Rules & Best Practices for Indirect Onboarding

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 order 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

Note that when using name and postal as an identifier, all required name and postal elements must be included in each record: first name, last name, street address, city, state, and ZIP.

Best Practices

• Mind the Data Quality: The better the data, the better the match rate
  • Best results: name & mailing address (both are required), and phone number
• 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