Deep Sync One: Enhanced Onboarding User Guide

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

Introducing Enhanced Onboarding

Deep Sync’s Enhanced Onboarding ingests your first-party data and enhances it with online and offline identifiers, including MAIDs, from Deep Sync’s robust identity graph to maximize your match rates to social destinations.


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. Choose your desired social destination and proceed to checkout

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

Looking for a quick introduction to Enhanced Onboarding? Watch our video!

 

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, leading to a higher percentage of matches identified through your desired destination.

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

  • First Name
  • Last Name
  • City
  • State
  • ZIP Code
  • Hashed Email Addresses (HEMs)
  • Telephone Number
  • Gender
  • Birth Year

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 

There are two ways to begin an Enhanced Onboarding workflow; both paths are outlined below. Please note that Enhanced Onboarding is available for Facebook and TikTok. Each file can only be delivered to one advertiser account per destination type.

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 a destination, follow the instructions provided in the “Verify Destination” modal window; click “Finish” to onboard your audience and use the provided link to verify your account

Please note that Enhanced Onboarding is available for Facebook, TikTok, Google DV 360, and The Trade Desk. Each file can only be delivered to one advertiser account per destination.

  • 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
  • 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

Please note that some columns on your file may not map to Enhanced Onboarding identifiers. In these cases, use the “Not Mapped” option.

 

  • 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 a destination, follow the instructions provided in the “Verify Destination” modal window; click “Finish” to onboard your audience and then use the provided link to verify your account
Please note that Enhanced Onboarding is available for Facebook, TikTok, Google DV 360, and The Trade Desk. Each file can only be delivered to one advertiser account per destination.
  • 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

 

Supported File Formats 

For added flexibility, Deep Sync One supports a variety of file extensions and delimiters.

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 250 million-record consumer dataset as the foundation of our identity graph. 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.

 

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.

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

 

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 Social Media Campaigns

Prospect Audiences

Enhance the performance of your social media campaigns with a comprehensive collection of highly accurate target audiences available today in Deep Sync One. Deep Sync One, an audience-building platform and data marketplace, features tens of thousands of B2C and B2B audience segments that can be delivered directly to your social media accounts, in many cases, within hours.

Custom Audiences

When a multidimensional audience including a variety of audience segments is required, Deep Sync offers custom audiences. Our team will work with you to identify your campaign goals and create an audience segment designed exclusively for your needs.

Customer Insights

Deep Sync’s Customer Insights is an automated profiling service that provides brands with an efficient method to better understand their customers and inform future data buying decisions. With Customer Insights, clients upload their first-party data to generate a detailed report made possible by matching to Deep Sync’s own identity graph of more than 250 million U.S. consumers.

 

As always, if you have any questions regarding Enhanced Onboarding or the Deep Sync One platform, please contact a member of our team by emailing support@deepsync.com.