DATA WAREHOUSE INTEGRATION

Connect Sortment to Athena

Connect Sortment to Athena

Use customer data from Athena to build audiences, find lifecycle opportunities, personalize campaigns, and measure performance in Sortment.

Use customer data from Athena to build audiences, find lifecycle opportunities, personalize campaigns, and measure performance in Sortment.

Guided setup · Live in a day · No migration · Compatible with leading ESPs

Guided setup · Live in a day · No migration · Compatible with leading ESPs

Snowflake
Snowflake

Audience

Attributes

Campaign Logics

Insights

Triggers

Measurement

From signal to action

What Sortment can do with Athena data

Once connected, Sortment helps your lifecycle team turn warehouse data into audiences, campaigns, and performance insights without waiting on one-off data pulls.

Builds the audience and routes it

Create segments from customer profiles, events, transactions, and lifecycle traits stored in Athena, without relying on the engineering team.

Campaign Status

Preparing audience and content

Opportunity found

2 mins ago

Building campaign

Complete

Live

Review pending

Finds the drop before your team notices it

Surface drop-offs, retention gaps, conversion windows, and high-intent audiences from customer behavior proactively.

Opportunities found

Updated from behavioral and campaign data

4 mins ago

Repeat purchase window

1,240 users

High

High repeat intent in next 7 days.

Trial-to-Paid drop-off

860 users

Urgent

High repeat intent in next 7 days.

Win-back segment

2,110 users

Medium

Reactivation potential from inactive users

Create campaigns

Turn approved opportunities into campaign briefs, content, journeys, and tests.

Channel
Requirement

Email

Full HTML template

Push

40-char / 80-char

SMS

Link + CTA phrase

WhatsApp

Conversational

Perform RCA

Sortment distinguishes between causes, ranks the most likely ones, and rules out the ones that don't fit.

Explanation
Status
  1. Subject line fatigue

Same format 4x in 14 days

Likely

  1. Send frequency

3 sends in 14 days

Likely

  1. Timing anomaly

All clear

Ruled out

When lifecycle teams use it

What Strategy AI is built for

Use it when the opportunity is already in your data, but no one has time to find, size, and act on it.

Turns a goal into a running plan

Write the outcome in plain language. Quests works backwards — audience, journey, campaign, experiment — and starts. No brief, no spec, no handoff.

Runs multiple goals at once

Quests handles execution in parallel. While one campaign is running, another is building its audience. Your team's output multiplies without their hours going up.

Comes back only when it needs you

Routine execution it handles on its own. When a decision needs your judgment — approving copy, greenlighting a rollout — it surfaces one item, with context, and waits.

Got it. I'll target KYC-verified users with no first deposit, build a 3-touch re-engagement journey, and run a subject line experiment. I'll come back for your approval before anything goes live.

#
Action
Status

1

Audience: KYC, no deposit

Built

2

Journey: 3-step

In prog

3

Email copy variants

Queued

4

A/B: Subject line test

Queued

Improve onboarding conversion from 6% to 8% in 2 weeks

Running…

1 of 4 steps complete

|

Turns a goal into a running plan

Write the outcome in plain language. Quests works backwards — audience, journey, campaign, experiment — and starts. No brief, no spec, no handoff.

Runs multiple goals at once

Quests handles execution in parallel. While one campaign is running, another is building its audience. Your team's output multiplies without their hours going up.

Comes back only when it needs you

Routine execution it handles on its own. When a decision needs your judgment — approving copy, greenlighting a rollout — it surfaces one item, with context, and waits.

Got it. I'll target KYC-verified users with no first deposit, build a 3-touch re-engagement journey, and run a subject line experiment. I'll come back for your approval before anything goes live.

#
Action
Status

1

Audience: KYC, no deposit

Built

2

Journey: 3-step

In prog

3

Email copy variants

Queued

4

A/B: Subject line test

Queued

Improve onboarding conversion from 6% to 8% in 2 weeks

Running…

1 of 4 steps complete

|

“I feel like I'm able to, in 20% of my time, execute on what normally a team of three to five full-time lifecycle marketers would do — without needing engineering, data, or shared resources.”

Drew Price, VP, Growth Marketing, BryteBridge Group

Getting started

We'll help you connect Athena

Sortment works with your technical owner to set up the connection, map the right data, and validate the first lifecycle workflow.

1

Follow the setup guide

Your technical owner uses the Athena setup guide to share the required access. Sortment can join the setup process to confirm permissions and answer questions.

2

Map the right data

We help identify the customer tables, events, user IDs, and lifecycle fields Sortment should use first, so your team does not have to define everything from scratch.

3

Check that everything works

Once connected, we validate that audiences, attributes, and campaign data are flowing correctly before your team starts using Sortment in live workflows.

Start where you are. Go as far as you want.

How teams use Sortment

Add Sortment to Braze, Iterable, or any other ESP without migrating, or use it to replace your CEP entirely.

Pilot with your existing stack

Full CEP replacement

Keep your CEP, add Sortment where it helps.

Your Athena. Your ESP. Sortment sits in between.

Sortment monitors customer data in Athena, finds lifecycle opportunities, and turns them into audiences, attributes, and campaign direction your team can send through your ESP.

Replace scattered tools with one AI-native CEP.

One platform. Every channel. No handoffs.

Sortment replaces your CEP entirely. Journeys, campaigns, segments, content, analytics, and AI agents all run in one platform.

No more coordinating across Asana, Jira, or Slack. No shared resources, no data team tickets, no waiting. Everything your lifecycle team needs to execute, in one place.

Snowflake
Snowflake
Snowflake
Snowflake

Email

WhatsApp

SMS

In-app

Push

Webhooks

Ready to connect your Athena?

Ready to connect your Athena?

Read the setup guide to connect Athena, or map a 30-day POC to see how Sortment can use your data to move one lifecycle metric.

Read the setup guide to connect Athena, or map a 30-day POC to see how Sortment can use your data to move one lifecycle metric.

QUESTIONS?

FAQs

Can Sortment send campaigns and run journeys?

Do I need a technical team to use Sortment?

Will migrating from my current tools be difficult?

Does Sortment work with my existing stack?

Is Sortment secure and compliant?

Secure & Compliant

Enterprise-grade security for world-class campaigns

When lifecycle teams use it

What Strategy AI is built for

Use it when the opportunity is already in your data, but no one has time to find, size, and act on it.

Turns a goal into a running plan

Write the outcome in plain language. Quests works backwards — audience, journey, campaign, experiment — and starts. No brief, no spec, no handoff.

Runs multiple goals at once

Quests handles execution in parallel. While one campaign is running, another is building its audience. Your team's output multiplies without their hours going up.

Comes back only when it needs you

Routine execution it handles on its own. When a decision needs your judgment — approving copy, greenlighting a rollout — it surfaces one item, with context, and waits.

Got it. I'll target KYC-verified users with no first deposit, build a 3-touch re-engagement journey, and run a subject line experiment. I'll come back for your approval before anything goes live.

#
Action
Status

1

Audience: KYC, no deposit

Built

2

Journey: 3-step

In prog

3

Email copy variants

Queued

4

A/B: Subject line test

Queued

Improve onboarding conversion from 6% to 8% in 2 weeks

Running…

1 of 4 steps complete

|

Turns a goal into a running plan

Write the outcome in plain language. Quests works backwards — audience, journey, campaign, experiment — and starts. No brief, no spec, no handoff.

Runs multiple goals at once

Quests handles execution in parallel. While one campaign is running, another is building its audience. Your team's output multiplies without their hours going up.

Comes back only when it needs you

Routine execution it handles on its own. When a decision needs your judgment — approving copy, greenlighting a rollout — it surfaces one item, with context, and waits.

Got it. I'll target KYC-verified users with no first deposit, build a 3-touch re-engagement journey, and run a subject line experiment. I'll come back for your approval before anything goes live.

#
Action
Status

1

Audience: KYC, no deposit

Built

2

Journey: 3-step

In prog

3

Email copy variants

Queued

4

A/B: Subject line test

Queued

Improve onboarding conversion from 6% to 8% in 2 weeks

Running…

1 of 4 steps complete

|
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