Create and edit datasets
16 min
creating a dataset requires different information based on the type of data contained in the data file and how you plan to load it for example, pixel data include different elements than trade area data when you select a dataset source , the new dataset page dynamically changes to prompt you for the correct information based on the type of source you are creating complete only the sections for the type of dataset you want to upload there are six types of datasets file upload for uploading files from your local drive or network watch folder for uploading files using an sftp process pixel data matching for uploading connection details for pixel based files trade area for data sources tied to specific geographic areas api conversion receive datasets through an api integration when you send the data following an api protocol, it is not necessary to define the data setup or segment mapping you can assign attribution and conversion to this type of datasets directpass uses a specialized dataset onboarding and deployment workflow that allows the direct ingestion and deployment of raw device identifiers (such as device ids and ip addresses) without first resolving them to cadent's household graph learn more docid 1jwtgpkkbnaok5q8zalma affiliates can only load file upload and watch folder datasets dataset name and source details for all dataset types, complete the following steps before moving forward to entering the specific details for each the sections that follow provide instructions for each type of dataset that is available on the left side menu, click audience manager click datasets on the datasets page, click new dataset the datasets setup page displays at name , enter a unique name for the dataset at tags , you have the option to enter a metadata tag or select one from the list if it is already created the tag displays below the dataset name tags provide the ability to create dataset categories and to filter for specific content this can save you time when you are looking for specific data to satisfy the needs of a specific audience to restrict the use of a dataset to a specific advertiser, at usage restrictions, select advertiser , and select the advertiser's name from the advertiser drop down if necessary, you can select multiple advertisers from the ingest source drop down list, choose one of four options after you select the source, a details section displays on the page where you define specific information needed for the type of data file you are loading to the dataset note affiliate users can only create file upload and watch folder datasets file upload upload one or more files to make up the dataset in the file selection section, select the specific file that contains the dataset watch folder establish a watch folder location where you can automatically load data files files placed here are automatically uploaded at a time interval established for your organization this method works well when you plan to upload files on a recurring basis define the details in the watch folder settings section of the page pixel if data is coming in from a website, ad tag, or any service that can make an http call, select pixel as your source type use the pixel data matching section to define the specifics of the device and ip address trade area define a dataset based on a point of interest or geographic area use the trade area settings section to define the specifics of the trade area note when creating a dataset using a trade area, you have the option to upload files consisting of latitudes and longitudes to define the geographic region for the dataset the file should contain only latitude and longitude values make the input id type trade area and assign a radius value that determines the area within which the dataset is to exist to use the dataset to create an audience at audience builder, select enable if you do not want to make a dataset available for audiences in the audience builder at taxonomy , you can select a taxonomy that you have already created, or select new taxonomy if you need a new taxonomy for the dataset use taxonomies to keep related data connected and locate what you need more quickly for datasets with multiple segments and categories, a taxonomy is highly recommended you can still view the data in audience builder if you don’t have a taxonomy in that case, the segment ids will serve as the segment names when viewed in audience builder ingest a file upload datasets if your dataset source is file upload, select the file or files from an active connection or from your computer to upload it into the data file if you select multiple files, the application appends the data from each file when it ingests it into the dataset file upload, loads the file into the system once but does not upload it again if changes occur later to upload a file from a server location, click upload from computer and select an item from the dropdown that corresponds with the location of the file click add file and select the file you want note you have the option to drag and drop files directly in the entry box click select file click save to select a file that is an update to an existing file, complete the following steps at file selection , choose a file from the drop down click add file the select file page displays select a file from the drop down and click select files to upload a new file that has not been uploaded before, complete the following steps at file selection , select upload from computer from the drop down click add file navigate to the file you want, select it and click open at field separator click the specific fields separator type that applies for the file you are uploading from the drop down at secondary separator , click on the secondary field separator type if the file does not contain secondary separators, click none at header row, select one of the following click yes if the file contains headers click no if the file does not contain headers at data update type , select one of the following options to define how updates for the file occur append if you want to update only the changed elements in an existing file with the upload, select append overwrite if you want to overwrite the entire file on update, click overwrite match identifiers at match identifier , select the data column that you want to capture for example, if you want to capture the postal address information from the data file, select postal address from the drop down list depending on the match identifier that you selected, define the specific fields contained in the data file representing the details that you want leave fields blank that you don't want to capture for example, if your match identifier is postal address, define the street address, city, state, and zip code fields the file mapping preview displays the headings, records, and separators based on your entries use this section to validate that the record format matches what is contained in the file the following are the match identifiers (household) crosswalk id — this is a cadent generated id associated with a zip11 (household) postal address — this is the usps postal address in the format of address1, address2, city, state, zip (household) zip+4— this is the usps zip+4 code the last 4 digits represent a specific delivery route within that overall delivery area (household) zip11 — this is the usps zip11, which is an 11 digit number that denotes a household ip address — this is the ip address of the data coming from a client’s device such as a desktop, laptop, mobile device, or connected tv device device id — this can be either a mobile device id such as apple’s identifier for advertising or google’s advertising id it can also be a connected tv or smart tv device id email — this is the client email address npi — national provider id is only for audiences that contain healthcare professionals multi key (device+ip) for direct pass only learn more docid 1jwtgpkkbnaok5q8zalma note affiliate users only have assess to the following input types household postal address, ip address, email, and household zip+4 define segments and attribution some files are divided into segments, which represent categories of data in the file at segment defined by , select one of the following none there are no segments in the file header the segments are defined by the elements in the header records with separators indicates that the file contains multiple segments file (single segment) each segment represents a specific data element (datum) to define attribution tracking, at attribution type click conversions if you do not want to define attribution tracking to the dataset, at attribution type , click none click save in gesting watch folder datasets if your dataset source is watch folder , such as an sftp site to upload files, capture the details that allows the system to upload the files correctly select a watch folder data source when you want the file to be updated whenever a change occurs the system uploads a new version of the file every time a change is made at watch folder connections , select the server connection where the file is saved the watch folder path automatically displays the url if necessary, at watch folder path , enter the url for the location of the watch folder this is the location from which files can be uploaded to paste a sample record from your local machine or network, select paste a sample record the display box below shows up to five lines of the sample to define which columns in the file represent the dataset, select define columns and at total columns in file , enter the number of columns included in the data file for each record for example, you might select this option for files contained in an excel spreadsheet with an unlimited number of columns available, but only the first few columns are set up with data to paste a sample record from your local machine or network, select paste a sample record the display box below shows up to five lines of the sample at secondary separator , click the secondary field separator type if the file does not contain secondary separators, click none at header row? , select one of the following if the file contains headers, click yes if the file does not contain headers, click no at data update type , select one of the following options to define how updates for the file occur if you want to update only the changed elements in an existing file with the upload, select append if you want to overwrite the entire file on update, click overwrite matched identifiers at match identifier , select the data column that you want to capture for example, if you want to capture the postal address information from the data file, select postal address from the drop down list depending on the match identifier that you selected, define the specific fields contained in the data file representing the details that you want to capture leave fields blank that you don't want to capture for example, if your match identifier is postal address, define the street address, city, state, and zip code fields the file mapping preview displays you the headings, records, and separators based on your entries use this section to validate that the record format matches what is contained in the file the following are the match identifiers (household) crosswalk id — this is a cadent generated id associated with a zip11 (household) postal address — this is the usps postal address in the format of address1, address2, city, state, zip (household) zip+4— this is the usps zip+4 code the last 4 digits represent a specific delivery route within that overall delivery area (household) zip11 — this is the usps zip11, which is an 11 digit number that denotes a household ip address — this is the ip address of the data coming from a client’s device such as a desktop, laptop, mobile device, or connected tv device device id — this can be either a mobile device id such as apple’s identifier for advertising or google’s advertising id it can also be a connected tv or smart tv device id email — this is the client email address npi — national provider id is only for audiences that contain healthcare professionals multi key (device+ip) for direct pass only for details, see learn more docid 1jwtgpkkbnaok5q8zalma note affiliate users only have assess to the following input types household postal address, ip address, and email household zip+4 define segments and attribution some files are divided into segments, which represent categories of data in the file at segment defined by , select one of the following none there are no segments in the file header the segments are defined by the elements in the header records with separators indicates that the file contains multiple segments file (single segment) each segment represents a specific data element (datum) to define attribution tracking, at attribution type click conversions if you do not want to define attribution tracking to the dataset, at attribution type , click none click save ingest pixel datasets a pixel obtains data in real time by sending information from a specific web site about its traffic a pixel template defines the fields in the transmitted files that the application receives at device data , choose one of the following options select pixel data & graph matches if you’d like to include additional devices or ip addresses from the cadent identity graph to your pixel file based on the household linkage; otherwise choose pixel data only at ips data , choose one of the following enable pixel data only if you are passing the pixel fires to a destination this ensures that the pixel is picking up the same identifier accepted by the destination enable the pixel data & graph matches to ensure necessary identifiers are appended to the file for example, if the destination accepts device id only, but the pixel is only picking up ips, then the graph match will append associated device ids automatically click save setting the pixel tag after creating the pixel dataset, you must setup the pixel tag and share it the individuals responsible for its placement on the internet placement learn more about pixel tags https //help cadent app/assigning or editing pixel tags about pixel fires after the pixel is placed, pixel fires will start to be collected by the platform users can click on the pixel details page to see the fires and match rates pixel fires are updated daily insights will also be available based on the fires matched to the cadent identity graph if the audience builder option was enabled, users should see the matched counts available within audience builder for use in audience creation if segments were carried in the pixel logic, segment headers can also be seen in audience builder audience builder is updated on a weekly basis on sunday evening ingest trade area geographical settings if the dataset source is trade area , complete the following steps at household match radius , enter a numeric value your entry defines the number of miles around the business or latitude and longitude where household impressions can be obtained to upload a file that uses latitude and longitude to define the trade area, click lat/longfile the file you upload must contain only latitude and longitudes click add file and select the file you want from your local machine or network, or drag and drop the files you need into the entry box to upload the latitude and longitude file using a watch folder, click watch folder see the watch folder settings section above for details to define a trade area based on a type of business, click business category select businesses from the entry box and click the arrows to move your selections into the selected pois box to define a trade area based on a specific brand, click store brand select businesses from the entry box and click the arrows to move your selections into the selected pois box at match locations , further define the geographic location business or brand for the trade area to determine the trade area based on state, select one or more options from the states drop down to defines the trade area based on a designated market area, at dmas, select one or more from the dmas drop down to define the trade area based on zip code, enter one or more zip codes separate each entry with a comma click save ingest a conversion api if your dataset source is conversion api , define the crosswalk to connect the web service for file ingestion complete the steps here after you enter the dataset name and source info on the create dataset page at match identifier , select crosswalk id from the drop down the crosswalk id field displays at crosswalk id , select the crosswalk file that applies for the dataset from the drop down if necessary, define attribution and conversion tracking for the dataset add attribution and conversion you are not required to include attribution and conversion details to the dataset when you onboard the data; however, if you need to the option is available attribution is the process of identifying and assigning credit to various touch points that contribute to a desired outcome, such as a sale or conversion it aims to understand which channels, campaigns, or actions are most effective in driving customer engagement and conversion if you are using a dsp for attribution optimization (whether ours or another dsp), complete the attribution section when creating or editing a dataset to tag the it as being used to collect the conversion event data when you specify that the data file contains conversion event data, that means that each record or row in the file should contain data about a conversion event that occurred a conversion event can be an actual sale of a product or could be a website visit, mobile app download, someone physically visiting a store, or a number of other events to set an attribution, perform the following steps if the dataset does not contain attribution information, at attribution select none and click save the dataset is saved if the dataset contains attribution information, at attribution select conversion to select an existing attribution id , make a selection from the drop down when you select an exiting attribution id, the dataset is associated with other datasets, which are applied to a specific campaign to assign a new id, complete the following steps at attribution id , click the down arrow and click create new attribution id the new attribution page displays at name enter a unique id for the attribution at campaign id , enter the id associated with the campaign with which the new attribution is associated at flight start and flight end , use the calendar tool to select the flight start and end dates this defines the period during which the attribution occurs the time frame defined is required when determining the specific attribution conversions within the campaign at attribution window , enter a numeric value for the number of days after the campaign during which attribution conversions can still be counted toward the campaign click save at conversion type , select a value from the drop down the conversion type represents specific type of event you want to track which defines the attribution the campaign seeks to achieve select one of the following values email clickthrough — clickthrough event based on email site clickthrough — event is triggered whenever a site visitor clicks a link in a site page or display ad website visit — conversion event based on site visit online purchase — conversion event based on online purchase app install — conversion was based on mobile app installation in app purchase — conversion was based on mobile in app purchase physical store visit — conversion event based on store visitation offline purchase — conversion event based on offline or in store purchase phone call — lead generation event by phone chat event — conversion event was made through a messaging app, sms, or online messaging feature system generated — conversion happened automatically, for example, a subscription renewal that’s set to auto pay each month other — conversion happened in a way that is not listed at mapping column , select the column from the file that contains the conversion data the columns that display are contained in the file being uploaded at timestamp enter the date, or the date and time, associated with the dataset click save
