As the trigger node, add Scheduled Run.
4. In the configuration of the node:
   1. Leave the Run trigger option at default (all time).
   2. From the Timezone dropdown list, select the time zone consistent with the timezone selected for your workspace.
   3. Define the frequency of the workflow (for example, every day at 6.00 A.M.).
      The workflow will automatically launch at the scheduled time.
   4. Confirm by clicking Apply.

Select customers to export

5. Add a Get Profiles node.
6. In the configuration of the node:
   1. Select the segmentation you created earlier.
   2. In the Attributes section, select the profile attributes which you want to export.
      In the example, email, newsletter_agreement, firstName and lastName are selected.
   3. Confirm by clicking Apply.

Configure Send file to Amazon S3 Bucket node

1. Click Amazon S3 Bucket > Send File.
2. Click Select connection.
3. From the dropdown list, select the connection.
   • If no connections are available or you want to create a new one, see Create a connection.
   • If you selected an existing connection, proceed with the integration settings.
4. In the Region field, enter the region of your bucket.
5. In the Bucket field, enter the name of an existing container in your storage.
6. In the Path to directory field, enter the path to the existing bucket in which the file will be saved.
7. In the File name field, enter the name of the file you want to send to the storage. If the file already exists, the contents of the file will be overwritten.
8. From the File format dropdown list, select the format in which the file will be saved in the storage.
9. Confirm by clicking Apply.

Add the finishing node

12. Add the End node.

13. In the upper right corner, click Save & Run.

    

Check the use case set up on the Synerise Demo workspace

You can check the configuration of the workflow created in this use case on our Synerise Demo workspace.

Read more

• Send File (Amazon S3 Bucket)
• Workflows