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Create a project in Real-Time CDP Collaboration

Learn the basics of creating projects in Collaboration, including a brief look at discovery, activation, and measurement.

Transcript

Hey, everybody, this is Doug. In this video, we’re going to talk about projects in ÃÛ¶¹ÊÓÆµ Realtime CDP collaboration. And here we are in our projects. But this kind of means that we have, first of all, done some of the setup, right? If I click there, get to the setup and you’ve set up the organization and you’ve referenced your audiences and data connections, etc. You’ve also then connected with publishers or connected with partners in here. And now that you’ve set that all up, you really kind of want to jump in where the rubber meets the road and start working with projects where you will really start to collaborate on marketing campaigns, advertising campaigns, etc. So to create your first project, you’ll go over here to the right and hit the plus, create a new project. You will select your collaborator. In this case, I’ll just choose TV tube.

It’s showing my name as the advertiser there, which you can also see up there at the top. And then you can name this project and give it a description and then you can select an image for a little background for your project. For example, you know, I can say maybe all of my projects. I like to choose the blue wave so you can jump into the UI and see these ones really quick.

So that’s the real quick basic setup of your project. We go ahead and cancel this for a moment because we have a bunch of them and I’ll click into this because then after you’ve created one, you’re going to go in and be able to use one or more of these different modules at the top for discovery, activation and measurement. So let’s just take a minute to talk about each of these and then in other videos or even in the documentation, you can go deeper and learn more about them. So let’s just jump into discover where we will be able to compare audience overlaps, OK, overlapping identities between your audiences and your partner’s audiences or in this case, the publisher audiences. So you can leave it on all audiences or you can limit that to specific audiences on your side or on the publisher side here. You’ll be able to see the more relevant audiences and thumb through those. And even as you scroll down, you’ll be able to see some of the metrics on how each of the publisher audiences overlap with all of your audiences. So anyway, you can change that right there. But just to kind of really, you know, as it says, discover how your audiences overlap with your partner. OK, let’s go to activate. See, we’ve got one activation here set up. So if we go over to the plus here again, we’re going to do plus and activate and you’re going to be able to choose the audiences either, you know, selecting one here. You can go to browse where you can select one or more audiences that you will then activate to your partner and you’ll be able to, you know, set the frequency, have this set right now on once and on this date. And you’ll be able to then make those changes as needed.

And then lastly, the measurement. And you’ll see as we click into here, we have some basic measurement here on impressions and reach. And there’ll be lots more coming in this area as we move forward. But you’ll be able to see and measure the effectiveness, for example, of your campaigns in here and make decisions based on that. So, again, you’ll be able to use one or all of these modules to help in your collaboration with your partners.

Hopefully this gets you started with working with projects. And again, we’ll go deeper in other videos. Take care.

For more information, visit the documentation.

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