Rules & Best Practices for CRM Insights

The success of your CRM Insights project depends on a wide variety of factors, from formatting rules to the type of data you're uploading to LiveRamp. Below, we are listing rules that you must follow to ensure that the process works and best practices that optimize the outcome of your onboarding efforts. 

Rules

• The minimum size for your file is 100,000 records.
• If you have a larger file and you are bucketing your records into meaningful segments, each segment must contain at least 100,000 records.
• Follow the Formatting Rules - use this sample spreadsheet.
  • LiveRamp can only accept .CSV files
  • Avoid special characters and spaces in the file's name
  • Avoid special characters and spaces in the segments' names
    • Use dashes or underscores to replace spaces
    • e.g. LiveRamp_Resonate_NewVoters_02182016.csv
  • Column headers must be in the following orders in your file - and the headers in bold are required:
    • Customer_ID
    • First_Name
    • Last_Name
    • Street_Address_1
    • Street_Address_2_City
    • State
    • Zip_Code
    • Zip_Plus_4
    • Email1
    • Email2
    • Email3
    • Segment1
    • Segment2
    • Segment3
    • Segment25
  • Leave fields blank where you cannot supply information
  • Limit the spreadsheet to 100 columns

Best Practices

• Mind the Data Quality: The better the data, the better the match rate
  • Best results: email, name, phone number & mailing address
  • Low results: email address
  • Extremely low results: hashed email address
• Use Segments to bucket your customers
  • e.g. Segments for High Spenders, Medium Spenders, Low Spenders, VIP Customers
• Provide Resonate with a data dictionary that describes each attribute
  • This helps Resonate understand what you're onboarding
  • We can recommend user-friendly names and suggest changes
• Create user-friendly attribute names for your data