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[This article is prerelease documentation and is subject to change.]
Export segments of unified customer profiles to AdRoll and use them for advertising.
Prerequisites
- An AdRoll account and corresponding administrator credentials.
- An AdRoll Advertiser ID.
- Configured segments.
- Unified customer profiles in the exported segments contain a field representing an email address.
Known limitations
- Up to 250,000 customer profiles per export to AdRoll, which can take up to 10 minutes to complete. The number of customer profiles that you can export to AdRoll depends on your contract with AdRoll.
- Segments only. A segment must contain at least 100 customer profiles.
Set up connection to AdRoll
You must be an administrator in Customer Insights - Data to add a connection.
Go to Settings > Connections.
Select Add connection and choose AdRoll.
Give your connection a recognizable name in the Display name field. The name and the type of the connection describe this connection. We recommend choosing a name that explains the purpose and target of the connection.
Choose who can use this connection. By default, it's only administrators. For more information, see Allow contributors to use a connection for exports.
Review the data privacy and compliance and select I agree.
Select Connect to initialize the connection.
Select Authenticate with AdRoll and provide your admin credentials for AdRoll.
Select Add yourself as export user and provide your Dynamics 365 Customer Insights - Data credentials.
Select Save to complete the connection.
Configure an export
To configure this export, you must have permission for this connection type.
Go to Data > Exports.
Select Add export.
In the Connection for export field, choose a connection from the AdRoll section. Contact an administrator if no connection is available.
Enter a name for the export.
Enter your AdRoll Advertiser ID.
In the Data matching section, in the Email field, select the field that represents a customer's email address.
Select the segments you want to export.
Select Save.
Saving an export doesn't run the export immediately. The export runs with every scheduled refresh. You can also export data on demand.