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Cordial

Cordial is a customer engagement and data platform that unifies real-time data from anywhere in your technology stack. With it, you can engage with your customers in more personalized ways across email, SMS, mobile app, and more.

This cohort integration allows you to sync users from Amplitude cohorts to Cordial lists. Using lists along with other contact data in Cordial, you can create dynamic segments of contacts for sending messages, searching contacts, and filtering analytics reports.

Setup

Cordial setup

Navigate to the Cordial's Portal.
Create an API Key in Cordial following the instructions.

Amplitude setup

In Amplitude Data, click Catalog and select the Destinations tab.
In the Cohort section, click Cordial.
Enter Name and Cordial API Key.
Reach out to your Cordial CSM to get your Amplitude service URL and paste it into the Endpoint field.
Enter the name of your contact identifier in Cordial into the Contact identifier name field. This key identifies users in Cordial. For example, "email".
In the Contact identifier mapping dropdown, select a user property name. This value is used for the contact identifier.
Save the destination.

Send a cohort

In Amplitude, open the cohort to sync.
Click Sync, and choose Cordial.
Select the destination.
Select the sync frequency you need.
Save when finished.

After a cohort is synced, the contacts are added to a list in Cordial. The list name is the cohort name in Amplitude with spaces removed. For example, when the "active users" cohort with 10 users is synced to Cordial, you see 10 contacts added to the activeusers list. When a user is removed from a cohort and the cohort is synced, the contact is removed from the list. Refer to Cordial's lists article for details on using lists.

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July 23rd, 2024

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