Connect with advertisers or publishers
Before collaborators (typically an advertiser and a publisher) can work together on campaigns, they must establish a connection. This connection allows them to activate audiences, create projects, and run reports on campaign performance.
High-level workflow
To establish a connection between an advertiser and a publisher, the following steps are required:
- 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.
After the invite is sent, you can preview (but not edit) the connection settings. View pending invites in the My connections tab. The connection status appears as 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.
Advertiser connection settings advertiser-connection-settings
After your collaborator accepts the connection, set up the connection settings. These settings define your collaboration terms, including the use cases you鈥檒l work on, the match keys for projects, and other configurations.
To begin, 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 options. To customize them, select Edit in the Use cases section and turn off any you don鈥檛 want. Selected use cases determine which views and options are available within your projects.
Match keys are prefilled with the ones you selected while setting up your organization. You can toggle off any match keys you don鈥檛 want to use, but you can鈥檛 add match keys that weren鈥檛 selected during organization setup.
Use the credit split section to determine which of the two collaborating parties will cover the costs for the activities. Credit split options are determined by the selected use cases for the connection. While the Measurement use case requires one party to cover the costs, the Activation - Matching use case gives an additional option to have each party cover their own costs. For information on the breakdown of costs, read the credit activity types guide.
| note note |
|---|
| NOTE |
| Audience - Egress is always covered by the the collaborator that receives the audience, therefore no selection is required. |
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 selections, select Submit to send the suggested settings to your collaborator for review.
Publisher connection settings publisher-connection-settings
The publisher then needs to review the connection settings and either accept or reject them. To review the connection settings, navigate to My connections and select Review connection settings in the connection card.
Review the settings the collaborator has proposed. Before accepting the connection settings, you must acknowledge that a legal agreement is in place between you and the collaborator. Additionally, you can add any advertiser names by which the advertiser is known to you in your systems.
As a publisher working on the connection settings, you can select to add any advertiser names by which the advertiser is known to you in your systems. As a publisher, you can add multiple advertiser names to a connection, for example, in cases where the advertiser you work with has a presence in multiple geographies. Later in the process, when creating a project to collaborate on, you or your collaborator will be able to select the advertiser name to associate with the project.
Here鈥檚 how the advertiser name selection works when creating a project:
- No advertiser name set: If no advertiser names are added, Real-Time CDP Collaboration defaults to using the advertiser鈥檚 name as the advertiser name.
- One advertiser name set: If a single advertiser name is added, Real-Time CDP Collaboration automatically uses that name as the advertiser name for the project.
- Multiple advertiser names set: If more than one advertiser name is added, you or your collaborator can select any of the provided names when creating the project.
If you are satisfied with the proposed connection settings, select Accept to establish the connection. If you want to request changes to the connection settings, select Reject. The collaborator can then revise the connection settings and resend them for review.
Delete connections delete-connections
You can delete any connections with collaborators that you do not want to continue working with. To delete existing connections, navigate to Connect. Advertisers should then navigate to My connections. Select View connection on the connection card to open the connection you want to delete.
Select the delete icon
A confirmation dialog appears, asking you to confirm the deletion of the connection. Select Delete to confirm the deletion.
Next steps
After establishing a connection with your collaborator, you and your collaborator can now create projects.