Responsys to Panoply

This page provides you with instructions on how to extract data from Responsys and load it into Panoply. (If this manual process sounds onerous, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)

What is Responsys?

Oracle Responsys, a component of Oracle Marketing Cloud, lets organizations manage and orchestrate marketing campaigns and interactions with customers across email, mobile, social, display, and the web. Responsys provides cross-channel orchestration of customer touchpoints using the medium(s) customers prefer.

What is Panoply?

Panoply is a fully managed data warehouse service that can spin up an Amazon Redshift instance in just a few clicks. It uses machine learning and natural language processing (NLP) to learn, model, and automate standard data management activities from source to analysis. It can import data with no schema, no modeling, and no configuration. With Panoply, you can use your favorite analysis, SQL, and visualization tools just as you would if you were creating a Redshift data warehouse on your own.

Getting data out of Responsys

Responsys has a REST API that you can use to get at information stored in the platform. For example, to retrieve an email or push campaign schedule, you would call GET /rest/api/v1.3/campaigns/{campaignName}/schedule/{scheduleId}.

Sample Responsys data

Here's an example of the kind of response you might see with a query like the one above.

{
    "id": 1491,
    "scheduleType": "ONCE",
    "scheduledTime": "2019-01-25 06:00 AM",
    "launchOptions": {
        "proofLaunch": true,
        "proofLaunchEmail": "someemail@a.com",
        "proofLaunchType": "LAUNCH_TO_ADDRESS",
        "recipientLimit": 3,
        "samplingNthSelection": 1,
        "samplingNthOffset": 1,
        "samplingNthInterval": 1,
        "progressEmailAddresses": [
            "email1@a.com",
            "email2@a.com"
        ],
        "progressChunk": "CHUNK_10K",
        "links": [
            {
                "rel": "self",
                "href": "/rest/api/v1.3/campaigns/test/schedule/1491",
                "method": "POST"
            },
            {
                "rel": "createSchedule",
                "href": "/rest/api/v1.3/campaigns/test/schedule",
                "method": "GET"
            },
            {
                "rel": "updateSchedule",
                "href": "rest/api/v1.3/campaigns/test/schedule/1491",
                "method": "PUT"
            },
            {
                "rel": "deleteSchedule",
                "href": "rest/api/v1.3/campaigns/test/schedule/1491",
                "method": "DELETE"
            }
        ]
    }
}

Preparing Responsys data

If you don't already have a data structure in which to store the data you retrieve, you'll have to create a schema for your data tables. Then, for each value in the response, you'll need to identify a predefined datatype (INTEGER, DATETIME, etc.) and build a table that can receive them. Responsys's documentation should tell you what fields are provided by each endpoint, along with their corresponding datatypes.

Complicating things is the fact that the records retrieved from the source may not always be "flat" – some of the objects may actually be lists. In these cases you'll likely have to create additional tables to capture the unpredictable cardinality in each record.

Loading data into Panoply

Once you have identified all of the columns you want to insert, you can use the CREATE TABLE statement in Panoply's Redshift data warehouse to create a table to receive all of the data.

With a table built, it may seem like the easiest way to migrate your data (especially if there isn't much of it) is to build INSERT statements to add data to your Redshift table row by row. If you have any experience with SQL, this will be your gut reaction. But beware! Redshift isn't optimized for inserting data one row at a time. If you have a high volume of data to be inserted, you would be better off loading the data into Amazon S3 and then using the COPY command to load it into Redshift.

Keeping Responsys data up to date

At this point you've coded up a script or written a program to get the data you want and successfully moved it into your data warehouse. But how will you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow and resource-intensive.

Responsys lacks key fields that a script could use to bookmark its progression as it looks for updated data. However, you can create .csv or .txt files as part of a Responsys Connect data export job and use a date/time prefix or suffix in the file names. You could then set up your script as a cron job or continuous loop to get new data as it's exported from Responsys.

Other data warehouse options

Panoply is great, but sometimes you need to optimize for different things when you're choosing a data warehouse. Some folks choose to go with Amazon Redshift, Google BigQuery, PostgreSQL, Snowflake, or Microsoft Azure SQL Data Warehouse, which are RDBMSes that use similar SQL syntax. If you're interested in seeing the relevant steps for loading data into one of these platforms, check out To Redshift, To BigQuery, To Postgres, To Snowflake, and To Azure SQL Data Warehouse.

Easier and faster alternatives

If all this sounds a bit overwhelming, don’t be alarmed. If you have all the skills necessary to go through this process, chances are building and maintaining a script like this isn’t a very high-leverage use of your time.

Thankfully, products like Stitch were built to solve this problem automatically. With just a few clicks, Stitch starts extracting your Responsys data via the API, structuring it in a way that is optimized for analysis, and inserting that data into your Panoply data warehouse.