Set up "Dataflows" to push data to CDP
Last updated
Last updated
1. Log into the CDP system. After logging in, click the menu in the left corner of the screen
2. Select the menu as follows: "DATAFLOWS" -> "Dataflows"
3. Click ‘+’ Bank Dataflow
4. Select a Data source (containing data) that you want to push into the "Business object" in CDP
Click “Create dataflow” after you have selected Data source
5. Select the necessary fields for your data push
You can click the “Preview” button to check the accuracy of data at each node
6. Add “Destination channel” node -> Select the Business Object destination channel that you created before
7. Set up the necessary information to push data into the "Business object"
8. Set up a schedule that you want the "Dataflows" to execute
9. Some features you need to pay attention to when setting up Dataflows
(1) "Version history": Version history lets you view or restore previous revisions
(2) "Force Run": You can run dataflow immediately without waiting for the scheduled time
(3) "Save": Save your dataflow after editing
(4) "Review & Turn on": Active your dataflow (you must active the Dataflows if you want to run on schedule)
10. You can check the progress and running results of Dataflows at the "Action log" Tab
1. Log into the CDP system. After logging in, click the menu in the left corner of the screen
2. Select the menu as follows: "DATAFLOWS" -> "Dataflows"
3. Click ‘+’ Bank Dataflow
4. Select a Datasource (containing data) that you want to push into the "promotion pool" in CDP
Click “Create dataflow” after you have selected Datasource
5. Select the field containing the data of the "promotion code" that you want to push into the "promotion pool" of CDP
6. Add a "Destination Channel" that you have connected before
7. Save Dataflows
8. Set up the schedule to run for Dataflows, then Turn On Dataflows.
Note: You can use the Force Run feature to run immediately
9. After the Dataflow runs complete, you can go to the promotion code tab in the pool that you selected to check the results