The Appending Process
One significant advantage of Data Append is its quick and simple workflow. The end-to-end process involves 5 steps.
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 type of ID to match against
- Direct Data Append: Hashed Emails or MAIDs
- Indirect Data Append: Name/address, plain text email, telephone number, or IP address
- Determine the number of records in your file
- Select from Resonate’s 18 Attribute Clusters
- Choose a delivery frequency of monthly, quarterly biannually, or annually. We recommend at least quarterly refreshes.
- Identify the type of ID to match against
2. Delivery kick-off
- File upload location is provided
- For Direct Data Append, Resonate will provide you with a secure upload link (Box.com) and instructions as to where and how to upload your data for processing.
- For Indirect Data Append, Resonate receives your data via our partner, Throtle. Once an agreement has been signed with Throtle, they will provide you with a secure upload link (S3 or SFTP) and instructions as to where and how to upload your data for processing.
- Prepare your file following the Direct Data Append File Formatting or Indirect Data Append File Formatting
- Through a secure connection, you will send your data to our partner or directly to Resonate, depending on the type of data you have in the file.
3. ID matching
- For Direct Data Append, Resonate matches your IDs directly to Resonate IDs.
- For Indirect Data Append, Throtle matches your IDs to their IDs. Throtle IDs are then matched to Resonate IDs.
- Within 7 business days, Throtle deduplicates, cleans, and processes your data into anonymous Throtle IDs.
- Throtle sends you a file containing your data and the matching IDs at a row level.
- Simultaneously, Throtle sends Resonate their IDs matched to Resonate IDs.
4. Resonate appends matched IDs
- Within 10-14 business days, Resonate will provide two file outputs as the deliverables for Data Append: The Append File and Key Definitions File.
5. You merge the files
- Merge the files and load into your desired applications. We recommend using your data science or analytics resources who can help ingest these files into your internal tech stack.
- For Direct Data Append, you will be merging the two files from Resonate
- For Indirect Data Append, you will be merging the two files from Resonate + the file you received from Throtle
- You are now ready to slice-and-dice the data to understand your customers better than ever before!
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