New Client First-Party Data Onboarding Process

When historical files are received they are made available to the VP of Engineering. VP of Engineering will upload files to FlatFile??? Once uploaded to FlatFile they push to TreasureData... then? exported and made available to Product Manager.

1. Product Manager will create an Audience in LiveRamp (an Audience is equivalent to the client's Property name) within the Authenticated Audiences account.
   
2. Name the Audience the client's name and select PII and the device type to upload into the audience, then click Create Audience.
   
3. Next upload the file(s) by clicking on File Upload and select the Audience (client name) then upload the files When uploading a new file to LR ensure all column headers are the consistent and contain values we can segment on. This will allow us to update the segment/audience in TTD without changes within TTD (should be accomplished by FlatFile).
   
4. Go to the Audiences section and click on the Audience (client name) and click on Create Segment
   
5. Next create segment from Audience using dealer_id field and name using naming convention Property Name (Prop Id), example “Cardinale Bakersfield Audi/VW (id: 49835) 1P”
   
6. Go to the Destination accounts section then select the AA Account - The Trade Desk tile.
   
7. Select the Segment to distribute then click Add to Distribution
   
8. The segment should populate in The Trade Desk's Authenticated Audiences advertiser account within 1-3 business days. It'll be located within Data > My Imported Data
   

Updating Client First-Party Data Onboarding Process

1. Upload the new file(s) by clicking on File Upload and select the Audience (client name) then upload the files
   When uploading a new file to LR ensure all column headers are the consistent and contain values we can segment on. This will allow us to update the segment/audience in TTD without changes within TTD (should be accomplished by FlatFile).