Direct Data Onboarding FAQ

For complete instructions on file requirements and onboarding your data, please refer to our knowledge base articles below:  

• First-Party Data File Formatting Guidelines & Best Practices

What data can be directly onboarded to Resonate?  

Resonate accepts HEMs, MAIDs, and IP Addresses for Direct Onboarding.  

• HEMs
  • MD5 (preferred) 
  • SHA-1
  • SHA-256
• IP Addresses
  • IPv4 
• MAIDs

Which ID types are recommended for Direct Onboarding?  

Our preferred priority order of ID types are HEMs, MAIDs, and then IP addresses. 

When sending HEMs, we recommend MD5 due to the persistence of the IDs as the longest and most continuously available ID.  

What are the expected match rates with Direct Onboarding? 

Expected match rates vary depending on the quality of data provided. When onboarding HEMs, IP Addresses, or MAIDs directly with Resonate, estimated match rates range from 40-60%. 

What is the processing time once data has successfully been uploaded? 

When onboarding directly with Resonate, audiences will be available in the Resonate Ignite Platform 3-4 business days after confirmation of successful data upload. 

How do I send my data for Direct Data Onboarding? 

Follow the documentation outlined below to onboard your data. 

First-Party Data File Formatting Guidelines & Best Practices

How to Upload Your Data with Box 

How to Upload Your Data via Direct Upload

Can I combine more than one ID type into one file? 

No – a file can only contain one ID type. 

How often should I refresh my onboarded data?  

To get the most up to date view of your onboarded audiences, we recommend continuously refreshing your segments. The frequency of recommended refreshes will vary depending on what type of data you’re analyzing, but we can support up to one file per week and recommend a full refresh of an audience at least once a quarter. 

How do I remove or add a record to a segment? 

To remove a record or add a record from your onboarded segments, please follow the instructions outlined in our Direct Data Onboarding File Requirements.  

To add a record, you will include the group and segment name in column 3 for the corresponding ID. To remove a record, you will include the group and segment name in column 4.  

To remove an entire segment, column 4 needs to be completed for each record in that segment. 

To replace a segment for a specific record(s), you need to put the segment you wish to replace in the ‘Remove’ column and then the segment you wish to replace it with in the ‘Add’ column.

Are records to remove counted as a record onboarded for pricing? 

Yes, pricing is based on the number of records in a file – including records to remove and repeat records. Please dedupe your records prior to upload. 

How many records and segments can I send?  

• Min number of records/segment - 20K   
• Max number of records/file - 50M   
• Max number of segments/file - 100   

What is the maximum file size for AWS?

The max file size that AWS can accommodate is 50GB.

What is the maximum file size for Direct Upload?

The max files size that can be accommodated for Direct Upload is 6GB.

What if I onboard a few segments that do not individually hit our reportable sample, can I see them in the platform and try combining them into a larger audience?

Yes, segments can be OR’d together in the segmentation center to combine the sample from each segment.

Why is the minimum number of records per segment 20K for Direct Onboarding and 100K for Indirect Onboarding?

Onboarding via LiveRamp involves a two-step matching process: Matching offline customer records to online LiveRamp IDs and Matching online LiveRamp IDs to online Resonate IDs.

At each step, you should expect some scale loss. To ensure that your onboarding project is successful and worth the investment, we require that you onboard at least 100,000 records. Smaller files will not generate insights and your match rate will suffer.

Onboarding directly to Resonate is a one-step matching process, matching your IDs (HEMs, MAIDs, and IPs) directly to Resonate IDs.  This means you can expect more matches and therefore we require less records per segment (20K).

What are Groups and Segments? 

When you send us your data, you will specify the Group and Segment value for each ID. To determine your Groups and Segments, think about what data you want to analyze and how you’d like it to be organized.  Please be aware that while there is no restriction on the length of a segment name, group names are limited to 280 characters.

• Groups are a way to categorize and organize your 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. 

What is the Estimated Targetable ID number for onboarded IDs? 

For Imported Data, the  Estimated Targetable number reflects the number of onboarded IDs within our ID graph that can activated.

What is a workspace?

A workspace is where you will upload your files for direct onboarding. You can create new workspaces when you want to keep data sets separate from one another.

When do I need to create a new workspace?

A workspace within the Integration tab can be thought of like a folder where you can organize your files. Most CRM Insight clients will only have 1 or 2 workspaces.

• Workspaces should not be created each time a file is being uploaded
• New workspaces are needed when you’re trying to keep certain sets of data apart
• Agency clients should create a workspace for EACH of their clients
  • This will allow Resonate to turn off the backend if the client churns without affecting other clients
  • Keeps each of the agency’s clients’ data safe from being mingled with other companies

How long is onboarded data activatable?  

Anything that appears in Imported Data in the platform will be activatable for up to 2 years.  At time of activation, any valid available IDs will be sent to your Activation destination. 

Can I upload raw email addresses?

Only for the Direct Upload option under the Integration tab. Resonate then will hash your email addresses client-side so only the HEMs will pass into Resonate’s systems.

FAQs for Demographic Insights Improvements - September 24, 2024

Will match rates be affected by the update?

No. Match rates will remain the same.

Will gender insights match my file exactly?

Gender insights will be much improved.  However, please keep in mind that we show insights based on predictive models, so gender insights may still not match 100% of what you are seeing from a deterministic data source.

Will the Estimated Targetable IDs number align with the percent compositions on my insights? 

To provide better insights, we're taking a sample of the IDs we matched to, from your CRM file to use as the IDs behind the segment for analysis in Ignite. Not every ID we can match to for activation (aka the Estimated Targetable number) is going to have the highest fidelity insights possible. For this reason, you may not see the percent compositions on a certain insight align exactly with the Estimated Targetable IDs when you add that insight to your CRM segment. 

What does Estimated Targetable IDs mean for my audience?

This is the estimated available number of IDs within Resonate's ID Graph that can activated for an audience. 

How do I determine the % of my file that's female? 

Select a segment that is your total audience (if you don't have one, combine attributes to make your total audience in an "OR" statement), then add that audience to an analysis. In the "Demographic Highlights" you'll see a % composition of gender. Using that percentage, calculate the number of matched IDs by multiplying the Estimated Targetable IDs by that percentage. Always use the % composition from the insight against the Estimated Targetable IDs.

• Example: You have 3 segments: male, female, unknown. Combine them all in an "OR" statement, combined, there are 380K IDs, and then click the "Add to Analysis" button. From there in the "Demographic Highlights" section you see that the % composition of the audience is 59% female. Multiply the 380K (Estimated Targetable IDs) by 59% (% that is female) to see you have 224,000 IDs that are female.