Getting Started with Adobe Real-Time CDP Collaboration

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Getting Started with Adobe Real-Time CDP Collaboration

Adobe Real-Time CDP Collaboration enables advertisers and publishers to safely and efficiently collaborate on audience data, powering more effective and privacy-centric marketing campaigns. If you're new to Real-Time CDP Collaboration, this guide will walk you through the first steps and provide helpful resource links so you can hit the ground running.

1. What is Real-Time CDP Collaboration?

Real-Time CDP Collaboration is a platform that provides brands and publishers a secure environment to:

• Discover, activate, and measure high-value audiences,
• Collaborate with partners without exposing underlying customer data,
• Create joint marketing campaigns that deliver shared messages,
• And always operate with privacy best practices.

Learn more about Real-Time CDP Collaboration’s capabilities and benefits in the official overview here.

2. Access and Permissions: The Prerequisite

Before you can begin, system administrators must grant appropriate access to themselves and other users.

• Access Control: Review the access control overview to set up roles for administrators and end users.
• Granting Permissions: You’ll need to assign roles under the Experience Platform Permissions. For most users, the “Collaboration Manager” or “Collaboration Viewer” roles are sufficient.

For step-by-step instructions, see: Manage user access through Permissions

3. Onboarding Your Organization

• Go to the Setup section from the left navigation pane.
• Click the "+" icon in the upper right and select Account to add your organization.
• Enter your company name, add a description, assign your company role (Advertiser or Publisher), and choose your industry.
• Set up your organization’s match keys, which control how audiences are matched in collaborations.

Follow the organization onboarding guide here: Onboard and manage organization

4. Connecting with Collaborators

• As an advertiser, you can browse available publishers, view their public audiences, and send connection invites.
• As a publisher, monitor invites and collaborate by approving connection settings.

Establishing connections is essential to begin running overlap reports and audience discovery.

Learn the full workflow here: Connect with advertisers or publishers

5. Creating Projects and Collaborating

Once your connection is established, create a project associated with your campaign:

• Go to Collaborate > My Projects and select Create a project.
• Set project parameters (name, description) and select a collaborator.
• Use the project space to run audience overlap reports, share and activate audiences, and measure campaign effectiveness.

Read more on project creation: Create and manage projects

6. Measuring Campaign Success

• Upload measurement data (e.g., ad logs).
• Access campaign measurement reports to evaluate performance and close the collaboration feedback loop.

See the steps here: Add and manage measurement data

7. More Resources and Tutorials

• End-to-end workflow
• Video tutorials & product tour
• Common questions & troubleshooting

By following these steps and utilizing the referenced resources, you'll be set up and ready to collaborate with Adobe Real-Time CDP Collaboration. For further questions or custom demos, contact your Adobe representative or consult the official documentation home.

References:

• Overview
• Onboard and manage organization
• Connect with advertisers or publishers
• Create and manage projects
• Add and manage measurement data
• Manage user access through Permissions
• End-to-end workflow

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Spoiler

In case you missed it! Adobe Real-Time CDP Collaboration NOW AVAILABLE IN CANADA!

Radically simple, interoperable, and privacy-centric data collaboration for brands, publishers, and media networks to power cross-channel marketing and advertising revenue. Get started by reading my post below or this link!

Latest Real-Time CDP Collaboration Release Notes

Real-Time CDP Collaboration is now available to customers in Canada. It is automatically available to Real-Time CDP Prime and Ultimate customers in these regions.

• Collaboration now supports the following match keys:
• Hashed email
• Hashed phone number
• CRM ID
• Loyalty ID
• Hashed IPv4
• AdFixus ID
• Multiple match keys are now available across Collaboration, giving you the ability to expand your audience size and improve match rates. Multiple match keys can be used when sourcing audiences, establishing connections, and activating audiences. To learn more about using multiple match keys, read the set up match keys and sourcing audiences guides.

These release notes cover the functionality released in Adobe Real-Time CDP Collaboration. Collaboration releases operate on a continuous delivery model, which allows for an approximate monthly release cadence. These release notes get updated often, so be sure to check them regularly here.