Create destinations and activate data

Transcript

Let’s take a look at how to create a destination and activate data using the Real-time Customer Data Platform.

Creating destinations require different steps depending on the destination platform. For all destinations you need to enter a name and description, choose the data to be sent, set a start and end date.

Depending on the destination you may also need to enter the server address, choose the regional server, enter the authentication details, select an account type or input the Account ID. As a marketer you can have multiple destination instances configured with the same destination partner. You might have multiple accounts with that platform. For example, say you have an account for your APAC team and one for your North-American marketing team. You want to have your instances separated. If there are multiple instances set up for a partner this will be reflected in the catalog screen as well as the browse screen. Some destinations require you to provide a server address such as an SFTP server or Amazon S3 bucket address to send profile attributes.

Authenticating to your server can be done with either a username and password or an SSH Certificate. In some cases the partner will require you to specify which region in their system you want to send the data. For these destinations you should reach out to the partner and confirm which server is the one where your account is located. If you select the wrong region this can cause a processing delay in the partner system.

In some cases the destination will require authentication to an account or at the very least provide your unique account ID with the partner system. Social network destinations will typically have you authenticate to your user account and then select the advertising account you want to send data to in their system. If there is more than one advertising account you need to integrate the CDP with you can set up multiple destinations for the same social network or any partner for that matter.

Once you’re done authenticating you’re now free to fill out the details of the destinations. It’s important to have friendly names and descriptions as this will help distinguish between multiple integrations with the same partner. Now, let’s set up a Profile Export destination in the Real-time CDP interface. Step number one, navigate to the Destination catalog, select a marketing automation platform, enter in the credentials for either an S3 or SFTP server.

This can be username and password or SSH Certificate depending on the partner.

The next step will be to provide a name, description and adding in any additional marketing actions for this destination.

There will be default marketing actions applied to this destination based on a category but you can also add extra ones. Once you click next you will be taken to a screen to select the profile attributes you wish to export. These attributes will be the columns of the file that gets exported. Now, click Activate. No, if you select Segments this will generate a file per segment. For example, 10 segments will generate 10 files. Now, select the desired profile attributes. These will be the columns in the CSV file.

Schedule when to file exports. All files that get exported for this destination will follow that schedule. When the files are exported the file name will include the destination ID and time stamp. If it’s a file for a specific segment the segment ID will be in the file name too.

Next we’re going to set up a segment export destination. Navigate to the destination catalog. Select a demand side platform.

Enter the needed account information. Since the integrations vary from partner to partner some DSPs will require you to select an account type or select a region where your instance is while others may not.

Provide a name, description and marketing actions.

Default marketing actions will be applied and you can choose to add more.

Select the segments to send to this destination. Some segments will be blocked from going to a destination if the dual policies do not allow them to be used for the destination’s marketing actions. Provide a start and end date for the segments.

The cadence for the data delivery will depend on what the partner can support. Some will support near real-time while others only support batches.

Thank you for going through this course.