(Beta) The Trade Desk - CRM connection

Overview

This document is designed to help you activate profiles to your Trade Desk account for audience targeting and suppression based on CRM data.

The Trade Desk(TTD) does not directly handle the upload file of email addresses at any time nor does The Trade Desk store your raw (unhashed) emails.

Prerequisites

Before you can activate audiences to The Trade Desk, you must contact your The Trade Desk account manager to sign the CRM Onboarding contract. The Trade Desk will then give permission and share your advertiser ID to configure your destination.

ID Matching Requirements

Depending on the type of IDs you ingest into Adobe Experience Platform, you must adhere to their corresponding requirements. Please read the Identity Namespace overview for more information.

Supported identities

The Trade Desk supports the activation of identities described in the table below. Learn more about identities.

Both plain text and SHA256 hashed email addresses are supported by Adobe Experience Platform. Follow the instructions in the ID matching requirements section and use the appropriate namespaces for plain text and hashed email addresses, respectively.

Email hashing requirements

You can hash email addresses before ingesting them into Adobe Experience Platform or use raw email addresses.

To learn about ingesting email addresses in Experience Platform, read the batch ingestion overview.

If you select to hash the email addresses yourself, make sure to comply with the following requirements:

• Remove leading and trailing spaces.
• Convert all ASCII characters to lowercase.
• In gmail.com email addresses, remove the following characters from the username part of the email address:
  • The period (. (ASCII code 46)). For example, normalize jane.doe@gmail.com to janedoe@gmail.com.
  • The plus sign (+ (ASCII code 43)) and all subsequent characters. For example, normalize janedoe+home@gmail.com to janedoe@gmail.com.

Export type and frequency

Refer to the table below for information about the destination export type and frequency.

Connect to the destination

Authenticate to Destination

The Trade Desk CRM Destination is a daily batch file upload and does not require authentication by the user.

Fill in Destination Details

Before you can send, or activate, audience data to a destination, you must set up a connection to your own destination platform. While setting up this destination, you must provide the following information:

• Account Type: Please choose the Existing Account option.
• Name: A name by which you will recognize this destination in the future.
• Description: A description that will help you identify this destination in the future.
• Advertiser ID: your Trade Desk Advertiser ID, which can either be shared by your Trade Desk Account Manager or be found under Advertiser Preferences in the Trade Desk UI.

When connecting to the destination, setting a data governance policy is completely optional. Please review the Experience Platform data governance overview for more details.

Activate audiences to this destination

Read activate audience data to batch profile export destinations for instructions on activating audiences to a destination.

In the Scheduling page, you can configure the schedule and the file names for each audience you are exporting. Configuring the schedule is mandatory, but configuring the file name is optional.

In the Mapping page, you must select attributes or identity namespaces from the source column and map to the target column.

Below is an example of correct identity mapping when activating audiences to The Trade Desk CRM destination.

Selecting source fields:

• Select the Email namespace or attribute as source identity if using the raw email address on data ingestion.
• Select the Email_LC_SHA256 namespace or attribute as source identity if you hashed customer email addresses on data ingestion into Platform.

Selecting target fields:

• Input email as target identity when your source namespace or attribute is Email.
• Input hashed_email as target identity when your source namespace or attribute is Email_LC_SHA256.

Validate Data Export

To validate that data is correctly exported out of Experience Platform and into The Trade Desk, please find the audiences under the Adobe 1PD data tile within The Trade Desk Data Management Platform (DMP). Here are the steps to finding the corresponding ID within the Trade Desk UI:

1. First, click on the Data Tab, and review First-Party.
2. Scroll down the page, under Imported Data, you will find the Adobe 1PD Tile.
3. Click on theAdobe 1PD tile, and it will list out all audiences activated to the Trade Desk destination for your advertiser. You may also use the search function.
4. The Segment ID # from Experience Platform will appear as the Segment Name in the Trade Desk UI.

Data usage and governance

All Adobe Experience Platform destinations are compliant with data usage policies when handling your data. For detailed information on how Adobe Experience Platform enforces data governance, see the Data Governance overview.