Audience Studio allows you to send audience data to many external systems for targeting, suppression, personalization, insights and more. This is what is referred to as Activation. In order to understand how data is handled, we’ll need to provide you with a little background.
When an Activation Partner is integrated within the Audience Studio platform, they either utilize our standard server-to-server integration or a custom integration. With standard integration, there are many supported configuration options that determine how the data is delivered. Even when a partner uses the standard integration, they can apply additional rules to determine how the data is handled once they retrieve it from Audience Studio activated data. When the partner uses a custom integration, much of the logic the partner applies to the data is specific to the partner’s requirements.
In order to integrate with partner’s systems, the partner’s device identifier is matched or mapped to our device identifier. This is known as User Matching or Cookie Matching. A partner may be hosting the user match data or Salesforce may be hosting it.
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What Data Gets Sent
When sending audience data to a partner, there are two processes:
- The initial segment gets created in the partner system. For standard integrations, this is what we call Segment Sync. Each customer may choose to send only segment ids or also send the segment name when configuring a connection between Audience Studio and an Activation Partner. For custom integrations, we often use the partner’s Taxonomy API.
- The user segment membership. This is the list of segment ids along with the device ids that belong in the segment. The partner may choose to receive their segment id or our segment id and they may also choose to receive their device id (from user matching) or our device id depending on who hosts the user match data.
User matching is not required for anything other than cookies. A mobile ID is consistent across systems as is an OTT device, hashed email address, first party ID, etc. If a partner supports mobile devices, Audience Studio will not limit to only the mobile devices that were included in user matching.
Partners may choose to receive a complete data replacement each day or to receive incremental data each day.
If a complete data replacement is sent to the partner each day, you’ll be able to reference the total population sent in Activation > Partner Management.
If incremental data is sent to the partner each day, you may reference a cumulative population in Activation > Partner Management. With the incremental option, you may also see added (new devices that qualified for the segment) and deleted (devices that expired from the segment) numbers for each day.
Comparing Apples to Apples
Match rates can be used to identify expected reach, but match rates can be very misleading and are becoming less relevant when dealing with device IDs other than cookies.
Additionally, each partner supports a different user match recency and / or an expiry timeframe, often referred to as ttl. When a customer creates an audience segment, they may utilize a number of rules, including rules that define the recency of the activity. If that recency is not equal to or less than the partner's supported recency, a customer may notice a drop in population when comparing population sent by Audience Studio and the population reflected in the partner's system.
Some Activation Partner systems also only include audience counts for devices that are in user match. In the example above, we stated that we’d send all three mobile devices to Google, but Google may only accept one of those mobile devices if the recency was not within the last 30 days for the other two devices.
In order to determine which audience population you will see in a partner’s system, you will need to compare the population sent or cumulative population in Activation> Partner Management to the audience population in the partner’s system.
Additional information you’ll need from the partner to compare the numbers:
- What is the partner’s supported user match recency? This is most often 30 days and sometimes 60 days. It is a best practice to make sure your audience segment rules include recency that aligns with the partner's supported recency.
- How long does the partner retain the device within the audience segment? (e.g. expires from their system after last seen in user match 30 days ago) You should expect to see some of the population drop off over time based on the expiry timeframe. If Audience Studio is sending incremental data and the partner expires data after 30 days, then devices will start expiring after 30 days
- Does the partner include all device types received in the population count? (Note: we've seen some partners only specific count cookies based on user matching but may still target based on additional device types if more than cookies are supported)
- Does the partner's system apply any other rules to how the data is handled or counted?
Considering All The Data
There are some competitors that may claim 100% match rate, especially for publishers. You can also achieve 100% match rate with Audience Studio Activation Partners using the same approach as these systems. In order to do so, you must limit the activated data to only the first party data where partner user match is available 100% of the time and only the recency supported by the partner.
However, since you are able to use both online and offline data, media data, third party data, etc., you will be able to reach more customers and prospects than limiting to only 1st party contextual use cases, but the match rate will never be 100%. It will be the subset of devices where the Activation Partner has a match and / or is able to use a more persistent device id, such as mobile, OTT, hashed email, etc.
Again, match rate becomes less relevant and total addressable population is what we should be focused on optimizing.