LIVERAMP

ADMATX partners with LiveRamp to allow our users to onboard their CRM data. The total onboarding time should fall between 8 to 14 business days after the file is uploaded.

Process Overview

Step 1: Addendum

Please request an addendum from your Admatx support team. Sign the addendum to proceed

Step 2: Logins

Provide an email address for the user uploading the data. This user must be an advertiser level user and not agency level per LiveRamp’s requirements.

Step 3: Admatx Advertiser Distribution

Create your advertiser in the Admatx platform. Notify support@admatx.com of the advertiser name for segment distribution. Support will set up your Admatx advertiser destination in LiveRamp. To set your own Admatx destination account see the bottom of this page for instructions. 

Step 4: File Formatting

Format your CRM file to LiveRamp’s specs and upload it to LiveRamp. Please see the LiveRamp guide here for file formatting direction. Please see Troubleshooting Simple Onboard File Upload Errors.  

Types: .tsv, .psv, or .csv only (remove any commas before converting to a csv)

• Excel formats .xls or .xlsx are not accepted.

File Name: LiveRamp___.csv (Example: LiveRamp_BobsAutoShop_NewCustomers_08052015.csv)

• Do not include special characters or spaces in file names. File can contain, but must not start with “_”

Compression: LiveRamp strongly recommends compressing files before uploading them Reduces transfer time, saves storage space, makes it simpler to detect when files are not completely transferred

Encryption: Files can be encrypted before being transferred to LiveRamp

Headers: Each file must contain headers in the first line, matching the content and format listed below. *Header issues tend to be the most common cause of file upload failure.

Audience Key: A persistent and uniquely identifiable key used to de-duplicate records (e.g., customer_id, voter_id); if unavailable PII will be used to de-duplicate

Columns: Including name, postal code, and email address is preferred for the best matching.

• To maximize reach and maintain accuracy, files are processed at a household precision • Individuals can either be matched by name and postal, or email address.
• Minimum of 25 records per segment for privacy. Recommended - 1 million records.
• Columns cannot have the same name. Append a number to duplicate column names (e.g., Email2).
• The unique identifier (customer ID) should be persistent across all audiences, even if multiple segments are to be created.
• This identifier will allow LiveRamp to de-duplicate rows in the uploaded file (in case a file has multiple rows related to the same person.)
• If you don’t have a way of determining duplications, then you can leave this blank.
• If this file is to update an existing segment, your data must be in the same format for future loads as initial uploads.
• Dates must be formatted YYYYMMDD (exclude all non-numeric characters
• Restricted data includes: Sexual orientation, data on minors, religious data, health data, segments with <25 records

Step 5: Admatx Distribution

Once your file is available in LiveRamp you will distribute it to the destination set up in step 3.

Please see the LiveRamp guide here for how to distribute data.

Post Distribution

Where to find your audience

Once your segment as been distributed you will be able to build an audience using this segment. 

Within the audience builder set your Data Type to "First-party Data" and search for your segment. To see all options click into the search bar and without entering any text hit enter. This will show all first party data including tracking tags and creative retargeting segments.

Support

Liveramp

It's important to clarify that Admatx's does not own or control the LiveRamp product. As a result, we are unable to offer technical support or troubleshoot any technical issues or bugs related to the LiveRamp platform.

For any technical inquiries, troubleshooting, or bug-related issues encountered while using LiveRamp, we recommend reaching out directly to LiveRamp's customer support. A ticket can be opened using technicalsupport@liveramp.com the LR technical support alias OR through their customer support portal. When reaching out to support I recommend including the name of your account in LiveRamp, your customer ID (this can be found in the URL of your account), details of the issue including file or audience name and IDs, and a any applicable screenshots.

Additionally LiveRamp has an extensive support center with how-to articles on everything from file uploading to distribution of audiences.

Admatx

Should you require assistance specific to Admatx's processes or services, please don't hesitate to contact our support team, who will be more than happy to help you navigate through our part of the integration.

Setting up new Admatx advertiser destination account in LiveRamp

In preparation, request your advertiser secret keys and ID by going to Admatx, clicking into your advertiser and going to the 'Preferences' section of the subheader. Here you will click the blue "Request Advertiser Keys" button. An Admatx support person will follow up via email with these keys

Step 1. Log in to LiveRamp
Step 2. Go to "Destination Accounts" in the left navigation bar
Step 3: Click "+ New Destination Account" green button at the top right
Step 4: Search for "The Trade Desk" destination
Step 5: Hover over theTradeDesk icon and click "Activate"
Step 6: Hover over the icon that reads "The Trade Desk First-Party Data" and click "Activate"
Step 7: Scroll down to the Destination-Specific Settings section. Here you will enter the Admatx Advertiser ID and Encryption key (or secret key) provided by Admatx support. 
Step 8: Name your destination account "Admatx {Advertiser Name} - {todays date}"