Please read the Onboarding your data article before this one.

Table of Contents:

Create a Collaboration with your Partners

Adding assets to your Collaboration

Demo data

Create your first match using Audience Builder

Using a ‘Link with’ Dataset

Segment or query audiences for insights

Using Segment Builder

Using the Query Tool and IQL

Read Next

Create a Collaboration with your Partners

Collaborations are the 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 specific Datasets 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.

When you create a Collaboration, you will be asked to define the roles of each party. Only the parties who have an 'Operator' role can leverage the shared assets to enable the use case. This is to ensure that clean room operations can be controlled by the relevant party. 

When you add assets to a Collaboration, you'll need to set up the permission levels for each of them to define how it can be used. Key permissions details:

• Permissions can not grant access to your Dataset
• You always remain in control of permissions for Datasets you own - you can remove a Dataset from a collaboration at any time
• If you add a Dataset or destination to a collaboration, your partners can't use them in any other context

You will be presented with a series of decisions, mainly, which attributes in your Dataset can be queried, and how your collaboration partners can use them.

You can read more about Collaborations in this overview article.

Adding assets to your Collaboration

Permissioning a Dataset

You will add a Dataset to your Collaboration to connect data and generate insights in the platform, and optionally to push data out of the clean room to a destination of your choice. Permissions also control whether the Audiences and Segments created by the connection between two or more Datasets can be used to create an export.

You can define which partners can use your Dataset for activation and what data can be exported. For example, an agency will need permission to use a brand’s Dataset if they want to push data back to the brand’s CRM or to third-party destinations like Meta or Google.

Permissioning a Destination

You will add a Destination if you need to export data out of the platform. The destination defines the location of the export. 

Create your First Match Using the Audience Builder

After you have created collaboration and have assets available, you are now ready to use the Audience Builder, which is a drag and drop tool that allows you to easily connect multiple Dataset together.

On the left hand side of the screen, you will see the Datasets available to you/your team (Data Sources), and when you click on one, you will see some information about the contents of the Dataset, including available keys and attributes (Dataset Statistics).

Then you can simply drag and drop your chosen Datasets into the main box (shown in blue above) and click Calculate. The platform will instantly show the volume of the intersection. 

To continue generating insights or activation segments you will need to give your audience a name and save it. 

Please note that until you hit Calculate, the platform will show a warning:

Using a ‘Link with’ Dataset

[Optional] If you and your collaboration partner don’t have a common identifier type like email or want to extend match rates, you can add another Dataset to the Link With section of Audience Builder. Here you can use an  Dataset containing 2 or more identifier types to match when two Datasets do not share a common identifier type or have a low match rate or overlap using an Identity Bridge partner. For example, if your Dataset contains only email and your partner’s contains only mobile advertising IDs, you do not share a common identifier type. By adding an Identity Bridge partner of emails and mobile advertising IDs to the Link With section, you can now match to your partner’s Dataset. Identity Bridge partners can also be used when common keys do exist to leverage their identity graph to maximize or increase match rates between parties. 

Don’t forget to press calculate to see the impact of a Link With Dataset. 

Segment or Query Audiences for Insights 

In the InfoSum Platform there are two core ways to further segment and refine your audience: the segment builder UI and the query tool. 

The segment builder is a powerful tool that can be used by business and technical users, but we recommend using the Query Tool if you have more than 25 attribute categories or your need to need to use complex boolean logic. 

Using Segment Builder

After your audience has been created, you can now refine your audience in Segment Builder. This is the section of the platform designed to define your segments before activating, or query using the attributes within an audience.

Within Segment Builder, you can create some basic visualizations based on the list of attributes available and filter your segment using attributes and their values (on the left hand side) to  see the number of matched records based on the filters used. 

Please note that filters in the Segment Builder are only using AND logic. To create segments that use other types of Boolean logic you will need to use our Query Tool (next section).

Using the Query Tool and IQL

To create segments with more complex logic, for example using nested operators, we recommend using InfoSum’s Query Language (“IQL”) in the Query Tool section of the platform. Loosely based on SQL, IQL enables you to perform the same actions as Audience Builder and Segment Builder, just using a command line instead of a drag-and-drop UI.

Here are some sample IQL queries.

Please contact your InfoSum representative if you wish to use the query tool as they will be able to advise and guide your queries.