Connecting to destinations

Last update: 2023-09-25
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  • Beginner

Before you can send data to destination partners from Real-Time CDP, you first need to make the connections to those partners. This video walks through that process, typically performed by Admins. For more information, please visit the documentation.


Hey everybody, it’s Doug. In this video, I want to talk about connecting to destinations or authorizing destinations, however you want to think about that. Really want to talk about how we set up a destination in realtime Customer Data Platform or realtime CDP or if you just want to call it Platform. In any case, setting up a destination with the credentials so that your people, whether again, that’s you, I guess, or others in your organization can actually, you know, send segments and send audiences to the destination. So that could mean that you’re an administrator and this is kind of all you do, or maybe that you wear many different hats and you’re not only going to set it up and authorize a destination, but you’re also going to be the one pushing audiences to that destination. Either way, we’re just going to talk about the first part today which is setting it up. Now, here I am in Platform and I’ve gone to Destinations over here on the left rail. And then I’ve chosen Accounts here because there’s really two things to think about here. And those are the accounts, which really are the destinations I guess, it’s the destination partner. And then we have instances of that destination, right? So here we have accounts, which is, for example you can see Amazon S3, but we’ve got, you know, four different versions of that because we’ve used different usernames or different accounts. Maybe that’s why it says that up there, different accounts, you know, with different credentials, so that you can send data to those different accounts. Then of course we have other kinds of accounts here as well. So it is kind of instances of the accounts or, you know different accounts at those different platforms. Now for any one of these or all of them, you will also have instances of those destinations. So if I go over here to the Browse tab, then you’ll see these named instances. And this is of course demo stuff here, but you can see that these first, what, four of them are all going to the same account, right? So these are, you know, these first four here are instances of destinations or they might be, you know, different segments going to that one account of an Amazon S3 bucket. So in any case, I just wanted to kind of touch on that for a second. So I know this is a little bit cart before the horse, but once these are created, you know, for example, if I go into Accounts and I needed to change something about these accounts, I can go into these three dots here and I can edit those details. And so for example, if that username and password were going to change, then I can edit those details. And that will take me in where I can edit the name, I can edit the access key, I can edit the secret key, et cetera. So you can edit any of those things and save those. Cancel out of that. So let’s look at where you set those up in the first place. So we’re going to go up here to Catalog, and then you have these different destinations and they are organized by category. You can see Adobe applications and advertising and cloud storage, et cetera. So that’s for example, where S3 is. Now, you can see that if I have actually set something up, then you’ll see this Activate segments. If it hasn’t been set up at all, then you’ll see of course Set up, but you can still set up new ones. Remember I had like four of them, but if I want to set up an additional Amazon S3 bucket, I can still go back into Activate segments and I can set up a new one, and you can see over here, Configure new destination. And when I do that, it’s really asking me if I want to set up an actual new instance, or if I want to use an existing instance and then I can move through and set up the different segments and timing and all that. You can see here for example, if I click on Existing account then I can select one that is already there. If I want a new one, then you know, you’re going to be able to put in your new access key and secret key here, and then connect to that destination and then move on from there. Of course, that Next button will become active once I actually connect to the destination with my new account information. Now, of course the connection information that you need is going to be different depending on the type of destination that you’re setting up. So if I cancel out of this and cancel out of that one and close this info screen here, in any case and go to one of these other ones, for example, if I went to like Google Customer Match and I click Set up there, then it’s going to want me to connect to a destination and it will have me choose the Google account that I want to connect to, right. So that’s going to be a lot different than setting up that S3 bucket. But in any case, I’ll cancel back out. When you are setting these up, you’ll just need of course, the credentials to connect to that destination. And then you’ll be able to walk through the rest of the wizard, to send the right segments at the right time over to that destination. And again, once you set up this destination you set up that connection, you can also stop there, and let other people worry about what data is going to that partner. Anyway, hope that was helpful. Have a great day. -

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