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
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.
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