Connect Monetate and Tealium AudienceStream

The Tealium AudienceStream customer data platform makes using your first-party data to create Omnichannel experiences easier and more powerful. It allows marketers and customer insight professionals to create customer profiles and audiences once and then leverage them to take real-time action across their entire digital marketing stack.

AudienceStream can also ingest offline data and stitch together cross-device profiles, providing the unified customer view needed to provide relevant customer experiences.

To learn about setting up Tealium AudienceStream to support Monetate, refer to Monetate Personalization Engine Connector Setup Guide in Tealium's knowledge base. Additional information about the integrations available for Monetate and Tealium products is available on Tealium's site.

Building the Connector

To build the connector, you need these three pieces of information:

  • API public and private keys
  • An API user
  • A retailer shortname supplied by Monetate

Submit a support ticket using the

to obtain your retailer shortname if you do not already know it.

Step 1: Configure a Computer to Generate API Keys

Several tools are available for you to use to generate public and private keys on a Mac computer. This documentation uses the ssh-keygen authentication key utility. More information about the OpenSSH version of ssh-keygen is available on SSH.com.

Installing ssh-keygen

To install ssh-keygen, you may need to first install Apple's Xcode developer tools first. Launch a terminal window and then type xcode-select --install.

Next, you may need to install Homebrew. In the terminal window, type the following:

Command to Install Homebrew


Once this process is complete, install the Pip package management system. In the terminal window type sudo easy_install pip.

Finally, install PyJWT, a Python library that allows you to encode and decode each JSON Web Token (JWT). In the terminal window type sudo pip install PyJWT.

Step 2: Create an API Public Key

After you configure a computer to generate public keys, you can generate a public key within the terminal so that you can then create an API user with an associated public key in the Monetate platform.

Avoid entering a passphrase when you create a public key.

  1. Launch a terminal window and then type ssh-keygen -t rsa.
  2. When prompted, type a filename in which to store the key. Ensure the name is easy to remember and find.
  3. After the terminal generates the key fingerprint, type the following in the terminal window: ssh-keygen -f ~/.ssh/id_rsa.pub -e -m pem
  4. Highlight and copy the generated RSA public key.

Here's an example of a generated RSA public key:

Example RSA Public Key in PEM Format


Ensure that you copy the entire public key, starting with -----BEGIN RSA PUBLIC KEY----- all the way through ----END RSA PUBLIC KEY-----.

Adding a Public Key to a Monetate API User

After you create the public key, add it to an API user in your Monetate account.

If you need to create a new user for the API key, follow the steps in Manage API Keys in the Monetate Knowledge Base.

  1. Log into the Monetate platform.
  2. Click the settings cog and then select Sites.

    Callout of the Sites option in the settings menu of the Monetate platform
    
  3. Click the API Keys tab.

    Callout of the 'API Keys' tab on the Sites page of the Monetate platform
    
  4. Select a user from the list on the left, and then click CREATE PUBLIC KEY.

    Callout of the 'CREATE PUBLIC KEY' button on the 'API Keys' tab of the Sites page of the Monetate platform
    
  5. Paste a PEM-formatted public key into the required text area input field.

    Callout of the Public Key field on the Public Key Details modal
    
  6. Click SAVE.

    Callout of the SAVE button on the 'Public Key Details' modal
    

Step 3: Create a Dataset to Contain Tealium Data

You're not required to create or use a dataset to build your Monetate–Tealium AudienceStream connector. This functionality is optional within any implementation.

Data Requirements

You can include the following data types in a dataset file:

  • Boolean (true/false)
  • Dates
  • Numbers
  • Strings (text)

Each data type provides different options for targeting. For example, if you select Number as the data type for a field, you can use such operators as Equal to, Greater than or equal to, and Less than or equal to. These options, however, are not available if you select Text as the data type. Refer to Customer Dataset Upload Requirements in the Monetate Knowledge Base for more information.

Creating the Dataset

Follow the steps in Upload a Customer Attributes Dataset in the Monetate Knowledge Base to first create the dataset schema and then upload a full dataset file.

Any dataset that you uploaded is available on the Customer Attributes list page, which you access by clicking DATASETS in the top navigation bar and then selecting Customer Attributes from View. You can see more information about the dataset by clicking its name to reach its details page. Refer to Customer Attributes Dataset Details Page in the Monetate Knowledge Base to learn more.