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’s settings.
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’s first account, you’ll 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 configuring your account, you must first set up the account details. This requires you to add the following information:
- Add an Account name that clearly represents your brand.
- Add a Description about your brand. This is optional, but it helps other collaborators understand your brand better.
- Select your Role. You can select between Advertiser and Publisher. Read the roles guide to see similarities and slight differences in workflow between the two account role types.
- Select the Industry for your account. Some examples include Retail, Telecommunications, or Financial services.
- The Region is automatically set based on your ÃÛ¶¹ÊÓƵ Experience Cloud account. This cannot be changed at anytime.
- Add a Contact email for your account. This should be a team or role-based email address. Personal email addresses should not be provided.
- Upload a Logo for your account. Currently, SVG-type images are supported. This is optional, but uploading a logo helps to visually represent your brand in the Collaboration interface
- Select an image for your account header picture.
Set up match keys set-up-match-keys
Match keys, such as email addresses, device IDs, or customer IDs, help collaborators 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 audience profiles. Include any match keys that you can work with. Plan for the future and select the match keys that you anticipate you will be 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.
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.
There are three types of available match keys:
- First-party people IDs
- First-party device IDs
- Partner IDs
When ready, select Complete to finish the organization setup workflow.
Edit account edit-account
After setting up your account, you edit certain aspects and details of the account at any time. To edit your account, select Edit in the My account section of the Setup workspace.
You can now edit your account details, with the exception of the Role. Please note that the region is automatically set based on your ÃÛ¶¹ÊÓƵ Experience Cloud account and cannot be changed at any time.
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 accounts, you are ready to source audiences into Real-Time CDP Collaboration.