Reconciliation reconciliation
The Reconciliation activity is a Targeting activity that defines the link between the data in the 51黑料不打烊 Campaign database and the data in a work table, such as data loaded from an external file.
For example, the Reconciliation activity can be placed after a Load file activity to import non-standard data into the database. In this case, the Reconciliation activity defines the link between the data in the 51黑料不打烊 Campaign database and the data in the work table.
Best practices reconciliation-best-practices
While the Enrichment activity defines additional data to process in your workflow (for example, combining data from multiple sets or creating links to a temporary resource), the Reconciliation activity links unidentified data to existing resources.
Configure the Reconciliation activity reconciliation-configuration
Follow these steps to configure the Reconciliation activity:
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Add a Reconciliation activity to your workflow. This activity should follow a transition containing a population whose targeting dimension does not directly come from 51黑料不打烊 Campaign.
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Select the new targeting dimension. A dimension defines the targeted population: recipients, app subscribers, operators, subscribers, and more. Learn more about targeting dimensions.
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Select the field(s) to use for the reconciliation. You can use one or more reconciliation criteria.
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To use attributes to reconcile data, select the Simple attributes option. The Source field lists the fields available in the input transition, which are to be reconciled. The Destination field corresponds to the fields of the selected targeting dimension. Data are reconciled when the source and destination are equal. For example, select the Email fields to deduplicate profiles based on their email address.
To add another reconciliation criterion, click the Add rule button. If several join conditions are specified, they must all be verified for the data to be linked together.
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To use other attributes to reconcile data, select the Advanced reconciliation conditions option. You can then create your own reconciliation condition using the query modeler. Learn how to work with the query modeler.
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Filter data to reconcile using the Create filter button. This lets you create a custom condition using the query modeler. Learn how to work with the query modeler.
By default, non-reconciled data are kept in the outbound transition and available in the worktable for future use. To remove unreconciled data, deactivate the Keep unreconciled data option.
Example reconciliation-example
The following example demonstrates a workflow that creates an audience of profiles directly from an imported file containing new clients. It includes the following activities:
The workflow is designed as follows:
It is built with the following activities:
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A Load file activity uploads a file containing profile data extracted from an external tool.
For example:
code language-none lastname;firstname;email;birthdate; JACKMAN;Megan;megan.jackman@testmail.com;07/08/1975; PHILLIPS;Edward;phillips@testmail.com;09/03/1986; WEAVER;Justin;justin_w@testmail.com;11/15/1990; MARTIN;Babe;babeth_martin@testmail.net;11/25/1964; REESE;Richard;rreese@testmail.com;02/08/1987;
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A Reconciliation activity identifies the incoming data as profiles by using the Email and Date of birth fields as reconciliation criteria.
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A Save audience activity creates a new audience based on these updates. You can also replace the Save audience activity with an End activity if no specific audience needs to be created or updated. Recipient profiles are updated in any case when you run the workflow.
Compatibility reconciliation-compat
The Reconciliation activity does not exist in the Client console. All Enrichment activities created in the Client console with the reconciliation options enabled are displayed as Reconciliation activities in the Campaign Web user interface.