Download Marketing Cloud Product Documentation

Adobe® Marketing Cloud
Marketing Cloud Product Documentation
Contents
Marketing Cloud and Core Services Product Documentation......................................4
What's New in the Adobe Marketing Cloud....................................................................6
Spring 2016 Release..........................................................................................................................................................6
Marketing Cloud Integrations.......................................................................................14
Access the Marketing Cloud..........................................................................................17
Sign in to the Adobe Marketing Cloud....................................................................................................................17
Link accounts in the Marketing Cloud.....................................................................................................................17
Log in to solutions via direct Marketing Cloud link............................................................................................18
Administration - User Management and FAQ..............................................................20
Frequently Asked Questions - Administrators......................................................................................................20
Upgrading to Analytics Premium and the Marketing Cloud...........................................................................23
User and Product Management - Admin Console..............................................................................................25
Manage users and groups in the Marketing Cloud......................................................................................................................29
Add product configurations.................................................................................................................................................................30
Delegate administrative roles to users.............................................................................................................................................33
Supported Browsers and System Requirements.................................................................................................33
Core Services and Solutions..........................................................................................34
About Core Services and Solutions in the Marketing Cloud...........................................................................34
Core Services - How to Enable Your Solutions......................................................................................................39
Data Storage and Privacy Disclosure Information........................................................................................................................46
Using DNS Prefetch with Different Marketing Cloud Solutions and Services...........................................47
Activation...........................................................................................................................................................................48
Assets and Sharing..........................................................................................................................................................49
Marketing Cloud Assets..........................................................................................................................................................................49
Last updated 3/27/2017
Marketing Cloud Product Documentation
Contents
Share Marketing Cloud Folders and Assets with Creative Cloud............................................................................................53
Feed......................................................................................................................................................................................63
Profiles and Audiences - People Core Service.......................................................................................................64
Customer Attributes................................................................................................................................................................................64
Audiences....................................................................................................................................................................................................82
Triggers.........................................................................................................................................................................................................89
Embedding Content.....................................................................................................103
Exchange Marketplace.................................................................................................104
Notifications.................................................................................................................105
Organizations and Account Settings..........................................................................107
Map a Report Suite to a Marketing Cloud Organization.................................................................................108
Tips for Selecting a Marketing Cloud Organization...................................................................................................................108
Troubleshooting Account Linking..........................................................................................................................110
Terminology Reference................................................................................................111
Release Notes................................................................................................................116
Documentation Updates - Marketing Cloud..............................................................127
Contact and Legal Information...................................................................................128
Last updated 3/27/2017
Marketing Cloud Product Documentation
Marketing Cloud and Core Services Product
Documentation
4
Marketing Cloud and Core Services Product Documentation
The Marketing Cloud is an integrated family of digital marketing solutions, as well as an intuitive interface for new resources
and capabilities called core services. Learn about new features in What's New in the Adobe Marketing Cloud.
If you are new to the Marketing Cloud, Learn more on Adobe.com.
New and Popular Topics
Administration and User Management
• What's New in the Marketing Cloud
• Using DNS Prefetch with Different Marketing Cloud Solutions
and Services
• Marketing Cloud Triggers
• Product Configurations in the Admin Console
• Assets
• Release Notes - Cumulative Fixes
• User and Product Management - Admin Console
• Organizations and account linking
• Admin Roles: Delegate admin rights to users
• Frequently Asked Questions
• Marketing Cloud Privacy and Security Overview
• Profile Management in Adobe Marketing Cloud
Integrations & Core Services
• Marketing Cloud Integrations (Home)
• Core Services and Solutions
• Enable Solutions for Core Services
• Marketing Cloud ID Service
• Integrating Adobe Target with the Marketing Cloud
• Marketing Cloud Audiences
• Customer Attributes - for Target and Analytics
• Publish audience segments from Analytics
• Mobile Services
• Activation (Dynamic Tag Management)
Collaboration
• Assets
• Feed
• Notifications
Community Help Resources
• Solution Release Notes
• Solution Help Home
• Quick links to solution documentation:
• Analytics
• Audience Manager
• Experience Manager
• Media Optimizer
• Primetime
• Social
• Target
• Marketing Cloud Overview (blog)
• Core Services Overview (blog)
• Marketing Cloud Forum
Marketing Cloud and Core Services Product
Documentation
5
• Adobe Marketing Cloud Community (adobe.com)
• Adobe Training and Tutorials
• Adobe Support
What's New in the Adobe Marketing Cloud
6
What's New in the Adobe Marketing Cloud
An overview of new features and updates in the Marketing Cloud.
November 8, 2016 - 16.11.1
Feature
Description
Update to Profile & Passwords
Users can no longer edit IMS user profile information under Personal Details In Edit
Profile > Profile & Passwords. Instead users are redirected to accouts.adobe.com.
This applies to all identity types (Adobe ID, Enterprise, and Federated).
Fixes
• Fixed an issue with technical passwords that caused an error in folder sharing between Creative Cloud and Marketing Cloud.
(MAC-31067, MAC-32014)
• Fixed an issue with the upload of certain file types, including PDF, that was found after the October release in Assets Core
Service. (MAC-32517)
Spring 2016 Release
New features in the April 21, 2016 release of the Adobe Marketing Cloud. Single-click navigation between solutions, updated
feed, improved navigation, and more.
As part of the Adobe Marketing Cloud Spring 2016 release, a simplified top-level navigation menu displays at the top of all
solution interfaces, enabling single-click navigation to solutions and core services.
On this page:
• Single-Click Navigation between Solutions
• Improved Notifications
• Updated Feed
• Organization Management
• Profile & Password
• Send Audiences to Analytics (Public Beta)
Single-Click Navigation between Solutions
Choose your own default landing page or take advantage of the solution-switcher widget. The new interface makes it easier to
switch between Adobe Marketing Cloud solutions, administrative tools, and core services.
This interface update simplifies how you access solution features. Notable changes are described below.
All Solutions and Services
To access Marketing Cloud solutions and services, click the menu icon:
What's New in the Adobe Marketing Cloud
7
Note: Single sign-on and account linking for solutions is handled automatically. However, existing users might need to link
solution accounts to their Marketing Cloud ID (Adobe ID). See Organizations and Account Settings.
Administration Menu
When you click Administration, new options are available:
Menu Selection
Profile & Password
Description
Update personal details, password, default organizations and your landing page, and embed content.
See Profile & Password on this page.
Notifications
Configure notifications. See Improved Notifications on this page.
Administration
Administer users and groups. See Administration
Analytics
The report menu has not changed. However, changes to how you access interface features and tools are described below.
Element Name
Description
Workspace
Opens Analysis Workspace for creating Analytics projects, the recommended interface for Analytics.
Reports
Opens Reports & Analytics, where you can run pre-built reports.
Components
Tools
Admin
Opens Analytics features like Segments, Calculated Metrics, scheduling tools, and so on.
Provides access to Analytics interfaces and tools like Ad Hoc Analysis, Report Builder, Data Workbench,
Data Warehouse, and Activity Map (ClickMap).
Opens Admin Tools for Analytics administrators.
More details about Analytics menus can be found here.
What's New in the Adobe Marketing Cloud
8
Target
Element Name
Activities
Audiences
Content
Recommendations
Setup
Description
Opens the Activities List.
Opens Audience List
Opens Content Library
Opens Recommendations tool.
Opens Target-specific configuration options.
Media Optimizer
Element Name
[Channel] > Campaign Management
[Channel] > Optimization
[Channel] > Insights & Reports
Description
Includes most of the menu options that were formerly at the top-level Search, Display,
and Social menus. Note: For Media Optimizer Standard users, Bid Rules has moved to
the Optimization menu (see below).
Includes all menu options that were formerly under Portfolios (Media Optimizer
Premium), as well as the former Search > Bid Rules (Media Optimizer Standard).
Includes:
• All menu options that were formerly under Home. Note: Display doesn't have a
Dashboard view. Instead, Display > Campaign Management > Managed Campaigns
includes performance reports directly on the Campaigns and Ad Strategies tabs.
• All menu options that were formerly under Reports.
[Channel] > Tools & Settings
Includes all channel- applicable menu options that were formerly under Tools. For
Display, it also includes Blacklists & Whitelists, where you can define advertiser-level
blacklists and whitelists of website domains and terms.
What's New in the Adobe Marketing Cloud
Element Name
[Channel] > Admin
9
Description
Includes all menu options that were formerly under Admin. For Display, it also includes
Ad Verification, where you can define advertiser-level ad verification options.
Improved Notifications
Get notified about events (like posts, mentions, assets shared, system updates) happening across your organization navigation
widget. You can sort the Notifications display based on the message types that are important to you, and search for notifications.
You can:
• Sort by the message types that are important to you.
• Search for notifications.
Enable Notifications
To enable notifications, navigate to Administration > Notifications.
What's New in the Adobe Marketing Cloud
10
Note: Solution-specific notifications settings must be set from within each solution.
Updated Feed
The Feed is your landing page for the Marketing Cloud (unless you specify a solution landing). The Feed is an aggregation of
cards that you create or that have been shared with you by other users.
What's New in the Adobe Marketing Cloud
11
Updates to the Feed include:
• Topics: All <organization name>: Shows all the posts that have been shared with you, and all the posts to which you have
access.
• Manage Topics: Lets you follow, unfollow, or suggest topics. Additionally, administrators can approve, reject, deactivate, and
create topics.
• New Post: Create posts that members of groups can see.
• All Posts: View all posts in your feed.
• My Posts: View only your posts.
• Mentions: View posts in which you or your group is mentioned.
• Favorites: View posts that you marked as favorites.
Organization Management
You can set your default organization and landing pages used when logging in to the Marketing Cloud:
Edit Profile > Manage Organizations
What's New in the Adobe Marketing Cloud
See Organizations and Account Settings for more information.
Profile & Password
You can update personal details, password, default organizations and your landing page, and embed content.
Click Administration > Profile & Password.
12
What's New in the Adobe Marketing Cloud
Send Audiences to Analytics (Public Beta)
You can share segments created in Audience Manager with Analytics, in real time.
See Marketing Cloud Audiences integration with Analytics.
13
Marketing Cloud Integrations
14
Marketing Cloud Integrations
Learn about available solution and core service integrations in the Adobe Marketing Cloud.
Adobe Marketing Cloud is a comprehensive set of best-in-class, integrated solutions built on a common data platform with a
common set of powerful core services. The following table provides access to available Marketing Cloud integration documentation.
Integration Name
Purpose
Solutions or Services
Enable your Solutions for Core Describes how to:
• Activation - Dynamic Tag Management
Services
• Provision your company in the Marketing • Analytics
• Target
Cloud
• Enable you to become an administrator • Marketing Cloud ID service
• Implement the Marketing Cloud ID service
• Modernize your Analytics and Target
implementations via DTM
• Start using core services
Marketing Cloud ID Service
• Analytics
The ID service provides a universal,
• Target
persistent ID that identifies your visitors
• Data Workbench
across all the solutions in the Marketing
Cloud. It can replace ID generation code for
services such as Analytics, Audience
Manager, Target, video heartbeat, and other
Marketing Cloud solutions or features.
Audiences:
Create and manage audiences in the
Marketing Cloud Audience Library.
Audiences can be created or derived from
various sources, such as:
Audiences
• Activities in Adobe Target
• Segmentation in Audience Manager
• Media Optimizer (login required)
• New ones created in the Marketing Cloud.
• From Analytics segments published to the
Marketing Cloud.
• From Audience Manager.
Customer Attributes
Customer Attributes
If you capture enterprise customer data in • Analytics: Customer Attributes Report
a customer relationship management (CRM) • Target: Configure Target's subscription to
customer attributes
database, you can upload the data into a
customer attribute data source in the
Marketing Cloud. Once uploaded, leverage
the data in Adobe Analytics and Adobe
Target.
Marketing Cloud Integrations
Integration Name
15
Purpose
Marketing Cloud Assets:
Share folders and assets between the
Marketing Cloud and the Creative Cloud.
Share Marketing Cloud Folders
Collaborate, annotate shared assets, and use
with Creative Cloud
them in Marketing Cloud solutions like
Social and Target.
Solutions or Services
• Marketing Cloud
• Creative Cloud
• Target
• Social
• Experience Manager (configuration)
Analytics: AEM Assets
reporting in Analytics
Enables Analytics to collect impressions and • Analytics
clicks on Assets served up from AEM Asset • Experience Manager
Insights.
Audience Manager
Work with data from Marketing Cloud
solutions or other external systems in
Audience Manager.
• Analytics Data Integration
• Target Data Integration
• Experience Manager Integration
Activate Marketing Cloud solutions and
services via Dynamic Tag Management.
• Analytics
• Audience Manager
• Media Optimizer
• Target
• MAC ID Service
• Nielsen Tracking
Audience Manager
(integration home)
Activation - Dynamic Tag
Management
Target
Integrate Adobe Target with Adobe
• Customer Attributes: Configure Target's
Analytics and other Marketing Cloud
subscription to customer attributes
Integrating Adobe Target with
solutions to enable the use of the same data, • Marketing Cloud Audiences: Marketing Cloud
the Marketing Cloud
audiences, attributes, and metrics in both
Audience Library
solutions.
• Analytics: Adobe Analytics as the Reporting
Source for Adobe Target
• Dynamic Tag Management: Best Practices for
Implementing Adobe Target using DTM
• Audience Manager: Target Data Integration with
Adobe Audience Manager
• Campaign: Integrating Target with Campaign
Experience Manager
(Integration Home)
Solutions Integration
Integrate AEM with other solutions and
third-party services.
• Analytics
• Analytics with External Providers
• Marketing Cloud
• Creative Cloud
• Audience Manager
• Campaign
• Dynamic Tag Management
• Scene7
• Target
• Third-party services (data connectors)
Marketing Cloud Integrations
Integration Name
16
Purpose
Solutions or Services
• Extensions
• AEM
Experience Manager - Assets Synchronize your assets within Adobe
• Creative Cloud
Experience Manager (AEM) Assets with
Configuring AEM Assets
Adobe Creative Cloud, and vice versa. You • Marketing Cloud
integration with Marketing
can also synchronize your assets with
Cloud and Creative Cloud
Marketing Cloud and vice versa. You can
set up this synchronization through
Marketing Cloud.
Media Optimizer
Analytics can send site engagement and conversion data daily to Media Optimizer, where the
data is available for ad optimization and reporting. Also, Media Optimizer can send search
Integration with Adobe
engine and social network traffic data daily to Analytics, where the data is available for reports
Marketing Cloud Solutions and
in the reports and analytics, report builder, and ad hoc analysis capabilities.
Core Services
Dynamic Tag Manager: You can use Dynamic Tag Manager to create Media Optimizer
(Log-in required)
pixel-based conversion tracking tags, as well as third-party tracking tags, for your search, social,
and display ad landing pages. (You can also can create Media Optimizer tags directly within
Media Optimizer.)
Marketing Cloud Audiences: (Advertisers with display management) You can use any of your
Adobe Marketing Cloud audiences as targets for your display ads. You can automatically use
audiences that you've created in Adobe Marketing Cloud and audiences from Analytics that
you've published to Adobe Marketing Cloud, and you can use audiences from Audience Manager
when the Media Optimizer account is configured to allow it. Contact your account manager
for more information about access to Adobe Marketing Cloud and its Profiles and Audiences
core service, and about the initial setup between Media Optimizer and Adobe Marketing Cloud
audiences. Note: If you also use Adobe Target, any of the audiences you've published to Adobe
Marketing Cloud are also available for activities in Target.
Marketing Cloud Assets: (Advertisers with display management) You can use any of your
Adobe Marketing Cloud assets as the creatives for your display ads, using the New Display Beta
view. You must be logged in to Media Optimizer through Adobe Marketing Cloud) to access
your Adobe Marketing Cloud assets. Contact your account manager for information about
access to Adobe Marketing Cloud.
Marketing Cloud Notifications: From the notifications link at the top of each page, you can
view all alerts generated from your search beta alerts templates, as well as Adobe Marketing
Cloud system updates, posts, mentions, and assets shared. You must be logged in to Media
Optimizer through Adobe Marketing Cloud) to access your notifications. Contact your account
manager for information about access to Adobe Marketing Cloud.
Access the Marketing Cloud
17
Access the Marketing Cloud
Sign in to the Marketing Cloud using your Adobe ID, link accounts, and log in to solutions via direct Marketing Cloud link.
After the email invitation is sent to a user, he or she can link their solution credentials with their Adobe ID. This link enables a
user to log in to all of their solutions from one place. If a user does not have an Adobe ID, you can create one prior to linking
your accounts.
For example, in Analytics and Social, link (or map) the Company, Username, and Password values to your Adobe ID.
See Link accounts in the Marketing Cloud.
Administrators, if you are not part of the Marketing Cloud, see Core Services - How to Enable Your Solutions.
Having Trouble - Password Recovery
If you receive an error when linking accounts, you might need to recover your solution password. Depending on the solution
you are using, you may have a different password recovery process.
Generally, to recover a password:
1. Navigate to your solution login page.
2. Click Forgot Password.
For Adobe Analytics users, navigate to https://sc2.omniture.com/password_recovery.html.
Resetting a solution password should resolve password linking issues for Marketing Cloud account linking.
Sign in to the Adobe Marketing Cloud
Learn how to sign in to the Adobe Marketing Cloud.
1. Verify with your administrator that your company has been provisioned in the Marketing Cloud.
See Administration - User Management and FAQ.
2. Navigate to the Adobe Marketing Cloud at <yourcompany>.marketing.adobe.com.
3. Click Sign In With Adobe ID.
4. Type your credentials, then click Sign In.
Link accounts in the Marketing Cloud
Link solution accounts to your Marketing Cloud ID.
Access the Marketing Cloud
18
Solution account linking in the Marketing Cloud is automatic for new users. Existing users may need to link solution credentials
to their Adobe ID. (For information about groups and group mapping, see Manage users and groups in the Marketing Cloud.)
1. Follow the steps in your email invitation to the Marketing Cloud.
2. Log in using your Adobe ID.
3. Click the solution selector.
Solutions to which you have access are active, or colored. Solutions to which you do not have access are disabled.
4. Click the active solution.
This message displays if you are part of the appropriate IMS group but have not yet linked your account to your Adobe ID.
5. Click Link Account, then provide your credentials.
Log in to solutions via direct Marketing Cloud link
You can log in to a specific page within a Marketing Cloud solution, using IMS authentication provided by the Marketing Cloud
Interface. This feature enables solutions like Analytics to leverage the Marketing Cloud for authentication.
URL Template
https://<tenantId>.marketing.adobe.com/<solutionname>?destURL=<fullURL>
Example URL:
https://aem62tenant.marketing.adobe.com/analytics?destURL=https%3A%2F%2Fsc.omniture.com%2Freports%2F11562.html
Note: You must encode any URL before passing it to the destURL parameter. (Encoder sites like URL Decoder / Encoder
are available.
Access the Marketing Cloud
19
Parameter
Description
tenantId
Name of the tenant the user should log aem62tenant
into.
destURL
The complete URL to the place where https://sc.omniture.com/x/1_7xxzf Optional
the user should be taken to.
solutionname
Name of the MAC Solution that is the analytics
owner of destURL parameter. It is used
to verify that the user has access to the
solution which is the owner of the
URL.
It is the responsibility of the solutions
to make sure that the solutionname is
in Sync with the destURL parameter.
For example : If the URL contains
solutionname as social and the
destURL provided is an analytics url,
then the user would be redirected to
the url even if he doesn't have access
to analytics. MAC does NOT verify
weather the owner of the destURL is
in sync with the solutionname.
Example
Required / Optional
Optional
Required if destURL param is
used.
Administration - User Management and FAQ
20
Administration - User Management and FAQ
Learn about Marketing Cloud Administration, the Adobe Admin Console (formerly, Enterprise Dashboard), the Organization
ID, how to enable core services, and learn about identity types (users and groups) for the Adobe Marketing Cloud.
Administration Page
Important: To join the Marketing Cloud and enable core services, follow the steps in Core Services - How to Enable Your
Solutions
The Administration page becomes available after you join the marketing cloud. Here, you can manage users and groups.
Item
Adobe Admin Console
Description
Configure users and groups in the Admin Console. The Admin Console is used by Marketing
Cloud and Creative Cloud administrators.
See Manage users and groups in the Marketing Cloud
Approve Creative Cloud
Collaborators
Manage Creative Cloud users for the sharing of assets with the Adobe Creative Cloud.
See Assets and Sharing
Marketing Cloud Details
Organization ID: The ID associated with your provisioned Marketing Cloud company. An
Organization is the entity that enables an administrator to configure groups and users, and to
control single sign-on in the Marketing Cloud. This ID is a 24-character alphanumeric string,
followed by (and must include) @AdobeOrg.
Frequently Asked Questions - Administrators
Common questions and answers for administrators in the Marketing Cloud.
Administration - User Management and FAQ
21
FAQ for Marketing Cloud Administrators
Question
Answer
Where to I begin?
If you are not using the Marketing Cloud, see Core Services - How to Enable Your
Solutions.
How does the Marketing Cloud relate to
solutions?
The Marketing Cloud provides a framework for accessing the solutions, as well
as functionality for cross-solution workflows like dynamic tag management and
Audience Manager.
Does Adobe charge my company for
Marketing Cloud access?
No. The Marketing Cloud is included at no additional charge. However, certain
core services might have additional costs.
Why does my company need to log in
through the Marketing Cloud interface?
The functionality provided by the Marketing Cloud interface adds new value to
your business. It also will be the standard path for accessing solutions going
forward, eventually replacing other individual solution login flows. Logging in
through the Marketing Cloud will facilitate a smoother transition later.
How do I resolve concerns about migrating Contact Adobe Support.
my company?
What is provisioning?
Provisioning in the Marketing Cloud means:
• Your users can begin logging in to the Marketing Cloud and linking solutions.
• They can begin to use the features available through the Marketing cloud, such
as Profiles & Audiences.
• You can become prepared to retire your solution-specific login process.
• You can retain access control to solutions.
How do I manage user accounts and groups? You administrate users and groups in the Admin Console.
To log in to the Marketing Cloud, users must:
1.
2.
3.
4.
Have an Adobe ID.
Sign in at <yourcompany>.marketing.adobe.com
Belong to a solution group that is mapped to an enterprise group.
Link their solution accounts to their Adobe ID.
Solution admins, see User and Product Management - Admin Console for help
about mapping solution groups to broader Adobe groups, and to bulk-add users.
What do I do if someone cannot log in to the Contact Adobe Support to indicate that your company has not been fully
Marketing Cloud interface?
provisioned.
What do I do if account linking fails?
Contact Adobe Support.
You can still access your solution using the standard login while the issue is being
solved.
Administration - User Management and FAQ
22
Question
Answer
I know my company has [solution name].
Why don't I see it for linking?
Your company has not been fully provisioned for the Marketing Cloud.
Contact Adobe Support.
Where can I find my IMS organization ID? Adobe Customer Support can look this up for you. (This ID is needed for
implementing a number of Marketing Cloud capabilities, such as Audiences).
What should I do when one of my users
leaves my company?
Their access should be removed from the solution itself. They will not be able to
access the product from the Marketing Cloud or through the direct login. You
should also remove them at the Marketing Cloud level.
What is an Adobe ID?
An Adobe ID is the user's account for all Adobe solutions. Users create their own
Adobe IDs in the process of linking their solution accounts to the Marketing
Cloud.
As an Admin, you have control over password policies for your Marketing Cloud
users. Your users decide which email address they will use when they create their
Adobe ID. In the near future, you will be able to create IDs for your users directly.
What does unlinking do?
If you unlink your solution, you cannot access your solution through the
Marketing Cloud. Linking again will need to occur to regain access through the
Marketing Cloud. Unlinking does not remove the solution account, so users can
still access the solution directly.
See Organizations and Account Settings
Where can a user go in the Marketing Cloud See Organizations and Account Settings
to manage linking?
Can I link solution accounts for my users?
No.
Users must link their own solutions with their user names and passwords.
Why do I see Social when my company does Adobe Social is a product that can be sold with Analytics. Therefore, if you have
not have it?
Analytics you will see this solution, but you will not have access unless you have
purchased it.
How do I share a report or a campaign to the An Analytics report or a campaign are examples of assets that you can share in
Marketing Cloud?
the Feed.
What are Profiles & Audiences?
You can continually build a comprehensive view of your individual customers
using both authenticated and anonymous data.
See Profiles & Audiences.
See Core Services - How to Enable Your Solutions if you need help with solution enablement for joining the Marketing Cloud.
Administration - User Management and FAQ
23
Upgrading to Analytics Premium and the Marketing Cloud
Administrators can learn about the requirements and what to expect when upgrading to Analytics Premium, and where to find
help as a Marketing Cloud administrator.
Analytics Premium
Upgrading to Adobe Analytics Premium gives you all the capabilities or products available Analytics Standard, including Data
Warehouse, Ad Hoc Analysis, Report Builder, and Data Connectors. (These products were sold separately to customers using
the point solution, SiteCatalyst.)
Analytics Premium gives you:
• Access to 250 conversion variables (eVars)
• Mobile App Analytics
• Data Workbench (Visual data query; rules-based attribution; cross-channel analysis)
Note:
No migration is necessary when upgrading, but there are a few considerations to be aware of:
• eVars 76-250 (SiteCatalyst) and 100-250 (Standard) will be visible in Admin Tools, but will not be enabled already.
• Contribution Analysis is turned on by Adobe. It will not change location (it is still available on the Anomaly Detection
page), but it will now automatically start analyzing all data points.
The following sections describe where to find help, depending on the features that you purchased:
• Analytics Premium Complete
• Predictive Intelligence
• Customer 360
• Advanced Attribution
• Data Workbench Requirements
• Marketing Cloud - Administrate Users and Groups
Analytics Premium Complete
In Analytics Premium Complete, you get all of the capabilities of Analytics Premium, plus the following upgrades:
Product
Upgrades
Reports & Analytics
• Contribution Analysis
• Customer Attributes (Up to 200)
Data Workbench
• Algorithmic Attribution
• Pre-built workspaces
Analytics Platform
Live Stream (raw data, dashboards, triggers)
Predictive Intelligence
Upgrading to Predictive Intelligence enables Analytics Premium plus:
Administration - User Management and FAQ
24
Product
Upgrades
Reports & Analytics
Contribution Analysis
Data Workbench
Pre-built workspaces for audience qualifications and predictive marketing.
Analytics Platform
Live Stream (dashboards and triggers)
Customer 360
Upgrading to Customer 360 offers Analytics Premium plus:
Product
Upgrades
Reports & Analytics
Customer Attributes (analysis and segment sharing)
Data Workbench
• Derived Customer Attributes
• Pre-built workspaces for audience discovery
Analytics Platform
Customer Attributes
Advanced Attribution
Advanced Attribution offers access to Analytics Premium, plus Algorithmic Attribution in Data Workbench (25% server call
volume).
Data Workbench Requirements
The supported user(s) can request that all client licenses be updated to reflect the Premium by emailing [email protected]. This
enables features like Algorithmic Attribution.
TechOps will review your contract commitment and determine the proper managed infrastructure, increasing or reducing
capacity, and then they will coordinate with you, through the Account Manager or consulting, to deploy any changes.
Any software that is running on-premise must be deactivated. This includes Sensors, which means you will need to ensure
proper tracking through Analytics tags.
Premium Complete and Advanced Attribution
For Rules-based attribution in pre-built templates, see: Rule-based Attribution.
For Algorithmic Attribution, see Best Fit Attribution
Predictive Intelligence
Predictive intelligence in Data Workbench includes the following visualizations:
• Audience Propensity Scoring
• Visitor Clustering
• Correlation Analysis
Customer 360 and Advanced Attribution
See Analytics rules-based attribution in pre-built templates at Rule-based Attribution.
See Algorithmic Attribution templates at Best Fit Attribution
Administration - User Management and FAQ
25
Marketing Cloud - Administrate Users and Groups
Marketing Cloud and core services are available to Analytics Standard and Premium users, provided that you have followed the
implementation modernization described in Core Services - How to Enable Your Solutions. (That process helps you modernize
your implementation, and enables you to become and administrator in the Marketing Cloud.)
After you join the Marketing Cloud, you can log in via the Marketing Cloud at <yourcompany>.marketing.adobe.com
and begin using core services (including customer attributes, audiences, and Mobile app analytics).
Administrate Users and Groups
User management is performed in the Adobe Admin Console (product link).
You can set up a 1:1 map between a group created in the Adobe Admin Console and a solution group (such as Adobe Analytics).
Thereafter, a new user added to the mapped Admin Console group will have an Analytics solution account automatically created
and linked to the user's Adobe ID. (Existing users must manually link their solution account credentials to access solutions via
the Marketing Cloud login.)
Note: You can map several solution groups to one Admin Console group. However, Adobe recommends 1:1 mapping.
Mapping the groups ahead of time allows you to invite, create, permission, and add multiple users by uploading a CSV.
For help about users and groups, see Manage users and groups in the Marketing Cloud.
User and Product Management - Admin Console
Information about users and groups, Adobe ID account types (personal IDs, enterprise IDs, and federated IDs), and group
mapping (single sign-on) in the Marketing Cloud.
Note: The Admin Console (formerly, Enterprise Dashboard) is a user management feature for the Creative Cloud and
Marketing Cloud. Content on this page is intended for Marketing Cloud administrators looking to get started using the latest
enhancements to the User Management and Administration core service in the Marketing Cloud. You can find broader
information articles about the Admin Console at Enterprise Help & Support. Existing Analytics administrators who manage
users in Analytics > Admin > User Management should continue to do so. A migration for existing Analytics group
management to the Adobe Admin Console is in the planning stages.
On this page:
• Access the Admin Console
• About Adobe IDs - Personal, Enterprise, and Federated IDs
Access the Admin Console
All Adobe user, group, and entitlement management features performed in the Adobe Admin Console (Administration > Launch
Admin Console).
Note: If you do not see the Administration link in the Marketing Cloud top menu, you are not a Marketing Cloud system
administrator for the displayed organization.
The Admin Console page displays solutions (product contexts) to which your organization has access.
Administration - User Management and FAQ
Element
Overview
Products
User Management
Identity
Tools
Support
26
Description
The Admin Console page displays solutions (product contexts) to which your organization has access.
Displays product names, licenses, number of users, and configurations for each product. Each product
represents a product solution that you own, as well as available core services.
Displays users who are members of your organization, as well as the products and services to which
they are entitled. You can add users and assign users to groups. See Manage users and groups in the
Marketing Cloud.
You can manage domains, access requests, and password requirements.
You can upload a company logo, specify admin permissions, and generate an API to programmatically
manage users.
Get help and support for the Admin Console.
Organizations
Organizations are displayed in the user's Accounts menu, and you can switch organizations as needed.
Administration - User Management and FAQ
27
Manage Product Configurations
On the Products page, you can access the product configurations to which your organization has access. Create a product
configuration and apply user or group permissions.
For example, an Analytics administrator can create a product configuration that provides access to Activity Map.
See Add product configurations for information about adding product configurations, and adding users and administrators to
the configuration.
About Adobe IDs - Personal, Enterprise, and Federated IDs
Adobe uses an underlying identity management system to authenticate and authorize users for single sign-on. Adobe currently
supports three identity or account types, each using the email address as the user's name.
Administration - User Management and FAQ
28
You can use enterprise IDs, federated IDs with single sign-on, and Adobe IDs in the same enterprise deployment. For example,
use Adobe IDs for users who may use other Adobe product and services. Use enterprise or federated IDs for users where you
want to strictly manage their accounts.
Before you create enterprise IDs or federated IDs, consider the impact on existing users. It is possible that users have an Adobe
ID with email addresses from your domain to access products and services from Adobe.
Descriptions of Identity Types
Identity Type
Description
Adobe ID
End users create, own, and manage their Adobe IDs, and Adobe performs the authentication. End
users create, own, and manage their Adobe IDs and maintain complete control over files and data
associated with their ID. They can purchase additional products and services from Adobe using this
ID. Administrators can invite these users to join a Marketing Cloud organization, as well as remove
them from an organization. However, users cannot be locked out from their Adobe ID accounts, and
the accounts cannot be deleted or taken over by the administrator.
Use Adobe IDs in the following scenarios:
• You want to enable users to create, own, and manage their identities.
• You want to allow users to purchase or sign up for other Adobe products and services.
• If you expect users to use other Adobe services, such as Acrobat.com and Digital Publishing Suite,
which do not currently support enterprise or federated IDs.
• If users already have Adobe IDs and associated data, such as files, fonts, or settings.
• In educational setups, where students can retain their Adobe ID after they graduate.
• If you have contractors and freelancers who do not use your corporate email address.
Enterprise ID
Enterprise ID is created, owned, and managed by an organization. Adobe hosts the enterprise ID and
performs authentication, but the organization maintains the enterprise ID. End users cannot sign up
and create an enterprise ID, nor can they sign up for additional products and services from Adobe
using an enterprise ID.
Administration - User Management and FAQ
Identity Type
29
Description
Administrators create an enterprise ID and issue it to a user. Administrators can revoke access to
products and services by taking over the account, or by deleting the enterprise ID to permanently block
access to associated data.
Enterprise IDs are recommended in the following scenarios:
• If you need to maintain strict control over apps and services available to a user.
• If you need emergency access to files and data associated with an ID.
• If you need the ability to completely block or delete a user account.
Federated ID
Federated ID is created and owned by an organization. It is linked to the enterprise directory via
federation. The organization manages credentials and processes single sign-on via a SAML2 identity
provider.
Federated IDs are recommended in the following scenarios:
• You want to provision users based your organization's enterprise directory.
• You want to manage user authentication.
• You need to maintain strict control over apps and services available to a user.
• You want to allow users to use the same email address to sign up for an Adobe ID.
For more about identity management, see Managing Identity Types.
Manage users and groups in the Marketing Cloud
Administrate users and groups (group mapping) and product configurations via the Admin Console for single sign-on.
• Add a User
• Create a Group
• User Login Requirements
Add a User
The User Management page displays users who are members of your organization, as well as the products and services to which
they are entitled. You can add users and assign users to groups.
1. Click Administration > Launch Admin Console.
2. Click User Management > Users.
3. Click Add.
4. Specify the user's email address, then configure the following fields:
• The user's account will be: If the user's email domain has been claimed by the system admin for either Enterprise or
Federated IDs, the admin can choose the ID type when inviting the user. If the domain is not claimed, you would only be
able to invite users having Adobe IDs. Because a domain can be claimed only for either Enterprise or Federated IDs (and
not both), the three sets of options possible here are:
• Adobe ID
• Adobe ID or Enterprise ID
• Adobe ID or Federated ID
Administration - User Management and FAQ
30
Only a system admin can claim a domain (or submit a trustee request if the domain has already been claimed by a different
organization.
• Product Access: Lets you select available product groups to which you can add the user.
• User groups: Lets you add this person to a group, such as an Admin group, or a group with access to specific products.
• Admin Rights: (Optional) Lets you grant administrative rights to specific products to the user.
After adding a user, an email is sent to the new user.
See Add product configurations for information about adding product configurations and adding users and administrators to
the configuration.
Create a Group
Create user groups in the Marketing Cloud.
1. In the Admin Console, click User Groups.
2. On Create a User Group, name the group and provide a description.
3. Add product configurations
This lets you add permissions to products and services for the group.
User Login Requirements
To log in to the Marketing Cloud, users must:
1.
2.
3.
4.
Have an Adobe ID.
Sign in at <yourcompany>.marketing.adobe.com
Belong to a solution group that is mapped to an enterprise group.
Link their solution accounts to their Adobe ID.
When an organization has both Creative Cloud and Marketing Cloud, their administrators can manage user access across all
products. For example, a creative director can be granted the same super admin rights as an IT admin and is not prevented from
distributing Marketing Cloud products to users. Organizations can assign administrators to a specific solution (or set of solutions
and products), enabling those admins to distribute access to only those solutions or products.
You can set up group mapping between a solution permission group (such as Analytics) and a broader Adobe group created in
the Adobe Admin Console.
See Admin Console to learn about group mapping and adding multiple users to an enterprise group.
After group mapping is ready, a new user added to the enterprise group will have his solution account automatically created
and linked to his user's Adobe ID. (Existing users can manually link their solution account credentials.)
Note: You can map several solution groups to one Admin Console group. However, Adobe recommends 1:1 mapping.
Add product configurations
Add product configurations to the Marketing Cloud, add users, and grant limited administrative rights to users of a product
configuration.
A product configuration is a representation of a product you purchased, or a configuration associated with a login company.
Marketing Cloud product configurations enable you to configure user access to products and core services. You can also delegate
limited administrative rights to users of the product configuration.
Administration - User Management and FAQ
31
For example, in your Analytics log-in company, you can create an Activity Map product configuration and delegate administrative
rights to a specific user.
Note: Adding administrators to a product configuration does not grant those users administrative rights at the solution
level.
After you add users or administrators, they receive an email notifying them that they have access to the product configuration.
Administrators are notified that they can participate in the management of the product.
To add a product configuration
1. Configure solution group permissions.
If you are an existing solution administrator, you likely already performed this step. For example, a solution group for
Analytics is created in Analytics > Admin Tools > User Management > Edit Groups.
2. In the Marketing Cloud, click Administration, then click Launch Admin Console.
3. In Admin Console, click Products.
The Admin Console displays the Adobe product plans that your organization has purchased.
4. Click the product name you want to manage, then click Add. (
)
Administration - User Management and FAQ
32
5. Configure the following fields:
Element
Nickname
Product Name
Description
Select group
Description
The friendly name for your product configuration.
The name of the product to which this configuration will be associated. This name is useful for
identifying, for example, one of multiple Analytics log-in companies associated with a single
Marketing Cloud organization.
A description you can enter to help you identify the product.
The permission group for this product configuration. Adobe Marketing Cloud offerings are generally
organized into permission groups pertaining to Marketing Cloud solution-specific capabilities.
While setting up product configurations for Marketing Cloud, instead of disabling access to services,
you select a solution-specific permission group that applies to the product configuration you are
creating.
6. Click the Users tab to add users to this configuration.
In the example screen above, users added to this configuration would have access to Activity Map.
7. (Optional) To grant limited administrative rights to a user, click Admin.
Administration - User Management and FAQ
33
See Delegate administrative roles to users for more information about limited administrative rights.
8. Click Save.
Delegate administrative roles to users
Using Admin Roles in the Admin Console, administrators can delegate limited administrative rights to others in your organization.
You can define sub-administrators in the Admin Console. These roles enable users to administer software access to end users,
provide access deployment capabilities, and function as support delegates.
For example:
• Allow your creative director to grant access to Creative Cloud.
• Allow your marketing director to grant access to the Marketing Cloud.
• Keep these two roles separate so they cannot overstep each other's roles.
By using these roles, you can simultaneously delegate management to others without providing more capability than they need.
See Admin Roles and the Admin Roles FAQ in Enterprise Help.
Supported Browsers and System Requirements
Supported browsers in the Marketing Cloud.
Marketing Cloud Core Services
• Microsoft's latest Internet Explorer. (Microsoft is ending support for Internet Explorer 8, 9, and 10. As such, we will not fix
issues reported against these specific versions of Internet Explorer.)
• Google Chrome
• Mozilla Firefox
• Apple Safari
Solution and Product Requirements
• Reports & Analytics (includes Adobe Social)
• Report Builder
• Ad Hoc Analysis
• Data Workbench
• Adobe Target
• Adobe Audience Manager
Core Services and Solutions
34
Core Services and Solutions
Learn about enabling solutions for core services and get help on Profiles & Audiences, the Feed, Assets, and Activation.
About Core Services and Solutions in the Marketing Cloud
Navigating around Marketing Cloud solutions and core services.
On this page:
• Single-Click Navigation to Solutions and Services
• Marketing Cloud Core Services
• About Marketing Cloud Solutions
• Current and Retired Product Name Reference
Single-Click Navigation to Solutions and Services
The Marketing Cloud top navigation is a drop-down panel that provides access to core services and solutions, depending on
application privileges.
To access Marketing Cloud solutions and services, click the menu icon:
Solutions to which you have access are in color.
Solutions to which you do not have access are grey. See Account Linking for more information.
Core Services and Solutions
35
Marketing Cloud Core Services
In addition to providing single sign-on access to digital marketing solutions, the Marketing Cloud offers core services, which
enable integration with all of our solutions under one cloud.
Core services include cross-solution features like audience segmentation, customer attribute uploading, simplified implementation,
and collaboration tools:
Core Service
Activation
Assets
Exchange
Collaboration
Description
Quickly manage tags, collect the right data, and deliver personalized experiences with
Dynamic Tag Management - all in real time.
Easily store, sync, and share all of your digital assets in a central location, to save time
and deliver a more consistent customer experience.
Search, browse, select, pay, and download Digital Marketing extensions via apps.
Collaboration is built into the Marketing Cloud. Stay connected to your team through a
central feed that lets you share posts, comments, and attachments.
• Feed
• Assets and Sharing
Mobile Services
People
Whether you're building a mobile site or launching a mobile app, understand how your
customers are interacting with your brand, wherever they are.
Create a comprehensive view of individual customers by connecting Adobe and non-Adobe
data in your Marketing Cloud solutions. Figure out what matters most to them as they
Core Services and Solutions
Core Service
36
Description
interact across touch points. Recognize familiar consumers when they visit from unfamiliar
devices. Even group users into audiences for targeted marketing efforts.
• Audiences - Categorize different types of customers into audiences, then share those
audiences across Marketing Cloud solutions.
• Customer attributes - audience enrichment that lets you connect consumer information
you have collected outside of the Marketing Cloud.
• Device graph - Collaborate with the world's most popular brands to recognize a familiar
consumer behind an unfamiliar device. (In beta, for Marketing Cloud Device Co-op
members only.)
See Profiles & Audiences.
User Management &
Administration
Manage users across all your Adobe solutions, including the Marketing Cloud, Creative
Cloud, and Document Cloud, with one simple login.
User and Product Management - Admin Console
Not part of the Marketing Cloud? See Core Services - How to Enable Your Solutions.
About Marketing Cloud Solutions
Solution
Description
Adobe Analytics
See the big picture with customer intelligence from Adobe Analytics, the
industry-leading solution for applying real-time analytics and detailed segmentation
across every marketing channel.
Getting Started with Adobe Analytics.
Adobe Target
Test and target digital experiences to maximize business results.
Introduction to Adobe Target
Adobe Social
Manage social marketing with a comprehensive platform that enables social listening,
publishing, and analytics.
Adobe Experience Manager
As a content management solution, Adobe Experience Manager makes it easy to
manage your assets and content for your websites, mobile apps, communities, and
forms.
Adobe Audience Manager
As a data management platform, Adobe Audience Manager helps you build unique
audience profiles, so you can discover and target your most valuable customer
segments on every channel.
Core Services and Solutions
37
Solution
Description
Adobe Media Optimizer
Adobe Media Optimizer is a programmatic ad-buying solution. It helps you find and
forecast the best mix of ad channels based on your budget, then automates the delivery
of content right to your audience.
Adobe Campaign
Adobe Campaign lets you plan, deliver, and measure campaigns across all of your
online and offline channels. It helps increase your productivity and deliver relevant
experiences to your customers.
Adobe Primetime
Adobe Primetime is a multiscreen TV platform that helps broadcasters create engaging
TV and film experiences that are personalized for any audience.
Current and Retired Product Name Reference
The following tables help you understand how legacy names map to current products and core solutions.
Adobe Marketing
Cloud (AMC)
Adobe Analytics (AA)
Capability Names
Retired Names
Description
Data Connectors
Genesis
Import tracking data from third-party
applications into Analytics.
Activation - Dynamic Tag
Management (DTM)
Satellite
Deploy Marketing Cloud solutions and
services; manage tags across all of your
sites.
Mobile Services
N/A
Brings together mobile marketing
capabilities for mobile applications from
across the Adobe Marketing Cloud.
Capability Names
Retired Names
Reports & Analytics
SiteCatalyst
Ad Hoc Analysis
Discover
Data Workbench
Insight
Core Services and Solutions
Adobe Analytics (AA)
Media Optimizer (AMO)
38
Capability Names
Retired Names
Data Connectors
Genesis
Data Warehouse
DataWarehouse
Dynamic Tag Management
TagManager
Report Builder
ReportBuilder
Admin Tools
Admin Console
Classification Importer
SAINT Classifications
Current Name
Retired Names
Media Optimizer, Media Manager (in
Japan only)
AdLens
Audience Manager (AAM) Current Name
Audience Manager
Efficient Frontier
Retired Names
AudienceManager
Demdex
Adobe Target
Current Name
Retired Name
Target Classic
Test&Target (TnT)
Multivariate testing
Rules based targeting
Geotargeting
Recommendations
Unchanged
Search and promote
Search&Promote
Automated personalization
Test&Target 1:1
Core Services and Solutions
39
Adobe Experience Manager Current Name
(AEM)
Sites
Retired Name
Adobe CQ Web Management
Adobe CQ eCommerce
Assets
Adobe Scene7
Adobe CQ Digital Asset Management
Adobe Campaign
Communities
Adobe Social Communities
Apps
Adobe CQ Mobile
Forms
LiveCycle Document Services add-ons for CQ
Current Name
Retired Name
Adobe Campaign
Neolane
Core Services - How to Enable Your Solutions
Implement the Marketing Cloud and become an administrator. This process modernizes your solutions for core services like
customer attributes and Marketing Cloud audiences.
On this page:
1.
2.
3.
4.
5.
6.
7.
8.
Join the Marketing Cloud and become an administrator
Implement the Marketing Cloud ID service using DTM
Map Report Suites to a Marketing Cloud Organization
(Analytics only) Modernize Your Analytics AppMeasurement Code
(Target only) Modernize Your Adobe Target Implementation
Verify the Core Services Implementation
Configure users and groups, and link user accounts
Start using core services
1. Join the Marketing Cloud and become an administrator
What you need to do to join the Marketing Cloud:
Task
Ensure that you have
the appropriate Adobe
Analytics or Adobe Target
SKUs.
Description
• Adobe Analytics: Standard or Premium (not the legacy SiteCatalyst SKU).
• Adobe Target: Standard or Premium.
Note: For Target, mbox.js version 58 or higher is required for customer attributes. See
Mbox.js Implementation.
Core Services and Solutions
Task
40
Description
1. Contact your Account Manager and become provisioned in the Marketing Cloud.
Get provisioned as
administrator.
2. Modernize your implementation for Marketing Cloud by following the steps below in
Deploy the Marketing Cloud ID Service.
Admin Log-in
Administer users and
groups.
After you are an administrator, you can log in at:
<your company>.marketing.adobe.com.
You will see the Administration link in the menu navigation, where you can:
• Manage users in the Admin Console.
• Approve Creative Cloud users for asset sharing.
• Add product configurations
• View your Organization ID (under Marketing Cloud Details).
See Administration - User Management and FAQ.
User Access
To log in to the Marketing Cloud, your users must:
1. Have an Adobe ID.
2. Sign in at <yourcompany>.marketing.adobe.com
3. Belong to a solution group that is mapped to an enterprise group.
4. If necessary, link their solution accounts to their Adobe ID (described below).
Link existing user
accounts.
You likely have users who are already members of solution groups, such an Analytics group
that you defined in Analytics > Admin Tools. When you map these groups to Marketing Cloud
enterprise groups, those users must manually link their solution account credentials to their
Adobe ID.
See Link accounts in the Marketing Cloud
Note: After enterprise and solution groups are mapped, new users are automatically linked.
(Solution credentials are automatically created and linked to their Adobe ID.)
The following sections describe how to modernize your implementation. Modernizing your implementation enables core services
in the Marketing Cloud.
2. Implement the Marketing Cloud ID service using DTM
The simplest method for enabling Marketing Cloud core services is to activate it automatically for Analytics and Target via the
Marketing Cloud ID service tool in Activation - Dynamic Tag Management.
Core Services and Solutions
41
For complete Marketing Cloud ID service (formerly, visitor ID), go here.
Not Using Dynamic Tag Management?
If you are not using Dynamic Tag Management, manually implement the ID service via the JavaScript Deployment
(VisitorAPI.js), as follows:
1. Perform the steps described in Set Up the Marketing Cloud ID Service for Analytics.
Consider the requirements and decision points described in Using Analytics with the ID Service.
Adobe also recommends setting additional customer IDs. These IDs are associated with each visitor and enable current and
future functionality in Marketing Cloud core services.
2. Update your existing s_code to version H.27.3 or later, or your existing AppMeasurement.js to version 1.4 or later.
These files are available for download in the Code Manager in Analytics Admin Tools.
(The JavaScript Implementation guide is available if you need more information about AppMeasurement.js.)
3. Synchronize the customer ID for Analytics. See Analytics & Target - synching the customer ID (below).
Analytics & Target - synching the customer ID
As a part of setting up the Marketing Cloud ID service, Adobe recommends for Analytics and Target that you synchronize your
customer IDs with the Marketing Cloud. When a visitor authenticates on your website, or otherwise identifies himself, your
implementation must expose that person's CRM customer ID to the page or app. Then you can use the appropriate function
call to synchronize your customer ID to the Marketing Cloud. This synchronization stores the visitor's CRM customer ID in
the Marketing Cloud, and activates that customer's attributes for use in the Marketing Cloud.
For example, assume that Bob has Customer ID 52mc210tr42 in your CRM system. When Bob authenticates on your site, you
must expose this ID on the page, and use the ID to synchronize it by one of two means:
• Call visitor.setCustomerIDs({"crm_id":"52mc210tr42"}) using the Visitor ID service.
Or,
• Populate the Customer ID (52mc210tr42) in a prop or eVar.
The Customer ID must be set on each Analytics server call where the Customer ID is known.
Core Services and Solutions
42
Mobile SDKs
See the Marketing Cloud ID service section for syntax examples about how to set additional customer IDs in Android and iOS
Mobile applications.
Enabling Attributes for Historical Data
Customer attribute data is made available after visitors log in. If you have not yet implemented the latest Marketing Cloud ID
service, and if you have historically been tracking customer IDs in a prop or eVar, you can request a process that sends historical
logins to the Marketing Cloud. This process lets you begin using customer attributes immediately.
Contact Customer Care to enable historical data.
3. Map Report Suites to a Marketing Cloud Organization
Marketing Cloud services (such as Marketing Cloud ID service and Profiles & Audiences) are associated with a Marketing Cloud
organization instead of an individual report suite. To ensure that these services operate correctly, each Analytics report suite
must be mapped to a Marketing Cloud organization.
Steps to map report suites.
4. (Adobe Analytics) Modernize your Analytics AppMeasurement code
• Verify that you are on regional data collection (RDC).
If your data collection domain is omtrdc.net, or if your CNAME is mapped to omtrdc.net, you are on RDC.
See Transitioning to RDC for more information.
If you are using first-party cookies, refer to CNAME and the Visitor ID Service for information about data collection CNAMEs
and cross-domain tracking.
• It is recommended that you modernize your Analytics implementation by updating your JavaScript libraries, including the
Visitor API. The simple way to accomplish this is to add an Adobe Analytics tool in Dynamic Tag Management, specifying
Automatic as the configuration method.
In Dynamic Tag Management, click <Web Property Name> > Overview > Add a Tool > Adobe Analytics.
See Adobe Analytics Settings in Dynamic Tag Management for deployment information.
5. (Adobe Target) Modernize your Adobe Target implementation
• It is recommended that you add an Adobe Target tool in Dynamic Tag Management, so that your library retrieval is automatic.
In Dynamic Tag Management, click <Web Property Name> > Overview > Add a Tool > Adobe Target.
Note: You can also use Dynamic Tag Management to deploy the Marketing Cloud ID service for Target (and other solutions).
The Marketing Cloud ID service update is required for Target to use core services.
• If you are not using Dynamic Tag Management, update your mbox library manually.
• Request access to use Adobe Analytics as the reporting source for Adobe Target. Target and Analytics data are combined on
the same server call during processing so that visitors are connected between the two solutions.
See Analytics for Target Implementation.
•
Important: All analytics customers are already provisioned for core services like customer attributes. If you are not an
Analytics customer, contact Customer Care to request to be provisioned.
Core Services and Solutions
43
6. Verify the core services implementation
Use the following process to ensure the Marketing Cloud ID service is implemented correctly on your site.
1. Clear cookies for your site so you can see the request to the Marketing Cloud ID service (the request happens on the first
visit, then approximately once per visitor per week).
2. Using a packet analyzer or the network panel in a web browser debugger, look for a request going to dpm.demdex.net.
3. Verify that the response contains d_mid and a value, for example: _setMarketingCloudFields({"d_mid":"4235...
4. Verify that the Analytics request contains the mid parameter (the Marketing Cloud ID). During the grace period (if it is
enabled), you should also see an aid parameter (the Analytics visitor ID).
Expected response containing the Marketing Cloud ID:
Analytics image request containing the Marketing Cloud ID (mid):
Marketing Cloud ID in the mbox request:
Core Services and Solutions
44
What Is the Grace Period?
After you deploy the visitor ID service, new visitors no longer receive an Analytics visitor ID from your data collection server.
If sections of your site have not yet implemented the visitor ID service, when visitors browse to these sections, the Marketing
Cloud ID is not recognized and visitors are assigned a legacy Analytics visitor ID. This can cause a number of issues including
duplicate visits and incorrect attribution.
For example, if the support section of your site is managed in a separate CMS, you might have a different Analytics JavaScript
file for this section. If you deploy the visitor ID on your main site before you deploy the visitor ID service to the support site,
new visitors will receive a legacy Analytics ID when they visit the support section, and visits that span both site sections will be
reported as different visits.
Deploying the visitor ID service on sites that are using multiple JavaScript files or other technologies (such as Flash) can cause
coordination issues since you need to enable the visitor ID service on all portions of your site at the same time. By configuring
a grace period, new visitors to continue to receive an Analytics visitor ID from the visitor ID service, so visitors can be consistently
identified on sections of your site that have not been upgraded to use the visitor ID service.
7. Configure users and groups, and link user accounts
Once you are up and running, navigate to Administration > Admin Console, where you can administrate users and groups
(group mapping) for single sign-on.
Core Services and Solutions
45
Group management involves creating enterprise groups, then mapping them to solution groups.
See Users and Groups.
Customer Attributes
Important: To use the Customer Attributes feature, users must belong to the Adobe Customer Attributes group in Manage
users and groups in the Marketing Cloud, and to solution-level groups (Analytics or Target).
Users that are added to the Customer Attributes group will see the Customer Attributes menu item on the left side of the
Marketing Cloud interface
8. Start using core services
Take advantage of the following core service features.
Core Services and Solutions
46
Feature
Description
Customer attributes
If you capture enterprise customer data in a customer relationship management
(CRM) database, you can upload the data into a customer attribute data source in
the Marketing Cloud. Once uploaded, leverage the data in Adobe Analytics and
Adobe Target.
See Customer Attributes
Audiences
Marketing Cloud Audiences is the interface that lets you create audiences, combine
existing audiences to create composite audiences, and view all shared audiences.
See Audiences.
Data Storage and Privacy Disclosure Information
Data storage and privacy disclosure for using the Adobe Master Marketing Profile.
If you leverage real-time audience profiling and other core services within the Adobe Marketing Cloud (via the Master Marketing
Profile), use of these services might impact which data center (and country) your data resides. Specifically, because the core
services of the Adobe Marketing Cloud leverage Adobe Audience Manager, data used within the Master Marketing Profile must
reside within Audience Manager servers in the United States.
When leveraging core services made available via the Master Marketing Profile, the types of data sent from other Adobe products
to audience management are:
• Analytics key/value pairs (props, eVars, list vars, and so on). By default, the log lines include IP address, including the last octet
of the IP (assuming that the IP address was not modified by IP obfuscation settings within Adobe Analytics).
• Traits and segments that visitors qualify for based on rules set up in Audience Manager.
• (Optional) One or more of your IDs. Depending on your implementation of the ID service, you might also be sending in one
or more of your IDs, such as CRM IDs or hashed email addresses. If this data is sent into Adobe Analytics, it is transferred to
Adobe audience management.
Adobe recommends against providing personal data to Adobe Analytics. Rather, use a one-way hash to pseudonymize the
data before it is sent to Adobe.
• Segments originating in Analytics via the back-end segment sharing capability.
• The demdex.net cookie is set if third-party cookies are not blocked. The AMCV_###@AdobeOrg first-party cookie is always set
with the Marketing Cloud Visitor ID.
All of these data elements are delivered to Adobe Audience Manager in the form of log files. Audience Manager processes and
stores this data within the United States. Audience Manager does not provide an option to store or process this data outside of
the United States.
Cookies and Opt-Outs
Use of real-time audience profiling leverages the Audience Manager cookie, in addition to the cookies used for Analytics and
Target.
If you want to provide the proper opt-out ability, visitors to your site must add the Audience Manager opt-out to your existing
opt-out process.
See Adobe Marketing Cloud - Implementing Adobe Opt-Outs for instructions.
See Data Collection CNAMEs and Cross-Domain Tracking for enabling cross-domain tracking.
Core Services and Solutions
47
Using DNS Prefetch with Different Marketing Cloud Solutions and Services
Implement DNS prefetch to help reduce page load times with different Marketing Cloud solutions and services.
Contents:
Understanding DNS Prefetch
DNS Prefetch and Adobe Marketing Cloud Solutions
DNS Prefetch Code Samples
Understanding DNS Prefetch
Browsers use DNS prefetch to automatically resolve domain names linked on a Web page to their corresponding IP addresses.
The prefetch process starts when your browser loads a web page. As an example, say your page contains a clickable link to
www.adobe.com. When a browser loads this page, it uses the DNS system to look up the linked domain name and resolve it to
a corresponding numeric IP address. DNS prefetch helps improve page performance because the domain name is already resolved
to an IP address before a site visitor clicks that link or button. The DNS prefetch process is transparent to the users.
DNS Prefetch and Adobe Marketing Cloud Solutions
DNS prefetch works automatically with static, embedded links on a page. This also means automatic DNS prefetch doesn’t work
with different Marketing Cloud solutions and services because:
• Each Marketing Cloud solution or service generates DNS calls dynamically as the page loads.
• The browser can't resolve domain names to IP address before these calls are made.
However, you can manually implement DNS prefetch with your Marketing Cloud solutions. You do this by adding the HTML
<dns-prefetch> tag to the <head> section of your page code as shown below. When implemented properly, DNS prefetch
can help save a few milliseconds of page load time.
DNS Prefetch Code Samples
The following examples show you how to make DNS prefetch calls to different Marketing Cloud solutions and services. Some
prefetch calls require your Adobe Organization ID or tracking server information. In these examples, the code in italics represents
a variable placeholder. You would replace that code with your own Adobe partner ID, customer code, or tracking server
information, etc.
Solution or Service
Prefetch Call
Analytics
<link rel="dns-prefetch" href="//insert tracking server name here">
Add a separate tag for each DNS name if you use non-secure and secure tracking servers.
Audience Manager
• <link rel="dns-prefetch" href="//dpm.demdex.net">
Marketing Cloud ID
service
• <link rel="dns-prefetch" href="//fast.insert partner ID here.demdex.net">
Dynamic Tag Manager
(DTM)
Not required. DTM links are available as soon as the page loads.
Core Services and Solutions
48
Solution or Service
Prefetch Call
Media Optimizer
• <link rel="dns-prefetch" href="//pixel.everesttech.net">
• <link rel="dns-prefetch" href="//cm.everesttechnet">
Target
<link rel="dns-prefetch" href="//insert customer code here.tt.omtrdc.net">
Activation
The Marketing Cloud Activation core service includes Dynamic Tag Management (DTM) and Mobile SDK.
Dynamic Tag Management
To launch Dynamic Tag Management, click Activation and send a request to the Adobe provisioning team. You should receive
your login credentials within one to two business days.
Task
Description
Deploy Adobe Analytics
Step-by-step instructions to add Adobe Analytics using Adobe Dynamic Tag
Management
Deploy the Marketing Cloud ID Service The Marketing Cloud ID service enables core functionality across Marketing Cloud
solutions (including customer attributes, audience sharing, and triggers). Adobe strongly
recommends implementing the ID service and take advantage of these features.
Dynamic Tag Management Product
Documentation
Learn more about deploying Marketing Cloud solutions with Dynamic Tag
Management.
If you want help implementing dynamic tag management we encourage you to contact your Account Manager for information
on Adobe Global Services offerings, or implementation partner offerings. Please also feel free to contact us at @AdobeMktgCare
with hashtag #DTM.
Marketing Cloud Triggers
Triggers is a Marketing Cloud core service that enable marketers to define and monitor key consumer behaviors, and then
generate cross-solution communication for use in real-time decisions and personalization.
Task
Description
Create Marketing Cloud Triggers
Step-by-step instructions to create Marketing Cloud Triggers using Adobe Analytics
data.
Marketing Cloud Triggers are available for use in Adobe Campaign.
Using Triggers in Adobe Campaign
Adobe Campaign Standard 16.7 introduces an integration with the new Trigger core
service. This core service enables business users to easily define triggers based on online
behavioral data captured in Adobe Analytics. Once the trigger is defined, it will be
Core Services and Solutions
Task
49
Description
available in Adobe Campaign to support remarketing messages that drive engagement
and conversions. This new out-of-the-box feature will allow marketers to trigger
remarketing messages at the right time, based on online events like cart abandonment,
pages views, videos watched, and so on.
Assets and Sharing
Marketing Cloud Assets provide a single, centralized repository of marketing-ready assets that you can share across solutions.
An asset is a digital document, image, video, or audio (or part thereof) that can have multiple renditions and can have sub-assets
(for example, layers in a Photoshop file, slides in a PowerPoint file, pages in a PDF, files in a ZIP).
Asset services include:
• Asset storage, management interface, embedded selection interface (accessed through solutions).
• Integrations with Creative Cloud, Marketing Cloud collaboration, and Marketing Cloud solutions.
Using Assets in the Marketing cloud enables teams to use centralized, approved assets across channels and customer experiences.
Using assets improves consistency and brand compliance, and speeds time to market. You can streamline workflows in solutions:
• Social: Publish to social properties, Facebook, Twitter, LinkedIn, Google+
• Target: Create experiences for A/B and multivariate tests.
• Media Optimizer: Develop ad units across different channels and campaigns
• Campaign: Place assets into email newsletters and campaigns.
Asset Sharing with Experience Manager
You can share assets within Adobe Experience Manager (AEM) Assets with the Marketing Cloud and Adobe Creative Cloud.
Any changes to these assets are reflected in the shared copies of the assets in Marketing Cloud and Creative Cloud. Similarly,
any changes you make to the shared copies of the assets from within Marketing Cloud and Creative Cloud are reflected in the
original assets in AEM Assets.
See Configuring AEM Assets integration with Marketing Cloud and Creative Cloud for more information.
Marketing Cloud Assets
Learn about the Marketing Cloud Assets and the asset features you get when provisioned for Marketing Cloud core services.
In Marketing Cloud Assets, you can store, share, and synchronize your digital assets from one central location. Marketing Cloud
Assets leverages some of the features available in Adobe Experience Manager (AEM).
Core Services and Solutions
In Marketing Cloud Assets, you can:
• Access the New Toolbar
• Search for Assets
• Annotate Assets
• Share an Asset to your Feed
• View Full-Screen Assets, and Zoom
• View Asset Properties
• Run Usage reports
Access the New Toolbar
The new toolbar provides quick access to features, including Search, Timeline, Renditions, Edit, Annotate, and Download.
Search for Assets
You can search by keyword, file type, size, last modified, publish status, orientation and style.
50
Core Services and Solutions
Annotate Assets
Click Annotate by drawing circles or arrows on an image, and annotate the asset for review by coworkers.
51
Core Services and Solutions
Share an Asset to your Feed
Click Share from the toolbar to share the asset as feed to other Marketing Cloud users.
Sharing displays the image on your Feed page and with whomever you have shared the card.
View Full-Screen Assets, and Zoom
Click Views > Image to view the full asset image and enable zoom.
View Asset Properties
Choose between card view with properties, list view, and column view to more easily to find your assets.
Click Views > Properties to view an asset's properties:
52
Core Services and Solutions
53
Run Usage reports
See the number of users, storage used, and total assets.
Click Tools > Reports > Usage Report
Share Marketing Cloud Folders and Assets with Creative Cloud
Share folders and assets between the Marketing Cloud and the Creative Cloud. Collaborate, annotate shared assets, and use
them in Marketing Cloud solutions like Social and Target. The shared folder must originate from the Marketing Cloud.
• Benefits of Sharing
• About Asset Sharing with Adobe Target
• About Asset Sharing with Adobe Social
Benefits of Sharing
• Streamline creative production workflows in the review, approve, and publish phase
• Spend less time managing in-process files and versions in multiple locations
• Track and manage creative assets more effectively
• Enjoy increase enterprise security
• Easily share, save, and send files between creatives and marketers
Before Creative Cloud users have access to assets, they must be whitelisted in the Marketing Cloud. See Manage Creative Cloud
users.
Core Services and Solutions
54
About Asset Sharing with Adobe Target
When creating activities in Adobe Target, you can use a shared image asset when swapping images in the Content Library.
See Content Library in Target Help.
About Asset Sharing with Adobe Social
In Adobe Social, you can insert a shared image asset using the Asset Selector in the Publisher. You can search for a particular
folder, browse to it, and attach the asset to a Facebook or Twitter post.
See Publisher Page in Social Help.
Shared folders and assets are synchronized automatically between the clouds.
Manage Creative Cloud users
Marketing Cloud provides administrative tools for managing approved Creative Cloud users. These users can be invited on an
ad-hoc basis to a campaign folder. Only users that have been added to the list by an administrator can be invited to a campaign.
The added users will display in the auto-complete user list in the Marketing Cloud.
Note: You must be an administrator to perform this procedure.
1. In the Marketing Cloud, click Administration > Manage Creative Cloud Collaborators.
2. Click Creative Cloud Asset Sharing.
3.
Click Add New User.
4. Type an email, display name, title, and optionally add an Avatar.
5. Click Create.
Share a Marketing Cloud folder
Share a Marketing Cloud folder with Creative Cloud users.
1. Sign in to the Adobe Marketing Cloud.
2. Click Assets, then click Add Folder.
3. On the new folder, click Share Using Creative Cloud.
Alternatively, click Enter Selection Mode, click a folder, then click the Creative Cloud icon:
Core Services and Solutions
4. On the Share to Creative Cloud page, select a user, then click Add.
5. Click Share.
A shared asset on the Marketing Cloud Asset page is identified by the Creative Cloud logo on the folder.
6. Launch the Creative Cloud desktop (or navigate to the Creative Cloud Files page in a browser) and look for the request
notification.
7. Open the request, then click Accept.
55
Core Services and Solutions
56
8. To access folder contents, click Open Folder (or View on Web).
9. Continue by adding comments on the shared asset:
In Creative Cloud, you can click into an image, then click Activity to add a comment on the image. Comments are synced
on the assets in the Creative Cloud and Marketing Cloud.
Core Services and Solutions
57
In the Marketing Cloud, click into an image, then click the time-line icon to add a comment on the image. Comments are
synced on the assets in the Creative Cloud and Marketing Cloud.
10. To un-share a folder, click Share Using Creative Cloud (similar to Step 3), then remove users by clicking X, then click Share.
Once you have removed all Creative Cloud Users, the folder is un-shared and the Creative Cloud users no longer has access.
Additional ways to use a shared asset include:
• Use assets in the Asset Selector in Adobe Social for social posts. See Publisher Page.
• Load or swap assets in the Content Library in Adobe Target for images in activities.
Upload an asset to a shared folder from the Creative Cloud browser
Upload an asset to a shared folder from the Creative Cloud browser.
1.
2.
3.
4.
Launch the Creative Cloud browser and navigate to Creative Cloud Files.
Open the shared folder.
Click Actions > Upload.
Use your operating system's file browsing to select or move assets.
Core Services and Solutions
Upload an asset to a shared folder from the Creative Cloud desktop
Upload an asset to a shared folder from the Creative Cloud desktop.
1.
2.
3.
4.
Enable sharing.
Launch the Creative Cloud desktop and navigate to Assets.
Click Open Folder.
Use your operating system's file browsing to select or move assets.
Disable synchronization of shared folders
How to disable the synchronization of shared Marketing Cloud folders within your Creative Cloud Files folder.
Note: You can desynchronize only folders that you own.
Windows
1. Open Windows Explorer.
2. Under Favorites, right click the Creative Cloud Files folder, then click Select Shared Folders to Sync.
3. Deselect any folder that you do not want to synchronize.
Mac OS
1. Open a Finder window.
2. Navigate to your user folder.
3. Control-click the Creative Cloud Files, then click Select shared folders to sync.
58
Core Services and Solutions
59
4. Deselect any folder that you do not want to synchronize.
Synchronized folders have a checkmark next to the folder name.
Asset File Requirements for Sharing
Allowed file types and size limitations for sharing assets between the Marketing Cloud and Creative Cloud.
File Types Allowed for Upload
File types you can upload include most images, documents, and multimedia. See Supported Formats for information about file
formats in Marketing Cloud Assets.
File Size Limitations
File size limitations come from the browser and can vary from browser to browser:
Browser
Upload (Total Size)
Download (Per File)
Internet Explorer 6
2 GB
2 GB
4 GB for chunked or connection-close transfers.
Internet Explorer 7
2 GB
4 GB
Internet Explorer 8
2 GB
17,592 GB
Internet Explorer 9 to 11
4 GB
17,592 GB
Behavior of Shared Folders
Rules for how shared folders behave when moved, deleted, and restored.
• Unshared Folder into Shared Folder
• Shared Folder into Unshared Folder
• Content from Unshared Folder into Shared Folder
• Archived and Deleted Shared Content
• Owned Shared Content to an Unshared Folder
• Unowned Content to an Unshared Folder
• Archived or Deleted Owned Folder
• Shared Folder into another Shared Folder
• Shared Content to another Shared Folder
• Restored Content from Archive
Note: Shared Marketing Cloud folders and assets are mirrored to the Creative Cloud desktop in a 1:1 relationship. If a
Marketing Cloud user changes a folder (deletes, adds, or removes sharing), the action is mirrored in the Creative Cloud
desktop and web. As such, if a folder is unshared, the folder and assets are deleted from your local machine. After sharing
is removed, the folder and its contents are moved to the trash can on your local computer, where you can manually restore
them to your machine.
Core Services and Solutions
Unshared Folder into Shared Folder
You move an unshared folder into a shared folder:
Result: Both folders become shared.
Shared Folder into Unshared Folder
You move a shared folder into an unshared folder.
Result: The unshared folder remains unshared. The shared folder remains shared.
Content from Unshared Folder into Shared Folder
You move content from an unshared folder into a shared folder.
Result: The content is now shared and all collaborators can see it. Storage increases by the size of the content.
Archived and Deleted Shared Content
You archive or delete content that resides in a shared folder.
60
Core Services and Solutions
61
Result: Content is archived for the owner of the folder. Collaborators who do not own the content can no longer access it.
Owned Shared Content to an Unshared Folder
You move content from a shared folder that you own into an unshared folder.
Result: The content is now unshared. The collaborators of the shared folder no longer have access to the content.
Unowned Content to an Unshared Folder
You move content from shared folder owned by someone else into an unshared folder.
Result: The content appears in the unshared folder and is removed from the shared folder. The collaborators of the shared folder
no longer have access to the content. The content is archived for the owner of the shared folder.
Owners and editors can move content which they do not own, but viewers cannot. If owners and editors move content, it is not
available in a shared folder for any user.
Archived or Deleted Owned Folder
You archive (via web) or delete (via desktop) a shared folder that you own.
Core Services and Solutions
62
Result: The folder is unshared, then archived. The collaborators no longer have access to the folder.
Shared Folder into another Shared Folder
You move a shared folder that you own into another shared folder that you may or may not own.
Result: As the folder is moved into Folder 2, it becomes shared with the new collaborators.
Shared Content to another Shared Folder
You move content from a shared folder into another shared folder.
Result: The content appears in Folder 2 and is now shared with new collaborators. The content is removed from Folder 1 and
the owner sees it as archived, while the other collaborators no longer have access to it.
Restored Content from Archive
You restore content from an archive that belonged to a shared folder. You owned the content at the time it was archived.
Core Services and Solutions
63
Result: The content is restored to the shared folder and all collaborators can access it again. If the shared folder no longer exists,
the content is put into an unshared copy of its original parent folder(s).
Feed
Learn how to share or post assets and Analytics reports directly with others using your Marketing Cloud Feed.
The Feed might be empty the first time you log in to the Marketing Cloud. As you create posts and share things, and other users
share content with you, the Feed will automatically populate to help you and your team members keep up to date.
Settings in the Feed include:
• Topics: All <organization name>: Shows all the posts that have been shared with you, and all the posts to which you have
access.
• Manage Topics: Lets you follow, unfollow, or suggest topics. Additionally, administrators can approve, reject, deactivate, and
create topics.
Core Services and Solutions
64
• New Post: Create posts that members of groups can see.
• All Posts: View all posts in your feed.
• My Posts: View only your posts.
• Mentions: View posts in which you or your group is mentioned.
• Favorites: View posts that you marked as favorites.
Share an Analytics project to the Feed
You can share reports from Reports & Analytics to the Marketing Cloud Feed.
1. Sign in to the Marketing Cloud using your Adobe ID.
2. Navigate to Reports & Analytics, then create a project.
3. Click More > Share.
4. On the Share window, add recipients, then click Share.
Profiles and Audiences - People Core Service
The People core service (formerly Profiles & Audiences) brings together data collection and analysis with testing and optimization,
making data and insights actionable.
Marketers use Profiles & Audiences to:
• Manage audiences consistently across channels and solutions
• Upload customer attributes into a Marketing Cloud data source.
• Identify people uniformly across the enterprise
• Drive further insight and personalization with owned data
Customer Attributes
Overview and prerequisites about uploading customer attributes to Adobe Marketing Cloud Profiles & Audiences.
Audiences > Customer Attributes
Core Services and Solutions
65
If you capture enterprise customer data in a customer relationship management (CRM) database, you can upload the data into
a customer attribute data source in the Marketing Cloud. Once uploaded, leverage the data in Adobe Analytics and Adobe
Target.
Topics covered on this page:
• Prerequisites for Uploading Customer Attributes
• What Is Enterprise Customer Data?
• Solution Use Cases
Prerequisites for Uploading Customer Attributes
• Solution enablement: Enable your solutions for core services.
• Group membership: To upload customer attribute data, users must be members of the Customer Attributes group. You must
also belong to either an Adobe Analytics group or an Adobe Target group.
To know whether your company has access to customer attributes, your Marketing Cloud administrator should log into the
Marketing Cloud. Navigate to Administration > Launch Admin Console > Groups. If Customer Attributes displays as one
of the groups, you are ready to begin.
Users that are added to the Customer Attributes group will see the Customer Attributes menu item on the left side of the
Marketing Cloud interface.
• Target mbox: mbox.js version 58 or higher is required for customer attributes.
See Mbox.js Implementation.
What Is Enterprise Customer Data?
Enterprise data resides in other systems. It can be complex and mean different things to different people. This data can include
information such as memberships, loyalty level, age, gender, products owned, interests, and Lifetime Value.
The following image is an example of a data file showing subscriber data for products, including member IDs, entitled products,
most-launched products, and so on.
Core Services and Solutions
66
After you create the data file, you can upload it to the customer attribute source that you create in Marketing Cloud > Customer
Attributes.
See Upload Customer Attribute Data to learn this workflow.
Solution Use Cases
After the data resides in the Marketing Cloud, you can customize it and share it to solutions for reporting, segmentation, activities,
and campaigns.
For example:
Solution
Adobe Analytics
Advantages and Use Cases
Marketers and analysts can understand:
• The online campaigns that are most effective with your gold-level customers.
• The products that gold-level customers search for versus products that platinum-level customers
search for.
• Whether your site redesign is having a positive impact on conversion rates for older customers.
• Which products do customers with a low lifetime value tend to research on my site.
Adobe Target
Attribute data enables Target users to:
• Show loyalty club members special discounts and offers.
• Recommend more expensive products to your luxury customers.
• For customers who already receive emails, show an upsell offer in the space normally reserved for
email signups
The following topics describe how to upload and validate customer attribute data.
Frequently Asked Questions about Customer Attributes
FAQ for customer attributes in Analytics and Target.
Question
Answer
What should I do to get started with
customer attributes?
1. Get provisioned.
If you are an Analytics customer, Adobe is provisioning you for customer
attributes. If you use only Target and do not have Analytics, you must request
provisioning for core services by contacting Customer Care.
2. Have a conversation with your CRM team. Find out what kind of customer
data is available that would be interesting for use in Analytics and throughout
the Marketing Cloud.
3. Implement core services.
See Core Services - How to Enable Your Solutions for steps on how to
modernize your implementation for core services. (See the section about
synching customer IDs for important information.)
Note: An administrator's FAQ for implementing Marketing Cloud core services
is available here.
Core Services and Solutions
Question
67
Answer
How many customer attributes am I allowed You can upload hundreds of .csv columns to the customer attribute service in
to use?
the Marketing Cloud. However, when configuring subscriptions and selecting
attributes, the following limits apply depending on the solutions you own:
• Analytics Standard: 3 total
• Analytics Premium: 200 per report suite
• Target Standard: 5
• Target Premium: 200
Is migrating to the Marketing Cloud ID
Service required?
Migration depends on the solutions you use.
• Adobe Analytics: Strongly recommended
• Adobe Target: Required.
Using the Marketing Cloud ID service enhances the functionality opens the doors
to using the latest Marketing Cloud functionality, including real-time audiences,
the Target modernization, Analytics integration, and video heartbeat tracking.
For more details see Core Services - How to Enable Your Solutions.
Note: The Marketing Cloud ID service is the modernized implementation of what
is formerly known as the Analytics visitor ID service.
How does the customer attribute
functionality relate to Adobe Audience
Manager?
While Audience Manager can receive data to perform audience identification,
it cannot perform analytics functionality that ties attributes to historical behavioral
data or provide the reporting, analysis, and segmentation capabilities that are
available in Adobe Analytics. The Profiles & Audiences core service enables rich
data from across solutions to be tied together and associated with a single ID for
use across the Marketing Cloud.
In Adobe Target, customer attributes appear as individual attributes that can be
combined with other rules to build audiences. Audiences shared in the Profiles
& Audiences core service are full audiences that cannot be modified.
(Analytics only) How is this functionality In the past, customers interested in combining customer attribute data with
different from what is provided in Analytics Analytics data have relied heavily on the data workbench tool for this
premium?
functionality. Customer attributes exposes this functionality to a wider audience
by providing customer attributes as dimensions and metrics in reports & analytics,
ad hoc analysis, and report builder. Analytics Standard customers will have access
to customer attributes, but with limited capabilities. The full capability is available
to Analytics Premium customers.
(Target Only) Can I pre-load or upload data Yes. When the visitor makes their first request to Target, the system will fetch
for customers that Target has never seen?
the existing information we have about them from Customer Attributes and use
that data for targeting.
Core Services and Solutions
68
Question
Answer
Note: Retrieving this data can take up to 20 min from the visitor's first
interaction with Target.
(Target Only) Can I create a super audience No. Shared audience data is a completed audience.
by combining customer attribute data with
shared audience data?
(Target only) How does the customer
The bulk profile API enables Target profiles to be updated directly via the API,
attributes functionality compare to Target's either for an individual profile or in bulk. The capability is similar to customer
bulk profile API?
attributes, with the following key differences:
• The profile API is a REST API call and customer attributes uses FTP.
• Target's profile API only sends data to Target instead of to the whole Marketing
Cloud.
• Customer attributes provides a simple interface to create and manage this
external data.
(Target only) Does uploading data from
Yes. See Visitor Profile Lifetime in Adobe Target Help.
customer attributes to Adobe Target extend
the Target visitor's profile lifetime?
(Target only) Can I target on the data
Yes.
uploaded in customer attributes immediately
On the server call to Target, which includes the mbox third-party ID, all customer
after the visitor is identified by the customer
attribute data will be available.
ID?
About data file and data sources for customer attributes
Data file requirements and multiple data sources for uploading customer attributes to the Marketing Cloud.
You will need access to CRM or similar data from your enterprise. The data you upload to the Marketing Cloud must be a .csv
file. If you upload via FTP or sFTP, you also upload a .fin file.
• Allowed File Types and Naming Requirements
• Requirements for the Attribute Data Files
• Leveraging Multiple Data Sources
Allowed File Types and Naming Requirements
File Type
Description
.csv
A comma-separated values file (such as one created in Excel). This is the file that contains the customer
attribute data.
Naming requirements: Ensure that file name extensions do not contain white spaces.
Core Services and Solutions
69
File Type
Description
.fin
(Required) The .fin file tells the system that you are finished uploading data. The name of the .fin
file must match the name of the .csv file.
Adobe recommends creating an empty text file with a .fin extension. An empty file saves space and
upload time.
Note: Renaming a .fin file is not allowed after it is uploaded. The .fin file must be uploaded
separately and cannot be a renamed, previously uploaded file.
After you upload the .fin file in the customer attributes FTP, the system retrieves data quickly (within
one minute). This differs from other Adobe FTP-based systems, which pick up data less frequently
(around once per hour).
The .fin file is not required when using the drag-and-drop upload method.
.gz or .zip
.gz (gzip) or .zip - for compressed files. A .zip file cannot contain more than one file in the
archive.
Naming requirements: The name of the .zip or .gz should match the name of the .csv. For
example, if your .csv file is crm_small.csv, the .zip file should be crm_small.csv.zip.
The .fin file must match the .csv.
Requirements for the Attribute Data Files
Example CSV
The CSV file must adhere to the following format:
Sample CSV:
The same file viewed in a text editor:
Guidelines
Core Services and Solutions
70
Item
Description
Drag-and-drop
The drag-and-drop file should be less than 100 megabytes.
The .fin file is not required when using the drag-and-drop upload method.
Customer ID column
The first column must be a unique customer ID. The ID used should correspond to the ID
that is being passed to the Marketing Cloud ID Service.
For Analytics, the ID being stored in a prop or eVar.
For Target, the setCustomerID value. (Required. See )
This customer ID is the unique identifier your CRM uses for each person in your database.
The remaining columns are attributes that come from your CRM. You will choose how many
attributes to upload.
Friendly, readable names are recommended for the column headings, but not required. When
you validate the schema after upload, you can map friendly names to the uploaded rows and
columns.
About Customer IDs
Typically, an enterprise uses a customer ID from a CRM system. This ID is set using the
setCustomerIDs call when a person logs in. This ID is also used as the key in the CRM file
that is uploaded to the Marketing Cloud. An Alias ID is a friendly name for a data store in
Audience Manager, where the alias data is stored. The system sends aliases to this data store
(via setCustomerIDs). The CRM file is applied to the data in that data store.
For setCustomerIDs information, see Customer IDs and Authentication States.
Subsequent headers and
columns
Subsequent headers should represent the name of each attribute.
Attribute limits
You can upload hundreds of .csv columns to the customer attribute service in the Marketing
Cloud. However, when configuring subscriptions and selecting attributes, the following limits
apply depending on the solutions you own:
These columns should contain customer attributes that come from the CRM.
• Analytics Standard: 3 total
• Analytics Premium: 200 per report suite
• Target Standard: 5
• Target Premium: 200
Row limits
There is no known limit to the number of rows.
Column Limits
For practicality, limit the number of columns to around 200.
FTP Guidelines and size
limitations
• File size limit for FTP is 4 GB for each upload.
• You should drop your .csv (and .fin) file in the root folder of the FTP site.
Core Services and Solutions
Item
71
Description
Important: The total allowed space for the FTP account is 40 GB. It is your responsibility
to delete processed files.
File requirements
Each attribute source should contain the same number of comma-separated fields.
Fields containing a line-break, double-quote, or commas must be quoted.
Double-quote characters in a field must be escaped using a backslash (\).
Blank columns are stored as null.
Character Encoding
For Japan, UTF-8 is mandatory.
Historical data
Customer attributes are tied to the underlying visitor profile in Analytics. As such, customer
attributes are associated with the visitor for the entire life of that visitor profile in Analytics.
This includes behavior that occurred before the customer logged in for the first time.
If you use the data warehouse backfill method, the data is tied to a post_visid_high/low that
is based on the Analytics ID (AID). If you are using the Marketing Cloud ID service, the data
is tied to a post_visid_high/low that is based on Marketing Cloud ID (MID).
Data feeds
Customer attributes are not available in data feeds.
Leveraging Multiple Data Sources
When creating, modifying, or deleting customer attribute sources, there is a delay around one hour before IDs begin synchronizing
with the new data source.
The Alias ID for each customer attribute source must be unique. If you have multiple data sources that leverage the same ID,
they should be set up as follows:
In VisitorAPI.js or the Marketing Cloud ID tool in dynamic tag management:
Set two customer IDs that will correspond to the appropriate data sources:
Visitor.setCustomerIDs({
"ds_id1”:"123456",
"ds_id2":"123456"
});
(See Customer IDs and Authentication States for more information.)
In the Marketing Cloud > Audiences > Customer Attributes:
Create two customer attributes sources using unique alias IDs corresponding to the customer IDs above. Using this method
allows the same reference ID to be sent to multiple customer attribute sources
Create a customer attribute source and upload the data file
Create the customer attribute source and upload the data. You also activate the data source when you are ready. After the data
source is active, share the attribute data to Analytics and Target.
Customer Attributes Workflow
Core Services and Solutions
1.
2.
3.
4.
72
Create a data file
Create the attribute source and upload the data file
Validate the schema
Configure subscriptions and activate the attribute source
After the data source is active, you can:
• Use customer attributes in Adobe Analytics
• Use customer attributes in Adobe Target
Important: To access this feature, Marketing Cloud users must be added to the Adobe Customer Attributes group.
(Administration > Admin Console > User Management > User Groups).
Users that are added to the Customer Attributes group will see the Customer Attributes menu item in Audiences, on the
left side of the Marketing Cloud interface
Solution group membership is also required.
See Users and Groups.
Create a data file
This data is enterprise customer data from your CRM. The data might include subscriber data for products, including member
IDs, entitled products, most-launched products, and so on.
1. Create a .csv.
Note:
Later in this process, you will drag-and-drop the .csv to upload the file. However, if you upload via FTP, you also need
a .fin file with the same name as the .csv.
Sample enterprise customer data file:
2. Before continuing, review the important information in Data File Requirements, before you upload the file.
3. Create a customer attribute source and upload the data file, described below.
Create the attribute source and upload the data file
Perform these steps on the Create New Customer Attribute Source page in the Marketing Cloud.
Note: When creating, modifying, or deleting customer attribute sources, there is a delay of up to one hour before IDs begin
synchronizing with the new data source.
Core Services and Solutions
73
1.
In the Marketing Cloud, click the Menu .
2. Click Profiles & Audiences, then click Customer Attributes.
The Customer Attributes page is where you can manage and edit existing attribute data sources.
3. Click New.
4. On the Edit Customer Attribute Source page, configure the following fields:
Element
Description
Name
A friendly name for the data attribute source.
Adobe Target Attribute Name Requirements
Attribute names cannot include spaces in Target. If an attribute with a space is passed, Target
ignores it. Other characters not supported include:
< , >, ', "
Description
(Optional) A description of the data attribute source.
Core Services and Solutions
74
Element
Description
Alias ID
The Alias ID represents a source of customer attribute data, such as a specific CRM system.
A unique ID that is used in your Customer Attribute Source code. The ID should be unique,
lowercase, with no spaces.
The value that is entered in the Alias ID field for a customer attribute source in the Marketing
Cloud UI should match the values that are being passed in from the implementation (whether via
dynamic tag management or JavaScript of the Mobile SDK.)
The Alias ID corresponds to certain areas where you set additional Customer ID values. For
example:
• Dynamic tag management: The Alias ID corresponds to the Integration Code value under
Customer Settings, in the Marketing Cloud ID Service tool.
• Visitor API: The Alias ID corresponds to the additional Customer IDs that you can associate
with each visitor.
For example, "crm_id" in:
"crm_id":"67312378756723456"
• iOS: The Alias ID corresponds to "idType" in visitorSyncIdentifiers:identifiers.
For example:
[ADBMobile visitorSyncIdentifiers:@{@"idType":@"idValue"}];
• Android: The Alias ID corresponds to "idType" in syncIdentifiers.
For example:
identifiers.put("idType", "idValue");
See Leveraging Multiple Data Sources for additional information about data processing regarding
the Alias ID field and Customer IDs.
File Upload
You can drag-and-drop the .csv data file, or upload the data via FTP. (Using FTP also requires
a .fin file.) See Upload the Data via FTP.
Important: Specific data file requirements exist. See Data File Requirements for more
information.
After uploading the file, table data is displayed under the File Upload heading on this page. You
can validate the schema, configure subscriptions, or set up the FTP.
File Upload Graphic
Core Services and Solutions
75
Value
Description
Unique Customer ID
Displays how many unique IDs you have uploaded to this attribute source.
Customer-Provided IDs Aliased to
Marketing Cloud Visitor IDs
Displays how many IDs have been aliased to Marketing Cloud Visitor IDs.
Customer-Provided IDs with High Alias Displays the count of customer-provided IDs with 500 or more aliased Marketing
Counts
Cloud Visitor IDs. These customer-provided IDs most likely do not represent
individuals but rather some sort of shared login. The system distributes the
attributes associated with these IDs to the 500 most recent aliased Marketing
Cloud Visitor IDs, until the alias count reaches 10,000. At that time, the system
invalidates the customer-provided ID and no longer distributes associated
attributes.
Validate the schema
The validation process lets you map display names and descriptions to uploaded attributes (strings, integers, numbers, and so
on).
See Validate the schema.
Configure subscriptions and activate the attribute source
Configuring a subscription sets up the data flow between the Marketing Cloud and solutions. Activating the attribute source
allows the data to flow to subscribed solutions. The customer records you have uploaded are matched up with incoming ID
signals from your web site or application.
See Configure subscriptions.
To activate an attribute source
On the Create New [or Edit] Customer Attribute Source page, locate the Activate heading, then click Active.
Core Services and Solutions
76
Use customer attributes in Adobe Analytics
With the data now available in solutions like Adobe Analytics, you can report on the data, analyze it, and take the appropriate
action in your marketing campaigns.
The following example shows an Analytics segment based on the uploaded attributes. This segment shows Photoshop Lightroom
subscribers whose most-launched product is Photoshop.
When you publish a segment to the Marketing Cloud, it becomes available in Marketing Cloud audience and Audience Manager.
See Customer Attributes Report in Analytics help for more information.
Use customer attributes in Adobe Target
In Target, you can select a customer attribute from the Visitor Profile section when creating an audience. All customer attributes
will have the prefix crs. in the list. Combine these attributes as required with other data attributes to build audiences.
Core Services and Solutions
77
See Creating a New Audience in Target help.
Optional - Upload the data file via FTP
If you do not upload using drag-and-drop, you can upload customer attribute data via FTP to the Marketing Cloud.
You can upload the data after you create a customer attribute source and an FTP account in the Marketing Cloud. You create
one FTP account per attribute source. The uploaded files are stored in the root folder of that account. The data must be in .csv
format, with a second .fin file to indicate the upload is complete.
Important: Review About data file and data sources for customer attributes before uploading the file.
File uploads to the customer attributes FTP site can be done via FTP or SFTP.
• You need a client that supports SFTP connections.
• You can connect with SFTP using either username/password or using no password, as described here.
To upload the data file via FTP
1. Create a customer attribute source and upload the data file.
Ensure that you are logged in to your FTP site at ftp.adobe.com/<sftpname>.
2. Click Actions > File Upload.
3. Upload a .fin file, so that your file can be retrieved.
The file type .fin is user-created and signals that the upload is finished. It can be a blank notepad file. For example, if you
upload crs123.csv, you also upload crs123.fin.
If the upload is successful, both files are moved to a folder called processed.
See About data file and data sources for customer attributes for important information about file names and structure.
Core Services and Solutions
78
Validate the schema
The validation process lets you map display names and descriptions to uploaded attributes (strings, integers, numbers, and so
on). A schema is created based on these settings. The schema is used to validate all future data uploaded to this data source. This
mapping process does not alter the original data.
Customer Attribute Source > Create New Customer Attribute Source > View/Edit Schema
On the Validate Schema page, each row of the schema represents a column of the uploaded CSV file.
Element
Description
Add Data
Upload new attribute data to this data source.
View/Edit Schema
Map display names to the attribute data, as described in the next step.
FTP Setup
Upload the data via FTP.
ID Lookup
Enter a Customer ID (CID) from your .csv to look up Marketing Cloud information for the ID.
This feature is useful for troubleshooting why attribute data is not displaying for a visitor:
• MCID (Marketing Cloud ID): Displays if you are using the latest Marketing Cloud ID service. If
you are on the MCID service but no IDs are listed here, the Marketing Cloud has not received an
Core Services and Solutions
Element
79
Description
alias for that CID. Meaning, the visitor has not logged in, or your implementation is not passing
that ID through.
• CID (Customer ID): The attributes associated with this CID. If you are using a prop or eVar to
upload CIDs (AVID), and you see attributes displayed but no AVID, this indicates that the visitor
has not logged in to your site.
• AVID (Analytics visitor ID): Displays if you use a prop or eVar to upload CIDs. If those IDs are
being passed to the Marketing Cloud, any visitor IDs associated with the CID you entered are
displayed here.
You can also upload data via FTP after you create a customer attribute source and an FTP account in the Marketing Cloud. You
create one FTP account per attribute source. The uploaded files are stored in the root folder of that account. The data must be
in .csv format, with a second .fin file to indicate the upload is complete
Note: The names you apply to strings, integers, and numbers are used to create Analytics metrics.
See Customer Attributes Report in Analytics help for more information.
.
Element
Description
Attribute
Attribute data read from the uploaded .csv file.
Type
The data type, such as:
• String: A sequence of characters.
• Integers: Whole numbers.
• Numbers: Can have up to two decimal places.
Display Name
A friendly name for the attribute. For example, you might change an attribute customer age to Customer
Since.
Description
A friendly description of the attribute.
Configure subscriptions
Learn about solution data sources and configuring subscriptions. Subscriptions enable the customer attribute data flow between
the Marketing Cloud and solutions (Analytics and Target).
For example, an Adobe Analytics subscription enables attribute data in reports. If you use Adobe Target, you can upload customer
attributes for targeting and segmentation.
Customer Attribute Source > Create New Customer Attribute Source > New
Core Services and Solutions
80
Element
Description
Solution
Adobe Analytics
Select Analytics, specify the report suites to that you want to receive attribute
data, and the attributes to include.
Adobe Target
You can upload customer attributes for targeting and segmentation. This
feature is useful if want to target a test based on attribute data, or make the
data available for segmentation in Analytics.
Uploaded customer attribute data for a visitor is available at login, in Target
> Audiences.
Multiple data sources are supported. When you set customer IDs on your
website, verify that at least one of the aliases is subscribed to Target.
Report Suite (Analytics)
The report suites from marketing reports & analytics.
You cannot add more than a total of 10 report suites to the Analytics
subscriptions within a single attribute source. When choosing which report
suites to include, consider the following suggestions:
• Choose report suites that have a common set of authenticated customers. If
the authenticated customers in one report suite do not overlap with the
authenticated customers in another report suite, separate these report suites
into different attribute sources.
• If possible, the report suites included in an attribute source should have
similar traffic volume.
If you have more than 10 report suites that have a common set of authenticated
customers, you can configure additional customer attribute sources, each with
up to 10 report suites.
Attributes to Include (Analytics and Target)
The attributes you want to send to the solution.
Core Services and Solutions
Element
81
Description
When configuring subscriptions and selecting attributes, the following limits
apply depending on the solutions you own:
• Analytics Standard: 3 total
• Analytics Premium: 200 per report suite
• Target Standard: 5
• Target Premium: 200
Privacy Considerations - Customer Attributes
Considerations and best practices regarding personally identifiable information (PII) uploaded and used in the Adobe Marketing
Cloud.
Customer Relationship Management (CRM) databases often contain PII. The definition of PII varies from region to region.
Generally, PII means identifiable information about an individual consumer that is collected online by the operator from that
individual. PII data is maintained by the operator in an accessible form, including attributes like: such as first and last name, a
home or other physical address, an email address, a telephone number, a social security number, or any other identifier that
permits the physical or online contacting of a specific individual.
• First and last name
• Home or other physical address
• Email address
• Telephone number
• Social Security Number
• Other identifier that permits physical or online contacting of an individual. (Varies by location. Please verify and comply with
local laws and regulations related to privacy and PII for all of the places where you do business.)
Adobe provides tools that allow advertisers to collect behavioral information about consumers that visit their sites or use their
applications. Adobe also provides tools allow advertisers to enhance this information with offline or external customer records
that the advertiser may have within other information management systems.
One common reason advertisers do this is to improve the information available when making consumer-appropriate marketing
and advertising decisions. Adobe Analytics allows its advertisers to upload personally identifiable information (PII), such as
email addresses, only after it has been hashed to make it impossible to use for contacting the individual. Hashed information
can still be used for analysis and for marketing purposes. As a reminder, Adobe prohibits advertisers from sending sensitive
personal information to Adobe Analytics, such as medical records, financial account information, and information about minors.
Adobe realizes that these types of marketing and advertising decisions may have consumer privacy implications, which is why
Adobe has built in privacy controls to help advertisers meet their consumers' expectations. Adobe recommends its advertisers
carefully consider which information is appropriate to use for marketing purposes and in which circumstances the advertiser
has permission to use such information.
Best Practices
When uploading PII to Adobe Analytics, Adobe recommends that the customer hashes PII prior to uploading it to Adobe.
Hashed information can still be used for analysis and for marketing purposes. As a reminder, Adobe prohibits advertisers from
sending sensitive personal information to Adobe Analytics, such as medical records, financial account information, and
information about minors.
Adobe recommends its advertisers carefully consider which information is appropriate to use for marketing purposes and in
which circumstances the advertiser has permission to use such information.
Core Services and Solutions
82
As consumer privacy law remains in flux, Adobe recommends that advertisers respect three common tenets:
1. Do what you say (in your privacy policy).
2. Say what you do (in your privacy policy).
3. Do not surprise your consumers.
With these expectations in mind, Adobe recommends that when an advertiser associates browsing activities to PII, the advertiser
provides notices or personalization indicating that the consumer is authenticated. An example of this is including a greeting
within the header of the website. Adobe also recommends that advertisers describe in its privacy policy what type of browsing
information it associates with PII and under what circumstances browsing information is associated with PII. Lastly, Adobe
strongly recommends advertisers review the opt-out choices they provide their consumers to understand whether and how they
can use unauthenticated profile information post opt out.
Audiences
The Marketing Cloud Profiles & Audiences core service lets you create audiences, combine existing audiences to create composite
audiences, and view all shared audiences.
Click here to request access to Profiles and Audiences.
Profiles & Audiences > Audience Library
• What Are Audiences?
• Audiences - Interface Descriptions
• How to define an audience
• Implement audiences (core services)
Note: If you need IP obfuscation, ensure that you indicate this on your request form.
What Are Audiences?
Audiences are collections of visitors (a list of visitor IDs). Adobe's audience services manage the translation of visitor data into
audience segmentation. As such, creating and managing audiences is similar to creating and using segments, with the added
ability to share the audience segment to the Marketing Cloud.
Audiences can be created or derived from various sources, such as:
• New ones created in the Marketing Cloud
• From Analytics segments published to the Marketing Cloud
• From Audience Manager
Core Services and Solutions
83
Real-Time vs. Historical Audiences
All audiences, regardless of where they are sourced, are accessible for real-time targeting use cases. The system evaluates audiences
in two ways:
• Historical audiences are sourced from analytics are evaluated every 12 hours. Historical audiences always include return visitors.
• Real-time audiences are sourced in the Marketing Cloud Audiences are evaluated real time.
How Solutions Use Audiences
Information about how audiences are used in Marketing Cloud solutions:
Solution
Description
Marketing Cloud Audiences
Create, manage, and share audiences natively using the Audiences interface. You can:
• Use real-time audiences using raw analytics attributes
• Combine audiences to create composite ones, joining real-time and historical data
• See graphical views of estimated audiences size
Analytics
In segmentation, you can build a segment, combine it with a report suite, and then publish
the segment to the Marketing Cloud.
Publishing the segment displays it on the Audiences page. The audience is also available as
a targeted audience for a campaign experience delivered by Adobe Target, and in Audience
Manager.
Once an audience is shared from Analytics, and selected for use in an active campaign, all
of the visitor profiles who met the segment definition criteria for the past 90 days are sent
to the Marketing Cloud Audience Services platform.
Important: You must limit the number of audiences shared from Analytics to 20 to
avoid additional processing delays. Audiences shared to the Marketing Cloud from
Analytics cannot exceed 20 million unique members. Also, due to caching, deleted
report suites in Analytics require 12 hours before the deletion is shown in the Marketing
Cloud.
Mobile Services
Analyze mobile traffic using the sunburst visualization in the Device Types report.
Target
The Marketing Cloud visitor ID service unifies visitor IDs and data into a single, actionable
profile for use across solutions.
The Publish to the Marketing Cloud checkbox during the segment creation process in Adobe
Analytics allows the segment to be available within the Adobe Target's custom audience
library. A segment created in Analytics or Audience Manager can be used for activities in
Target.
For example, you can create campaign activities based on Analytics conversion metrics and
audience segments created in Analytics.
Core Services and Solutions
84
Solution
Description
Audience Manager
Shared audiences are available in Audience Manager segmentation. All Marketing Cloud
audiences are available natively in Audience Manager, which provides:
• Built-in automation regarding how they are shared and consumed in solution workflows
• Offsite destinations
• Look-alike modeling
Campaign
Integration between Adobe Campaign and Profiles & Audiences allows you to:
• Import shared audiences from different Adobe Marketing Cloud solutions into Adobe
Campaign.
• Export recipient lists in the form of shared audiences. These shared audiences can be used
in the different Adobe Marketing Cloud solutions that you use.
For information about the integration between Adobe Campaign and Profiles & Audiences,
see Introduction to Profiles & Audiences in Campaign.
Media Optimizer
Use the audience as targets.
Important: Once a visitor qualifies for the audience shared from Analytics, there is a 24 - 48 hour delay before that
information is actionable in Target, Media Optimizer, and Campaign.
Audiences - Interface Descriptions
The Marketing Cloud provides a library for creating and managing audiences, with native, real-time audience identification.
Marketing Cloud > Audiences
Interface Elements
Element
Description
New
Create an audience.
Title & Description
A column heading that identifies and describes the audience.
Author
The person who created the audience segment.
Source
Identifies where the audience was created.
Core Services and Solutions
Element
85
Description
Analytics: A segment created in reports & analytics or ad hoc analysis, then published to the
Marketing Cloud.
Marketing Cloud: A new audience created in Marketing Cloud Audiences.
Audience Manager: Audiences created Audience Manager automatically display in the
Marketing Cloud Audiences.
Current Size
The current audience size.
Active
The active status of the segment.
Publish an Analytics audience segment
Publish an Analytics audience segment to the Marketing Cloud and to Adobe Target, for audience marketing activities.
1. In Reports & Analytics (or Ad Hoc Analysis), create a segment.
2. On the Segment Builder, enable Publish to Marketing Cloud.
Element
Description
Publish to Marketing Cloud (for
<report suite name>)
Publishes this segment to the Marketing Cloud. You can use the audience for marketing
activities in Adobe Target and segmentation in Audience Manager.
The Title and Description fields are required for the segment to be published.
When this option is enabled, the title and audience segment definition are shared,
but actual data is not. When that audience is associated with an activity in Target,
Analytics begins sending IDs for visitors that qualify for that Marketing Cloud and
Target audience. At that point, the audience name and corresponding data begins
displaying on the Marketing Cloud Audiences page.
Note: Audiences shared to the Marketing Cloud from Analytics cannot exceed
20 million audience members.
Note: Due to caching, deleted report suites in Analytics require 12 hours before
the deletion is shown in the Marketing Cloud.
In Analytics, you can edit or delete a published segment. If the segment is in use, a
warning message is issued when you edit a segment. You cannot delete a published
segment that is in use by Adobe Target.
Important: Once a visitor qualifies for the audience shared from Analytics, there
is a 24 - 48 hour delay before that information is actionable in Target, Media
Optimizer, and Campaign.
Core Services and Solutions
Element
86
Description
Data Privacy
Audiences are not filtered based on the authentication state of a visitor. If a visitor
can browse your site in un-authenticated and authenticated states, actions that occur
when a visitor is un-authenticated can still cause a visitor to be included in an audience.
Review Analytics Privacy Overview to understand the full privacy implications of
audience sharing.
For information about enabling solutions for Audiences, see Core Services - How to
Enable Your Solutions.
3. Click Save.
4. Access Adobe Target, then navigate to the Segment list.
5. On the Segment page, click Import Marketing Cloud Audiences
This option displays the Analytics segment for use in activities.
Define rules for a composite audience
Learn how to use attribute rules to define a composite audience in the Marketing Cloud.
Audiences > Audience Library
This article helps you understand how to:
• Create an audience
• Create a rule
• Use rules to define a composite audience
The following graphic represents two rules in a composite audience.
Each circle represents a rule that defines audience membership. Visitors that qualify as members in both audience rules overlap
to become the composite, defined audience.
Note: The audience is fully defined after data collection for the specified period completes.
The following example shows how to create the rules for a composite audience. This audience is comprised of:
• Home & Garden section derived from page data, or raw analytics data.
• Chrome and Safari users derived from an Adobe Analytics segment published to the Marketing Cloud.
Core Services and Solutions
87
1. In the Marketing Cloud, click Profiles & Audiences > Audience Library.
2. On the Audiences page, click New.
3. On the Create New Audience page, specify a title and description.
4. Under Rules, select an attribute source:
•
Raw Analytics Data: This is attribute data derived from real-time Analytics image requests, and includes data such as
eVars and events.
Core Services and Solutions
88
You must select a report suite when using this attribute source, and define the dimension or event to include. This report
suite selection provides the variable structure used by the report suite.
Note: Due to caching, deleted report suites in Analytics require 12 hours before the deletion is shown in the Marketing
Cloud.
•
Marketing Cloud: Attribute data derived from the Marketing Cloud sources. For example, this can be data from audience
segments you create in Analytics (marketing reports & analytics, ad hoc analysis, report builder), and data from Audience
Manager.
5. Define audience rules.
Note: You should have an understanding of your implementation variables when defining audience rules.
Under Rules, define the Home & Garden attribute selections:
• Attribute Source: Raw Analytics Data
• Report Suite: Report Suite 31
• Dimension = Store (Merch) (v6) > Equals > Home & Garden
The Chrome & Safari Visitors is an audience segment shared from Analytics:
• Attribute Source: Marketing Cloud
• Dimension: Chrome & Safari Visitors
For comparison, you might add an OR rule to see all visitors to a site section, such as Patio & Furniture.
Core Services and Solutions
6. View the results.
The resulting rule is a defined audience comprising Chrome & Safari users who visited Home & Garden. The Patio &
Furniture segment provides additional insight into all visitors visiting that site section.
Historical Estimate: (Dotted circle) Represents rules created based on Analytics data.
Actual Audience: (Solid circle) Any rule created that has 30 days of data from Audience Manager. When the Audience
Manager data reaches 30 days, the line becomes solid and represents actual numbers.
After the data collection completes for the specified period, the circles combine to show a defined audience.
7. After defining the rules, click Save.
After the audience is saved, it is available for other solutions. For example, you can include a shared audience in a Target
activity.
Triggers
Learn how to create Marketing Cloud Triggers. Triggers are available as workflows in Adobe Campaign.
Activation > Triggers
89
Core Services and Solutions
90
What Is a Trigger?
Triggers is a Marketing Cloud Activation core service that enable marketers to identify, define, and monitor key consumer
behaviors, and then generate cross-solution communication to re-engage visitors. You can use triggers in real-time decisions
and personalization.
• Configure fast re-marketing for cart abandons or cart abandons with products removed
• Incomplete forms and applications
• Any actions or sequence of actions on site
Types of Triggers
Trigger
Abandonment
Action
Description
You can create a trigger to fire when a visitor views a product but does not add anything to the
cart. Configure Propensity Scoring to understand customers' tendency to not after abandoning
a shopping cart.
You can create triggers, for example, to fire after newsletter sign-ups, email subscriptions, or
applications for credit cards (confirmations). If you are a retailer, you can create a trigger for a
Core Services and Solutions
Trigger
91
Description
visitor who signs up for a loyalty program. In media and entertainment, create triggers for visitors
who watch a certain show, and perhaps you want to respond with a survey.
Session Start and Session End
Create a trigger for session start and session end events.
Create a Marketing Cloud trigger
Create an abandonment trigger and configure the conditions for the trigger and propensity scoring. For example, you can specify
the criteria for a trigger's rules during a visit, such as metrics like Cart Abandon, or dimensions like the product name. When
the rules are met, the trigger runs.
Note: A technical limit of 100 triggers currently exists.
1. In the Marketing Cloud, click , then click Activation.
2. Locate the Triggers card, then click Launch.
3. Click New Trigger, then specify the type of trigger:
4. Configure the trigger by completing the following fields and dragging metrics and dimension items to the rule's containers:
Core Services and Solutions
92
Element
Description
Name
The friendly name for this trigger.
Description
The description of this trigger, how you will use it, and so on.
Report Suite
The Analytics report suite used for this trigger. This setting identifies the reporting data to use.
Visit must include
You can define criteria or visitor behaviors that you want to occur, and behaviors that you do not
want to occur.
Visit must not
include
Trigger after no
action
Include meta data
For example, rules for a simple cart abandonment trigger might be:
• Visit must include: Cart Addition (metric) and Exists. (You can further refine the rule with a specific
product view or with dimensions like Browser Types.)
• Visit must not include: Checkout.
• Trigger after no action for: 10 minutes.
• Include Meta Data: Lets you add a particular Campaign dimension or variables that are relevant
to a visitor's behavior. This field can be useful for Adobe Campaign to build the correct re-marketing
email.
You can specify Any, And or Or logic within or between containers, depending on the criteria you
determine are important for the rule.
Container
Containers are where you set and store rules, conditions, or filters that define a trigger. If you want
events to occur at the same time, put them in the same container. Meaning, each container processes
independently at the hit level.
For example, if you have two containers joined by the And operator, you can expect the rules to
qualify when two hits meet the requirements.
Start new session
after
Create a trigger for session start and session end events.
5. (Optional) In Abandonment triggers, you can apply Propensity Scoring.
6. Click Save.
7. Use triggers for real-time remarketing in Adobe Campaign.
Example triggers:
Core Services and Solutions
93
Cart Abandonment Trigger
For example, the following page shows rules you might use for a Cart Abandonment trigger, based on products viewed
during a visit.
Referrer Trigger
The following trigger fires when a hit comes in with the product of Men's Boots and referrer of Facebook. For the two criteria
(products and referrer) to be evaluated in the same hit, they should be added to the same container.
Core Services and Solutions
94
Propensity Scoring
Understand customers' tendency to return after abandoning a shopping cart.
Propensity scoring is built into Marketing Cloud Triggers and available for Abandonment triggers.
For example, some customers abandon shopping carts to take advantage of email incentives to return to the cart. To reduce the
loss of revenue, the Propensity Scoring algorithm helps identify the relevant cart abandoners who would likely not return without
the incentive.
You can:
• Avoid over-exposing your customers to re-marketing.
• Identify the right cart-abandon customers and map their activity to the right message.
• Increase revenue by knowing which customers will and will not return.
Core Services and Solutions
95
The Value of Propensity Scoring
You can perform data discovery to identify hidden behaviors or patterns that exists across your data. Specifically, propensity
scoring helps you identify clusters of similar customers using more focused and objective means rather than simple segmentation
or filtering. In addition, propensity scoring lets you set up predictive capabilities to identify behavior for your company's
high-value customer.
Once you have identified the high-value audience, you can then engage them for the greatest effect. For example, if you are
business-to-business company, you may have sales call leads that allow you to then score the leads and identify their likelihood
to convert offline. Because every lead increases costs, creating an incentive to identify prospective customers with the highest
likelihood of converting a sale is the most effective and the least expensive way to focus your resources.
Propensity scoring provides the ability to identify those factors that are most predictive of a particular score or to increase the
likelihood of an event taking place, but it can also be applied to answer specific questions:
• Will the customer convert?
• Will the customer respond to an email?
• Will the customer repurchase?
Propensity scoring lets you answer these questions and identify visitors with an inclination for action that can then be set up
and scored.
Marketing Cloud Audiences in Adobe Analytics
You can share segments created in Audience Manager with Analytics in real-time.
Important: Please keep in mind that this is a pre-release, public-beta version of Marketing Cloud Audiences in Adobe
Analytics. As such, please be aware that
• You are limited to sharing a maximum of 150 segments/audiences.
• Adding new segments in Audience Manager to an Analytics destination will not send through the friendly name of the
segment, only the segment ID. (Saving the segment in the Marketing Cloud UI will save the friendly name.)
• In order to perform the initial setup of Marketing Cloud Audiences, you will need to log into the Marketing Cloud UI. If
you do not know your login information, contact the Adobe Marketing Cloud Admin at your company.
• The shared audiences work in Analysis Workspace, Reports & Analytics, Report Builder, Data Warehouse, Ad Hoc Analysis,
and Data Feeds. However, data feeds do not include the friendly names.
• Adobe Audience Manager Export Controls apply.
Adobe Audience Manager (AAM) is a powerful data management platform that helps you build unique audience profiles from
first-party, second-party/partner, and third-party data integrations. For advertisers, these audience profiles help define the most
valuable segments to use across any digital channel.
With the Marketing Cloud Audiences for Analytics integration in place, you can incorporate Marketing Cloud audience data
such as demographic information (e.g. gender or income level), psychographic information (e.g. interests and hobbies), CRM
data, and ad impression data into any Analytics workflow. In fact, you can share any audience in your Marketing Cloud Audience
Library with Analytics. Best of all, this integration happens in real-time. You can always be sure you are not missing visitors
that had a single hit.
• Prerequisites
• Data Flow
Prerequisites
Ensure that the following prerequisites are in place:
Core Services and Solutions
96
• You are a customer of both Audience Manager and Adobe Analytics.
• You are using the Marketing Cloud ID service (formerly Visitor ID service) v1.5 or later.
• You are enabled for the Profiles & Audiences core service.
• You use server-side forwarding for Audience Manager using the Analytics plugin (no DIL code) - AppMeasurement 1.5 or
later.
• If you enabled role-based access control (RBAC) in your AAM company, only the AAM Admin can open the Audience Library
and share Audiences to Analytics.
These prerequisites are described in Audiences Workflow.
Data Flow
To implement the Audience Manager-Analytics audience integration, you must have the Marketing Cloud ID service up and
running, along with Marketing Cloud Profiles & Audiences enabled. The Marketing Cloud ID service is what allows the Analytics
data collection servers and the Audience Manager data collection servers (DCS) to interact.
For example, assume you are a “high-income male” visiting Adobe.com:
1. Because the Marketing Cloud ID Service is in place, a Marketing Cloud ID (MCID) has been assigned to you as a visitor.
AAM uses this MCID to identify the segments you belong to. Be aware that if you multi-suite tag on your site, it is highly
recommended that you enable the ID service for each report suite that will receive this data, or you may run into data
collection problems.
2. With this information, the Analytics Data Collection service asks the Audience Manager DCS what AAM segments you
belong to. AAM can quickly look up this information with the MCID that was supplied.
3. The applicable AAM segment IDs are passed back to Analytics Data Collection. The AAM segment IDs are drawn from the
list of up to 150 segments that you selected when setting up the feature. In this case, AAM passes back that you belong to the
“high income” and “male” segments.
4. Analytics Data Collection then takes the list of applicable segment IDs associated with those AAM segments and adds them
to a new dedicated mc_audiences data column. This data column is then used for reporting and segmentation in Analytics.
Core Services and Solutions
97
Because Analytics Data Collection is inserting these segments on a same-hit basis and because it ensures that the Analytics data
on that hit gets inserted into AAM before it determines applicable segments, you can be sure that whatever data is available in
AAM about a visitor will not be missed and be up to date for that hit. This is superior to an AppMeasurement plug-in, because
a plug-in can make those segments available only on the next hit (rather than the current hit.)
In addition, we automatically classify the AAM segment IDs to their friendly names for you, so that you won’t have to look at
alpha-numeric strings in Analytics reports.
Frequently Asked Questions
Legal FAQs
Q: How do I know if I have Personally Identifiable • If you have emails/addresses/etc in a prop or eVar, consider hashing
Information (PII) in my Analytics data? And if yes, the data during collection.
what do I do about it?
• If your country considers IP address PII, turn on IP obfuscation.
• Talk to your Analytics Admin to see what you are collecting.
• Talk to your Legal dept to see what they consider PII.
Q: How do I know if my report suites do onsite
personalization, or offsite/onsite targeting?
• These don’t apply to sending Adobe Analytics data to Adobe Audience
Manager.
• Ask yourself: Will you share an Analytics-shared segment with an MCA
dimension back to the Marketing Cloud?
• Are you exporting (e.g. via data feeds) out to a Business Intelligence
(BI) system that is used for these purposes?
General FAQs
Q: Will this give me all of the information from
AAM now in AA?
No, only data related to people who come to your site during or after
enablement of Marketing Cloud Audiences and during/after segment
qualification.
Q: Why are the segment visitor counts different
between Audience Manager and Analytics?
Because they have to come back to the site, and some segments don’t
require onsite visitation.
Q: Will this give me a per-segment total addressable Not really. It will tell you the number of visitors in that segment that
audience?
came to your site during or after segment qualification.
Q: How is this different from the legacy cookie
destination to Analytics?
Audiences Workflow
How to provision, share, and use the audience data.
Segments are qualified for and returned in real-time – on the same hit.
Friendly names are shown automatically (via Marketing Cloud UI).
Core Services and Solutions
Step #
98
Task Description
Notes
Ensure that you are provisioned for
Marketing Cloud Profiles and Audiences
and that the Marketing Cloud ID (MCID)
Service is enabled.
Use Profiles and Audiences to send data directly from Adobe
Analytics to Audience Manager rather than using the Data
Integration Library (DIL). The Marketing Cloud ID Service allows
the Adobe data collection servers and the AAM data collection
servers (DCS) to interact with each other.
If your organization is not currently
provisioned, you can start the process here.
Add the server-side forwarding AAM
module to your Analytics
AppMeasurement.js file.
Share audiences/segments with Analytics.
Use the data in Analytics.
You can share up to 150 audiences/segments with Analytics.
You can use the new MC (Marketing Cloud) Audience dimensions
from within the reporting interface, in Analysis Workspace, and
in the Segment Builder.
These new dimensions will also be available in Ad Hoc Analysis,
Report Builder, and Data Warehouse. In Data Feeds, the new
“mc_audiences" column contains the segment IDs.
Share Audiences with Analytics
You can share up to 150 audiences/segments with Analytics.
Note: If you enabled role-based access control (RBAC) in your AAM company, only the AAM Admin can open the Audience
Library and share Audiences to Analytics.
Here is how you share audiences/segments with Analytics:
1. Log in to the Marketing Cloud with your Marketing Cloud credentials.
2. Click the Marketing Cloud (grid) icon on the top right.
3. Click Profiles and Audiences.
Core Services and Solutions
99
Important: At this point, you will receive a notice regarding third-party data segments from Audience Manager that
are contractually prohibited from being combined with personal data that is used for onsite or offsite targeting or
personalization. Your company may also own or license data segments in Audience Manager that have limitations for
which you are responsible. Before using this integration, you will be asked to acknowledge and agree that you understand
these issues.
The most common concern is related to the use of personal data (typically un-obfuscated email addresses) that you may
be sending in to your Analytics data. If you are collecting email addresses (or other personal data as applicable to your
circumstance), it is likely that some AAM segments containing data from third parties will be blocked from this integration.
It is uncommon for a report suite to be used for onsite or offsite targeting or personalization. However, we’ve provided
these flags in case they apply to you.
4. You can now see all audiences in your Audience Library. Select the Audience Manager or Marketing Cloud audiences that
you want to share.
5. Click Sharing, then select Adobe Analytics and click Save.
6. Select the Analytics report suite/s that you want to share this audience with.:
Note: Due to caching, deleted report suites in Analytics require 12 hours before the deletion is shown in the Marketing
Cloud.
Core Services and Solutions
100
a. You will have to specify whether the report suites contain personal data, are used for on-site ad targeting, are used for
off-site ad targeting, or are used for personalization:
7. Click OK.
If there are any segment mismatches (based on the settings of the segments and the selected settings of the report suites), an
error message similar to the following might display:
Once you’ve completed this process, Adobe Audience Manager (AAM) will have a new destination created specifically for
Analytics. This destination can be managed from within AAM or from within the Marketing Cloud. However, in the Audience
Manager UI, you cannot change the report suites that the segments are shared to, only the segments that are shared. If you
want to enable these AAM segments in different report suites, you will have to go back to the Marketing Cloud UI and repeat
the process above.
Note: Even though you can select different Audience Manager segments to share, and you can select different report
suites to share the data to, you cannot share separate AAM segments with separate report suites. AAM currently supports
only a single Analytics destination. This means that the same segments will be shared to any and all of the report suites
you’ve selected for this integration.
Core Services and Solutions
101
Use the Audience Data in Analytics
You can use the new MC (Marketing Cloud) Audience dimension from within the reporting interface, in Analysis Workspace,
and in the Segment Builder. These new dimensions will also be available in Ad Hoc Analysis, Report Builder, and Data Warehouse.
In Data Feeds, the new “mc_audiences" column contains the segment IDs.
Reporting UI
1. To view the Analytics report, go to Reports > Visitor Profile > Marketing Cloud Audiences.
2. From this report, you’ll be able to access both the segment IDs and their classified friendly names for reporting.
Analysis Workspace
In Analysis Workspace, you’ll see 2 new dimensions, one for the marketing cloud audiences segment IDs and one for the friendly
names.
1. Go to Workspace.
2. From the list of Dimensions, select one of the MC Audiences dimensions.
Core Services and Solutions
Segment Builder
1. Go to Components > Segments.
2. Click Add to create a new segment.
3. After naming the segment, drag the MC Audiences dimension into the Definitions panel.
4. Save the segment.
102
Embedding Content
103
Embedding Content
You can embed content from a web page into the Marketing Cloud.
In Administration, drag the Share to Adobe Marketing Cloud button to your browser's bookmark toolbar.
When you are on a web page that supports embedded content (such as help topics), click Share to Adobe Marketing Cloud in
the toolbar.
Exchange Marketplace
104
Exchange Marketplace
The Marketing Cloud Exchange Marketplace is a single destination where you can search, browse, select, pay, and download
Digital Marketing extensions via apps. Apps include data connectors, custom configurations to Adobe's core product, 3rd party
applications, reports, and Marketing Cloud cards.
Marketing Cloud > Help > Exchange
• Download SDKs, read documentation, and submit applications to Digital Marketing for review.
• Customers can search, select, and install Digital Marketing extensions.
• Administrators can configure downloaded applications.
• Review developer submissions, browse application, and comment or rate each application.
• Decline or approve applications.
• Publish in the Marketing Cloud.
• Search and filter by category, company, type, user, and more.
See Marketing Cloud Exchange for more information.
Notifications
105
Notifications
Get notified about Marketing Cloud activities like, for example, system updates, posts, mentions, and assets shared.
You can sort the Notifications display based on the message types that are important to you, and search for notifications. You
can also:
• Sort by the message types that are important to you.
• Search for notifications.
Enable Notifications
To enable notifications, navigate to Administration > Notifications.
Notifications
Note: Solution-specific notifications settings must be set from within each solution.
106
Organizations and Account Settings
107
Organizations and Account Settings
Learn about adding organizations, one-to-many mapping, setting a default organization, and linking (or unlinking) solution
accounts for single sign-on management in the Marketing Cloud.
On this page:
• About Organizations
• Default Organization and Landing Page
• Account Linking
About Organizations
A Marketing Cloud organization is the entity that enables an administrator to configure groups and users, and to control single
sign-on in the Marketing Cloud. The organization functions like a log-in company that spans all the Marketing Cloud products
and solutions. Most often, an organization is your company name. However, a company can have many organizations.
The organization you are logged into displays in the header:
Organizations are configured by administrators and Adobe.
Default Organization and Landing Page
You can specify a default organization and landing page to use when you log in.
Edit Profile > Manage Organizations
Under Default Organization & Landing Page, you can customize your log-in experience.
Account Linking
Existing users might need to link a solution account with their Adobe ID. When users select a solution, the system locates accounts
based on your login information. Linked solutions show colored solution icons, and unlinked solutions are grey. If your solution
account is not linked to your Adobe ID, you are prompted to link your account after clicking the solution.
Organizations and Account Settings
108
Map a Report Suite to a Marketing Cloud Organization
Marketing Cloud services (such as Marketing Cloud ID service and Profiles & Audiences) are associated with a Marketing Cloud
organization instead of an individual report suite. To ensure that these services operate correctly, each Analytics report suite
must be mapped to a Marketing Cloud organization. The mapping process:
• Sets a Marketing Cloud organization as the primary organization for the report suite.
• Does not change who can access a report suite (access is still determined by the Adobe Analytics login account for each user)
Requirements
You must be an Analytics administrator of a login company that has access to the report suite you want to map. Additionally,
this account must be linked to a Marketing Cloud organization in order to map report suites to that Marketing Cloud organization.
Organizations are grayed out if you do not have Analytics administrator permissions for a login company under that org that
has access to the given report suite.
To Map a Report Suite
1. Click Marketing Cloud > Administration > Report Suite Mapping.
You can also use a Direct URL.
2. Click Visible to Login Companies.
This displays the Login Companies that have access to each report suite and is intended to help you make an informed
decision on the mapping.
3. Click the drop-down in the Mapped Organization column next to a report suite and select the Marketing Cloud org to
which you want to map. See Tips for Selecting a Marketing Cloud Organization.
Tips for Selecting a Marketing Cloud Organization
This section contains tips to help you select the Marketing Cloud organization to which you should map a report suite.
Organizations and Account Settings
109
Which organization should I choose?
If the Marketing Cloud ID service is currently deployed on the report suite, ensure the organization you select in the Report
Suite Mapping tool is the same organization specified in the visitorAPI.js file on your site. You can use the instructions
in Test and Verify the Marketing Cloud ID Service to find the org ID that is being used by the Visitor ID service.
If the Visitor ID service is not yet deployed on the sites that collect data for the report suite, if you deploy the Marketing Cloud
Visitor ID service in the future, you will need to ensure your deployment matches the organization you chose in the Report
Suite Mapping tool.
Why are some organizations grayed out?
This indicates that you do not have sufficient privileges to map to the grayed out report suite. Consider the following example:
In this diagram, the blue key indicates admin privileges. The gray lines indicate visibility.
This user has access to two Marketing Cloud organizations. He has performed the following:
• Linked his admin account in the chapek Analytics login company to his Chapek Corp Marketing Cloud org account.
• Linked his non-admin account in the doohan Analytics login company to his Chapek Corp Marketing Cloud org account.
• Linked his non-admin account in the nigel Analytics login company to his Nigel Inc Marketing Cloud org account.
The following points list the mapping actions this user can and cannot perform regarding these report suites:
• Chapek-prod report suite can be mapped to Chapek Corp org since this user is an admin of a linked Analytics login company
(chapek) and his account is linked to this org.
• Nigel-prod report suite cannot be linked by this user since he is not an admin in any login company to which this report suite
is visible.
• Doohan-prod report suite can be mapped to Chapek Corp since this user is an admin of a login company (chapek) that is
linked to the Marketing Cloud org (note that he is not an admin of the doohan Analytics login company). It is important to
be aware that the doohan-prod report suite is also eligible to be mapped to the Nigel Inc Marketing Cloud org, even though
this user cannot perform that mapping. In this case, both Marketing Cloud orgs are displayed in the list, but Nigel Inc is grayed
out. Before mapping, this user should consult with an admin of the nigel login company to determine which org is the best
candidate for mapping. The UI displays a Possible Conflict warning if you select an organization this is different than the
organization under which the report suite was originally created.
Organizations and Account Settings
110
Frequently Asked Questions
Why don’t I see all my report suites?
Some of your report suites might be visible under a different login company. You can change the current login company using
the drop-down at the top of the screen.
What if I don’t recognize some of the organizations listed in the drop-down for one of my report suites?
The list shows you all the possible organizations your report suite could be mapped to, even you don’t have permission to map
to all of those report suites. If you are unsure if the report suite should be mapped to one of the grayed-out report suites in the
list, please consult with a Marketing Cloud administrator in your organization to determine the best choice.
What if I don’t recognize some of the Login Companies listed for a report suite in the “Visible to Login Companies” column?
At some point this report suite was shared with another login company which may be part of a different Marketing Cloud
organization.
What is this “Possible Conflict” error about the report suite being generated by another organization? Why does that
matter?
This is a notification to help you make an informed decision about your report suite mapping. We want to make you aware that
the report suite was originally created underneath a different organization in case that organization may be more appropriate
for this report suite.
How do I know if a report suite is aleady mapped?
Mapped report suites will be displayed in a non-editable format. If you need to change a mapping, please contact Customer
Care.
What if I only know the Org ID for my Marketing Cloud organization? How do I look up the name for my Org ID?
You can find your organization name in Organizations and Account Settings.
I see a date in the “Date Mapped” column. Who did that mapping?
You can refer to the Report Suite Change Log in the Analytics interface to check the user ID that made the change. Look for the
event “Suite associated to IMS Organization”.
Troubleshooting Account Linking
Help on problems that arise from account linking.
Typically, account linking fails because the Adobe ID is linked to a previous user. When account linking fails, you can:
• Contact Adobe Support.
• Access your solution using the standard login while the issue is being solved.
Useful topics for understanding how organizations work include:
Organizations and Account Settings
Administration - User Management and FAQ
Terminology Reference
111
Terminology Reference
A terminology reference for new Marketing Cloud users, and how those terms are used in Creative Cloud.
Term
Creative Cloud
Marketing Cloud
Asset
In the Creative Cloud, an asset is typically an image file. In the Marketing Cloud, an asset is a digital
document, image, video, or audio that can have
Assets can be layers in a Photoshop file, slides in a
multiple renditions and can have sub-assets. Examples
PowerPoint file, pages in a PDF, and files in a ZIP.
include:
• File
• Document
• Image
• Video
• Audio Clip
• Presentation
• Image Template
• Video Template
Audiences
In the Creative Cloud, an audience can be the person
viewing a video.
In the Marketing Cloud, audiences are collections of
people that we can target in our campaign activities.
The membership in an audience can be determined
based on a set of rules, operating on the visitor's
Context, or based on a fixed list. For example, a list
of email subscribers or members in a Facebook group.
In Marketing Cloud Audiences, creating and managing
audiences is similar to creating and using segments,
with the addition of the ability to share them to the
Marketing Cloud.
Adobe Target
In Target, audiences were formerly called segments.
Adobe Analytics
In Analytics, audiences can be thought of as visitors
to a web site. You can create audience segments and
publish the audience to the Marketing Cloud.
Campaigns
In the Creative Cloud, a campaign can be thought of as In the Marketing Cloud, campaigns determine what
a marketing campaign that uses Creative Cloud image content is displayed to the audience. It also
assets.
determines where (location) the content is displayed,
and when. A campaign has a specific goal, which is
tracked by metrics.
Running a campaign requires matching the visitor's
context with the rules set in the campaign, and the
Terminology Reference
Term
Creative Cloud
112
Marketing Cloud
delivery of content according to the technical
constraints of the location's channel.
In Adobe Target, the terms campaign and activity are
synonymous.
Capability
No special use.
In Marketing Cloud, capabilities refer to functionality
within solutions (or products). For example,
marketing reports & analytics is a capability within
the Analytics solution.
See About Core Services and Solutions in the
Marketing Cloud.
Channel
In the Creative Cloud, channels might be grayscale
In the Marketing Cloud, a channel is an attribute of
images that store different types of information. They a location, or an activity in a campaign.
are information channels and color channels.
In Analytics, marketing channels are commonly used
to provide insight on how visitors arrive on your site,
such as via email campaigns.
Examples include:
• Email
• Display Ads
• Social Networks
• Paid Search
• Natural Search
• Referring Domains
Collaboration
and Sharing
You can share assets within Adobe Experience Manager In the Marketing Cloud, you can use the Feed to make
(AEM) Assets with the Marketing Cloud and Adobe
posts and share assets.
Creative Cloud.
Context
Typically refers to a menu or information available
relative to a selection or task being performed.
Context describes the details of a visitor's current
interaction with a digital property. Examples of
context include the position of their mouse, the state
of a form field, the value of their shopping cart, or
the device that they are using.
Dynamic tag management provides the most robust
context detection and service activation capability on
the market today and provides the contextual
component of profile and audience services.
Content
In the Creative Cloud, content refers to text and images In the Marketing Cloud, content refers to marketing
on a page. The term is similarly used between the
content that can be used as part of a Campaign, to
Creative and Marketing Clouds.
support a specific goal.
Terminology Reference
Term
Creative Cloud
113
Marketing Cloud
Content is used in specific Locations and can be
comprised of Assets. Content can be structured, such
as product information, or unstructured, such as a
web page or a screen in a mobile application.
Examples include:
• Web pages
• Banners
• Status updates
• Comments
• Text ads
• Product information
• Product reviews
• Form data
• Documents in a search index
• Social posts
• Articles
• Publications
Feed
The Creative Cloud home is similar to the Marketing
Cloud feed.
In the Marketing Cloud, a feed is an aggregation of
cards that you create or that have been shared with
you by other users or from Adobe Marketing Cloud
solutions.
The Feed might be empty the first time you log in to
the Marketing Cloud. As you create boards and cards,
and other users share content with you, the Feed will
automatically populate to help you and your team
members keep up to date.
See Feed.
The home is a desktop client can be defined as the sum
total of activities that took place on your Creative Cloud
account. Activities include installing and updating of
software, fonts, any activity on Behance, and all activity
pertaining to a file uploaded.
Linking
No special use. Linking refers to hyperlink navigation, In Marketing Cloud, linking usually refers to linking
and linking items like fonts, properties, layers, and so different solution accounts to the interface.
on.
See Organizations and Account Settings.
Terminology Reference
Term
Creative Cloud
114
Marketing Cloud
Linking also refers to standard URLs for Analytics
reports sent to other users.
Locations
In the Creative Cloud, location refers to file locations,
or a location on an open image or document.
In the Marketing Cloud, locations are where content
is being seen (and can be interacted with) by
Audiences. The association between Locations and
Content can be more or less static, or can be managed
dynamically according to the rules of a Campaign. A
location always belongs to a specific Channel that
determines how Content can be delivered and how
Metrics can be collected.
Examples include:
• Sites
• Properties (Social)
• Display inventory
• Landing pages
• Mobile applications
• Slots (video)
Metrics
Not generally used in the Creative Cloud.
Aggregate numbers about key concepts and goals.
In Analytics, metrics are quantitative information
about visitor activity, such as Views, Click-Throughs,
Reloads, Average Time spent, Units, Orders, and
Revenue.
See Metric Descriptions.
Organization
Not generally used in the Creative Cloud.
An Organization is the entity that enables an
administrator to configure groups and users, and to
control single sign-on in the Marketing Cloud. Most
often, the Organization is the billing company, such
as Acme Corp.
See Organizations.
Portfolio
An assembly of multiple files or assets.
A container of Campaigns.
Schedule
May refer to a sequence of scenes in Adobe Story, or
scheduled tasks in ColdFusion.
In the Marketing Cloud, a schedule is the start date
(year, month, day) and an end date for activating
campaigns, channels, and activities. Activity schedules
have a granularity down to the minute. Changing a
schedule creates a card.
Examples include:
• Campaign schedules
Terminology Reference
Term
Creative Cloud
115
Marketing Cloud
• Channel schedules
• Activity schedules
Sharing
In Creative Cloud, you can share files externally across In Marketing Cloud, you can share an asset as a card
platforms (social, communities, emails, and so on).
only, within boards inside the interface. Sharing is
available to those who are logged in to the site.
Solution
No special use.
In Marketing Cloud, solutions are known as products
like Analytics, Social, Target, and so on.
See About Core Services and Solutions in the
Marketing Cloud.
Release Notes
116
Release Notes
Features, release notes, and known issues for the Marketing Cloud interface.
• Release 16.5.1 - May 26 2016
• April - Spring Release 2016
• Release 16.2 February 18 2016
• Release 16.1 - January 21 2016
• Release 15.10 - October 14 2015
• Release 15.9 - September 10 2015
• Release 15.7 - July 22 2015
• Release 15.6.1 - June 11 2015
• Release 15.5.1 - May 13 2015
• Release 15.4.1 - April 8 2015
• Release 15.3.2 - March 19 2015
• Release 15.3.1 - March 4 2015
• Release 15.2.1 - February 19 2015
• Release 15.1.1 - January 15 2015
• Release 14.11.1 - November 13 2014
• Release 14.10.1 - October 16 2014
• Release 14.9.1 - September 18 2014
• Release 14.8.1 - August 21 2014
• Release 14.7.1 - July 24 2014
• Release 14.6.1 - June 19 2014
• Release 14.5.1 - May 22 2014
• Release 14.4.1 - April 22 2014
• Release 14.3.1 - March 13 2014
• Release 14.2.1 - February 24 2014
For a list of documentation updates, see Documentation Updates - Marketing Cloud.
For release notes covering all solutions, see Marketing Cloud Release Notes.
Release 16.5.1 - May 26 2016
Features and Improvements
Feature
Description
Pre-configured product configurations in the Marketing Cloud customer administrators can leverage product configurations
Admin Console
that are pre-created and mapped to default permission groups for Analytics and
Dynamic Tag Management.
This optimization is available for newly provisioned organizations, and it reduces
the amount of time required by organizations to manage users in the Admin
Console.
Feed improvement
Fixes
When creating a new post in the Marketing Cloud Feed, the To line now uses
the currently active topic instead using the organization by default.
Release Notes
117
• Fixed an issue preventing thumbnails from showing for assets shared from Assets on Demand to the Marketing Cloud Feed.
(MAC-29955)
April - Spring Release 2016
See What's New in the Adobe Marketing Cloud
Release 16.2 February 18 2016
Feature
Description
Marketing Cloud Assets improvements
In Marketing Cloud Assets, you can store, share, and synchronize your digital
assets from one central location. Marketing Cloud Assets leverages some of
the features available in Adobe Experience Manager (AEM).
See Marketing Cloud Assets
Account linking improvements
Improved the interface workflow for linking solution accounts with the
Marketing Cloud (Adobe ID). This new workflow locates all of the user's
accounts associated with an organization, and lets you choose which account
to link. We also streamlined the account linking experience, so that you no
longer need to access the Manage Organizations page to manually link accounts.
Fixes
• Fixed an issue preventing linking and SSO for Analytics. This issue displayed the "Notice: The error message: ERROR IMS
SSO Failed: Unable to find linked company."
Known Issue
If you access Dynamic Tag Management via the Marketing Cloud > Activation interface, but your Dynamic Tag Management
account is not linked to the Marketing Cloud (Adobe ID), you will not be able to log in to Dynamic Tag Management. To avoid
this issue, navigate directly to https://dtm.adobe.com in a new browser tab.
Release 16.1 - January 21 2016
Feature
Audience Library messages
Description
We improved Audience Library to include helpful messages when building
audiences or when a time-out occurs.
For example, when adding more than five rules, a message displays indicating
you exceeded maximum allowable rules. (MAC-27376, MAC-27375)
Note: Microsoft is ending support for Internet Explorer 8, 9, and 10. As such, we will not fix issues reported against these
specific versions of Internet Explorer.
Release 15.10 - October 14 2015
Known Issues
Release Notes
118
• Customers are not able to log into Report Builder if they SSO into Analytics via the Marketing Cloud. This issue does not
impact customers using legacy Analytics credentials.
• Known issue with the "Link to Report" function in Analytics. Customers logging into Analytics via the Marketing Cloud are
directed to a non-SSO login page for Analytics when trying to share a report.
Release 15.9 - September 10 2015
• Fixed an Audience Manager API performance issue causing intermittent timeouts when uploading customer attributes data.
(MAC-26305)
• Fixed an issue that prevented users from adding up to 200 customer attributes to a subscription. (MAC-26188)
• Fixed an Audience Library issue that prevented audience sharing from Analytics segmentation. This issue caused "Collecting
Data" (0 audiences) to display. To prevent this issue, Adobe recommends keeping the segment sizes under 50k audience
members per segment. (MAC-25788)
• Fixed a previous known issue on the Customer attributes - Edit Schema page that was causing a Content Aware error that was
issued when changing a display name. (MAC-25589, AN-103834)
Release 15.7 - July 22 2015
• Fixed an issue that prevented attribute descriptions specified on the View/Edit Schema page (in customer attributes) from
being updated in Analytics reports. (MAC-25985)
• Fixed an issue preventing the thumbnails from rendering for uploaded assets. (MAC-25863)
• Fixed an issue that prevented new segments created in reports & analytics from being available in Marketing Cloud Audiences.
(MAC-25817)
• Fixed an issue that prevented audience sharing from Analytics, when using the visitor ID service. (MAC-25788, MAC-25747)
• Added support for multibyte characters in customer attributes. (MAC-25552)
Known Issue
A known issue is causing duplicate auto-generated accounts to be created in Audience Manager, and automatically linking them
to a user's Marketing Cloud identity. This issue occurs if you attempt to navigate to Audience Manager before linking your
accounts. Adobe recommends that you link your Audience Manager accounts to the Marketing Cloud before navigating to
Audience Manager. (MAC-25640)
Release 15.6.1 - June 11 2015
Improvement
Description
Solution access page.
A new page is available that lets you select another solution for login if the Marketing
Cloud, or the solution you need, is down for maintenance.
Fixes
Customer attributes - Edit Schema page: fixed an issue that was preventing the saving of a schema, and issuing an error.
Known Issue
Customer attributes - Edit Schema page: fixed an issue causing a Content Aware error that was issued when changing a display
name.
Release 15.5.1 - May 13 2015
Feature
Description
Left navigation updates
The left navigation menus have been updated and arranged to provide access to all of
the core services and solutions. Notable changes include:
Release Notes
Feature
119
Description
• The Audience Library and Customer Attributes menu selections are now located under
Audiences.
• The Exchange menu selection was moved from the Help drop-down menu to the left
navigation rail.
• Solutions has been removed. You can launch all solutions from the bottom half of
the navigation rail.
See About Core Services and Solutions in the Marketing Cloud for descriptions of the
selections in the left-hand navigation menu.
• Fixed an issue preventing customer attributes from syncing for some customers.
• Fixed an issue preventing Adobe Target Product Documentation page from displaying in Japanese.
• Fixed an issue preventing the use of Japanese text in comments between the Creative Cloud and the Marketing Cloud.
Release 15.4.1 - April 8 2015
Feature
Description
Administration improvements:
User and group management functionality has been moved to the Admin Console.
The new navigation path is:
• Admin Console
• Enterprise and federated ID support
Marketing Cloud > Administration > Launch Admin Console
Also, support for enterprise and federated IDs has been added. You can use
enterprise IDs, federated IDs, and Adobe IDs in the same enterprise deployment.
For example, use Adobe IDs for users who may use other Adobe product and
services. Use enterprise or federated IDs for users where you want to strictly
manage their accounts.
See Manage users and groups in the Marketing Cloud.
Fixes
• Fixed an issue preventing single sign-on between the Marketing Cloud and Media Optimizer.
Known Issues
• Linking and unlinking your dynamic tag management organization with the Marketing Cloud is not working for newly created
Marketing Cloud organizations. We are working to fix this and restore normal functionality with the May release. If you
experience problems when trying to single-sign on into dynamic tag management via the Marketing Cloud, use the legacy
login at dtm.adobe.com.
• A known issue is preventing audience sharing from report suites which are not owned by the linked Analytics account. Remedial
efforts are underway
Release 15.3.2 - March 19 2015
Feature
Description
Customer Attributes
If you capture enterprise customer data in a customer relationship management
(CRM) database, you can upload the data into a customer attribute data source
in the Marketing Cloud. After the data is uploaded, you can run Visitor Profile
> Customer Attributes reports in Analytics.
Release Notes
Feature
120
Description
You can also use the uploaded data as an audience segment in Adobe Target.
See Customer Attributes product documentation.
For information about modernizing your solutions for core services, see Core
Services - How to Enable Your Solutions.
Release 15.3.1 - March 4 2015
Feature
Description
Group Mapping
The Group Management page has been redesigned as an administrative interface
that lets you create groups, add users to groups, and apply permissions across
Marketing Cloud solutions.
One-to-many mapping
When linking solution accounts in the Marketing Cloud, if you have multiple
solutions and organizations, you can now map multiple products and services to
a single organization.
See Organizations and Account Settings.
Activation
Activation now displays in the left navigation in the Marketing Cloud. Activation
is a Marketing Cloud core service currently comprised of the dynamic tag
management technology, and directs you there when clicked.
Documentation Updates - Core Services
Added the topic Core Services - How to Enable Your Solutions to assist you with
implementing core services.
Release 15.2.1 - February 19 2015
Fixes:
• Improved the user email invitation workflow for account provisioning.
• Fixed an asset folder issue preventing Marketing Cloud and Adobe Campaign assets from displaying identical folder hierarchies.
• Fixed an issue preventing the deletion of audiences that were part of deactivated Target activities.
• Fixed an issue preventing the Add (plus) icon from displaying under Rules on the Create New Audience page.
• Improved Marketing Cloud interface support for Internet Explorer 9.
Release 15.1.1 - January 15 2015
New features and fixes in the Adobe Marketing Cloud collaboration and sharing interface.
Feature
Description
Read-only access.
Administrators can now grant non-administrative users read-only access.
Fixes
• Fixed an issue in which PNG files could not be rendered on a card.
• Fixed an issue with uploading files to Marketing Cloud Assets via drag and drop.
Release Notes
121
Known Issues
• Users are not able to share PowerPoint files on boards.
• Group and entitlement changes made in User Management take effect only after a new login.
• Some users might have issues uploading large file-types to Marketing Cloud Assets.
• Users might be missing links on their Marketing Cloud cards from Media Optimizer.
• Some administrative users might experience issues linking their accounts after accepting an invitation to join the Marketing
Cloud.
• Marketing Cloud interface can reduce in performance when in parallel use by multiple users.
• Some users are able to delete an out-of-date asset instead of receiving an error notification.
• Some users might experience issues when logging into two browsers with the same Adobe ID simultaneously.
• Some users might be unable to re-add a Creative Cloud user to a shared folder after the Creative Cloud user has been deleted.
• Some users might experience a delay in the notification that occurs when a folder is shared from the Marketing Cloud to
Creative Cloud.
• Some users might experience an issue sharing a folder between the Marketing Cloud and Creative Cloud.
• Some users may have trouble creating an audience within an Analytics report suite after shared audiences have been enabled.
• Some users may have trouble uploading assets to a board.
Release 14.11.1 - November 13 2014
Known issues:
• Some users are able to delete an out-of-date asset instead of receiving an error notification.
• Some .png files cannot be rendered on a card.
• Some users may have trouble uploading assets to a board.
• Group and entitlement changes made in user management only take effect after a new login.
• Admins must log out and back in to see changes made in Account Settings.
• User are not able to share PowerPoint files on boards.
• Marketing Cloud interface can reduce in performance when in parallel use by many users.
• Adobe Experience Manager to Creative Cloud synchronization is not working.
Release 14.10.1 - October 16 2014
New features and fixes in the Adobe Marketing Cloud collaboration and sharing interface.
Feature
Description
Edit User Permissions
Owners of a board can now edit user permissions on the particular board.
1. On the board, click Settings.
2. Next to each owner, specify Owner, Viewer, or Editor.
Fixes
• Creating a card from a PDF and sharing it to the board was returning an error message.
Known Issues
• Some users may have trouble uploading assets to a board.
• Some .png files cannot be rendered on a card.
• Group and entitlement changes made in user management only take effect after a new login.
• Some users may not be able to create a card from a PDF and share it to a board.
• Some users are able to delete an out-of-date asset instead of receiving an error notification.
• User are not able to share PowerPoint files on boards.
Release Notes
122
• Marketing Cloud interface can reduce in performance when in parallel use by many users.
• The Search&Promote linking is not available from the Organizations & Product Access page.
Release 14.9.1 - September 18 2014
Fixes and Improvements
• When you navigate to marketing.adobe.com, the login experience is now consistent with Adobe's Creative Cloud login.
• On the Manage Organizations page, the linking experience (after an invite is received) is now consistent for each solution.
Known Issues
• Group and entitlement changes made in user management only take effect after a new login.
• Some users may not be able to create a card from a PDF and share it to a board.
• Some users may have trouble uploading assets to a board.
• Some users are able to delete an out-of-date asset instead of receiving an error notification.
• User are not able to share PowerPoint files on boards.
• Some .png files cannot be rendered on a card.
• Marketing Cloud interface can reduce in performance when in parallel use by many users.
• The Search&Promote linking is not available from the Organizations & Product Access page.
• Some users may experience their Creative Cloud contents being removed from their folder, if the content is unshared in the
Marketing Cloud.
Release 14.8.1 - August 21 2014
New features and fixes in the Adobe Marketing Cloud collaboration and sharing interface.
Feature
Description
Mobile Services
You can now access Adobe Mobile Services from the left-hand navigation.
New documentation URL
Marketing Cloud help landing is now at:
https://marketing.adobe.com/resources/help/en_US/mcloud/
Please update your bookmarks.
Known Issues
• Group and entitlement changes made in user management only take effect after a new login.
• Some users may not be able to create a card from a PDF and share it to a board.
• Some users may have trouble uploading assets to a board.
• Some users may not be able to log in from Target to Marketing Cloud.
• Some Audience Manager users cannot log into the Marketing Cloud.
• Some users are able to delete an out-of-date asset instead of receiving an error notification.
• Files deleted from Marketing Cloud are not being deleted from Digital Asset Management.
• User are not able to share PowerPoint files on boards.
• Some .png files cannot be rendered on a card.
• Marketing Cloud interface can reduce in performance when in parallel use by many users.
• The Search&Promote linking is not available from the Organizations & Product Access page.
• Some users may experience their Creative Cloud contents being removed from their folder, if the content is unshared in the
Marketing Cloud.
Release Notes
123
Release 14.7.1 - July 24 2014
New features and fixes in the Adobe Marketing Cloud collaboration and sharing interface.
Feature
Description
Manage Organizations
In Account Settings, click Manage Organizations, where you can link to a solution
associated with that Organization.
Known Issues
• Files deleted from Marketing Cloud are not being deleted from Digital Asset Management.
• Some Exchange users may find their names in the comments to be a long string ID instead of their names
• Some .png files cannot be rendered on a card
• Uploading files allows more file types than the drag-and-drop method. For best results, upload using Assets.
• The Search&Promote linking is not available from the Organizations & Product Access page.
• Exchange users must clear their cookies to improve their experience.
• Marketing Cloud interface can slow down when in parallel use by many users.
• Some users may experience their Creative Cloud contents being removed from their folder if the content is unshared in the
Marketing Cloud.
• You will be logged out after 15 minutes of inactivity. Also, logging out in one location will log you out of the Marketing Cloud.
• Some users may not be able to link their Audience Manager accounts to Marketing Cloud.
• Exchange users can only see English in language selector.
Fixes
None to report.
Release 14.6.1 - June 19 2014
New features and fixes in the Adobe Marketing Cloud collaboration and sharing interface.
Improvement
Feature
Description
Save button in Audiences
When you create an audience, the Save button on the Create New Audience
page is now disabled until all the required fields are completed.
Known Issues
• Files deleted from Marketing Cloud are not being deleted from Digital Asset Management.
• Uploading files allows more file types than the drag-and-drop method. For best results, upload using Assets.
• The Search&Promote linking is not available from the Organizations & Product Access page.
• Filters applied to trended reports from Analytics are not applied to cards in the Marketing Cloud.
• Some users are not able to link their audience management account with their Marketing Cloud account.
• You will be logged out after 15 minutes of inactivity. Also, logging out in one location will log you out of the Marketing Cloud.
• Some Exchange users may find their names in the comments to be a long string ID instead of their names
Fixes
• Fixed an issue preventing video upload to apps.
Release Notes
124
Release 14.5.1 - May 22 2014
Feature
Description
Marketing Cloud Exchange
Marketing Cloud > Help > Exchange
The Marketing CloudExchange is a single destination where you can search,
browse, select, pay, and download digital marketing extensions via apps.
Apps include data connectors, custom configurations to Adobe's core product,
3rd party applications, reports, and Marketing Cloud cards.
See Exchange Marketplace.
Marketing Cloud Audiences
Marketing Cloud > Audiences
Audiences is where you create, edit, and manage audiences, similar to how you
work with segments. For example, you can create a segment in reports and
analytics, then share it to Marketing CloudAudiences. Once shared, the audience
is available in Adobe Target for campaign activities, and in Adobe Audience
Manager for segmentation.
Note: To request enablement in Target, visit
http://www.adobe.com/go/audiences.
Improved permissions on card
Users who are mentioned on Marketing Cloud cards now have permissions to
that card.
Scene7 account linking
New Adobe users can link their Scene7 accounts to Adobe ID as well as their
team members. Administrators can unlink users from Scene7 accounts as well.
Asset synchronization.
You can share assets within Adobe Experience Manager (AEM) Assets with
Adobe Marketing Cloud and Adobe Creative Cloud such that any changes to
these assets are reflected in the shared copies of the assets in Adobe Marketing
Cloud and Adobe Creative Cloud.
Fixes
• Marketing Cloud was not linking to Adobe Target. This issue occurred if the Adobe Target login can be used on multiple
Target servers.
• Adobe Media Optimizer was not creating users automatically when the user has been created in Marketing Cloud.
• Data shared from Media Optimizer was misrepresented in the Marketing Cloud.
• Options in combo boxes used for adding new users temporarily disappeared while typing.
• The Comments link on asset card view was not clickable.
• After adding a custom tag to an asset, no other metadata changes were not persisting.
• Slow Marketing Cloud interface performance when in parallel use by many users.
• Deleting an image in Marketing Cloud Assets was not issuing a warning if the image was used in Adobe Target Essentials.
• When remember me was not selected during login, the user was logged out after 15 minutes.
• Users were having to log out and back in for all permission and entitlement changes to take effect.
• Logging in to the Marketing Cloud was taking longer than a second.
Release Notes
125
• For certain users, deleting files from the Marketing Cloud did not synchronizing with Digital Asset Management.
• Users were being logged out after only 15 minutes of browser inactivity.
• User were not able to share PowerPoint files on boards.
• Some users were experiencing poor visual layout in Internet Explorer 10 than other browsers.
Release 14.4.1 - April 22 2014
Feature
Description
Create cards from help topics
After you enable the Share to Adobe Marketing Cloud feature in your browser's
Bookmark toolbar, you can now share help pages from the microsite URL.
To share a help topic
1. In the Marketing Cloud, click Administration.
2. Drag the Share to Adobe Marketing Cloud button to your Bookmark toolbar.
3. Navigate to a help page (or remain on this one), then click Share to Adobe Marketing
Cloud in your browser's Bookmarks toolbar.
This step creates a card, which you can view in the Marketing Cloud.
Fixes
• After adding a custom tag to an asset, no other metadata changes can be persisted.
• Users have to refresh the board to make the deleted cards disappear from view.
• When Remember me is not selected during login, the user is logged out after 15 minutes
• Analytics solution landing page shows formatting errors.
• Users must log out and log back in for all permission and entitlement changes to take effect.
• Deleting an image, Assets does not warn if the image is used in Adobe Target Essentials.
• Comments link on asset card view is not clickable.
• Options in combo boxes for adding new users temporarily disappear while typing.
• Logging in to the Marketing Cloud takes longer than a second.
• Data shared from Media Optimizer is misrepresented in the Marketing Cloud.
• Adobe Media Optimizer does not create users automatically when user has been created in the Marketing Cloud.
• The Marketing Cloud cannot be linked to Adobe Target, if the Adobe Target login can be used on multiple Target servers.
• Marketing Cloud interface can slow down when in parallel use by many users.
• Search&Promote linking is not available from the Organizations & Product Access page.
• Adobe Media Optimizer simulation cards are not rendering correctly.
• Filters applied to trended reports from Analytics are not applied to cards in Marketing Cloud.
• Some Excel or CSV files cannot be uploaded to a board.
• Some PNG files cannot be rendered on a card.
• Some users may not be able to link their audience management account with their Marketing Cloud.
• Some users may experience error when sharing Analytics segments in the Marketing Cloud.
• Some users may not be able to drill down to subfolders in Asset Selector.
• Some users are not able to share AdLens gadgets in the Marketing Cloud.
Release Notes
126
Release 14.3.1 - March 13 2014
Version 14.3.1 is a maintenance release that focuses on speed, stability and security. It does not include major new features.
Fixes
• Added the ability to remove your avatar image.
• Fixed an issue preventing you from unlinking your Adobe Media Optimizer accounts.
Known Issues
• Deleting an image in Marketing Cloud Assets does not warn if the image is used in Adobe Target Essentials.
• Refreshing a card from Analytics can sometimes lead to an empty chart in the expanded card.
• Users must log out and log back in for all permission and entitlement changes to take effect.
• When Remember me is not selected during login, the user will be logged out after 15 minutes.
• Analytics solution landing page shows formatting errors.
• The Comments link on asset card view is not clickable.
• Marketing Cloud interface can slow down when in parallel use by many users
• Marketing Cloud cannot be linked to Adobe Target, if the Adobe Target login can be used on multiple Target servers.
• Logging in to Marketing Cloud takes longer than a second.
• After adding a custom tag to an asset, no other metadata changes can be persisted.
• Adobe Media Optimizer does not create users automatically when user has been created in Marketing Cloud.
• Options in combo boxes for adding new users temporarily disappear while typing.
• Data shared from Media Optimizer is mis-represented in Marketing Cloud.
• Sharing Flickr images fails.
• Filters applied to trended reports from Analytics are not applied to cards in Marketing Cloud.
• Group and entitlement changes made in user management only take effect after a new login.
• Search&Promote linking is not available from Organizations & Product Access.
• User have to refresh the board to make the deleted cards disappear from view.
• Some Excel or CSV files cannot be uploaded to a board.
• Adobe Media Optimizer simulation cards are not rendering correctly.
• Some PNG files cannot be rendered on a card.
• Beta feedback cannot be submitted.
Release 14.2.1 - February 24 2014
Feature
Description
OEmbed
OEmbed sharing is now supported on more sites.
Refresh Data
The Refresh Data icon for a graph on a card is now hidden if the solution does not allow a
data refresh.
Fixes
• Fixed an issue that prevented shared Analytics reports from applying segment filters.
• Fixed an issue causing solutions to display on the Marketing Cloud Solutions page as linked, even if the solutions accounts
were not linked.
• Fixed an issue that prevented Adobe Target customers in Asia from being able to click the Continue to Marketing Cloud
button on the linking page.
• Fixed an issue that prevented the sharing of YouTube videos.
Documentation Updates - Marketing Cloud
127
Documentation Updates - Marketing Cloud
Information about updates to the Marketing Cloud help.
Last published: May 26, 2016
Date
Description
3/15/2017
Updated the definition of Raw Analytics Data inDefine rules for a composite audience.
Removed the Summit Lab PDF from Profiles & Audiences.
2/23/2017
Added Marketing Cloud Triggers.
2/1/2017
Added report suite mapping as a step to enabling core services.
1/30/2017
Using DNS Prefetch with Different Marketing Cloud Solutions and Services
6/2/2016
Added Add product configurations for Admin Console help.
5/9/2016
Added Marketing Cloud Integrations, a round-up of integration documentation.
4/21/2016
Learn about new features in What's New in the Adobe Marketing Cloud.
4/21/2016
Combined customer attributes and audiences under Profiles & Attributes. Added content for the
Audience Manager to Analytics integration.
2/11/2016
Added Marketing Cloud Assets.
3/2/2015
Added Core Services - How to Enable Your Solutions
1/15/2015
Added Marketing Cloud Users can now share folders to the Creative Cloud and sync assets and
comments across the two Clouds. See Asset Sharing.
7/17/2014
Added Frequently Asked Questions - Administrators for administrators.
5/22/2014
Added documentation for Audiences
See Audiences
5/22/2014
Updated Administration - User Management and FAQ for information about becoming an
administrator in the Marketing Cloud.
5/22/2014
Added Exchange Marketplace.
Contact and Legal Information
128
Contact and Legal Information
Information to help you contact Adobe and to understand the legal issues concerning your use of this product and documentation.
Help & Technical Support
The Adobe Marketing Cloud Customer Care team is here to assist you and provides a number of mechanisms by which they
can be engaged:
• Check the Marketing Cloud help pages for advice, tips, and FAQs
• Ask us a quick question on Twitter @AdobeMktgCare
• Log an incident in our customer portal
• Contact the Customer Care team directly
• Check availability and status of Marketing Cloud Solutions
Service, Capability & Billing
Dependent on your solution configuration, some options described in this documentation might not be available to you. As
each account is unique, please refer to your contract for pricing, due dates, terms, and conditions. If you would like to add to
or otherwise change your service level, or if you have questions regarding your current service, please contact your Account
Manager.
Feedback
We welcome any suggestions or feedback regarding this solution. Enhancement ideas and suggestions for the Analytics suite
can be added to our Customer Idea Exchange.
Legal
© 2016 Adobe Systems Incorporated. All Rights Reserved.
Published by Adobe Systems Incorporated.
Terms of Use | Privacy Center
Adobe and the Adobe logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States
and/or other countries. A trademark symbol (®, ™, etc.) denotes an Adobe trademark.
All third-party trademarks are the property of their respective owners. Updated Information/Additional Third Party Code
Information available at http://www.adobe.com/go/thirdparty.
02232017