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Real-Time CDP Collaboration quick start guide
Get started with Real-Time CDP Collaboration by configuring your organization, sourcing audiences, and enabling privacy-focused activation and measurement.
Requisitos previos
Before you begin, ensure you have the following:
- An active Real-Time CDP Collaboration license.
- System or product administrator access to Adobe Experience Platform.
- Access provisioned for end users.
- Roles created for your organization and assigned to users.
- Access to branding assets, such as your organization’s name, logo, and banner.
- A defined match key strategy
- (Optional) Access to a supported cloud source (Amazon S3, Google Cloud Storage, or Snowflake) if you’re not using Experience Platform for audience management.
Step 1: Complete role-based setup complete-role-based-setup
Your organization’s access roles determine what users can see and do in Collaboration. Before proceeding, make sure role-based permissions are set up correctly to ensure appropriate access and visibility in the platform.
Resources:
Watch this video to learn how to assign product access and permissions for Collaboration using the Admin Console and Experience Platform.
Step 2: Set up your Collaboration account set-up-your-account
Before you can source audiences, you must configure your account in Collaboration. This governs how you appear and what you have access to in the interface.
If you don’t have the necessary access, please refer back to step 1 or contact your organization’s administrator for help completing this setup.
Define your account’s role in Collaboration, provide branding assets, and configure match keys to align audiences across connections.
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Assign a role – Determines whether your account is an advertiser or a publisher. Your role defines which capabilities you have in Collaboration. To learn more about how roles impact the collaboration workflow, see the roles guide.
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Branding assets – Add the following to your account:
- Account name (max 100 characters)
- Description (max 1,000 characters)
- Logo (SVG <20KB, ideally square)
- Contact email – Provide a business email for collaborators to use after a connection is established.
- Configure match keys – Select the identifiers used for audience matching.
To learn more about initial account setup, including how to define roles, upload branding assets, and configure match keys, see the initial account setup guide.
Watch this video for a step-by-step walkthrough of an advertiser setup, including account creation, branding, and match key configuration.
Step 3: Source audiences (from Experience Platform or a cloud source) source-audiences
Once your account is created and your branding and match keys are configured, you’re ready to begin sourcing audiences. Choose one of the following sourcing methods based on your data store and business needs.
Option A: Source from Experience Platform
Use Collaboration to link a sandbox that contains audiences. Use this self-service method to reference existing audience segments from within your Experience Platform instance.
Configure audiences
Configure how audiences are prepared, matched, and governed for use in connections.
- Select audiences (Experience Platform only) – Choose audience segments with supported identifiers.
- Map match keys – Align audience fields with the configured match keys.
- Apply transformations – Hash plaintext values (for example, email) if needed.
- Schedule refreshes – Define update frequency (for example, daily).
- Configurar la configuración de consentimiento - Determine qué perfiles cumplen los requisitos para ser incluidos en las conexiones seleccionando un modo de consentimiento: Opt-in, Opt-out o none.
- Anunciantes pueden obtener hasta 25 audiencias.
- Los editores pueden obtener hasta 250 audiencias (cada una con un mínimo de 1.000 ID).
Las claves de coincidencia con hash deben ser SHA256-hashed.
Si proporciona valores hash con caracteres en mayúsculas, Collaboration los convierte automáticamente a minúsculas.
Si su origen contiene identificadores de texto sin formato, use la opción Aplicar transformación para aplicar el hash. Esta opción solo está disponible cuando obtiene audiencias de Experience Platform y no es compatible con fuentes basadas en la nube.
Para ver una introducción completa sobre cómo crear audiencias con Collaboration, vea el siguiente vídeo.
También puede ver el documento sobre audiencias de abastecimiento en Collaboration.
Opción B: Source desde Snowflake, Amazon S3 o Google Cloud Storage
Para configurar una fuente de nube, como Snowflake, Amazon S3 o Google Cloud Storage, prepare los datos de audiencia con la especificación de audiencia PDF
Puede configurar Amazon S3, Google Cloud Storage o Snowflake como orígenes de datos de autoservicio. Para obtener instrucciones de configuración, consulte la guía de abastecimiento de Amazon S3, la guía de abastecimiento de GCS o la guía de abastecimiento de Snowflake.
Para otros proveedores de servicios en la nube, póngase en contacto con el representante de su cuenta de Adobe para finalizar la configuración.
segment_name y activation_id, y usar formatos compatibles como CSV o Parquet. Adobe no normaliza los datos antes de la activación. El TTL se aplica en función de la duración de la audiencia.Step 4: Activate audiences (to Experience Platform or a cloud destination) activate-audiences
Next, activate audiences to either your Experience Platform instance or a cloud destination.
Option A: Activate to Experience Platform
Complete the following steps outlined in the configure Adobe Experience Platform as a destination guide.
- Create a destination – Use the UI to set up an Experience Platform destination (sandbox-level).
- Map match keys – Select the identifier (e.g.,
hashedEmail). - Define TTL – Set expiration (1–30 days).
- Verify in Audience Portal – Once a collaborator sends you an audience, verify that it appears in the Audience Portal under the origin “Real-Time CDP Collaboration.”
Option B: Activate to cloud
To configure a cloud destination (for example, AWS S3 or Snowflake), contact your Adobe account representative to initiate the setup process. Depending on the cloud destination, you will need to provide cloud destination details such as file path, credentials, account locators etc. Once required information is provided, Adobe will configure the cloud destination setup.
Audience data sent to a cloud destination follows a predefined schema. For a detailed description of the required fields and format, download the Collaboration Audience Activation Guide.
Step 5: Set up measurement (optional) set-up-measurement
Collaboration offers a variety of reports to analyze campaign reach, frequency, and effectiveness. While the Measure workspace is available in the UI, full reporting functionality may require backend enablement.
To learn how to view and interpret measurement reports, see the Measurement guide. It covers attribution, campaign summary metrics, and dashboards such as reach curves and frequency distribution.
Step 6: Connect with collaborators connect-with-collaborators
With setup complete, your organization is now ready to connect with collaborators by sending or accepting invitations and submitting project settings for approval. This connection process involves sending or receiving invitations, reviewing and submitting connection settings (such as use cases and credit consumption), and confirming the connection.
As an advertiser, use the Connect workspace from the left navigation menu to browse available publishers. Alternatively, collaborators may connect with each other directly through private connection invitations.
Para obtener una descripción general de este flujo, consulte la guía de establecimiento de conexiones. Para obtener una descripción general visual del proceso de conexión, incluidos los colaboradores de exploración y la administración de la configuración de conexión, vea el vídeo configuración de cuenta del anunciante.
Próximos pasos
Ahora ha completado la configuración inicial y ha configurado su organización para una colaboración segura. A continuación, explore los siguientes recursos para comprender mejor la activación, la medición y la gobernanza de datos: