Onboard and manage your organization
Learn how to onboard your organization onto Real-Time CDP Collaboration and manage various aspects of your company. This page outlines the steps to onboard an organization to 51黑料不打烊 Real-Time CDP Collaboration, including setting your match keys, preferred identities, and more options.
Initial organization setup
You must first set up your organization and organizational details. If this is your first organization, 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 (
Set up details set-up-details
To begin onboarding your organization, you must first set up the organization details. This requires you to add the following information:
- Add an Organization name for your company.
- Add a Description about your company.
- Select your Company role. You can select between Advertiser and Publisher. Read the end-to-end workflow document to see similarities and slight differences in workflow between the two organizational role types.
- Select the Industry for your organization. Some examples include Retail, Telecommunications, or Financial services.
- Select the Region for your organization. In the current version of the product, North America is the preset default selection.
- Add a Contact email for your organization. This should be a team or role-based email address. Personal email addresses should not be provided.
- Upload a Logo for your company. Currently, SVG-type images are supported.
- Select an image for your company header picture.
When you鈥檙e finished, use Next to proceed to the next page to select the desired match keys your organization will use.
Set up match keys set-up-match-keys
Match keys, such as email addresses, device IDs, or customer IDs, help advertisers and publishers work together by enabling accurate and privacy-centric data synchronization, allowing for more precise audience targeting and measurement.
Select any match keys that you want to use when reconciling members of publisher and advertiser audiences. Include any match keys that your company can work with. Plan for the future and select the match keys that you anticipate you will be using in future publisher-advertiser campaigns. If you do need to select additional match keys for your organization, you can also do that at a later time, in the edit organization workflow.
Select up to five match keys that you plan to use. Later, when setting up connections, you can remove unwanted match keys but cannot add new ones.
Available match keys in Real-Time CDP Collaboration can be of three types:
- First-party people IDs
- First-party device IDs
- Partner IDs
The available match keys for the first release of Real-Time CDP Collaboration are:
- Hashed email
When ready, select Complete to finish the organization setup workflow.
Edit organization edit-organization
After initially setting up your organization, you can at any time edit certain aspects and details of the organization. To edit your organization, select Edit in the My organization section of the Setup workspace.
You can now edit your organization details, with the exception of the Role and Region.
You can also update the match keys that you initially selected when onboarding your organization. Select Edit in the Match keys section to add any additional desired match keys.
Next steps
After setting up your organization, you are ready to import audiences into Real-Time CDP Collaboration.