Activate overview

Activate connects your Lexer segments to all of your marketing and advertising channels, these segments become the audiences that power your customer personalization and measurable campaigns. 

In this article, we'll provide an overview of Activate, and show you how to create a new activation. 

Click New Activation to get started

Select the Type of activation.

• Run once. Send now as a one-off. One-time activations are best used for single send or time-bound campaigns.
  
• Run daily. Automatically update with the latest data each day. Daily update activations are best used for triggers and always-on campaigns.

Other options (both are checked by default):

• Notify me when this activation is run. This will notify you via email when your audience is delivered. If your activation is set to update daily, you will be notified each time.
• Append activation name to included profiles. All customer profiles in this activation will be appended with the ‘Included in Audience’ attribute and will receive the Activation name value. This can then be used for insight, segmentation, and attribution.

Select your audience

Using the drop down select the segment, or segments, you’d like to target. Adding a segment will show the total number of estimated profiles that can be sent via the activation.  

Integration destination

All of your owned and paid activation configurations will appear listed here. Select the desired destination and the estimated audience size will adjust based on how many of your segment match the criteria. All available integrations can be viewed here.

The Total Profiles bar will show the total number of profiles in the selected segment, and will update with the estimated profiles that can be activated to your chosen integration configuration. In this example there are 784 customer profiles in the initial segment, of which 318 (40.56%) can be sent to TikTok. Most likely due to not all profiles having the required attribute criteria, eg; lack of phone number for some customers.

Settings

Configure how the activation will be received by the destination. This may also include mapping for data to appear correctly in the destination. 

• Activation name. The name of the audience you will see in the destination. The default name will be today's date along with the chosen segment. You can edit this as you like. In some cases this will also be the name of the audience tag too.
  
• Create a new list. This will create a new list with the activation name in your destination.
• Update an existing list. Choose from a drop down of all available lists in your destination.

Action options

• Maintain. Automatically add or remove profiles as they enter or leave your segment.
• Append. Continue to add values and profiles to the audience as they enter the segment.
• Remove. Remove included profiles or tags from the destination.

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Split options

Depending on the destination, activation type, and audience action you may have the ability to also add audience splits. Learn more about audience split options.

• Don’t split. Send all profiles as one audience. This is the default.
• A/B split. Split audience into two equal groups to run an A/B test.
• Control group split. Create a 10% control and 90% experiment group.

Mapping options

Based on the integration, you may have the option to select the attribute values you wish to populate in the destination. This provides the ability to enrich existing fields, or create new custom properties. The attribute mapping is configured by your admin in the Manage > Integrations menu.

Agree to the activation terms and select Save. The activation will now run and you will see a summary.

If your activation is set to automatically update it will appear in the Active tab list.
If the activation is a one-time send, it will appear in the Inactive tab.

Activation status

A quick explanation of the different activation status. 

• New. You may briefly see this status for your new activation.
• Pending. The audience has been submitted and is waiting to run.
• Running. The audience is in the process of sending.
• Complete. The audience has successfully been sent to its destination.
• Failed. The audience was not successfully sent. Edit the settings or re-run.
• Disabled. The integration token credentials are invalid or incorrect. 

Other options on the summary view

• Run. Re-run now, this will send any new or updated data since it last ran.
• Stop Updates. Turn off recurring daily updates.
• Delete. This removes the activation from the list.
• Edit. Update the activation type, audience, or settings.

That's the process for sending segments to your marketing and advertising channels. Simply follow the steps above, and if you have future questions please speak with your Success Manager or Support (support@lexer.io) for more information.