After you configure the connection with a paid destination, you can test the synchronization by enabling one of your customer segment to be synchronized with the destination. Synchronizing a segment creates paid audiences based on the segment in the paid destination. Since segments can be based on multiple factors, such as traits or AI analytics, they can be a tool to build audiences in the paid destination, or simply to test whether the synchronization can connect to the paid destination.
For example, UPlus Bank, which has recently implemented Pega Customer Decision Hub, wants to extend the segments to paid destinations such as Facebook. A segment which includes individuals who have agreed to receive information about new products and promotions is enabled for paid synchronization. The segment includes an individual called Troy Murphy. Since Facebook now recognizes Troy as an individual to whom UPlus Bank wants to advertise their product offers, Troy starts seeing ads from UPlus Bank in his Facebook feed.
Do the following steps for each segment which you want to use to create audiences in a paid destination:
- In the Pega Customer Decision Hub portal, click
- Open a segment.
- Click the Paid sync tab.
- Click Add paid destinations.
- Select one or more paid channels to synchronize with this segment.
For CRM S2S-based destinations, such as Facebook Ads, Google Ads, and LinkedIn Ads, each segment update triggers a corresponding audience update. For web-based destinations, the updated segment information is available when the Paid Audience Web service is called. For Data Management Platform destinations, scheduled runs trigger the updates.
You can view the synchronization status for each destination in the Status column. Click a
row for more details.
Errors in Paid Segment processing are recorded as Paid Notification work objects. For more information, see Errors and Warnings.
If you disable Paid Sync for a Segment, audiences created from that segment are deleted from the Paid destination during the next synchronization.