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Import and manage audiences

AVAILABILITY
ÃÛ¶¹ÊÓÆµ Real-Time Customer Data Platform (CDP) Collaboration is available to United States customers at this time, with global availability coming soon. Real-Time CDP Collaboration is currently unavailable to customers with . Contact your ÃÛ¶¹ÊÓÆµ representative for more information. Learn how to get started.

Audiences are specific groups of users or customers segmented based on various attributes. These enable advertisers and publishers to collaborate on targeted marketing and personalized experiences for more effective advertising campaigns.

Use this page as your go-to for understanding all the relevant metrics that you can view related to your audiences, as well as the workflow steps to import an audience into ÃÛ¶¹ÊÓÆµ Real-Time CDP Collaboration.

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Use the information in this screen to get all the information you need about your audiences, and the discover and overlaps screens to get insights regarding which of your audiences would work best for different campaign types, when compared with publisher inventory.
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What you’ll find on this documentation page:

Import audiences into Real-Time CDP Collaboration import-audiences

IMPORTANT
To import audiences, your user needs to be assigned to a role containing two Profile Management permissions - View Profiles and View Segments. For information about assigning the necessary permissions, refer to the audience importation guide.

Before you can share audiences with collaborators and run overlap calculations, the audiences need to be imported into Real-Time CDP Collaboration. To import audiences, follow the workflow steps in the section below.

My audiences screen before any audiences have been added to the org.

From the My audiences tab, select the Plus + symbol, and select Audience.

Select data connection select-data-connection

IMPORTANT
After connecting to your first data connection and importing your first audience, you can then select to import multiple audiences from this existing data connection. In this case, the workflow will take you directly to the select audience step, since all the prerequisite information from the other steps will be imported from the existing connection.

A data connection is the source of data from where you are importing audiences into Real-Time CDP Collaboration. For the first release of Real-Time CDP Collaboration, the only supported data connection is ÃÛ¶¹ÊÓÆµ Experience Platform.

Any settings such as identity mapping or scheduling that you configure for your data connection are applied to all the audiences imported from this data connection.

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There is a separate workflow where you can always view and edit all the data connections that you added in this step. Read more about managing data connections.

Select audience source screen showing options for AEP RTCDP, CSV File, Amazon S3, and Snowflake.

Select data source

In this step, you will choose the source of your audience data. The available sources include:

  • ÃÛ¶¹ÊÓÆµ Experience Platform: Select this option to bring in your audiences from ÃÛ¶¹ÊÓÆµ Experience Platform Real-Time CDP.
  • CSV File (Future release): Upload a CSV file containing your audience data for quick and straightforward data ingestion.
  • Amazon Web Services (Future release): Connect to your Amazon S3 storage to import audience data directly from your S3 buckets.
  • Snowflake (Future release): Use your Snowflake data warehouse to pull in audience data seamlessly.

Select sandbox

After selecting ÃÛ¶¹ÊÓÆµ Experience Platform as data source, you must select the sandbox which includes the audiences that you will be importing.

Select sandbox for importing audiences

Select Next after you selected the desired sandbox.

Governance policy and enforcement actions governance-policy-and-enforcement-actions

Next, you must make sure that the correct marketing actions are set on the imported data. You are also required to provide consent for data imported from Real-Time CDP to be used for data collaboration.

Use marketing actions to control which audience data to import into Real-Time CDP Collaboration from Experience Platform. The Data Collaboration marketing action supports C4, C5 and C9 data usage labels. The Data Science marketing action supports the C9 data usage label.

Read more about the C4, C5, and C9 data usage labels.

  • With the checkbox enabled, any data that is marked with the labels called out above in Experience Platform is excluded and is not brought into Real-Time CDP Collaboration.
  • With the checkbox disabled, there is no restriction on data from Experience Platform that can be imported into Real-Time CDP Collaboration.

Read more about data usage labels in the Experience Platform documentation:

Required marketing actions for data collaboration.

Provide details

Next, provide a name and a description for you to recognize this data connection in the future.

Map fields map-fields

Map fields screen showing source fields mapped to target fields.

In the map fields step, you can select how any identity fields for the profiles brought in from the data connection should map to the match keys that you selected in your organization.

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You can map multiple source fields to the same target field. For example, if you have email addresses in two separate fields in Experience Platform, you can map both of those to the Hashed email target field as two separate rows.

Source fields indicate how the identities are referred to in the source where you are importing data from.

Target fields indicate how the identities are referred to in Real-Time CDP Collaboration. The values that you can select here correspond to the match keys that you set up in the company onboarding workflow.

Use the Apply transformation option when you are importing non-hashed fields from your source. In this case, Real-Time CDP Collaboration will apply the hashing and transform the fields. The hashing almorithm used by ÃÛ¶¹ÊÓÆµ is SHA256.

Add as many mapping pairs as you need and select Next to proceed to the next step.

Schedule schedule

Schedule when to start and end populating and refreshing the audiences. The audience membership will be refreshed according to this schedule.

Schedule screen showing start and end dates for populating the audiences.

Select the refresh rate for the audiences. Available options are between one and six-day refresh rates.

IMPORTANT
Adjusting the frequency of audience updates will help manage the Audience Management credit activity, which is calculated per audience membership refresh. The impact of this may be less fresh data available for audience discover reports and audience sharing and activation.

Schedule screen showing different frequency intervals for updating audience membership.

IMPORTANT
After the end date in the date range, all audiences imported from this data connection will stop refreshing. To renew the connection, go to Manage data connection, and set a new end date.

Select audiences select-audience

After selecting the audience source, you will choose specific audiences to include. Use the search and filter options on the page to find the relevant audiences from your selected data source.

Select audience screen showing a list of available audiences with checkboxes to select them.

Review

Review all the configurations and settings before finalizing the audience addition. Ensure all details are correct and select Complete to finalize the process.

View audiences dashboard view-audiences-dashboard

After importing audiences into Real-Time CDP Collaboration, you can get information about them in a dashboard view. The default view in the My audiences page displays all audiences currently imported by your organization into Real-Time CDP Collaboration.

Audiences overview page showing all audiences imported by an advertiser

You can view the following relevant information about each audience:

Item
Description
Identities
Indicates the number of identities present in this audience. Note that if the same profile has two or more identities, and these identities are used as match keys in the project, then the profile will appear twice in the count.
Status
Indicates if the audience is active and can be used in projects. A Pending status indicates that the audience has just recently been imported and audience members are yet to populate. The imported audiences usually populate with profiles within 24-hours.
Source
Indicates the source where this audience was imported from. In the current release of Real-Time CDP Collaboration, ÃÛ¶¹ÊÓÆµ Experience Platform is the only supported source.
Data connection
Further drill-down information about where this audience was imported from. For example, when importing audiences from the Experience Platform source, the individual sandboxes that your organization has access to are considered the data connections.
Connection access
Defines whether this audience is private or public. Public audiences are discoverable in overlap reports and can be shared with collaborators.
Created
Indicates when this audience was imported into Real-Time CDP Collaboration.
Last updated
Indicates the last date and time when any aspect of this audience was updated.

Select Manage data connections to view and edit all data connections that you have set up.
Select the elipsis and Delete to remove the audience.
Select the elipsis and Edit categories to add different category tags to the audience. Get more information in the categories section below.
Select the audience name to inspect or edit individual audiences.

View individual audiences view-individual-audiences

The audience view reveals further information about your audience.

View and inspect individual audience.

Metrics that you can view in this screen are described below:

Item
Description
Status
Indicates if the audience is active and can be used in projects.
Source
Indicates the source where this audience was imported from. In the current release of Real-Time CDP Collaboration, ÃÛ¶¹ÊÓÆµ Experience Platform is the only supported source.
Data connection
Further drill-down information about where this audience was imported from. For example, when importing audiences from the Experience Platform source, the individual sandboxes that your organization has access to are considered the data connections.
Last updated
Indicates the last date and time when any aspect of this audience was updated.
Last updated by
Indicates the user who last updated this audience.
Created
Indicates when this audience was imported into Real-Time CDP Collaboration.
Created by
Indicates the user who imported the audience into Real-Time CDP Collaboration.

You can use two further controls on the page to edit or remove audiences:

  • Delete: Remove the audience from your inventory
  • Edit: Edit audience metadata like its name or description.

View and inspect individual audience.

Further information about the audience is available and partially editable in widgets below:

View and inspect individual audience.

Identities identities

This section indicates the number of profiles present in the audience with any of the identities that you specified when importing the audiences. The section also contains an identity breakdown so you can tell which identities make up the most of the audience population.

Categories categories

For easy audience organization, filtering, and retrieval, you can tag your audiences. You can tag an audience with multiple categories and then you can use these category tags to filter your desired audiences in the discover product area, when running audience overlap reports.

Connection access connection-access

Select if the audience should be private to you, or usable and discoverable in connections. The three available options are:

  • Public audience. These audiences are available for use in overlap reports and for sharing and activation in connections with any collaborators.
  • Private audience. These audiences are not available for use in overlap reports and for sharing and activation in connections with any collaborators. Though not available for collaborators to view or use, the population of this audience still contributes to the total population in the All audiences view in the discover and overlaps section. Change the setting to public or custom to use the audiences in connections with collaborators.
  • Custom audience. These audiences are available for use in overlap reports and for sharing and activation in specified connections only. Though not available for all collaborators to view or use, the population of this audience still contributes to the total population in the All audiences view in the discover and overlaps section.
IMPORTANT
Regardless of access status (public, private, or custom), the population of any audience contributes to the All audiences population in the Audience Discovery overlap analysis view.
The system-generated **All audiences** audience in the Audience Discovery overlap analysis is inclusive of audiences with all connection access statuses (public, private, custom). {width="100" modal="regular"}

Audience availability for use in projects with collaborators differs based on the connection access setting. You can always change the connection access from private to public, but you cannot change that setting back once an audience is shared with collaborators.

Metadata visibility metadata-visibility

NOTE
If your collaborator has all audiences set to private, the Relevant audiences view in audience insights will be blank. Read more.

Indicates which of the audience metadata information is visible to other organizations before they connect with your organization or within different project views.

Show identity count: This setting controls whether your partner can view identity counts for your audiences when viewing overlap reports in the discovery tab.

Side-by-side images with the show identity count option deselected and selected.

Show audience overlap %: When set to true, collaborators are able to discover overlap percentages between their audiences and the audience that belongs to you. For example, in the recording below, the audience agora-advertiser-aud3 has this configuration set to true and a collaborator can view overlap percentages with that audience. The audience agora-advertiser-aud1 has this setting set to false, so the collaborator cannot view overlap percentages.

Audience overlap percentage for two different audiences.

Next steps

After importing audiences, use the Connect section to discover publishers to connect with and start collaborating on projects.

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