The Appending Process
One significant advantage of Data Append is its quick and simple workflow. The end-to-end process involves 5 steps:
- Resonate helps you with scoping
- Delivery kick-off
- Our Partner matches IDs
- Resonate appends IDs
- You merge the insights
1. Resonate helps you with scoping
- Resonate will work with you to scope out your unique needs for the Data Append project. You will need to:
- Identify the file to which you wish to append Resonate attributes, the number of records in it, and the type of ID (Name/Address, plain text email, hashed email, MAIDs, telephone numbers, IP address, or any combination thereof) to match against
- Select from Resonate’s 17 Attribute Clusters and/or pick your Spark Study attributes (fka Custom Questions)
- Choose a delivery frequency of one time, two times, or four times a year. (We recommend quarterly refreshes!)
2. Delivery kick-off
- After signing your contract with Resonate, our partner will provide you with a secure upload link (S3 or SFTP) and instructions as to where and how to upload your data for processing.
- Your Resonate Customer Success Manager will send you File Formatting Guidelines for the file to which you want to append.
- Through a secure connection, you send our partner the data against which you want to match.
3. Our Partner matches IDs
- Within 7 business days, our partner deduplicates, cleans, and processes your data into anonymous partner IDs.
- Our partner sends you a file containing your data and the matching partner IDs at a row level.
- Simultaneously, our partner sends Resonate the partner IDs matched to Resonate IDs.
4. Resonate appends IDs
- Using the file received from our partner, Resonate looks up the Resonate attributes that correspond to the matched Resonate IDs.
- Within 5-8 business days of receiving the file from our partner, we will send you a file with partner IDs and the appended Resonate attributes.
- You will receive two files from Resonate, with the following formatting structure:
- Resonate Attributes with RCID Delivery File: CSV file format, with the structure of: RCID, “Attribute Value Key”, “Attribute Value Key”, etc.
- Attribute Taxonomy Data Dictionary File: JSON file format, with the structure of: “Attribute Value Key”, “Attribute Value Name”, “Resonate’s Attribute Taxonomy Classification”
5. You merge the files
- Using the files you received from our partner and Resonate, you merge your first-party data to Resonate attributes, using the mutual partner IDs as the match key.
- Upload your data to your CRM system or onboard it to your modeling infrastructure.
- You are now ready to slice-and-dice the data to understand your customers better than ever before!