Connect and configure Federated Audience Composition

Hey everybody, it’s Doug. In this video I’m going to do a walkthrough of Federated Audience Composition and give you a quick intro to how to set it up and how to use it in Adobe Realtime CDP. As we walk through you will learn how and where to set up a new connection to your customer data warehouse and then how to set up a query to that data warehouse from Federated Audience Composition so that you don’t have to import all of the customer data but rather can leave the bulk of it in your data warehouse. Now we will assume that Federated Audience Composition is already up and running and that we have been granted the proper permissions to work with it. If you don’t have it enabled yet, please contact your Adobe account representative. Once it is up and running, you will see a new section on the left navigation called Federated Data. Under that select Federated Databases so that you can initiate a connection to your data warehouse. Selecting that will actually take you to a list of databases that you have already connected with and from here we will also click the button in the top right to add a federated database. We’re going to connect to a data source to build audiences by sending a query to the database with the criteria or the attributes of the query which will in turn allow us to have the list of people with corresponding attributes required for personalization sent back to us. So we click on add. Now we can fill in the information for our database. Right at the top you can give this connection a name and then you choose the type. One type is Snowflake and there are others listed out in the documentation with the list of details that are needed for those connections. You can see here the items that you will need to fill out for the connection including the server and the database, your credentials, private key, etc. You can and even should test your connection to make sure that everything is entered correctly. Before you leave this screen be sure to click on the button to deploy functions. This will give you added functionality when you are creating your federated audiences. Now that you are connected to your database you can start to work with the data deciding on the schema and the data model. In the left navigation choose models and then schema at the top. This brings up your list of any schemas that you have already created and again in the top right of the screen we’ll choose create new. We then select our database that we connected to and choose to add tables from that database. Select the tables that you want to be able to use when creating federated audiences and then click add. Remember that at this point you will want to know your data model or how your tables are connected in the database so that you know which tables to choose. Later in the process we will link the tables together. A properties section will come up for every table that you added and will show you the fields in the table and how they are stored in the database. You can then update the labels for the schema and the data fields for each tables choosing how you want these fields to be labeled for marketers creating the federated audience compositions in the UI. You then need to choose the primary key that will allow you to link this table with other tables. You can also decide which fields to show or to hide and then click save. Once you have the tables selected and schemas labeled you can click on them to go in and look at their properties and you can also check the data understanding that this data is going to stay in the database and not come into the platform.

When you’re back at your list of schemas you’re going to need to choose the other option under models which is data model so that you can link the schemas. We will be defining a data model in this section and we will also link the tables or schemas allowing us to connect them when we are creating the queries for our federated audiences. For example if you want to create an audience of profiles where the person had an order you would need to link the profile table or schema with the order schema or if you want to specify orders with a certain product then you would need to link the order schema with the product schema etc. So click to create data model. We then name our data model and select create.

We then need to add our schemas to this data model so that we can link them. Click add schemas. Find and add your schemas that you want to link together. Select add. At this point it’s not a bad idea to review your data model so that you know which schemas to link together and how to link them. Then for the links that you want to set up find one of the two schemas to link from and click the ellipsis and then create link. Here we fill in the data needed. The target schema is what you are linking to. You have the profile ID as the source join and the profile ID foreign key as the target join or the field in the target schema with the matching ID. You give the link a name that is tied to the linking schema, in this case TJO profiles, and then a reverse link name which is tied to the schema you are linking to, in this case TJO abandoned cart. You can add a description if you want to and then you also add the cardinality. In this case there would be one profile that you would link to, many abandoned carts, so you would choose the one to N option. Then click add and repeat the linking process as many times as you need to in order to link all of the schemas or tables together as appropriate. As an FYI you don’t need to connect one link in both directions. So if you have linked schema A to schema B you do not need to link them in the opposite direction, they are linked. Then click add to complete. You will then end up with your list of schemas and the list of links that you have created to tie the different schemas or tables together in order to have them linked together as you create audiences. This process that we have just been through is a one time setup to connect to the data warehouse as well as to the right tables and data fields that you want to be exposed to the system for marketers creating audiences according to your business needs and also according to your rules of governance.