Create a customer attribute source and upload the data file

Create the customer attribute source and upload the data. You also activate the data source when you are ready. After the data source is active, share the attribute data to Analytics and Target.

Customer Attributes Workflow

  1. Create a data file
  2. Create the attribute source and upload the data file
  3. Validate the schema
  4. Configure subscriptions and activate the attribute source

After the data source is active, you can:

Important: To access this feature, Marketing Cloud users must be added to the Adobe Customer Attributes group. (Administration > Admin Console > User Management > User Groups).

Users that are added to the Customer Attributes group will see the Customer Attributes menu item in Audiences, on the left side of the Marketing Cloud interface

Solution group membership is also required.

See Users and Groups.

Create a data file

This data is enterprise customer data from your CRM. The data might include subscriber data for products, including member IDs, entitled products, most-launched products, and so on.

  1. Create a .csv.
    Note:

    Later in this process, you will drag-and-drop the .csv to upload the file. However, if you upload via FTP, you also need a .fin file with the same name as the .csv.

    Sample enterprise customer data file:

  2. Before continuing, review the important information in Data File Requirements, before you upload the file.
  3. Create a customer attribute source and upload the data file, described below.

Create the attribute source and upload the data file

Perform these steps on the Create New Customer Attribute Source page in the Marketing Cloud.

Note: When creating, modifying, or deleting customer attribute sources, there is a delay of up to one hour before IDs begin synchronizing with the new data source.
  1. In the Marketing Cloud, click the Menu .
  2. Click Profiles & Audiences, then click Customer Attributes.

    The Customer Attributes page is where you can manage and edit existing attribute data sources.

  3. Click New.

  4. On the Edit Customer Attribute Source page, configure the following fields:
    Element Description

    Name

    A friendly name for the data attribute source.

    Adobe Target Attribute Name Requirements

    Attribute names cannot include spaces in Target. If an attribute with a space is passed, Target ignores it. Other characters not supported include:

    < , >, ', "

    Description

    (Optional) A description of the data attribute source.

    Alias ID

    The Alias ID represents a source of customer attribute data, such as a specific CRM system.

    A unique ID that is used in your Customer Attribute Source code. The ID should be unique, lowercase, with no spaces.

    The value that is entered in the Alias ID field for a customer attribute source in the Marketing Cloud UI should match the values that are being passed in from the implementation (whether via dynamic tag management or JavaScript of the Mobile SDK.)

    The Alias ID corresponds to certain areas where you set additional Customer ID values. For example:

    • Dynamic tag management: The Alias ID corresponds to the Integration Code value under Customer Settings, in the Marketing Cloud ID Service tool.

    • Visitor API: The Alias ID corresponds to the additional Customer IDs that you can associate with each visitor.

      For example, "crm_id" in:

      "crm_id":"67312378756723456"
    • iOS: The Alias ID corresponds to "idType" in visitorSyncIdentifiers:identifiers.

      For example:

      [ADBMobile visitorSyncIdentifiers:@{@"idType":@"idValue"}];
      
    • Android: The Alias ID corresponds to "idType" in syncIdentifiers.

      For example:

      identifiers.put("idType", "idValue");

    See Leveraging Multiple Data Sources for additional information about data processing regarding the Alias ID field and Customer IDs.

    File Upload

    You can drag-and-drop the .csv data file, or upload the data via FTP. (Using FTP also requires a .fin file.) See Upload the Data via FTP.

    Important: Specific data file requirements exist. See Data File Requirements for more information.

    After uploading the file, table data is displayed under the File Upload heading on this page. You can validate the schema, configure subscriptions, or set up the FTP.

    File Upload Graphic

    Value Description

    Unique Customer ID

    Displays how many unique IDs you have uploaded to this attribute source.

    Customer-Provided IDs Aliased to Marketing Cloud Visitor IDs

    Displays how many IDs have been aliased to Marketing Cloud Visitor IDs.

    Customer-Provided IDs with High Alias Counts

    Displays the count of customer-provided IDs with 500 or more aliased Marketing Cloud Visitor IDs. These customer-provided IDs most likely do not represent individuals but rather some sort of shared login. The system distributes the attributes associated with these IDs to the 500 most recent aliased Marketing Cloud Visitor IDs, until the alias count reaches 10,000. At that time, the system invalidates the customer-provided ID and no longer distributes associated attributes.

Validate the schema

The validation process lets you map display names and descriptions to uploaded attributes (strings, integers, numbers, and so on).

Configure subscriptions and activate the attribute source

Configuring a subscription sets up the data flow between the Marketing Cloud and solutions. Activating the attribute source allows the data to flow to subscribed solutions. The customer records you have uploaded are matched up with incoming ID signals from your web site or application.

See Configure subscriptions.

To activate an attribute source

On the Create New [or Edit] Customer Attribute Source page, locate the Activate heading, then click Active.

Use customer attributes in Adobe Analytics

With the data now available in solutions like Adobe Analytics, you can report on the data, analyze it, and take the appropriate action in your marketing campaigns.

The following example shows an Analytics segment based on the uploaded attributes. This segment shows Photoshop Lightroom subscribers whose most-launched product is Photoshop.

When you publish a segment to the Marketing Cloud, it becomes available in Marketing Cloud audience and Audience Manager.

See Customer Attributes Report in Analytics help for more information.

Use customer attributes in Adobe Target

In Target, you can select a customer attribute from the Visitor Profile section when creating an audience. All customer attributes will have the prefix crs. in the list. Combine these attributes as required with other data attributes to build audiences.

See Creating a New Audience in Target help.