How to Send Your Data to Resonate

Box is the preferred and secure method of sending your data for direct onboarding with Resonate. Your Resonate Client Success Manager will provide access to a Box folder for your file upload and will work closely with you throughout the onboarding process. 

We recommend Box because it is a trusted file storage platform and protects your data with enterprise-grade security, privacy, and compliance.  Security features include strong user authentication, shared link expiration, data leak prevention and more.  Learn more about how your data is secure with Box here.  

Resonate File Format Requirements 

Please follow the file formatting requirements specified below so that we can process your data as quickly as possible.  

 ID Types Accepted: 

• HEMs 
  • MD5 (preferred)
  • SHA-128  
  • SHA-256 
• IP Addresses 
  • IPv4 

File Name: 

• Name file(s) as follows: <ID type>_<client name>_<date> (Example: HEMSHA1_Resonate_20220419.csv)
• ID Types: HEMSHA1, HEMSHA2, HEMMD5, IP 
• Date is the day when data is uploaded, formatted as: YYYYMMDD 

File Format: 

• .csv file format  
• File cannot be compressed 
• One file per ID type (Example: File #1 with SHA1 and File #2 with SHA2)

 File Content:

• 4 columns with column headers, as outlined below (ID Type, ID, Add, Remove)  
• Min number of records/segment - 20K  
• Max number of records/file- 50M  

Guide to Onboarding Data with Resonate   

Onboarding your data to the Resonate Ignite Platform allows you to gain 14,000+ insights on your customers. To get the most value out of your data, first think about how you’d like to define your Audiences and Segments. 

When you send us your data, you will specify the Audience and Segment value for each ID. To determine your Audiences and Segments, think about what data you want to analyze and how you’d like it to be organized.  

• Audiences represent a group of your customers. Audiences hold a grouping of segments. 
• Segments represent a cut of your audience that you would like to gain insights on. Segments can be combined using logic statements to create audiences for analysis and activation. 

 Next, think about how often you will want to refresh your data.  

• Static Segments represent data that is not continuously changing and support a one-time upload per segment. 
• Dynamic Segments represent data that is changing over time and support refreshing your segments to get the most up to date insights on your customers. We support differential uploads where you only send the IDs that you’d like to add or remove from existing segments, or if you prefer you can re-send a complete list of IDs to be processed like a new segment. 

Let’s walk through a couple examples. 

1. 2022 Purchasers  

For example, let’s say you’d like to onboard IDs that represent your purchasers at the end of each quarter to compare how they change throughout the year.   

You could define your Audiences and Segments as follows: 

• Audience=Segment: Purchasers 2022=Q1 
• Audience=Segment: Purchasers 2022=Q2 
• Audience=Segment: Purchasers 2022=Q3 
• Audience=Segment: Purchasers 2022=Q4 

Once your Audience and Segments are available in the platform as shown above, you can combine segments to create audiences for analysis and activation. For example, you could combine Q1 and Q2 segments to create an audience that represents your purchasers for the first half of 2022.

At the end of each quarter, you would provide a file to Resonate formatted similar to the example below. This would represent a Static Segment because the data is not continuously changing, so you would consider a one-time upload per segment (quarter). You would leave the fourth column blank because you are not removing any IDs from existing segments.   

2. Loyalty Members  

In a new example, let's say you would like to onboard audiences that represent your tiered loyalty program to learn how they are different. You could define your Audiences and Segments as follows: 

•  Audience=Segment: Loyalty Program 2022=Gold 
• Audience=Segment: Loyalty Program 2022=Silver 
• Audience=Segment: Loyalty Program 2022=Platinum  

Once your Audience and Segments are available in the platform as shown above, you can combine segments to create audiences for analysis and activation. For example, you could create an audience for each segment – Gold Members, Silver Members, and Platinum Members.  

The members in your programs fluctuate often, so you want to refresh your audience segments each month as members are added and removed so that you are getting the most up-to-date insights on your customers as they change throughout the year. This would represent a Dynamic Segment because your data is changing over time.  

At the end of each month, you would provide a file to Resonate formatted similar to the example below. We support differential uploads where you only send the IDs that you would like to add or remove from existing segments. For example, if a customer moved from your Silver tier to Gold, you would add Gold to the add column and Silver to the remove column for that ID. For a new loyalty member, the remove column would be empty. And if a member dropped from your loyalty program altogether, you would only request to remove them from their previous segment.  

Or, if you prefer you can send a file each month of your loyalty members at that point in time and we will process each like a new segment.