Onboard and manage 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 ÃÛ¶¹ÊÓƵ 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. Navigate to Setup in the left rail, select the + symbol in the upper right corner, and select Account.
The workflow to set up your organization includes the two pages below:
Set up details set-up-details
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Add an Organization name for your company.
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Add a Description about your company.
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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.
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Select the Industry for your organization. Some examples include Retail, Telecommunications, or Financial services.
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Select the Region for your organization. In the current version of the product, North America is the preset default selection.
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Publisher-only: When setting up a publisher organization, you must read and acknowledge that you will be discoverable by advertisers in the publisher catalog.
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Upload a Logo for your company. Currently, SVG-type images are supported.
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Select an image for your company header picture.
When satisfied with your selection, use Next to proceed to the next page and select the desired match keys that your organization should 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 view.
At this point, you are able to update the organization name, description, logo, and organization profile picture.
You can also update the match keys that you selected initially when onboarding your organization, as well as the minimum threshold for identities corresponding to match keys to be visible and usable in audience overlaps and other product areas. Select Edit in the Match keys tab to add any additional desired match keys or update identity thresholds.
Next steps
After setting up your organization, you are ready to import audiences into Real-Time CDP Collaboration.