The integration enables using segments created in Piano Audience in Simpli.fi DSP.
Setting the CookieSync tag
Simpli.fi and Piano Audience have server-side integration. Membership data is uploaded to Simpli.fi by schedule. Segment mapping is stored on Piano Audience's side.
Decide which tag is more convenient for you and put it on all the websites of your network.
Synchronous tag
<script type="text/javascript" src="//cdn.cxense.com/cx.js"></script> <script type="text/javascript"> cX.callQueue.push(['sync','simpli']); </script>
Asynchronous tag
<script type="text/javascript">
// Async load of cx.js
(function(d,s,e,t){e=d.createElement(s);e.type='text/java'+s;e.async='async';
e.src='http'+('https:'===location.protocol?'s://s':'://')+'cdn.cxense.com/cx.js';
t=d.getElementsByTagName(s)[0];t.parentNode.insertBefore(e,t);})(document,'script');
var cX = cX || {}; cX.callQueue = cX.callQueue || [];
cX.callQueue.push(['sync','simpli']);
</script>
Configuring Piano Audience
Create a Simpli.fi configuration
With your site group selected, from the Piano Audience home page, go to the Connectivity tab → the Configurations tab →the Simpli.fiicon and click the Configure button.
Configure the connection
In the New Connection menu, you are to set:
Project name: to be shown in Piano Audience only to simplify managing numerous integrations.
Simpli.fi ID: is a string value that is obligatory to establish the connection; this ID is provided exclusively by Simpli.fi, so make sure to reach out to your Simpli.fi rep to provide it. This Simpli.fi ID is used in file names configured using the following template: cxense_SimplifiId_currentDate<yyyyMMdd>_currentTimeMillis.csv
When everything is set, click the Test connection button. A request to the specified account on the partner’s side will be sent, and, if everything works correctly, you'll get a corresponding notification. The Create button in the upper right corner will be activated. Click it. Create will turn to the Save button you can use any time during further configuration.
Configure segments
Successful test connection enables the Configure segments form where:
-
All segments means that all active full-usage segments will be sent to Simpli.fi; any newly created active full usage segment will be added automatically.
-
All segments (including Reporting only) includes reporting-only segments.
-
Manually selected segments allows both to send some part of active segments and to check if a needed segment is active now. If a needed segment is inactive, you can activate it on the Segments tab. To select a segment, click its name. Multiple selection is supported.
Set the parameter.
Export segments
You can click Export now in the Configure segments section for almost immediate export of selected segments without waiting for the next scheduled data transfer. The other option is configuring scheduled data transfer in the Activate section below. There, you can either set up a daily data transfer by turning connection "on", or hold the created configuration without activation yet and set the connection to "off".
When ready, click Create or Save (if editing) in the top right corner of the page.
Monitoring and update
Configured connections can be viewed and edited in the Connections tab. They are also available under the Match rate reporting tab.
Data is normally exported once a day. The Export now button allows to export segments (not membership data) almost immediately.
By default, if segments export is enabled, then all site group segments are exported. The same applies to membership export.