Create a new destination connection
- To connect to a destination, you need the View Destinations and Manage Destinations access control permissions. Read the access control overview or contact your product administrator to obtain the required permissions.
- To connect to a destination that supports dataset exports, you need the View Destinations and Manage and Activate Dataset Destinations access control permissions. Read the access control overview or contact your product administrator to obtain the required permissions.
Overview overview
Before you can send audience data to a destination, you must set up a connection to your destination platform. This article shows you how to set up a new destination connection, to which you can then activate audiences or export datasets using the ÃÛ¶¹ÊÓƵ Experience Platform user interface.
Find the desired destination in the catalog setup
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Go to Connections > Destinations, and select the Catalog tab.
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Destination cards in the catalog might have different action controls, depending on whether you have an existing connection to the destination and whether the destinations support activating audiences, exporting datasets, or both. You might see any of the following controls for destination cards:
- Set up. A connection first needs to be set up to this destination before you can activate audiences or export datasets.
- Activate. A connection has already been set up to this destination. This destination supports audience activation and dataset exports.
- Activate audiences. A connection has already been set up to this destination. This destination supports audience activation only.
For more information about the difference between these controls, you can also refer to the Catalog section of the destination workspace documentation.
Select either Set up, Activate, or Activate audiences, depending on which control is available to you.
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If you selected Set up, skip to the next step, to authenticate to the destination.
If you selected Activate, Activate audiences, or Export datasets, you can now see a list of existing destination connections.
Select Configure new destination to establish a new connection to the destination.
Authenticate to destination authenticate
The first step in connecting to a destination is to authenticate to the destination platform.
Depending on the destination that you are connecting to, you might be taken to the destination partner’s page to authenticate, or you might be asked to input authentication credentials directly in the Platform workflow. Below is an example of required input to authenticate to an Amazon S3 destination. Detailed instructions about the required input is provided in each destination documentation page (see, for example, the authentication section for Amazon S3 and for Facebook).
Amazon S3 required and optional authentication parameters
Set up connection parameters set-up-connection-parameters
If you have already set up authentication to the destination, you can continue with the existing account or you can set up a new account.
Depending on the destination that you are connecting to, you might be asked to input different types of connection parameters. For example, when connecting to an Amazon S3 destination, you are asked to provide details regarding the Amazon S3 bucket name and folder path where files will be deposited. Below are two examples of required inputs for an Amazon S3 destination and a Trade Desk destination. Detailed instructions about the required input is provided in each destination documentation page.
Amazon S3 required and optional input parameters
The Trade Desk required and optional input parameters
Set up file formatting options for exported files file-formatting-and-compression-options
For file-based destinations, you can configure various settings related to how the exported files are formatted and compressed. For more information about all the available formatting and compression options, read the Configure file formatting options for file-based destinations tutorial.
Set up destination connection for audience activation, account activation, prospects activation, or dataset exports segment-activation-or-dataset-exports
Some file-based destinations support audience activation to known customers, account customers, or prospects, as well as dataset exports. For those destinations, you can choose whether to create a connection that enables you to activate audiences, accounts, prospects, or export datasets.
Enable destination alerts enable-alerts
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(Optional) Select the destination dataflow alerts that you want to subscribe to. You can subscribe to alerts when creating a dataflow to receive alert messages regarding the status, success, or failure of your flow run. The available alerts differ based on the destination type (file-based or streaming) that you are connecting to. Read Subscribe to in-context destination alerts for detailed information on destination dataflow alerts.
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Select Next.
Select marketing actions select-marketing-actions
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Select the marketing actions applicable to the data that you want to export to the destination. Marketing actions indicate the intent for which data will be exported to the destination. You can select from ÃÛ¶¹ÊÓƵ-defined marketing actions or you can create your own marketing action. For more information about marketing actions, see the data usage policies overview page.
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Select Save & Exit to save the destination configuration, or select Next to proceed to the audience data activation flow.
Next steps next-steps
By reading this document, you have learned how to use the Experience Platform UI to establish a connection to a destination. As a reminder, the available and required connection parameters vary from destination to destination. You should also consult the destination documentation page in the destinations catalog for specific information about the required inputs and available options per destination type.
Next, you can proceed to activating audiences or exporting datasets to your destination.