51黑料不打烊

Transcript

Hey everybody, this is Doug. In this video I want to walk through the configuration of the Audience Manager Data Connector in Real-time Customer Data Platform. The data connector is used to bring traits and segments from audience manager over into the platform, so that they can be added to the real-time customer profile, and show up in the segment builder, so that we can build additional segments from them, adding other data to them, et cetera, and then sending them out to destinations. Now, in other videos we鈥檒l talk a little bit more about the use cases, the value of using Real Time CDP, and the architecture of how it all fits together. But in this video, I wanted to really kind of go through the configuration, and walk you through the steps that you need to do. Now, before we start going through the steps here, in Real-time CDP in the platform, I鈥檓 going to jump back over here to audience manager, and show you here some segments and traits. And you鈥檒l see here that I鈥檓 in the segments portion of Audience Manager, and I鈥檓 in this Content Affinity Folder. And I have a few segments here, Beginner Blog Viewers, Went to a Men鈥檚 Wear Page, Went to Women鈥檚 Wear Page. And those are the segments, and of course segments are built from traits. And if we look at our traits, you鈥檒l see that an example trait here is in this content section we have pages, and one is Accessed the 鈥楤eginner鈥� blog, or if we go to the sections here, you鈥檒l see the traits that we use, Men鈥檚 Wear Section, Women鈥檚 Wear Section, you know, to build those segments that I have over here. Okay, just kind of wanted to use that as a frame of reference. Now, if I go back to the platform the first thing that you would do is click configure on the Audience Manager Connector here. Now I鈥檝e already done that once. And so, mine says Add Data which is kind of like, you know, edit. But you can see these other ones that are configure, 'cause they have not been configured at all yet. So, the first time you鈥檒l click configure, and then any time after that that you want to change anything, you will click Add Data, and I鈥檓 going to go ahead and click into that. Now this brings us into the connector details so that we can make some selections. Now, first of all, you have traits and segments up here. And if I decide to bring over all traits and all segments, I can just click those boxes, and there鈥檚 really no other decisions to make in this screen. However, I can decide to choose which segments I bring over. Now, traits are all or nothing. So, you want, 鈥淚鈥檓 going to bring traits鈥�, or 鈥淚 don鈥檛 need my traits鈥�, because you know, I have the segments. So, if you don鈥檛 need to bring the traits over because you have everything in segments that you want then you can leave that out. I鈥檓 going to leave mine selected. And then again, as for segments, you can select all segments and there鈥檚 no more decisions to make. Or if you de-select that, then you can choose which segments you to bring over. And you can see over here on the right that I have selected a couple of segments that we looked at a second ago in Audience Manager. And I went to the same area in the segment taxonomy, I went to content affinity, and selected those two segments. Once you have selected the items that you want, you go over and click next and then you鈥檒l be able to review those and finish.

And again, that鈥檚 where you select which traits and segments, which data you want to come over into platform. Now, the place where that lands in the platform is in our datasets area. So if I go down here to data sets, I can click on that and I鈥檒l be presented with all of my data sets not only the ones that were enabled through the audience manager connector, but any others that I have created. And you鈥檒l see down here below, I have some other data sets that I have created that had nothing to do with the Audience Manager Connector but up here at the top, because it鈥檚 not alphabetical the audience manager ones kind of come up here. And so, you have a number of data sets that are created automatically by that Audience Manager Connector. Now our trait and segment data comes into the platform basically as two kinds of data, real-time data and profile data. And you could see them listed here, there鈥檚 a bunch of them here that start with AAM. There鈥檙e some ones above that. As you can see here, segment folder, datasets, AAM traits, et cetera, do not delete these. You can see our warning over here. You can just let those be. Now with all of these different datasets, there鈥檚 a very important step that you鈥檙e going to need to do. In order for this real time data, or the profile data to get into the profile service in platform and therefore to go into the segment builder as well, and I might add, as well as to show up in the destinations, to send them out, you have to check a box to make them available to the profile service. So, I have enabled a couple of them already. So you can see here if I have AAM real time and click into that, well, you can see some data has come through in different batches, et cetera, real-time batches. And if I scroll down kind of, you know in onesies and twosies here, this is a small dataset, so your records will be larger than that, I鈥檓 sure. But you can see over here on the right I have enabled profile for this dataset. And if I go back to data sets, you鈥檙e going to want to do that for each of these datasets. And so, I have not done that yet just to show you that, for example, this AAM devices data I鈥檒l click on that one. And if I go over here you can see this has not yet been enabled for profile. So definitely enable that. Are you sure you want to do it? Yes. And now it鈥檚 enabled. If I go back to my datasets, again, I recommend enabling profile for all of your data sets here. I mean technically, the documentation will tell you exactly what鈥檚 in each of these data sets, but at the end of the day, you have already selected traits and segments that you want to bring over from audience manager to the platform. And so in order to get all that data into your real-time data, as well as into the profile service, for maximum awesomeness in the segment builder and such you want to enable each of these for profile, okay. I鈥檓 sure that鈥檚 enough said about that. Now, once you do that, and they move into the profile, then I can go over to my segments, and you can go to profiles, and you can look at some of the profiles as well. But the main thing is we want them to land in the segment builder.

As I click into the segment builder, you鈥檒l see the segments you鈥檝e already created. I have three in here that I created from other data, but in order to use my audience manager data I can simply create a segment, and then go over here to audiences, and now we鈥檒l have these two folders, that is if I included traits, and if I included the segments, you鈥檒l have these two folders. Now, if I go into AAM Trait and Audience Manager Traits and I can go into these different areas, for example Luma, and Content, and Pages, and you can see the same information there, right? Accessed the 鈥楤eginner鈥� blog, or if I go back, and I go to Sections and it has Women鈥檚 Wear Section, et cetera. So anyway, the same data there. And if I go back to my audiences, and go into segments, Audience Manager Segments, and then to the Content Affinity segments, then I have those two segments there, that I enabled to come across. And then I can use those in a segment, and I can say, 鈥淵eah, bring that in here鈥�. And then I can add other attributes to it, maybe, you know, profile attributes, other information, including PII information, of course, 'cause this is the real-time CDP, and it allows the usage of PII. So, I can bring in other kinds of information to add to my segment and then save that. And then I can add that to destinations to go out. Anyway, I hope that helps to walk through, you enable it, you configure it, you tell it which ones you want. Make sure that you do enable the profile in the data sets, and then you will have this data in your segment builder, to build these powerful and complex segments of your customers. Good luck. -