Guide to Onboarding Data with Resonate

Onboarding your data to the Resonate Ignite Platform allows you to gain 15,000+ insights on your customers. To get the most value out of your data, first think about how you’d like to define your 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. 

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 Groups and Segments as follows:

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

Once your Groups 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 Groups and Segments as follows:

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

Once your Groups 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 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.