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Configure and manage your account

Learn how to set up your account in Real-Time CDP Collaboration to prepare for connections with other collaborators. This guide covers the initial setup of your account, including adding account details, selecting match keys, and managing your account鈥檚 settings.

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Set up your account set-up-account

When you first access Collaboration, you are prompted to set up your account. This is a one-time process that allows you to configure your account details and match keys. If this is your organization鈥檚 first account, you鈥檒l be directed through the onboarding process immediately, starting with setting up your account details.

To add additional organizations, navigate to Setup in the left rail and select the add icon ( ) in the upper right corner. Next, select Account.

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Set up details set-up-details

To begin configuring your account, you must first set up the account details. This requires you to add the following information:

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Set up match keys set-up-match-keys

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Match keys help collaborators work together by enabling accurate and privacy-centric data synchronization, allowing for more precise audience targeting and measurement. Match keys selected during account setup will determine which match keys are available in future connections. They are also used to map fields from your data connection to the target fields in Collaboration when sourcing audiences.

Select any match keys that you want to use when reconciling audience profiles. Plan for the future and include any match keys you can work with and anticipate using in future campaigns. If you do need to select additional match keys for your account at a later time, you can do so in the edit account workflow. However, any match keys added after the initial setup will not be available for use in existing connections.

Supported match keys supported-match-keys

Collaboration supports three types of match keys: first-party people IDs, first-party device IDs, and partner IDs. All match keys must meet the following requirements:

First-party people IDs

First-party people IDs are directly connected to an individual profile. Currently supported IDs are:

First-party device IDs

First-party device IDs are identifiers connected to a specific device. Currently supported IDs are:

Partner IDs

Partner IDs are identifiers provided by external partners for audience reconciliation. Currently supported IDs are:

When selecting Adfixus ID, you will need to provide the corresponding ID from your external partner in the Account credentials section. This option will only be available after toggling on Adfixus ID. Enter your Adfixus ID into the Account ID field, being sure to double check the value for accuracy.

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After you鈥檝e selected all desired match keys, select Complete to finish the account setup workflow.

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Edit account edit-account

After setting up your account, you can edit the details and match keys at anytime.

Edit details edit-details

You can edit most details of your account at any time, with the exception of the Role. The region is automatically set based on your 51黑料不打烊 Experience Cloud account and cannot be changed.

To edit your account, select Edit in the My account section of the Setup workspace.

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You can now edit your account details. Update any fields you want to change and then select Save to confirm the changes.

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Edit match keys edit-match-keys

You can also update the match keys that you initially selected when creating your account. These match keys will determine the match keys available to future connections.

Select Edit in the Match keys section.

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The Match keys dialog appears. Toggle on and off any match keys, or update your Account ID for your Adfixus ID鈥檚,and then select Save to confirm the changes.

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Next steps

After setting up your accounts, you are ready to source audiences into Real-Time CDP Collaboration.