Profile Merge Rules review and complete the steps in
each of the procedures described in this section.
Create a Cross-Device Data Source
To create a cross-device data source, go to Manage Data > Data Sources > Add New and complete the steps for each section described here. Administrator permissions are required to create or edit a cross-device data source.
Create a Profile Merge Rule
To create a Profile Merge Rule, go to Manage Data > Profile Merge Rules > Add New Rule and complete the steps for each section described here. You can create up to 3 merge rules after setting up a cross-device data source. Administrator permissions are required to create, edit, or delete a rule. All users can view and use existing Profile Merge Rules.
Configure Merge Rule Code
Follow these instructions to set up the Visitor ID Service, DIL, and mobile SDK code to work with your merge rules.