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
After the data source is active, you can:
Users that are added to the Customer Attributes group will see the Customer Attributes menu item in Audiences, on the left side of the Experience Cloud interface.
Solution group membership is also required.
To use the Customer Attributes feature, users must belong to the Adobe Customer Attributes group in user management , and to solution-level groups (Analytics or Target).
See Users and Groups.
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.
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:
Perform these steps on the Create New Customer Attribute Source page in the Experience Cloud.
The Customer Attributes page is where you can manage and edit existing attribute data sources.
Name: A friendly name for the data attribute source. For Adobe Target, attribute names cannot include spaces. 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.
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 Experience 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:
iOS: The Alias ID corresponds to "idType" in visitorSyncIdentifiers:identifiers.
Android: The Alias ID corresponds to "idType" in syncIdentifiers.
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.
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
Unique Customer ID: Displays how many unique IDs you have uploaded to this attribute source.
Customer-Provided IDs Aliased to Experience Cloud Visitor IDs: Displays how many IDs have been aliased to Experience Cloud Visitor IDs.
Customer-Provided IDs with High Alias Counts: Displays the count of customer-provided IDs with 500 or more aliased Experience 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 Experience 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.
The validation process lets you map display names and descriptions to uploaded attributes (strings, integers, numbers, and so on). You can also delete attributes by updating the schema.
How to delete attributes and replace attributes in the schema.
Configuring a subscription sets up the data flow between the Experience 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.
To activate an attribute source
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 Experience Cloud, it becomes available in Experience Cloud audiences and Audience Manager.
See Customer Attributes Report in Analytics help for more information.
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.