In general, Dynamic Yield does not store personally identifiable information (PII) about your users. If users are identified using an email address, we hash the address before storing it so the email can't be used.
To deliver experiences that depend on PII, such as triggered emails or audience export, you must upload a list of opted-in email addresses containing the information.
The Opted-in Email Addresses feed is a one-column feed of the user email addresses. Dynamic Yield takes the feed, hashes the email addresses, and compares them to the hashed addresses of already-identified users. If a match is found, the original (non-hashed) email address is stored in a separate and more secure location and the user is considered to be matched. You can now send the user triggered emails and can include their data when exporting audiences.
Creating an Opted-in Email Addresses feed
Each Dynamic Yield site can support one Opted-in Email Addresses feed.
To enable this feature, you must sign a legal document about data privacy In coordination with your Customer Success Manager.
To create the feed:
- Go to Assets > Data Feeds and click New.
- Select Opted-in Email Addresses feed.
- Click Get Credentials and write down the S3 bucket details and the credentials. You can only generate new credentials twice. If you need to generate additional credentials, open a support ticket.
- Prepare your CSV file according to the following format:
- File type: CSV
- Encoding: UTF8 encoding
- Filename: data.csv.
- First row: "email"
- Rest of the rows: plain text email addresses, one per row (up to 10 million rows).
- Example:
email john@gmail.com george@yahoo.com paul@outlook.com ringo@gmail.com
Note: Make sure the email addresses are valid. If 30% or more of the addresses are invalid, the feed won't sync.
You can also download a sample file at the bottom of this article.
- Upload the CSV file to the following folder in the S3 bucket with the appropriate date information:
upload_yyyy-MM-dd_HH-mm
For example: upload_2020-03-19_14-00 - Whenever a new file is uploaded, synchronization to Dynamic Yield is initiated within a few minutes.
Managing Opted-in Email Addresses feeds
After you create the feed, it appears in the Data Feeds list (Assets › Data Feeds). You can view the sync status, including any errors, and view details about the S3 storage and credentials by clicking Feed Source Details. Each user can generate the credentials only twice, for security reasons (imposed by AWS), so write them down in a secure location. If you've already generated credentials twice, and need to generate them again, contact Support.
Only valid email addresses are ingested (strings with "@" in the middle). Due to privacy restrictions, Dynamic Yield can't display the contents of the file, nor which emails were not ingested.
Limitations
- The CSV file can contain up to 10 million email addresses.
- The Opted-in Email Addresses feed only supports user identification by emails. Identification by external ID isn't supported by the feed, only by the msg_optin event.