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Configuring and exporting to a DV360 - Customer Match destination

Intro

Important note
This functionality isn't available as standard to all users. Please contact your InfoSum representative to learn more about how to gain access.

Customer Match pre-requisite

Before configuring anything within the InfoSum platform, you must link InfoSum as a Customer Match Upload partners within your DV360 account. Please follow the steps outlined by Google here.

Once done, you can use a DV360 - Customer Match destination to:

  • Export a new custom audience/update an existing audience to a DV360 - Customer Match destination using an owned activation dataset.

Once a destination is created, you need only provide run time variables to push an activation file to a remote resource. Saved destinations are available to all users in your company and can be reused indefinitely. Destinations are similar to push connectors, but destinations do not require you to re-enter location information each time data is exported. Destinations are currently only compatible with owned activation datasets.

Important Google Update

Please note that as of 6th March 2024, Google has introduced new EU consent policies to their Audience Partner API. Click here for more information. New consent fields must be completed in order to push your data to Google customer match destinations. Users outside of the European Economic Area (EEA) will still need to complete these fields in order to send their data to Google but restrictions may differ.

 

Creating a DV360 - Customer Match destination 

First, select the Destinations tab under Activate and then click Create a New Destination. 

The form below appears when you select DV360 - Customer Match as your destination type and the following fields need to be completed:

  1. Destination Type: Select DV360 - Customer Match.
  2. Name: Identifies the destination
  3. Description: A free-text explanation of the destination

DV3601.png

Once completed, press Next.

Adding DV360 - Customer Match connection details

Use destinations to create a connection between the InfoSum Platform and your DV360 Advertiser account.

The above form contains the following fields:

  1. Action
    • Create, Create new audience
    • Append, add new records to an existing audience in DV360
    • Remove, remove records from existing DV360 audience
  2. Audience name 
    • Audience description (Optional)
    • Mobile application unique identifier (Optional)
  3. DV360 Advertiser ID, your DV360 platform ID to push
  4. Optional setting of TTL for audience

You can toggle the action field, the DV360 advertiser ID field and the TTL field to be editable at push time if you wish and then click Submit to save the destination.

Note: Google requires the add and remove functions to be separate actions and not submitted together in a single push to DV360. You will need to create separate destinations for adding and removing records to an audience.

The saved destination is stored in the Platform’s Destinations page and can be selected in the Activations tab when pushing an activation file to a remote resource. The destination can be reused and is available to all users in your company. 

For details of how to export your audience to a DV360 - Customer Match destination, see Exporting results to a destination and DV360 export configuration fields.

Exporting results to a DV360 - Customer Match destination

After creating an activation, you can export activation query results to a preconfigured destination. This allows you to export data to a location without re-entering your destination configuration and security credentials. 

You can activate results to a file using either Segment Builder or the Query Tool. Go to the Activation tab under Activate, where you will see some information about the campaign and its status. The total rows give you an insight into the size of the file before pushing it to the destination.

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At the bottom of the page, you will see a box providing more details on the campaign, such as the query used and the name of the output column. There are three menu tabs within this box - Details, Export Configuration and Export History. 

Once you've exported the results, the details and status will be viewable under the Export History tab. 

Switch to Export Configuration and select Destination. Contact your Customer Support Representative contact if the Destination option does not appear.

hc_screen_capture_661.png

Select your newly created DV360 - Customer Match destination from the list or click Create New to create a new destination. For tutorials on how to create destinations, please see How to create a destination.

Depending on the selected destination type, you may need to enter run-time details in the export configuration fields, as described in the tables below.

DV360 - Customer Match export configuration fields

Field Name

Description

Destination

Select a saved DV360 - Customer Match destination

Action

Choose one of the following:

  • Create a new segment
  • Add to an existing segment
  • Remove from an existing segment

Audience Name & Audience Expiry

If creating a new audience, enter the name of the audience that you are creating with this export and choose an expiry for your audience.

Audience ID

If adding/removing from an existing audience, copy and paste the audience ID (found within your DV360 account) into the audience ID field.

Customer List type & My Dataset Mapping column

Select the data you have chosen to export, either Mobile IDs or Contact information. Then map the column heading in your dataset that you want to map to a DV360 - Customer Match dataset column heading. Click Add Another for each column to be added.

DV360 Mapping Dataset

Select a DV360 - Customer Match dataset column to map your column to. InfoSum supports the following DV360 - Customer Match columns:

  • Email
  • Mobile Advertiser ID (MAID) alongside App ID
  • Phone number & Country code
  • First name
  • Last name
  • City
  • US State
  • Zip / Postcode

Note:

  1. You must specify one of the following within your DV360 - Customer Match activation (all other columns are optional.):
    1. Email, or
    2. MAID, or
    3. Phone number and Country Code (include + symbol)
  2. You must ensure that each field is formatted correctly as per Google's requirements here.
  3. When sending MAID's, it is important to note that IDFA and AAID must be split into separate columns upon data upload to the InfoSum platform as Google require them separately.
  4. You cannot combine MAID's with any other ID

Consent status for the user sending the data to Google

Confirm if the person sending the data to Google has the appropriate consent to be able to send the data to be used for advertising purposes. Choose from granted/denied/unspecified.

Consent status for the data to be used in ad personalization

Confirm that all users in the data to be exported have consented to their information being used for personalized advertising. Choose from granted/denied/unspecified.

 

Note: If you are unsure if the data you are sending is consented, please check with the data owner first. Customers sending data being used in the European Economic Area (EEA) will not be able to send data unless consent has been granted for both fields.

 

When you have completed the required fields, click Export to Destination. Selecting this button begins the file stream.

 

Additional Information

  1. Google require a minimum of 1000 users per DV360 - Customer Match audience.
  2. Google have a maximum DV360 - Customer Match audience size of 5M records.
  3. If opting to send a multi value key column, please ensure that you select to flatten the output when saving the activation segment (this must be done via IQL query tool).
  4. You can find your InfoSum uploaded audiences within the Audiences module of your chosen Advertiser account.

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