File Delivery Process
See the sharable one-sheeter here: Audience One Sheeter
Clients should setup recurring audience file drops to a PMG SFTP for Alli ingestion. These files can be exported from their existing CDP or internal CRM platforms. Typically most platforms allow for an automated process.
For new clients, you can request an SFTP setup here. Existing client credentials can be found in the client's 1Password vault.
File Delivery Cadence
We recommend weekly or monthly.
Recurring audience file drops will automatically be ingested to the platform so the cadence is determined by the client team and how often they want to receive audience refreshes.
Importing a new CRM, Data, or Transaction list
To make it easier to onboard audience files, ask the client to send you the name of the file they’re dropping and the included column headers.
Once an audience file has been dropped to the SFTP server you can import it into Alli. For full instructions on how to do this see How-to Import an Audience List
If the client team managing audiences needs help getting setup on Alli and importing audiences, reach out to the Alli POC or log a support ticket
The setup process can be expedited by providing us with the name of the file dropped to the SFTP, the header columns for the file, and by making sure you have authenticated third-party partners you want to send audiences to in Alli.
Instructions on adding authenticated partners can be found here: How To Authenticate a Partner Platform to Send Actions To
- Activating to Google Customer Match Uploader (CMU)
- Activation Explainers
- Audience File Requirements/Schema
- Audience References
- Audience Shift
- Audiences How-Tos
- Audiences Tutorials
- Facebook Offline Events
- Getting started with Alli Audiences as a new users
- How To Authenticate a Partner Platform to Activate Audiences
- How to Authenticate a SFTP for Import or Activation
- How To Create a New Audience List From SFTP
- How to Create a Segment to filter down to a specific audience