Qualifying users for rule-based and onboarded trait i...

[akwankl]

Hi there, 

I understand there is another similar post to this but I have been hearing mixed messages so wanted to get clarification.

For rule-based traits:

• You can qualify a rule-based trait immediately via several methods

1) Using the URLs provided under the "URLS and tags for the pixel" under Trait Action in AAM. Copy and paste the URL, once you see the black screen, you have qualified yourself to the rule-based trait.  Example: https://company.demdex.net/event?d_sid=123456789 

Questions and confirmation needed for this:

1. Is this qualification effectively immediately? 
2. Will this apply to cross-devices or need to wait 24+ hours?
3. If I want to use this method to qualify a specific account, can this URL be modified to something like this: https://company.demdex.net/event?d_sid=123456789&d_cid=datasourceID%01CRMID
4. Can d_unsid be used with this method instead too?

For on-boarded traits:

My understanding is that you can only qualify onboarded traits via file upload with d_sid / d_unsid specified and wait 48-72 hours. However, in this post from a comment by snielson, "When using the d_sid key with the DCS API, it will qualify the device/profile to the trait, despite it being rule-based or onboarded." Can someone please confirm what's the right answer? I would love it if we can really qualify for onboarded traits immediately.

Thanks

[Prabhat25]

Hi Akwankl,

Kindly find below response in bold-italic to your queries:

For rule-based traits:

• You can qualify a rule-based trait immediately via several methods

1) Using the URLs provided under the "URLS and tags for the pixel" under Trait Action in AAM. Copy and paste the URL, once you see the black screen, you have qualified yourself to the rule-based trait.  Example: https://company.demdex.net/event?d_sid=123456789 

Yes, your understanding is correct here you can qualify for Rule-based trait via below DCS APIs:

For customer Id- 

https://domain.demdex.net/event?d_cid=data_source_id%01Customer_id%011&d_sid=123456789

For UUID-

https://domain.demdex.net/event?d_uuid=UUID_value&d_sid=123456789

Questions and confirmation needed for this:

1. Is this qualification effectively immediately?  Yes, the qualification is on near real-time 
2. Will this apply to cross-devices or need to wait 24+ hours? All the qualification via DCS API is real time whether UUID or cross-device
3. If I want to use this method to qualify a specific account, can this URL be modified to something like this: https://company.demdex.net/event?d_sid=123456789&d_cid=datasourceID%01CRMID As I have mentioned above you can qualifiy Trait for specific customer Id by using API https://domain.demdex.net/event?d_cid=data_source_id%01Customer_id%011&d_sid=123456789
4. Can d_unsid be used with this method instead too? As of now Trait disqualification (d_unsid) is not available via DCS API

For on-boarded traits:

My understanding is that you can only qualify onboarded traits via file upload with d_sid / d_unsid specified and wait 48-72 hours. However, in this post from a comment by snielson, "When using the d_sid key with the DCS API, it will qualify the device/profile to the trait, despite it being rule-based or onboarded." Can someone please confirm what's the right answer? I would love it if we can really qualify for onboarded traits immediately.

Yes, you can qualify for onboarded Trait immediately via DCS API call as mentioned by shane in that post.

Hope this will help

Regards

Prabhat Upadhyay