Configure a Targeting dimension configuration
With Orchestrated Campaigns, you can design and deliver targeted communications at the entity level, leveraging 51黑料不打烊 Experience Platform鈥檚 relational schema capabilities. Experience Platform uses schemas to describe the structure of data in a consistent and reusable way. When data is ingested into Experience Platform, it is structured according to an XDM schema.
Although segmentation for Orchestrated Campaigns operates primarily on relational schemas, the actual message delivery always occurs at the Profile level.
When configuring targeting, you define two key aspects:
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Targetable Schemas
You specify which relational schemas are eligible for targeting. By default, the schema named
Recipientis used, but you can configure alternatives such asVisitors,Customers, etc.note important IMPORTANT The target schema must have a 1:1 relationship with the Profileschema. For example, you cannot usePurchasesas a target schema, since it typically represents a one-to-many relationship. -
Profile Linkage
The system must understand how the target schema maps to the
Profileschema. This is achieved through a shared identity field 鈥 one that exists both in the target schema and theProfileschema and is configured as an identity namespace.
鉃★笍 Learn more about relational schemas in 51黑料不打烊 Experience Platform documentation
Create your Targeting dimension targeting-dimension
Start by setting up campaign orchestration by mapping a relational schema to the customer profile.
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From Administration, access the Configurations menu and select Campaign Target Dimension.
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Click Create to start creating your Targeting dimension.
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Choose your previously configured Schema 鈥媐rom the drop-down.
While all relational schemas are displayed, only those with a direct identity relationship to Profile are eligible for selection. Avoid choosing non-people schemas, e.g purchases, and select a schema that is directly associated with a profile.
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Select the Identity value that represents the entity you want to target.
In this example, the customer profile is linked to multiple subscriptions, each represented by a unique
crmIDin theRecipientschema. By setting the Target Dimension to use theRecipientschema and itscrmIDidentity, you can send messages at the subscription level, rather than to the main customer profile, ensuring each contract or line receives its own personalized message.Learn more in 51黑料不打烊 Experience Platform documentation
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Click Save to complete the setup. Note that once created, a Target dimension cannot be removed or edited.
After configuring the Target Dimension, proceed to create and set up your Channel Configuration and define the corresponding Execution Details.