Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
[This article is prerelease documentation and is subject to change.]
Export segments of unified customer profiles to generate campaigns, provide email marketing and use specific groups of customers with Criteo.
Prerequisites
- A Criteo Dynamics Retargeting account and corresponding administrator credentials.
- Configured segments.
- Unified customer profiles in the exported segments contain a field representing an email address.
Known limitations
- Up to 1 million customer profiles per export to Criteo, which can take up to 30 minutes to complete. The number of customer profiles that you can export to Criteo depends on your contract with Criteo.
- Segments only.
Set up connection to Criteo
You must be an administrator in Customer Insights - Data to add a connection.
Go to Settings > Connections.
Select Add connection and choose Criteo.
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 Criteo and provide your Admin username and credentials for Criteo.
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 Criteo section. Contact an administrator if no connection is available.
Enter a name for the export.
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.