Reconciliation reconciliation
The Reconciliation activity is a Targeting activity which allows you to define the link between the data in the ÃÛ¶¹ÊÓƵ Campaign database and the data in a work table, for example data loaded from an external file.
For example, the Reconciliation activity can be placed after a Load file activity to import non-standard data into the database. In this case, the Reconciliation activity lets you define the link between the data in the ÃÛ¶¹ÊÓƵ Campaign database and the data in the work table.
Best practices reconciliation-best-practices
While the Enrichment activity allows you to define additional data to process in your workflow (you can use an Enrichment activity to combine data coming from multiple sets, or to create links to a temporary resource), the Reconciliation activity allows you to link unidentified data to existing resources.
Configure the Reconciliation activity reconciliation-configuration
Follow these steps to configure the Reconciliation activity:
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Add a Reconciliation activity into your workflow. This activity should be added following a transition containing a population whose targeting dimension does not directly come from ÃÛ¶¹ÊÓƵ Campaign.
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Select the new targeting dimension. A dimension lets you define the targeted population: recipients, app subscribers, operators, subscribers, etc. Learn more about targeting dimensions.
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Select the field(s) to use for the reconciliation. You can use one or more reconciliation criteria.
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To use attributes to reconcile data, select the Simple attributes option. The Source field lists the fields available in the input transition, which are to be reconcilied. The Destination field corresponds to the fields of the selected targeting dimension. Data are reconcilied when source and destination are equal. For example, select the Email fields to deduplicate profiles based on their email address.
To add another reconciliation criteria, click the Add rule button. If several join conditions are specified, they must ALL be verified so that the data can be linked together.
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To use other attributes to reconcile data, select the Advanced reconciliation conditions option. You can then create your own reconciliation condition using the query modeler. Learn how to work with the query modeler.
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You can filter data to reconciliate using the Create filter button. This lets you create a custom condition using the query modeler. Learn how to work with the query modeler
By default, non reconcilied data are kept in the outbound transition and available in the worktable for future use. To remove unreconciled data, desactivate the Keep unreconciled data option.
Example reconciliation-example
The following example demonstrates a workflow that creates an audience of profiles directly from an imported file containing new clients. It is made up of the following activities:
The workflow is designed as follows:
It is built with the following activities:
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A Load file activity uploads a file containing profiles data that were extracted from an external tool.
For example:
code language-none lastname;firstname;email;birthdate; JACKMAN;Megan;megan.jackman@testmail.com;07/08/1975; PHILLIPS;Edward;phillips@testmail.com;09/03/1986; WEAVER;Justin;justin_w@testmail.com;11/15/1990; MARTIN;Babe;babeth_martin@testmail.net;11/25/1964; REESE;Richard;rreese@testmail.com;02/08/1987; -
A Reconciliation activity which identifies the incoming data as profiles, by using the email and Date of birth fields as reconciliation criteria.
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A Save audience activity to create a new audience based on these updates. You can also replace the Save audience activity by an End activity if no specific audience needs to be created or updated. Recipient profiles are updated in any case when you run the workflow.
Compatibility reconciliation-compat
The Reconciliation activity does not exist in the Client console. All Enrichments activities created in the Client console with the reconciliation options enabled are displayed as Reconciliation activities in Campaign Web user interface.