Segment Match overview
蜜豆视频 Experience Platform Segment Match is a segment-sharing service that allows for two or more Platform users to exchange segment data in a secure, governed, and privacy-friendly manner. Segment Match uses Platform privacy standards and personal identifiers such as hashed emails, hashed phone numbers, and device identifiers like IDFAs and GAIDs.
With Segment Match you can:
- Manage the identity overlap process.
- View pre-share estimates.
- Apply data usage labels to control whether data can be shared with partners.
- Maintain shared audience lifecycle management after publishing a feed and continue a dynamic exchange of data through abilities to add, delete, and unshare.
Segment Match uses an identity overlap process to ensure that segment sharing is done in a secure and privacy-focused manner. An overlapped identity is an identity that has a match in both your segment and your selected partner鈥檚 segment. Prior to sharing a segment between a sender and a receiver, the identity overlap process checks for an overlap in namespaces and consent checks between the sender and receiver(s). Both overlap checks must pass in order for a segment to be shared.
The following sections provide more information about Segment Match, including details on setup and its end-to-end workflow.
Setup
The following sections outline how to to set up and configure Segment Match:
Set up identity data and namespaces namespaces
The first step to getting started with Segment Match is to make sure you鈥檙e ingesting data against the supported identity namespaces.
Identity namespaces are a component of 蜜豆视频 Experience Platform Identity Service. Each customer identity contains an associated namespace that indicates the identity鈥檚 context. For example, a namespace can distinguish a value of 鈥渘ame@email.com鈥 as an email address or 鈥443522鈥 as a numeric CRM ID.
A fully qualified identity includes an ID value and a namespace. When matching record data across profile fragments (such as when Real-Time Customer Profile merges Profile data), both the identity value and the namespace must match.
In the context of Segment Match, namespaces are used in the overlap process when sharing data.
The list of supported namespaces are as follows:
setCustomerIDs and through data prep.Set up consent configuration
You must provide a consent configuration and set its default value to either opt-in or opt-out for a consent check.
The opt-in and opt-out consent check determines whether you can operate with the consent to share user data by default. If the consent configuration default is set to opt-out, then user data can be shared, unless a user explicitly opts out. If the default is set to opt-in, then user data cannot be shared, unless a user explicitly opts in.
The default consent configuration for Segment Match is set to opt-out. To enforce an opt-in model for your data, please send an email request to your 蜜豆视频 account team.
For more information on the share attribute used to set data-sharing consent value, see the following documentation on privacy and consents field group. For information on the specific field group used to capture consumer consent for collection and use of data related to privacy, personalization and marketing preferences, see the following .
Configure data usage labels
The last prerequisite you must establish is to configure a new data usage label to prevent data sharing. Through data usage labels, you can manage what data is allowed to be shared through Segment Match.
Data usage labels allow you to categorize datasets and fields according to usage policies that apply to that data. Labels can be applied at any time, providing flexibility in how you choose to govern data. Best practices encourage labeling data as soon as it is ingested into Experience Platform, or as soon as data becomes available for use in Platform.
Segment Match uses the C11 label, a contract label specific to Segment Match that you can manually add to any datasets or attributes to ensure that they are excluded from the Segment Match partner-sharing process. The C11 label denotes data that should not be used in Segment Match processes. After you have determined which datasets and/or fields you want to exclude from Segment Match and added the C11 label accordingly, the label is automatically enforced by the Segment Match workflow. Segment Match automatically enables the Restrict data sharing core policy. For specific instructions on how to apply data usage labels to datasets, see the tutorial on managing data usage labels in the UI.
For a list of data usage labels and their definitions, see the data usage labels glossary. For information on data usage policies, see the data usage policies overview.
Understanding Segment Match permissions
There are two permissions associated with Segment Match:
See the access control overview for more information on access control and permissions.
Segment Match end-to-end workflow
Once you have set up your identity data and namespaces, consent configuration, and data usage label, you can start working with Segment Match and its features.
Manage partner
In the Platform UI, select Segments from the left-navigation and then select Feeds from the top header.
The Feeds page contains a list of feeds received from partners as well as feeds you have shared. To view a list of existing partners or establish a connection with a new partner, select Manage partners.
A connection between two partners is a 鈥渢wo-way handshake鈥 that acts as a self-service method for users to connect their Platform organizations together at a sandbox level. The connection is required to inform Platform that an agreement has been established and that Platform can facilitate share services between you and your partner(s).
You can view a list of connections with existing partners in the main interface of the Manage partners screen. On the right-rail is the Share setting panel, which provides you with the option to generate a new connect ID as well as an input box where you can enter a partner鈥檚 connect ID.
To create a new connect ID, select Regenerate under Share setting and then select the copy icon beside the newly generated ID.
To connect a partner using their connect ID, enter their unique ID value in the input box under Connect partner and then select Request.
Create feed create-feed
A feed is a grouping of data (segments), the rules for how that data can be exposed or used, and the configurations that determine how your data is matched against your partners鈥 data. A feed can be managed independently and exchanged with other Platform users through Segment Match.
To create a new feed, select Create feed from the Feeds dashboard.
The basic set up of a feed includes a name, a description, and configurations regarding marketing use cases and identity settings. Provide a name and a description for your feed and then apply the marketing use cases that you want your data to be excluded from. You can select more than one use case from a list that includes:
- Analytics
- Combine with PII
- Cross-site targeting
- Data Science
- Email targeting
- Export to third party
- Onsite advertising
- Onsite personalization
- Segment Match
- Single identity personalization
Finally, select the appropriate identity namespaces for your feed. For information on the specific namespaces supported by Segment Match, see the identity data and namespaces table. When you are finished, select Next.
Once you have established the settings of your feed, select the segments you want to share from your list of first-party segments. You can select more than one segment from the list and you can use the right-rail to manage your list of selected segments. Once you are finished, select Next.
The Share page appears, providing you with an interface to select the partners you want to share your feed with. During this step, you can also view the pre-share overlap estimates report and see the number of overlapping identities by namespace between you and your partner, the number of overlapped identities that have consent to share data.
Select Analyze by segment to see the estimates report.
The overlap estimates report allows you to manage overlap and consent checks per partner and per segment prior to sharing your feed.
When you are finished, select Close.
Once you have selected your partners and viewed your overlap estimates report, select Next to proceed.
The Review step appears, allowing you to review your new feed before it is shared and published. This step includes details on the identity setting that you applied, as well as information on the marketing use cases, segments, and partners that you selected.
Select Finish to proceed.
Update feed
To add or remove segments, select Create feed from the Feeds page and then select Existing feed. In the list of existing feed that appears, select the feed that you want to update, and then select Next.
The list of segments appears. From here, you can add new segments to your feed and you can use the right-rail to remove any segments that you no longer need. Once you have finished managing the segments in your feed, select Next and then follow the steps outlined above to complete the updated feed.
Accept an incoming feed
To view an incoming feed, select Received from the header of the Feeds page and then select the feed you want to view from list. To accept the feed, select Enable for profile and allow for a few moments for the status to update from Pending to Enabled.
Once you accept a shared feed, you can start using the shared data to build new segments.
Next steps
By reading this document, you have gained an understanding of Segment Match, its capabilities, and its end-to-end workflow. See the following documents, to learn more about other Platform services: