Deep Sync One: Enhanced Onboarding User Guide for The Trade Desk

Improve your offline-to-online programmatic onboarding results with the addition of valuable match identifiers.

Introducing Enhanced Onboarding for The Trade Desk

Deep Sync’s Enhanced Onboarding, an alternative solution for first-party onboarding to The Trade Desk, is available in the Deep Sync One platform. Enhanced Onboarding ingests your first-party data and enhances it with online and offline identifiers, including UID2s, from Deep Sync’s robust identity graph to maximize your match rates. Once a consumer record has been identified and enhanced, the data can be delivered to The Trade Desk within 24 hours.

Get started with Enhanced Onboarding in three simple steps:

1. Upload your formatted first-party data into Deep Sync One
2. Map the identifiers in your file to those in the platform
3. Enable The Trade Desk as your destination and proceed to checkout

A minimum of 5,000 records is required for Enhanced Onboarding.

 

Our Onboarding Enhancement Process

One of the most significant benefits of Deep Sync One’s onboarding process is the enhancement that we perform prior to delivering your file to the selected destination. This enhancement of your customer data aids in the matching process, which can lead to a higher percentage of matches identified through your desired destination.

In addition to the aforementioned UID2s, we add the following attributes, where available

• Hashed Email Addresses (HEMs)
• Telephone Numbers

 

Individual- and Household-Level Matching

Control the precision of Enhanced Onboarding by toggling between the individual- and household-level matching options. While individual-level matching is more precise, household-level matching extends your reach to other members of the household, ultimately increasing your overall match rates. The individual- and household-level matching options are available within the "Onboard Audience" process documented below.

 

How Enhanced Onboarding Works 

New to Deep Sync One? If so, register for your Deep Sync One account by visiting one.deepsync.com. Select “Get Started” on the login screen, then enter your email address and password. You’ll be prompted to add a credit card and select a destination. Both entries are optional at this stage; however a credit card is required for billing purposes before Enhanced Onboarding can begin. Instructions for establishing The Trade Desk as your destination of choice are noted in the next section.

There are two ways to begin an Enhanced Onboarding workflow; both paths are outlined below. 

Initiate the Onboarding Process with a Previously Uploaded File

• Log into Deep Sync One and select “My Audiences” from the left-hand navigation panel
• Hover over the selected file listing and click the “Onboard Audience” button; the “Select a Source File” modal window displays
• Confirm the desired file name is in the “Source” picklist or use the menu to select a different file and click “Continue” to proceed; the “Onboard Audience” modal window displays
• Select the desired destination(s) from the list of connected ad accounts by clicking the corresponding radio button, or use the “Add Destination” button to select the desired destination and enter the required account details; click “Add Destination” to continue
  • When adding The Trade Desk as a destination, you will enable Advertiser-level access
  • Advertiser-level access is for brands that are uploading their own first-party data for Enhanced Onboarding and delivery to The Trade Desk
  • First-party data is data you have collected/compiled from your buyers, constituents, donors, subscribers, supporters, and/or voters
  • Advertiser-level accounts require a Partner ID, Advertiser Seat ID, and Encryption Key to add the destination
  • To identify your Partner ID, navigate to the “Preferences” tab at the top left of the screen within your Advertiser view, and then scroll to the “Partner Information” section where the Partner ID is listed

• Review the summary of your Enhanced Onboarding order and click “Onboard Audience” to proceed
  • Please note that you can review Deep Sync One’s Enhanced Onboarding pricing structure by clicking the “How Our Pricing Works” link. 
• Navigate to the My Audiences “Enhanced Onboarding” page to view your onboarded audience and see its status; onboarded audiences are delivered to your ad account within 24 hours

 

Initiate the Onboarding Process with a New File

• Log into Deep Sync One and select “My Audiences” from the left-hand navigation panel
• Click the “Upload Your File” button displayed in the middle of the screen; the “Upload Your File” modal window displays
• Navigate to your file using the “Select File” option or drag and drop your file of choice into the modal window
  • HubSpot and Shopify users, securely import your CRM data with our simple integration feature; please reference the "Import from HubSpot" or "Import from Shopify" sections below

• Confirm whether or not your file contains a header row and the field delimiter, and click “Continue” to proceed
• Map the fields within your file to the identifiers supported by Enhanced Onboarding, and click “Continue” to proceed

• Identify your file within the My Audiences “Files” page
• Hover over the selected file listing and click the “Onboard Audience” button; the “Select a Source File” model window displays
• Confirm the desired file name is in the “Source” picklist or use the menu to select a different file and click “Continue” to proceed; the “Onboard Audience” modal window displays
• Select the desired destination from the list of connected ad accounts, or use the “Add Destination” button to select the desired destination and enter the required account details; click “Add Destination” to continue
  • When adding The Trade Desk as a destination, you will enable Advertiser-level access
  • Advertiser-level access is for political marketers that are uploading their own first-party data for Enhanced Onboarding and delivery to The Trade Desk
  • First-party data is data you have collected/compiled from your constituents, donors, supporters, and/or voters
  • Advertiser-level accounts require a Partner ID, Advertiser Seat ID, and Encryption Key to add the destination
  • To identify your Partner ID, navigate to the “Preferences” tab at the top left of the screen within your Advertiser view, and then scroll to the “Partner Information” section where the Partner ID is listed

• Navigate to the My Audiences Enhanced Onboarding page to view your onboarded audience and see its status; onboarded audiences are delivered to your ad account within 24 hours

 

New Feature - Import from HubSpot

HubSpot users can now easily and securely upload their customer data to Deep Sync One with our integration feature.

• Click the “Upload Your File” button displayed in the middle of the screen; the “Upload Your File” modal window displays
• Click the "Import from HubSpot" option; the "Connecting Your Deep Sync One Account to HubSpot" screen displays
• Click the "Sign In to Your HubSpot Account" option, mark the desired account which is identified based on your email address, and click "Choose Account" to continue
• Review the connection details and click "Connect App" to agree and continue; the import of your custom HubSpot audience will begin
  • Please keep the "Upload or Import Your Data" modal window open during transfers
• View your HubSpot audience in "My Audiences"

 

New Feature - Import from Shopify

Shopify users can now easily and securely upload their customer data to Deep Sync One with our integration feature.

• Visit the Shopify App Store and click "Install" to create the connection between your store and Deep Sync One; return to Deep Sync One once this brief step is complete
• Click the “Upload Your File” button displayed in the middle of the screen; the “Upload or Import Your Data” modal window displays
• Click the "Import from Shopify" option and enter the name of your store; click "Continue" to proceed
  • To find your store's name, log in to your Shopify account, navigate to the "Online Store" section, and select "Domains;" here you will find the primary domain name that forms the foundation of your store URL
  • For example, "your-store-name.myshopify.com"
• The import of your custom Shopify audience will begin
  • Please keep the "Upload or Import Your Data" modal window open during transfers
• View your Shopify audience in "My Audiences"

 

Supported File Formats 

For added flexibility, Deep Sync One supports a variety of file extensions and delimiters. Please note that file formats, delimiters, and field mapping are related to files manually uploaded into Deep Sync One, not those that are imported via data integration, including HubSpot and Shopify.

Supported File Extensions

• .csv
• .txt

Supported Field Delimiters

• Comma
• Pipe
• Semicolon
• Tab

 

Excel file formats (.xlsx or .xls) and Google Sheets are not supported in the Deep Sync One platform. To export an Excel file into one of our accepted formats, take the following steps:

• Open the Excel file, go to “File” and select “Save As”
• Click “Browse” and in the Save As dialog box, choose the “CSV (Comma Delimited)” or “TXT (Tab Delimited)” option and proceed to save your file

 

To export Google Sheets into one of our accepted formats, take the following steps:

• Open the Google Sheet file and click on the tab you want to save as a CSV
• Go to “File” and hover over “Download” to see the list of available options; select “Comma Separated Values (.csv)” and proceed to save your file

 

Matching to Identifiers and Field Requirements

Enhanced Onboarding utilizes Deep Sync’s proprietary more-than 260 million-record consumer dataset as its foundation. This robust, privacy-safe dataset is 100% compliant with U.S. privacy rules and regulations and includes more than 750 attributes that can be utilized for matching, enrichment, and targeting.

To perform our match, Enhanced Onboarding requires an Email Address, which can be hashed, a Telephone Number*, or a combination of First Name, Last Name, and ZIP Code at a minimum. A variety of additional columns can be included in your upload file and will be utilized in support of matching accuracy if included. While not required, we do recommend including a header row on your file.

*Files where only telephone numbers are present may experience a lower overall match rate when compared to files with multiple identifiers present.

 

Accepted Columns:	Notes:
Email Address	Up to three Email Addresses can be included in separate columns; only one Email Address is permitted per cell.
First Name	First Names and first name initials can be formatted with or without accents, hyphens, and/or periods.
Last Name	Last Names can be formatted with or without accents and/or hyphens.
Full Name	While Full Names are accepted, parsed name columns are preferred.
Phone Number	Up to three Phone Numbers can be included in separate columns; only one Phone Number is permitted per cell. Phone Numbers must include an area code and can be formatted with or without hyphens (for example, 234-567-8910 or 2345678910).
Address Line 1	While full Addresses are accepted, parsed address (Address Line 1 and Address Line 2) columns are preferred.
Address Line 2	This is an optional field.
City	City names are accepted in their standard format.
State	Both State codes and full State names are accepted.
ZIP Code	Both 5-digit ZIP Code and 9-digit ZIP Code formatting is accepted. 9-digit ZIP codes must include a hyphen between the 5-digit ZIP code and 4-digit extension (for example, 98052-0576).
Full Address	While Full Addresses (Address Line 1, Address Line 2, City, State, and ZIP Code) are accepted, parsed address columns are preferred.
Mobile Device ID	MAID, AAID, and IDFA Device IDs are accepted.
Hashed Email Address	SHA256 hashed Email Addresses are accepted.

 

Managing Your Onboarded Audiences

To check the status of a recently onboarded audience or manage your existing audiences, navigate to the My Audiences Enhanced Onboarding page. From the Enhanced Onboarding page, you will also have access to summary metrics for the month.

• Active Destinations for the Month
  The total number of destinations with active audiences for the current calendar month

• Active Records for the Month
  The total number of active records for the current calendar month
• Rolling Monthly Totals
  The total charge for active onboarded audiences

 

There are five status messages that can be displayed with your onboarded audience:

• Pending
  Your file is being processed for enhancement and matching to your selected destination

• Active
  Records associated with this file are active and are included in your monthly billing

• Pending Deactivation
  A request has been submitted to deactivate this file; deactivation will occur at the end of the calendar month

• Inactive
  This file is inactive and it’s associated records are no longer live in the destination ad account

• Error
  Please contact support@deepsync.com if you receive an error message

 

View File Details

To view the details of your file, click the menu button on the right-hand side of the listing and select “View Details.” The following information is available:

• File Name
• Number of Input Records
• Order Date
• File Status
• Number of Matched Records
• Destinations

This same menu option will enable your ability to deactivate and reactivate files. To deactivate a file, click the menu button and select “Deactivate Onboarding.” The selected file will be deactivated at the end of the calendar month. To reactivate a file, use the same menu button and select “Reactivate Onboarding.” 

 

Enhanced Onboarding Pricing

For more information on our Enhanced Onboarding pricing structure and billing cadence, please log into the platform.

 

Additional Deep Sync Audience Services for Your Programmatic Campaigns

Prospect Audiences

Enhance the performance of your programmatic campaigns with a comprehensive collection of highly accurate target audiences available today in Deep Sync One. For audiences that can be delivered to The Trade Desk, please apply the "Provider" filter found at the top of the Deep Sync One Marketplace.