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Set up an Advertiser account in Real-Time CDP Collaboration

Learn how to set up an Advertiser account (organization) in Real-Time CDP Collaboration. For detailed documentation, see Onboard and manage organization.

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Transcript
Hey everybody, this is Doug. In this video I want to show you how to set up your organization or set up your account in 51黑料不打烊 Realtime CDP Collaboration. So we鈥檙e going to assume that you have all the permissions that you need to come into collaboration. And the way that we got here, if you go over here to the right hand side, there鈥檚 an application switcher, these nine dots right here. And if you click on that, then you can select Realtime CDP Collaboration right here as its own application. Now certainly it is built on top of Experience Platform, but it has a different UI. And so you go ahead and select Realtime CDP Collaboration there, and that鈥檒l bring you right into here. Now if you haven鈥檛 set up an organization or haven鈥檛 set up an account before, it鈥檒l bring you right into this page. If you have, let me go ahead and click cancel. And so if you鈥檝e already done it before and you want to set up another account, you do go over to this plus icon, click on that and click on account, and then you can set up another one. So I鈥檓 going to go ahead and do that. And I鈥檓 going to choose Luma demo and I can put in the description and I, yes, I鈥檓 an advertiser. So your choices there are whether you鈥檙e an advertiser or a publisher, but I鈥檓 an advertiser, I鈥檓 a brand. And so my industry is going to be retail in this case. My region is the United States. Here are the supported use cases and there will be additional use cases moving forward. And then you drag and drop your logo in here. It does need to be an SVG file so you can browse for it, or I will just drop mine in there with my very fancy schmancy blue shirt. And then I鈥檓 going to select an image for the company header picture. Maybe I want something with some blue in it. And so I鈥檒l go ahead and click that right there. And then I can go up to the top right here and click next. At this point, I need to set up the match keys or the match key that I鈥檓 going to use. If you want more information, you can click right up here and get more information about match keys. These are the IDs that you鈥檙e going to use to match with your collaboration partners. So for me, publishers, so I鈥檓 going to go down here, I鈥檓 going to select hashed email, and then I can go up here and just select complete. This organization was created successfully, and I am good to go and move on to the next step of referencing audiences, which we鈥檒l do in another video.
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