Connect with advertisers or publishers
Establishing a connection between two parties of a collaboration (most commonly an advertiser and a publisher) is the prerequisite in Real-Time CDP Collaboration to companies working together on campaigns. Publishers and advertisers alike can set up connections. Whichever party initiates the connection will afterwards be the connection owner.
High-level workflow
At a high level, to establish a connection between an advertiser and a publisher, the workflow looks like below:
- The advertiser browses publishers and discovers one that they would like to work with
- The advertiser sends a connection invite.
- The publisher accepts the invite.
- The advertiser sends connection settings including match keys and others. These connection settings represent the in-product terms of the collaboration.
- The publisher accepts connection settings. If desired, the publisher can reject the initial connection settings and request that the advertiser submits revised connection settings.
Once the items above are completed, the collaborators can proceed to create a project to run overlap reports and kick off advertising campaigns.
Send invite send-invite
To set up a connection, select Connect when browsing the publisher inventory in the discover publishers screen.
At this point, the invite is out and you can preview the connection settings, but cannot edit them. You can view the pending invite in the My connections tab. The status of the connection is Invite sent.
Once the collaborator accepts the invite, you can configure the connection settings and send them to the collaborator to review and accept.
Connection settings connection-settings
After the invite is sent, you can preview the connection settings. The invite must be accepted before you can finish setting up the connection.
Once the connection is accepted by your collaborator, you can now start setting up the connection settings for the connection. The connection settings define the terms of your collaboration, such as the use cases that you will accomplish together, the match keys that you will use in projects, and more.
To set up and share connection settings with your collaborator, navigate to My connections. For any connections with the status Pending, you can select Set up connection to configure the connection settings.
You can edit and define the fields below:
Use cases are prefilled with all available use cases. You can choose which use cases your connection will use by selecting Edit and toggling off any use cases you do not want. Selected use cases will affect which views and options are available within your projects.
Match keys are prefilled with the ones that you selected at your organizational level. You can toggle off any match keys that you do not want used in this connection, but you cannot add any match keys that were not selected when setting up the organization.
Use the credit split section to determine which of the two collaborating parties will cover the costs for the activities.
Before you can proceed with this connection, you must acknowledge that a data sharing agreement between the two parties exists.
After you have made your selection, select Submit to send the suggested settings to your collaborator for review.
If you are receiving proposed connection settings from your collaborator, you can either Accept or Reject those settings. Before accepting the connection settings, you need to acknowledge and confirm that a legal agreement is in place between you and the collaborator. If you are rejecting connection settings, reach out to your collaborator outside of the product and discuss how they should revise the connection settings for you to accept them.
Delete connections delete-connections
You can delete any connections with collaborators that you do not want to continue working with. To delete existing connections:
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Navigate to Connect > My connections.
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Select View connection on the connection card to access the connection that you want to delete.
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Select the delete icon
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Confirm the deletion by selecting Delete.
Next steps
After establishing a connection with your collaborator, you and your collaborator can now create projects.