CDP 365 User Guide
  • Release Notes
    • 2023
      • January 2023 Release Note
    • 2022
      • January 2022 Release Note
      • February 2022 Release Note
      • March 2022 Release Note
      • April 2022 Release Note
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  • Media Template
    • Set up the algorithm for your template
  • Quick start guide
    • Set up Event Tracking code to track events into CDP
    • How to send mail from email upload?
    • How to create a "Trello Card" using CDP 365
    • How to create "Custom Attributes" with Input via UI feature
    • How to display template on website using CDP 365
    • How to display the Inline template on the website using CDP 365
    • Initialize customer after submitting form
    • How to create a "Destination Channel" in "Dataflows"?
    • Set up "Dataflows" to push data to CDP
    • Set up Dataflow using Google sheet Data Source to update Customer data on CDP
    • How to create "Attribute" for "Customer"/"Visitors"?
    • How to create a new segment?
    • How to create "Customer Journey"?
    • How to check campaign reports?
    • How to create "Report" with “Journey performance” data source?
    • How to create a new "Data sources"?
    • How to create "Data Source" connected with the" Business object" of CDP
    • How to create a Segment Data Source
    • How to create a Google Sheet Data Source
    • How to create "Promotion"/"Coupon"?
    • How to send "Zalo Notification Service" using CDP 365
    • Set up a "Segment" containing emails to be excluded before sending mail
    • How to send "SMS Yondu" using CDP 365
    • How to Send "Viber Yondu" using CDP 365
    • How to Send email using "SendGrid" in CDP 365
    • How to push notification using "Onesignal (App Push)" in CDP 365
    • The performance metrics of the journey
    • How to create a new "Ad Zone"
    • How to Send email using "Amazon SES" in CDP 365
    • How to define zone in website for improve web personalize performance
    • How to push notification "Firebase Cloud Messaging" using CDP 365
    • How to Send SMS using "Telerivet SMS" in CDP 365
    • How to Send SMS using "Klasik SMS" in CDP 365
    • Using "Segment" Data source in Dataflows
    • Set up "Dataflows" to push data to "Google" and "Facebook" Audiences
    • How to send message using "Messenger" in CDP
    • How to push notification "Firebase Cloud Messaging" for Shopify
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  • Push data from "Dataflows" to "Business Object" in "DATA HUB"
  • Push "promotion code" from Dataflows to "promotion pool" in CDP
  1. Quick start guide

Set up "Dataflows" to push data to CDP

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Last updated 2 years ago

Push data from "Dataflows" to "Business Object" in "DATA HUB"

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

Push "promotion code" from Dataflows to "promotion pool" in CDP

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