Optional: Verifying the paid synchronization by enabling segment updates on paid destinations
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.
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