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DocumentationAdvertisingDSP Guide

Create and Implement a Custom Segment

Last update: Tue Sep 10 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can collect your own first-party audience data by creating and implementing a custom DSP segment. You can use the segment to track a) users exposed to ads from desktop and mobile devices and b) users who visit specific webpages. You can later retarget users in the segment with additional ads or prevent users in the segment from receiving additional ads.

NOTE
To track users IDs from consumer opt-out-of-sale requests on your website, per the California Consumer Privacy Act (CCPA), create a CCPA opt-out-of-sale segment.

Prerequisites for Segments to Track ID5 IDs

Beta feature

  • Before you generate a segment to track users associated with ID5 IDs, sign an agreement with ID5 and get your organization鈥檚 partner ID. Contact your 蜜豆视频 Account Team for instructions.

  • For measurement in 蜜豆视频 Analytics, you must:

    1. Complete all prerequisites for implementing Analytics for Advertising, and make sure that the AMO ID and EF ID are being populated in your tracking URLs.

    2. Add the following parameter to your webpages before or within the the JavaScript code required for Analytics for Advertising 鈥 anywhere before the last event service is initialized.

      window.id5PartnerId=ID5_PartnerID;

      Example:

      code language-none 
      <script src="https://www.everestjs.net/static/le/last-event-tag-latest.min.js">
<script>
  window.id5PartnerId=ID5_PartnerID;
       if("undefined" != typeof AdCloudEvent)
           AdCloudEvent('IMS ORG Id','rsid');
</script>

      See 鈥Format of JavaScript conversion tracking tags version 3鈥 and 鈥Format of JavaScript conversion tracking tags version 2鈥 for the full tag format.

    3. Use any browser debugging tool to verify that each call is initiated to the domain lasteventf-tm.everesttech.net and contains the parameter _les_id5 with an encrypted ID5 ID as its value.

Create and Implement a Custom Segment

  1. Create the segment:

    1. In the main menu, click Audiences > Segments.

    2. Above the data table, click Create.

    3. Enter a unique Segment Name.

    4. For the Segment Type, select Custom.

    5. Enter the Lookback Window, which is the number of days a user鈥檚 cookie stays in the segment.

      The default window is 45 days. Enter a value from one (1) to 365.

    6. Click Advanced to expand the advanced settings, and then select the types of user identifiers that the segment tag tracks:

      • Cookies: (The default) The segment tag tracks cookies.

      • Universal IDs (Beta):

        • ID5: The segment tag tracks ID5 IDs. No fees are incurred for impressions delivered to universal IDs.

        Terms of Service: The terms of service agreement for using universal IDs. You or another user in the DSP account must accept the terms once before you can use universal IDs for a new ID type. For customers with managed service contracts, your 蜜豆视频 Account Team will get your consent and accept the terms on your organization鈥檚 behalf. To read the terms, click >. To accept the terms, scroll to the bottom of the terms and click Accept.

    7. Click Save.

  2. Copy and implement tags to track the segment, as needed:

    1. Return to Audiences > Segments.

    2. Hold the cursor over the segment row and click Get Pixel.

      • To track desktop and mobile visitors to a webpage:

        1. Copy the page view tracking tag, which is labeled 鈥淒esktop or mobile websites.鈥

        2. (Tags for segments that track ID5 IDs) In the copied tag, replace ID5_PARTNER_ID with the partner ID that ID5 assigned to your organization.

          For example, if your ID5 partner ID is abcde and the generated segment tag is

          <script src="https://playtime.tubemogul.com/ud/prod/universal_ids/segment.js?sid=012345&id5pid=ID5_PARTNER_ID"></script><img src="https://rtd-tm.everesttech.net/upi/?sid=012345&cs=1" />

          then replace ID5_PARTNER_ID with abcde within the tag to get the following:

          <script src="https://playtime.tubemogul.com/ud/prod/universal_ids/segment.js?sid=012345&id5pid=abcde"></script><img src="https://rtd-tm.everesttech.net/upi/?sid=012345&cs=1" />

          Your organization received the partner ID when it signed an agreement with ID5. If you don鈥檛 know your partner ID, contact your 蜜豆视频 Account Team.

          This step isn鈥檛 necessary for tags to track ID5 IDs for users exposed to an ad unit on desktop or mobile devices.

        3. Provide the tag to the advertiser or website contact for deployment.

          The advertiser鈥檚 IT department or other group may need to schedule, or be informed about, the tag deployment.

      • To track users exposed to an ad unit on desktop or mobile devices:

        1. Copy the impression tracking tag, which is labeled 鈥淒esktop or mobile ads.鈥

        2. Add the tag to either the Pixel tab for each relevant ad or to the Event Pixels section of the Tracking settings for each relevant placement.

Once a tracking tag is implemented, you can use the segment in the audience targets or exclusions for any placement.

TIP
Keep track of the segment size as users are tracked.
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