You can activate your first-party data from InfoSum to Adform.

To activate your first-party data from InfoSum to Adform you need to implement Adform’s self-service data ingestion process. Adform provides an S3 bucket that you can set up as your activation destination in InfoSum. You can then directly send the file with your activation segment and make it available in Adform. Adform also requires a taxonomy to be created - you have three options to do this, all of which are shown in this guide. Let’s see how.

Set up Adform as your activation platform

Create an S3 bucket

Contact your Adform Account Manager to get your S3 bucket access. You will receive an automatic email containing the following information:

• Username
• Bucket Name
• Password

If you have already done this and you have your S3 bucket details, please skip this step.

Build the taxonomy file

Adform DMP needs some information on the segments ingested to be able to manage them. To pass this information you have two options:

• Using Adform DMP UI
  You can decide to

• • Create taxonomy manually in the tab Audiences
  • Upload the taxonomy file. This can be done in DMP Settings > Building a Taxonomy File off the platforms Settings > Taxonomy > Import Audience Categories
• Using S3
  You should create the taxonomy file outside of the platform following the example below and then send it to the same S3 bucket used for the activation process. See Step 2 for more details.

If a new segment is pushed to S3 after creating and sharing the taxonomy file, a new taxonomy file should be uploaded.

The taxonomy file must be a CSV file with the following structure:

Where:

• RefID = this ID defines the segment in InfoSum. You can use whatever string you want, though we suggest using a name that reminds you of the aim of the segment. Make a note of this RefID as you’ll need it in the Activation Creation in InfoSum.
• Name = segment name.
• Ttl = time to live value, which stands for how long the cookie will remain in the segment (max 120 days).
  Frequency = how many times the user has to hit the Category to fall under the audience (typically, set to 1).
• Fee = CPM price for the segments (whether you are allowed to set the Fee depends on the DMP contract you have).
• Status = segment status, which can be 'active' or 'inactive'.
• Category = your data can be categorized as preferred (category and sub-category separated with '/'). Ask Adform for more details.
• Data Type = holds information about the data type assigned to an audience, the possible values are 1, 2, 3.
• UnifiedTaxonomyID = the ID of Unified Taxonomy. Ask Adform for more details.

Data activation in InfoSum

Create an activation Bunker

To export your audience segment out of InfoSum you’ll need to have an activation Bunker. If you don’t have one yet, you’ll need to set this up first. See creating a dataset for details.

When you are setting up your activation Bunker, please make sure that you select, as an output column, one of the IDs that the Adform ecosystem can currently ingest:

• Adform ID
• MAID
• First party ID*
• External ID*

*It needs a matching process to an Adform ID to make data activable into the Adform ecosystem.

There are two options for activation:

• You build the audience segment and use your activation Bunker, or
• You give permission to a partner to build a segment and use your activation Bunker.

Option one: you build the audience segment and use your activation Bunker

Step 1: Create your activation segment

Using Segment Builder

For more information on how to create a segment, see using Segment Builder.

Once the segment is created, select New Activation from the menu on the top right corner. Choose the dataset you want to use for activation, the output column you want to export and add a Campaign ID to identify your campaign.

Select the Add a column of string values to your output data option to easily build the CSV file as required by the Adform ingestion process.

Add a Column Name, and a Column Value. Here you must use a segment identifier of your choice, which could be the segment name. What you define here is the same value you must use as RefID in the taxonomy file. For this reason, we suggest using RefID as Column Name (although the activation works with any string). Make a note of the Column Value defined here as you need it in the next steps.

Select Tab as the Column Delimiter and click Submit.

Using the Query Tool

For more information on how activation queries work, see activation query.

To write an activation query, go to the Query Tool and select Activation as your query type. Under the Query Text box you can see the Settings, check the Add a column of string values to your output data option to easily build the CSV file as required by the Adform ingestion process.

Follow the same naming convention as above, select Tab as the Column Delimiter, and click on Create Campaign.

Following the previous rules, both for segment or activation query option, allows you to build a CSV file where each line should be in the following format:

User123 <TAB> HighSpenders

Step 2: Connect your Adform S3 bucket to your activation Bunker

Go to the Activation tab under Activate and select the campaign you created for the data activation. At the bottom of the page, you will see a box containing three menu tabs - Details, Export Configuration and Export History. Select Export Configuration and use the slider to enable the connector “Amazon S3 with access key”. Please reach out to support@infosum.com if you cannot see this connector.

Fill out the form using the S3 credentials received via automatic email. You can find more information on how to fill out the form here. Ask your Adform contact for the AWS Region, Bucket Name and Destination Path.

Please be attentive to the correct spelling and punctuation when completing all fields:

• AWS region: shared by Adform
• Bucket Name: shared by Adform
  No leading S3 identifier, e.g. "bucket-name" not "s3://bucket-name"
• Destination Path: shared by Adform
• Prefix must be in the following format:

dt={yyyymmdd}/

Where yyyymmdd is a timestamp of when you send the file to your S3 bucket

• Destination Filename must be in the following format:

PublisherName_AdvertiserName_CampaignName_SegmentName.csv

Your Destination Filename could look similar to: Publisher_Advertiser_Christmas_HighSpenders.csv

Click on the Save button. Then click on the Activate button to push the data to the selected destination.

Option two: you give permission to a partner to build a segment and use your activation Bunker

If you want to allow another partner to reference your dataset and use your activation Bunker for activating data, you need to create an Activation permission. When you create permissions, you define how another party can use your dataset. You can see here how InfoSum Permissions work.

Step 1. Create an activation permission

First of all, you need to create an activation permission for your activation Bunker that allows your partner to reference your dataset. You can see how to create activation permissions here.

Step 2. Share the activation dataset name with the partner

The partner will need to know the name of the activation dataset, this will be required to insert both if they build a segment to activate or if they run an activation query.

Step 3. Share the S3 credentials with the partner

Please follow your organization's process to share information with a third party.

Step 4. The partner creates the activation segment and pushes it to the S3 location

As described in option one above.

Verify that Adform is ingesting data correctly

You can verify the connection is ready and receiving data directly in Adform by verifying the status of the Audience pushed.