Configure a social destination

Learn how to configure a social destination in Adobe Experience Platform, including authentication, segment assignment, ID mapping, etc. For more information, please visit the documentation.

Transcript
Hey everybody. This is Doug. In this video, I want to walk you through the configuration of a social destination in the platform. So here I am in the Destinations interface. And I’ve scrolled to the bottom where we have these social destinations. Now, at the time of this recording, you can see we have a Facebook destination. We have a LinkedIn destination. And actually, if we scroll up to the top. we also have Google Customer Match that is under the Advertising category. But it is configured the same as the social destinations down here. So, in this video, I’m just going to walk through one of them. I’m going to walk through the LinkedIn destination configuration. But you can just use that same example and use it for Facebook or Google Customer Match. Now, before I start clicking through, I will also say that it’s good to have some platform 101 type knowledge, so kind of knowing about the sources and profiles and segments and the schemas of your data that you’re bringing in and the identities that you’re using. These can all come into play as you configure this destination. So, let’s go ahead and select Activate or Configure if it’s the first time through. And again, assuming it’s the first time through, I’m going to select New Account. And I’m going to connect to a destination.
And this jumps me out and have me log in. So, I’ve got my information there, and I will sign in.
So, you can see that it says it’s connected to LinkedIn in this case. And then I’ll just hit Next.
And then I need to do this account authentication. So, this is going to be the name of the account destination here.
And then you’ll want to get your account ID, in this case from LinkedIn. Put it right there. And then choose a marketing action. And so this is where your data governance policies get enforced. So, I’m going to choose the marketing action. And let’s say that I just choose Cross site targeting. And if you have any data governance policies that don’t allow certain data to go to destinations that are using this marketing action, then that will take place here. And then I create the destination.
So, as you can see, that destination is created right there. Now, again, if you’re using one of the other destinations, you’ll still need to authenticate to your advertising account. Each platform will have its own rules. But your ad account just has to be eligible to be integrated with Adobe Experience Platform. And you’ll be able to find the partner-specific requirements in our documentation. So, once you’re authenticated, we’ll go up and click Next. I’ve got a few sample segments here. And so, let’s say that I want to market to my Luma customers with level Gold or Above. I’ll choose that segment. And as you can see, you can choose multiple segments. I’m going to leave it just as that one and click Next.
Now we come to the mapping, which is arguably, the most important part of this configuration, I guess, if there is a most important part. So, we’re going to click and add new mapping here. And what we’re mapping here is really identifiers. So, it’s a good idea to start with the target field. Now, as I click over here, this is going to give me a list of the available or of the supported identifiers for the partner that I have selected. So, in this case for LinkedIn. So, LinkedIn is supporting email with sha256 as well as mobile IDs. So, you can see here. Again, Facebook or Google will have different options available for you here to choose. So, I’m going to select the email and Select. Now we go to the source field and decide where we’re going to get that ID that’s going to match up in LinkedIn. And you have a couple of options here. You have attributes or identity namespace you can select. So, I’m going to do both of them just so you can kind of see the difference. If I select identity namespace, then I can choose either this email here, where it’s already sha256 lowercase, or I can choose email here. And I will just choose this one and select that. And I’m actually going to add one more mapping and choose email again.
And in this source field, and remember that again, in this case the source is the platform, and the target is the destination. We often use the word source to denote places where you’re going to get data coming into the platform, like sources up here. But again, in this case, the source is the platform, because we’re sending data to the destination. So, the source field, in this case, if I use an attribute, I can go to personal email. And let’s say address and select that. And you can see on this one, it has an extra field over here, because, since it’s just an attribute, we don’t really know what format that’s going to be in. And so, we can decide, you know what, in order to get that to be compliant with sha256, we do need to apply the transformation. So, we can select that box. Now depending on the segments that you’ve selected, you might want to even add additional mappings. What if I add maybe another one, that is idfa.
And I can select that. And then I can choose identity namespace here and choose idfa. And then I can do the same thing for Google as well. But this way it’ll look for profiles that have any of those namespaces or attributes in order to send those profiles out for that segment. After that, I just click Next to select a segment schedule. And so, I just select a start date. And then I can click Next And I can see and review everything in here. And then of course I can click Finish, and I’m good to go. I hope this has helped to walk through the process of the configuration of a social destination in the platform. Good luck. - -
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