Real-Time CDP Collaboration In-product Invitations

Transcript

Hi, everyone. My name is Kate Valentine, and I am a product manager on Realtime CDP Collaboration. And I want to talk with you about a feature that we released this month with Realtime CDP Collaboration. We released in-product invitations. And what this product is on the surface is, it’s the ability for our users to start collaborating with their partners in just a matter of hours. The invited parties are provisioned collaboration starter, which is a freemium product that we launched last year. The inviting parties do pay for the activities of their invited partners. Now, really what this unlocks is the capability for one platform with the potential to connect with thousands of partners. That means you can connect with anyone regardless of the fact if they have real-time CDP or collaboration. So let’s talk about kind of some of the use cases with this. So with this, you have the capability of a brand inviting another brand. In this case, a brand might be partnering with another one, and they want to invite them so they can see shared audience insights before launching their next campaign. Or you also have a publisher that may want to invite a brand. And now a publisher is going to want to invite all of their advertisers so they can see the additional advertiser and audience insights that they have from shared audiences.

We’re going to go ahead and jump into a demo. And inside this demo, what you’ll see is we are going to invite a collaborator from our Luma account. We’re going to invite a brand, Acme Corp, and you’ll see that on the connect page. And then you’ll see the invited partner receive the terms and conditions. And Adobe will provision the account after those terms and conditions are signed.

So here we are inside real-time CDP collaboration. I’m inside the Luma account here. And I’m going to go ahead and go to the connect page. Inside the connect page, we have this plus.

Connect with an invite code. You’re used to that. Invite a collaborator. This is new. So inside here, this is where we will need to put the name of the company that we’re inviting. So we’re inviting Acme Corp. We are going to invite real-time CDP collaboration. It’s the email address we’re going to use here for today. And underneath the role, you can see the ability to invite additional advertisers, agencies, data partners, publishers. In this case, Acme Corp is a partner of ours as a brand. So we’re going ahead and going to send them an invite. And what you’ll see is as this is spinning right now, that’s actually generating the agreement that will surface the terms and conditions for the customers to see. So we’ll give that just a moment. You can see the invite was successfully created. We’ll go ahead and jump to our email. And what we’ll see in just a few moments right here is we’ll see that invitation come through.

One thing that’s important to note when you do fill out this invitation is the company or the email address has to be unique. Meaning you cannot forward this and you cannot invite the same email address multiple times. That email is their unique identifier to sign and provision the agreement. So here we do see that we have this invitation has come in from Adobe. You’ve been invited to join Adobe Realtime C2P collaboration and start collaborating securely with your partner using first party data.

Here when they click Get Started, this will take them to the terms and conditions to sign or they can go ahead and click. Maybe they want to learn a little bit more and that will take them to documentation about starter.

We’re going to go ahead and click Get Started. And what you’ll see is an agreement from Adobe Sign pop up. Click. You have read the terms and conditions. You’re signing. Go ahead and sign here. United States, that’s where I’m based. All of these fields are required. Once you hit Click to Sign, your provisioning process starts. And what you’ll actually see if you come back to your email is an email will populate here in the next few minutes that shows that you signed an agreement and your provisioning has begun.

While customers wait, they can again go ahead and read through that as well before they get fully provisioned. So as you can see, administrative rights for the Adobe Admin Console come through right away. They will get a few emails from Adobe and then an additional welcome email once the full provisioning process has been completed. We’re really excited about the capabilities that this unlocks for our customers to be able to partner with anyone, anywhere. So we’re excited and we hope that you enjoy sharing this with your customers.