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
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For Direct Data Append, Resonate will provide you with options available for you to send us your input data. Our preferred method is accepting your data via Snowflake. We do have box.com or AWS as an option of Snowflake does not work for you.
- 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.
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Prepare your data based on the method you choose to send it to us
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For Snowflake follow Snowflake Steps for Data Append
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For Box or AWS use Direct Data Append File Formatting instructions to prepare your file and send it to us
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For Indirect Append via Throtle use Indirect Data Append File Formatting
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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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