Survata Integration Overview

Segment Submissions

Overview

Like any other execution system in the Salesforce Data Management Platform, you can also send segment data to Survata. The primary supported use case for sending segment data is survey targeting. By using segments to target the surveys, you can ensure a more efficient survey recruitment against your desired target audience.

Details & Cost

You can build segments with 1st, 2nd, and 3rd party data, and targeting CPMs apply just the same as if you activated a segment on a DSP. Survata is responsible for providing reporting through our integration.

Pre-requisites

Survata must be enabled as an activation partner in your account before you can start sending data. Depending on the terms of your contract and how many execution systems are already configured, there may be a cost associated with this. To get this setup, please reach out to your Salesforce DMP account lead, or file a ticket in Zendesk. This process can take up to two weeks depending on the integration request queue.

 

Ad Exposure Data Feeds

Overview

In some cases, you may not wish to deploy the Survata tag on your media directly to execute an ad effectiveness study. In these cases, you can use the Salesforce DMP extended data feeds to provide Survata with information on ad exposure. This way, you do not have to deploy any additional pixels other than the Salesforce DMP pixel, and Survata can still deliver surveys based on advertising control and exposed groups.

Details & Cost

There is no additional cost for this solution. However, it is important to understand that this model requires us to give Survata exact copies of your extended data feeds. Because this is your data, we require that you give your Salesforce DMP account manager, and Survata direct consent before we turn this on. Consent can be provided via email, but it must be documented before we can move forward.

Pre-requisites

To start this, you must have the following enabled in your Salesforce DMP account:

  1. Extended data feed (cost associated)
  2. Marketer tags deployed (cost associated)

If you do not have either of these, please reach out to your Salesforce DMP account lead so that Change Orders can be executed. Change Orders can take many weeks, so please consider your timelines.

Once you have all pre-requisites addressed, please reach out to your Salesforce DMP account lead so that they can file all appropriate tickets to get the data feeds setup. This process can take up to two weeks depending on the integration request queue.

 

Survey Results Segment Ingestion

Overview

Once you have executed Surveys with Survata, you likely want to ingest that data back into Salesforce DMP. Once you have data back into Salesforce DMP, you can retarget and perform additional analytics against survey respondents.

Details & Cost

Currently, we have two methods for ingesting data back from Survata.

  1. Platform Segments + Provisioning
  2. First Party Import

Both of these models will support data back to Salesforce DMP, but should be used differently depending on your use case.

 

Survata Platform Segments

The preferred and recommended method is to use platform segments via Survata. In this model, Survata will bring segments into the platform and transfer them to your Salesforce DMP account. These segments will show up as attributes within the segment builder of your Salesforce DMP account. 

First Party Import

In cases where you want to ingest more granular data at an attribute level, we recommend using first party imports. In this model, Survata will provide the dataset directly to an S3 folder on your behalf which Salesforce DMP can configure for first party imports into your DMP account. The only cost implications for this model on the Salesforce DMP side are DCEs and configuration fees associated with the first party import service. Otherwise, there are no additional charges. If you are unsure about your specific contract and associated charges, please reach out to your Salesforce DMP account lead.

 

Pre-requisites

Regardless of which model you choose, it is important to be cognizant of scale. Because your survey is executed against a relatively small group, you will likely need to extend the size of any survey audience you ingest into Salesforce DMP through Look-a-likes, CDIM etc. If you do not have access to a scale growing feature in Salesforce DMP, please reach out to your Salesforce DMP account lead to see about a Change Order.

Survata Platform Segments

The only requirement is that you are executing a survey with Survata and you have defined which segments you want to ingest into Salesforce DMP. The planning process should be done between you and the Survata team. Once complete, Survata is responsible for loading the data and delivering to your instance of Salesforce DMP.

First Party Import

To execute in this model you must have first party import services associated with your account. Additionally, there will be Salesforce DMP and Survata resources required to configure the details of the import. To start this process, please engage your Survata account lead on a kick off call where the dataset can be clearly defined. Please allow 2-3 weeks for this process to be completed.

 

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