Data Activations
Chord's core differentiator is that it is a comprehensive data platform that not only collects rich transactional and behavioral customer data, but also allows modern commerce brands to leverage this data in innovative ways that can unlock competitive marketing campaigns and analytical insights downstream.
Chord's Data Activations solution will allow brands to sync Chord-collected data to a vast array of marketing and other data activation tools. This exciting feature suite allows customers to activate their Chord data in smart ways to increase sales and boost store operations.
Chord Data Activations can empower many different workflows, including but not limited to the following:
- As a growth marketer, I want to send automated look-a-like and suppression lists based off advanced analytics to ad platforms to reduce CAC.
- As an email marketer, I want to send advanced and predictive analytics to my email platform to personalize campaigns and segment my users to increase customer engagement and reduce CAC.
- As an accountant, I want to send analytics to our accounting software to customize our platform, increase efficiencies, and reduce time to close.
- As a data creator, I want my various cross-functional teams to self-serve activate advanced and predictive analytics across various platforms.
- As a developer, I want my cross-functional teams to send any analytics and predictive analytics to a wide range of destinations without substantial development time (adding to/deleting properties from events, creating and maintaining various integrations).
You can easily connect and get started with Chord Data Activations. Read on to understand how you can add data destinations and manage your data syncs.
If your store does not have full access to Chord Data Activations, you can request access by clicking on the "Request Access" button on the Data Activations page. A Chord team member will reach out to you shortly! Note: Once someone submits a Data Activations access request on behalf of your organization, it will stay in the queue until it is addressed. In other words, there is no need to submit multiple requests for access - we will log one access request per organization.
Before you can send and sync your data, you need to set up a destination for the data.
- Make sure you are logged into the platform and navigate to Data Activations on the left navigation panel.
- Under Data Activations, you'll be able to perform the following actions:
- Manage Syncs: Manage existing data syncs to specific destinations.
- Add Destination: Add a new data destination.
- Select Add Destination to set up a new destination to send your store data.
- Select the desired destination via the destination catalog. Note that you will need to have API keys ready to make the connection. (Note: Search functionality on this page is coming soon!)
- Once you select a destination, you will be taken to the destination connection flow.
- Complete your destination setup to begin managing your data syncs!
Once you have connected a destination, you can begin managing your syncs.
- Click on the Manage Syncs button on the Data Activations landing page.
- On this page (My Syncs), you'll see any existing data destination syncs and their status.
- To create a new sync, click the Add New Sync button.
When you click Add New Sync, you'll be taken to our Create Sync flow. You can choose what data source you'd like to pull data from and the destination you want to send that data. Continue to follow along the guided setup to create your sync.
- To edit an existing sync, click any of the icons under the Actions column. Note: You can Run, Stop, Delete, and Edit existing syncs.
- Run a sync means you are triggering a data sync ad hoc.
- Stop a sync means you are stopping existing data from syncing for a destination.
- Delete a sync means you are deleting the existing data sync for the chosen destination.
- Edit a sync means you are editing information about the data sync to the chosen destination. Note: You are not able to update the sync cadence via this Edit functionality. See below for additional information on updating scheduled syncs.
- Update schedule means you can set and update a data sync schedule for a given destination. See more information on how to do so below.
You can set specific data syncing schedules for each of your destinations. To edit the sync schedule for a given destination, you can follow the steps outlined below.
- Once logged into the Chord platform, navigate to the Data Activations page.
- Click on the Manage Syncs button next to Add Destination.
- Click the clock icon for the specific destination sync schedule you wish to edit.
- Select the data sync cadence you wish you apply to the specific desination.
- Click Update to finish updating the sync schedule.
- Verify that the schedule has been updated for the destination you selected.
- Question: There's a "Test Sync" feature within the data sync setup flow. What does this entail?
- The test sync will only send a record for one random user. Once the test is complete, it will populate with the record so you can check the destination that the data sent properly.
- Question: Are there any limitations when it comes to editing existing syncs?
- Within the sync, you can rename the fields and configure the sync however you'd like.
- Question: I am getting a sync failure because of outdated information (like an outdated API key). How do I reset or update the sync details with new information?
- You can edit a sync setup by selecting the particular destination you'd like to update and clicking the Edit Service button. From there, you can review and edit the sync with new information as needed.
- Question: I am having trouble syncing custom audiences with Microsoft Ads.
- To sync custom audiences data with the Microsoft Advertising UI, you need to first accept the terms and conditions in the Microsoft Advertising UI when the customer list is initially created. After these terms and conditions are accepted, you can proceed to create the sync normally.