Using EDP Attributes in Messaging

The Engagement Data Platform (EDP) is the data layer that unifies Cheetah Digital's Messaging, Loyalty,  and Experiences 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. 

When building Campaigns, Proofing Groups, Dynamic Blocks, Content Blocks, or Web Forms in Cheetah  Messaging, you can select EDP as the asset's data source. 

Before you can build Messaging assets based on the EDP, you must first identify which Attributes in the EDP database to make available within Messaging for Personalization and Dynamic Content purposes,  and for checking recipient opt-in / opt-out status. 

Enable EDP Attributes

1. From the System Tray, select Data Management > Data Managers > EDP and Loyalty Data. 

2. Select the Attributes tab. 

3. In the Use in Messaging column, check the Attributes that you want to be available for  Personalization and Dynamic Content within Messaging.

4. Click Save. 

Enable Message Subscription Attributes

Campaigns built off EDP utilize Message Subscription Attributes to manage a recipient's opt-in / opt out status. 

1. On the EDP and Loyalty Data Manager screen, select the Message Subscription tab. This tab  displays all EDP Attributes that are a Boolean data type, and that have been assigned the Message Subscription Attribute Category.

2. In the Use in Messaging column, check the Attributes that you want to be available for  managing recipient eligibility within Messaging.

3. Click Save. 

Note: The Suspend Email and Suspend Email Transactional Message Subscription fields are  selected by default, and disabled from editing. These two fields are system-level attributes, and  are required to be selected.

Enable Loyalty Content Tokens

If you use Cheetah Loyalty to manage your membership loyalty program, you can reference fields from  your Loyalty database to personalize your Messaging Campaign. Loyalty Content Tokens are reusable  tokens that serve as a textual representation of a field. You can insert Content Tokens into message  content, and the platform will populate the token with the value in that field.

1. On the EDP and Loyalty Data Manager screen, select the Loyalty Content Tokens tab. This tab  displays Loyalty Content Tokens of the following types: Merge, Metric, Place, and Lookup. 

2. In the Use in Messaging column, check the Content Tokens that you want to be available for  Personalization and Dynamic Content within Messaging.

3. Click Save. 

Enable Dynamic Attributes

Dynamic Attributes allow you to utilize Member Functions (created in EDP) within various Messaging  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.

1. On the EDP and Loyalty Data Manager screen, select the Dynamic Attributes tab. This tab  displays all of your EDP Member Functions.

2. In the Use in Messaging column, check the Dynamic Attributes that you want to be available for  Personalization and Dynamic Content within Messaging.

3. Click Save.