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

To activate first-party data from InfoSum to ActionIQ, you need to implement a new data ingestion pipeline into ActionIQ. ActionIQ provides an S3 bucket that you can set up as your activation destination in the InfoSum platform. You can then directly export the file with your activation segment and make it available in ActionIQ. Let’s see how.

Set up your S3 bucket

Please contact your ActionIQ Professional Services team to set up access to your S3 bucket. You'll need to provide an AWS IAM user ARN to give access to. If you already have this set up, please skip this step. Keep the credentials on hand as you’ll need them later in this process.

Prepare for activation in ActionIQ

Before activating data from InfoSum, your ActionIQ Professional Services team will need to set up a new pipeline to automatically ingest the audience segment data. You'll need to align on a few requirements:

• Which user keys are you planning to activate from InfoSum?
• How frequently do you plan to activate audiences to ActionIQ?

Once the pipeline is configured, you're ready to start activating audience segments from InfoSum.

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 setting up your activation Bunker, please make sure that you select one of the identifiers that join back to your customer’s user profiles in ActionIQ, such as email address, mobile ID or first party ID.

Now that you’ve prepared your activation Bunker, it’s time to activate your segment either using Segment Builder or the Query Tool.

Using Segment Builder

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

Once the segment is created, click New Activation on the top right corner of Segment Builder. 

Choose the dataset you want to use for activation, the Output data column you want to export and add a Campaign ID to identify your campaign within InfoSum.

Set the Output data column label to “user_id” to rename the output data column name of the key when it is exported from the activation Bunker.

Select Add a column of string values to your output data, set the Column Name to "date,segment_name" and set the Column Value to today’s date and preferred segment name that you want to activate to ActionIQ. The date should be in the format YYYY-MM-DD. The segment_name is the string that our users can filter on in ActionIQ Audiences. This will also be the same value for all users in an audience file. For example, a segment of high lifetime value customers activated today could be represented as:

2022-02-10,high_ltv

Set the Column Delimiter to comma and click Submit. You’re now ready to connect your S3 bucket to your activation Bunker.

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 box for Add a column of string values to your output data to easily build the CSV file as requested by the Action IQ ingestion process. Set the Column Name to “segment_name” and the Column Value to the corresponding preferred segment name.

Next, check the box for Override queried column headers with new headers (please contact your Customer Success Representative if override queried column headers are not available). Set the Header to override to the header name of the activation dataset and key that will be exported, for example, “DemoActivation.email”.  Set the New Column header to "user_id".

Set the Column delimiter,  add a Campaign ID to identify your campaign, and click Create Campaign. You’re now ready to connect your S3 bucket to your activation Bunker.

Connect your S3 bucket to your activation Bunker

After building the segment, you must connect the results with the ActionIQ S3 bucket.

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. Switch to Export Configuration and use the slider to enable Amazon S3.

Fill out the form with details of the ActionIQ S3 bucket credentials obtained earlier when preparing for activation. You can find more information on how to fill out the form here.

Please set your destination filename using the following format:

 infosum_<userIdType>_<segmentname>_<date>.csv

For example: infosum_email_high_ltv_2022-01-31.csv

Note: ActionIQ suggests using only alphanumerics and dashes in the segment name that’s included in the filename.

How ActionIQ will read this file

ActionIQ will retain only the most recent audience membership per segment. This means if you use the same segment_name with multiple files, the new file will overwrite the previous segment membership.

Verify that ActionIQ is ingesting data correctly

ActionIQ suggests users should wait up to 1 hour from the time an audience is activated from InfoSum to the time it will be available in ActionIQ. You can confirm the audience is available based on the Last Materialized date of the table on the Data Collections page.