Integration

Activate segments and profile attributes

Last update: 2025-02-14
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  • Intermediate
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Learn how to activate segments and profile attributes from Adobe Real-Time Customer Data Platform to Adobe Target to display real-time personalized content in your websites, mobile apps, and other digital properties. For more information, see the Activate audience data to profile request destinations documentation.

 Transcript

Hi, it’s Daniel. And in this video, I’m going to show you how to share segments and profile attributes from Adobe Realtime Customer Data Platform to Adobe Target and custom personalization destinations. Let’s start by creating a segment and experience platform. I’ll go to the Segment Builder and select Create Segment. Segments default to batch evaluation, which is the slowest method. So let’s start our segment definition by selecting Edge Evaluation. When someone visits your website or mobile app with platform web or mobile SDKs implemented, their event data is sent to the platform edge network, where their profile can be evaluated for qualification into these edge segments for same page and next page personalization. OK, so I’ve defined my segment, and I’ll save it. When saving a segment, there are a few messages you might encounter. You might see this message if you’re not using the correct merge policy. You can see the merge policy a segment uses by selecting the gear icon. And this merge policy must be set to active on edge. That’s covered in a configuration video. Segment definitions that are too complex for edge evaluation might result in an error like this. There’s a great piece of documentation that spells out all the types of segments that qualify for edge evaluation, which you might want to review if you encounter this message. I’ll close this segment and activate to my target destination. This workflow is the same for custom personalization destinations. Next is the mapping step. Here’s where you can select profile attributes to send to the destination. So this is sending actual info from the profile, like first name is Daniel, individual attributes like that. So you can select any attribute by either typing it in or selecting the icon to open a dialogue, and then you can select the field. These attributes will be sent to the destination only for people who qualify for one of the segments shared to it. So in my example, only for people who have more than 100,000 loyalty points. So what you might want to do if you want to share these attributes for as many visitors to your site as possible, create a very basic segment that almost everybody is going to qualify for, and then you’ll get the attributes. So once I’m done, I click Finish to complete my segment and profile sharing. One screen you might run into at this point is for a data governance policy violation, which looks something like this. It means your segment or profile attributes contain fields which aren’t allowed for use with this destination according to the governance defined by your privacy stewards. It’s there to help you use your company’s data appropriately, and you’ll need to work with your colleagues to figure out if there’s a path forward to share that segment to your destination. The last thing I want to share with you is how to update the destination. It’s easy enough to add or remove segments. You’ll figure that out on your own, but it’s not as obvious to add or remove attributes that you’re sharing. If you add a new segment, you’ll go to that mapping step again. But what if you want to modify the attributes without adding a new segment? So to do that, open the destination and select View Data Flow. Then under the three dots, select Activate Segment. So you’ll see your segment list, and then just click Next, and that will take you to the mapping step. And you can add or remove attributes and complete the workflow. All right, so have fun sharing segments and profile attributes to Adobe Target and your custom personalization destinations.

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