Table of contents

Our platform

Use cases

A quick platform walkthrough

Gaining Access

Platform tasks

Getting Started product highlights

Level of effort

Read next

Our Platform

Our Platform provides the collaboration infrastructure enabling companies to leverage first-party data without any privacy or commercial trust risks that exist today. We differ from other solutions as there is no centralization or sharing of data. 

Advertisers, publishers, and data owners can work together to overlay their first-party data to understand the correlation between their audiences and develop strategic partnerships built on transparency and the safe isolation of data. 

Each company’s data is connected, normalized to a standardized schema, and published to a dataset (either a Bunker if provided by InfoSum or a Beacon if deployed in your cloud or warehouse) that never gets shared with anyone and only the Dataset's owner can access it. When a user permissions their Dataset to another company, multiple Datasets can be connected via a decentralized mathematical model, to retrieve aggregated insights without sharing the data directly. Permissions can be turned on and off, or changed at any time, so each party is always in total control of their data. 

Alongside the non-movement of data, differential privacy concepts are used throughout to make it impossible for anyone to misuse the system to re-identify an individual. 

Use Cases

Generate Insights

Instantly connect data silos both internally and externally for an enhanced and addressable view of your customer.

Translate identity across any environment

Seamlessly execute low-cost onboarding and ID crosswalks without sharing or copying your data to enable or boost match rates. 

Activate powerful targeting segments

Collaborate directly with your partners and platforms to harness the full potential of first-party data to create high-performing audiences using easy drag-and-drop self-service tools for maximum accuracy, reach, and scale.

Measure your campaign results

Quantify the true effectiveness of campaigns using privacy-first incrementality, reach and frequency, and advanced analytics.

A Quick Platform Walkthrough

Gaining Access

To gain access to our platform, please contact your Customer Success representative.

The platform does not offer self-registration, and you will need to contact our team to add or remove users.

Please read this help center article about account and user management.

Platform Tasks

Using the InfoSum data clean room can be divided into four distinct tasks - the links below provide an overview of each of the tasks with further useful links to how to documents on our support guide:

• Preparing your data
• Onboarding & publishing your data
• Collaborating with partners
  
   

Platform Tasks Flowchart

Introducing Bunkers & Beacons

Every data file intended to be used for analysis is uploaded to a secure and isolated cloud instance known as a Bunker. A copy of the original data goes through a process that maps it to InfoSum’s global schema and renders it pseudonymous. The data stored within an Insight Bunker never moves for analysis or activation.

Bunkers can be used to export data out of the platform given the right permissions. During the creation of a Bunker, at least one column has to be flagged as Export column and remain plain text. These columns must contain a unique ID that can be used to activate against.

To learn more about Bunkers, please read this article.

A Beacon is a Bunker that sits within your existing infrastructure. Beacons are native appa for data collaboration that are deployed in your own cloud or warehouse environment, delivering our ‘non-movement of data’ promise even before collaboration has taken place

To learn more about Beacons, please read this article.

Whether you are using Bunkers or Beacons will depend on the level of resources, integration, and volume of data that you have available. There is no significant difference in functionality.

Getting Started Product Highlights

Sidebar Navigation Menu

The main navigation menu can be found on the left-hand side of the screen.

Dashboard

The dashboard contains useful links and information to help you navigate the platform. 

You can find quick links, a list of your current published Dataset, and any Collaborations that you are involved in.

Data Management

This section helps you onboard data into the platform. First, you’ll have to create a Cloud Vault, which is a staging environment where you can connect files. Once the data is available you go through a normalization process that matches the data to our global schema and publish it to a Dataset. Once you’ve done this process once, you can create an automation for future updates.

Data management > Datasets page

You can find all your existing Datasets for a Cloud Vault in the Datasets page. This includes Dataset with published data to them (available for collaboration) as well as empty Datasets or Datasets where data is being prepared. You can see here the Dataset details, data it contains, set up automations, and mange and delete them. 

Collaborate > Collaborations

When you are ready to collaborate, you'll create a Collaboration with your partners where you can collect all the shared assets. Collaborations are the new command center that allows you to identify the parties and shared resources that are involved in a specific project and allows the collaborators to:

• Clearly identify the members of a collaboration
• Set simpler yet granular permissions for each Dataset and destinations
• Prepare all resources needed for the use case in one view
• Gain more visibility with query and activity logs

Once you’ve set up the parties and resources, the use case is executed using the standard platform tools such as the Audience Builder or Query tool.

Data > Audiences & Audience Builder

Once you are ready to collaborate and have accepted permissions from a partner, you can use the drag-and-drop UI in the Audience Builder to connect all the Datasets that you want to use for your clean room use case. Once you’re ready to generate insights or create targeting segments, give your audience a name and save it. You can find saved audiences in the ‘Audiences’ tab in the same section.

Segments > Segment Builder

Use the Segment Builder to further refine your audience using filters, and visualize attribute insights. On this screen, you can save segments or create activation segments that can be pushed out of the platform (provided that you have the right permissions to do so)

We also have a query tool for more complex insights and queries. 

Activate > Destinations

Once you’re ready to activate your audience, you can use our Destinations feature to define the location details of the activation endpoint of your choice and use it as the location where the activation data will be sent. 

Level of Effort

For each step and use case, we have outlined an estimation of the level of complexity and estimated timing to complete each step as well as the specific roles or resources that are suggested to execute.

Please note that each company’s account admin manages the role settings for individuals and teams. If you can’t see certain sections of the platform or perform a specific task, it may be that you don’t have the right role permissions to do so. 

Read Next

Ready to get started? Continue learning about how to Prepare your data