Adobe Marketing Cloud Marketing Cloud Product Documentation

Transcription

1 Adobe Marketing Cloud Marketing Cloud Product Documentation

2 Contents Marketing Cloud and Core Services Product Documentation...5 About Core Services and Solutions...6 Administration - Users, Groups, Core Services, and FAQ...13 Core Services - Enabling Your Solutions...14 About Profiles & Audiences...19 Data Storage and Privacy Disclosure Information...20 Users and Groups - Identity Management...21 Invite a user to the Marketing Cloud...23 Remove or revoke users...24 Group Management...25 Frequently Asked Questions - Administrators...30 Supported Browsers...33 Access the Marketing Cloud...34 Sign in to the Adobe Marketing Cloud...34 Organizations and Account Linking...35 Add an organization...36 Link accounts in the Marketing Cloud...37 Troubleshooting Account Linking...38 Account Settings...39 Notifications...39 Activation...40 Assets and Sharing...41 Share Marketing Cloud Folders and Assets with Creative Cloud...41 Last updated 9/2/2015 Marketing Cloud Product Documentation

3 Contents Manage Creative Cloud users...42 Share a Marketing Cloud folder...42 Upload an asset to a shared folder in the Marketing Cloud...45 Upload an asset to a shared folder from the Creative Cloud browser...45 Upload an asset to a shared folder from the Creative Cloud desktop...46 Disable synchronization of shared folders...46 Asset File Requirements for Sharing...47 Behavior of Shared Folders...47 Audiences...52 Publish an Analytics audience segment...55 Define rules for a composite audience...56 Boards...61 Create a board...61 Edit a board...62 Share a board...62 Cards...64 Create a card...65 Share an Analytics report to the Marketing Cloud...66 Annotate a card...68 Pin a card to a board...69 Delete a card...71 Customer Attributes...72 About data file and data sources for customer attributes...74 Create a customer attribute source and upload the data file...77 Create a data file...78 Create the attribute source and upload the data file...78 Validate the schema...81 Configure subscriptions and activate the attribute source...81 Use customer attributes in Adobe Analytics...81 Use customer attributes in Adobe Target...82 Last updated 9/2/2015 Marketing Cloud Product Documentation

4 Optional - Upload the data file via FTP...83 Validate the schema...84 Configure subscriptions...85 Privacy Considerations - Customer Attributes...86 Feeds...88 Embedding Content...89 Exchange Marketplace...90 Terminology Reference...91 Administration...97 Release Notes...98 Documentation Updates - Marketing Cloud Contact and Legal Information Last updated 9/2/2015 Marketing Cloud Product Documentation

5 Marketing Cloud and Core Services Product Documentation 5 Marketing Cloud and Core Services Product Documentation The Marketing Cloud is an integrated family of digital marketing solutions, as well as an intuitive interface for new resources and capabilities called core services. If you are new to the Marketing Cloud, Learn more on Adobe.com. New and Popular Core Services Resources Release Notes & Solution Help Customer Attributes Release Notes Group Management Release Notes - All Solutions Audiences Marketing Cloud Help Home Profiles & Audiences - making the most of cross-solution capabilities (PDF) Blogs Link accounts and add organizations Marketing Cloud Overview Learn about profiles and audiences Core Services Overview Adobe Mobile Profile Management in Adobe Marketing Cloud Activation (dynamic tag management) Community Resources Administration and FAQ Users and Groups - Identity Management (Updated) Core Services - Enabling Your Solutions Collaborate and Share Publish audience segments from Analytics Assets and Sharing Boards Cards Feeds Marketing Cloud Forum Adobe Marketing Cloud Community Idea Exchange Adobe Training and Tutorials Featured Solutions Center Developer Authenticate using OAuth2, calling the web services APIs.

6 About Core Services and Solutions 6 About Core Services and Solutions Product help and Adobe Community resources refer to the Marketing Cloud solutions and capability names described here. The Marketing Cloud lefthand navigation rail provides access to core services and solutions, depending on application privileges. Core Services Marketing Cloud Solutions Retired Product Names Core Services Profiles & Audiences: Create audiences and upload customer attribute data for sharing across solutions. Assets: A single, centralized repository of marketing-ready assets that you can share across solutions. Activation: Use dynamic tag management to activate your Marketing Cloud solutions and manage tags across all of your sites, regardless of your number of domains. Mobile: Brings together mobile marketing capabilities for mobile applications from across the Marketing Cloud. Collaboration: Includes Exchange, where you can search, browse, select, pay, and download Digital Marketing extensions via apps. Also, collaborate on marketing campaigns using the Feed and boards. User Management & Administration: Manage user identities and group mapping in the Marketing Cloud.

7 About Core Services and Solutions 7 Not part of the Marketing Cloud? See Core Services - Enabling Your Solutions. Marketing Cloud Solutions Solution Description Capabilities Benefits Adobe Analytics Get real-time analytics across online and offline channels to continuously improve the performance of marketing activities. Real-time web, social and mobile analytics Advanced, ad hoc Align marketing initiatives with business objectives Gain real-time insights into segmentation customer behavior Data integration with Drives conversion and offline and third-party relevant consumer sources experiences Adobe Target Test and target digital experiences to maximize business results. Paves a path from simple testing to targeting to true segmentation and optimization through: A/B and multivariate testing Rules-based targeting Automated decision-making and targeting Increase web and mobile site conversations Create differentiated personalized experiences Optimize customer engagement and loyalty Adobe Social Manage social marketing with a comprehensive platform that enables social listening, publishing, and analytics. Manage social content and activities across multiple social networks and profile pages Listen and respond to customer conversations in real time Scale social across the enterprise and retain oversight at an executive level opportunities, and threats pertinent to your brand Identify trends, Create social campaigns Connect the dots between and track performance social interactions and with integrated analytics business results Adobe Experience Manager Organize, manage, and deliver creative assets and other content across digital marketing channels. Digital asset management Web content management Social communities Improve market and brand perception Share and collaborate on digital assets and campaigns Improve marketing and IT agility operational excellence Adobe Audience Manager Audience Manager a data management platform that helps you build unique audience profiles so you can identify your most Get a complete view of your audience by combining all of your data sources in one place. Continually discover and organize new, valuable Make your ad campaigns more productive by targeting specific segments on any platform.

8 About Core Services and Solutions 8 Solution Description Capabilities Benefits valuable segments and use them across any digital channel. segments for smarter targeting and personalization. Adobe Media Optimizer Manage, forecast, and optimize your media mix to deliver peak return on your investment. Cross-channel optimization Search engine marketing management Display and social advertising management Determine the most effective overall marketing mix Drive higher ROI within each marketing channel Optimize customer interactions across channels Adobe Campaign Plan and execute orchestrated campaigns across all channels. Plan and execute cross-channel campaigns from a single environment Manage plans, offers, activities, budgets and results Market to your customers individually based on a centralized, real-time customer profile including preferences, purchase behavior, loyalty and more Improve customer satisfaction and retention, and reduce opt-out rates Increase revenue and business performance by automating and optimizing personalized campaigns Make the most of each customer touch point with timely and effective remarking, cross-sell and up-sell communications and every step of the customer lifecycle Retired Product Names Solution Capability Names The Adobe Marketing Cloud interface brings Adobe's Digital Marketing solutions together. Marketing Cloud At <yourcompany>.marketing.adobe.com, you can log in, share, assets, and collaborate in one virtual, private space dedicated to your projects. The following capabilities are shared services within the Marketing Cloud. Capability Name Retired Product Name Data connectors Genesis Dynamic tag management Satellite Mobile Adobe Mobile

9 About Core Services and Solutions 9 Solution Capability Names Analytics Capability Name Retired Product Name Marketing reports and analytics SiteCatalyst Ad hoc analysis Discover Data workbench Insight Data connectors Genesis Data warehouse DataWarehouse Dynamic tag management TagManager Report builder (for Excel) ReportBuilder Visitor click map ClickMap Social Capability Name Retired Product Name Management and governance Adobe Social Listening and moderation Publishing and ads Application builder Social campaigns Social analytics SiteCatalyst

10 About Core Services and Solutions 10 Solution Capability Names Media Optimizer Capability Name Retired Product Name Social management AdLens Display management Search management Audience Manager AudienceManager Performance management Digital AdTargeting Target Capability Name Retired Product Name AB testing Adobe Test&Target Multivariate testing Rules based targeting Geotargeting Recommendations Unchanged Search and promote Search&Promote Automated personalization Test&Target 1:1 Experience Manager

11 About Core Services and Solutions 11 Solution Capability Names Capability Name Retired Product Name Sites Adobe CQ Web Management Adobe CQ ecommerce Assets Adobe Scene7 Adobe CQ Digital Asset Management Communities Adobe Social Communities Apps Adobe CQ Mobile Forms LiveCycle Document Services add-ons for CQ Formerly Neolane, Adobe Campaign offers marketers an automatic and intuitive solution for delivering personalized messages via online and offline marketing channels. Campaign Capability Name Retired Product Name Visual cross-channel orchestration Neolane Integrated customer profile Personalized targeting Centralized offer management Real-time interaction management Cross-channel execution Operational reporting

12 Upgrading to Analytics Premium 12 Upgrading to Analytics Premium Once Premium is enabled, Admins will be able to see the new features. There's no real migration, but there may be some things that you will need to do for Premium. For example: evars will be visible in the Admin Console, but won't be enabled already. Contribution Analysis won't change location (it's still found on the Anomaly Detection page), but it will now automatically start analyzing all data points. Customer Attributes will be able to be turned on, but only for users who log in via the Marketing Cloud (marketing.adobe.com). Details on how to use Customer Attributes are here. Mobile App Analytics will be available to anyone who logs in via the marketing cloud. For DATA WORKBENCH The supported user(s), from a client care standpoint, can request that all client licenses be updated to reflect the Premium by ing [email protected]. This enables features like Algorithmic attribution. Then TechOps will review their contract commitment and determine the right managed infrastructure, increasing or reducing capacity, and then they'll coordinate with the customer, through the AM or consulting, to deploy any changes. Any software that's running on-premise will need to be deactivated. This includes sensors which means they'll need to ensure proper tracking through Analytic's tags. Start Using Premium Features and Core Services After you have upgraded to Analytics Premium and are an administrator in the Marketing Cloud, you can begin using the following features: Profiles & Audiences Customer Attributes: If you capture enterprise data in a customer resource management (CRM) database, you can upload the data into a customer attribute data source in the Marketing Cloud. Audiences: Create audiences, combine existing audiences to create composite audiences, and view all shared audiences. Analysis Workspace Analysis Workspace removes all of the typical limitations of a single Analytics report and provides a robust, flexible canvas for building custom analysis projects. Drag-and-drop any number of data tables, visualizations, and components (dimensions, metrics, segments, and granularities) to a project. Instantly create breakdowns and segments, create cohorts for analysis, and curate reports for sharing with anyone in your business. See Analysis Workspace Product Documentation

13 Administration - Users, Groups, Core Services, and FAQ 13 Administration - Users, Groups, Core Services, and FAQ Learn about Marketing Cloud Administration, the Enterprise Dashboard, the Organization ID, how to enable core services, and learn about identity types (users and groups) for the Adobe Marketing Cloud. Get Started Using the Marketing Cloud (Admin) Administration Page Descriptions Get Started Using the Marketing Cloud (Admin) Steps for administrators to get access to the Marketing Cloud. Step Enable your solutions Help Enabling Solutions for Core Services About Important: Start here if you are not in the Marketing Cloud. This process enables your organization to join the Adobe Marketing Cloud, and modernizes your solutions for core service features like profiles and audiences. Add users to the Marketing Cloud organization. Users and Groups - Identity Management Administration > Enterprise Dashboard > User Management When you invite a user to the Marketing Cloud organization, you specify their addresses and can associate them with a group. Adobe sends the users an invitation. They must confirm their address by clicking a link in the , which links the accounts. Create one or more groups. Group Management Administration > Enterprise Dashboard > Group Management Create groups, add users to groups, and apply permissions across Marketing Cloud solutions and asset sharing to the Creative Cloud. You can also automatically link accounts when creating groups. Administration Page Descriptions This page is available after you become an administrator in the Marketing Cloud.

14 Administration - Users, Groups, Core Services, and FAQ 14 Item Adobe Enterprise Dashboard Description Configure users and groups in the Marketing Cloud. See Users and Groups - Identity Management Approve Creative Cloud Collaborators Manage Creative Cloud users for the sharing of assets with the Adobe Creative Cloud. See Assets and Sharing Marketing Cloud Details Organization ID: The ID associated with your provisioned Marketing Cloud company. An Organization is the entity that enables an administrator to configure groups and users, and to control single sign-on in the Marketing Cloud. This ID is a 24-character alphanumeric string, followed by (and must Core Services - Enabling Your Solutions Adobe Marketing Cloud core services include Profiles & Audiences, Activation, Mobile, Assets, Exchange, Collaboration, and User Management & Administration. Core services enable you to streamline common functionality across Marketing Cloud solutions. Last Update: March 18, 2015 The following topics are covered on this page: 1. Join the Marketing Cloud

15 Administration - Users, Groups, Core Services, and FAQ Deploy the Marketing Cloud ID Service via DTM 3. Modernize Your Analytics AppMeasurement Code 4. Modernize Your Adobe Target Implementation 5. Verify the Core Services Implementation 6. Start Using Core Services Note: The simplest method for enabling core service is to use dynamic tag management to modernize your implementation of Analytics, Target, and the Marketing Cloud ID. Links to those help topics in dynamic tag management are provided on this page. 1. Join the Marketing Cloud To join the Marketing Cloud: 1. Ensure you have the appropriate SKUs: Adobe Analytics: Standard or Premium (not the legacy SiteCatalyst SKU). Adobe Target: Standard or Premium. 2. Contact your Account Manager or your Marketing Cloud administrator to join the Marketing Cloud and become an administrator. After joining, the client administrator can access <your company>.marketing.adobe.com. See Access the Marketing Cloud for more information about this login. 2. Deploy the Marketing Cloud ID Service Using Activation (DTM) In dynamic tag management, click <Web Property Name> > Overview > Add a Tool > Marketing Cloud ID Service. Marketing Cloud ID Service Settings describes the fields, options, and deployment validation for this tool. Not Using Dynamic Tag Management? If you are not using dynamic tag management, implement the MACID via the JavaScript Deployment (VisitorAPI.js), as follows: 1. Perform the steps described in the JavaScript Deployment (VisitorAPI.js) table in Marketing Cloud ID Service Implementation. Adobe also recommends setting additional customer IDs. These IDs are associated with each visitor and enable current and future functionality in Marketing Cloud core services. 2. Update your existing s_code to version H.27.3 or later, or your existing AppMeasurement.js to version 1.4 or later. These files are available for download in the Code Manager in Analytics Admin Tools. (The Analytics Implementation reference guide is available for more information about a JavaScript implementation.) Synching the Customer ID with your Analytics Implementation As a part of setting up the Marketing Cloud ID service, Adobe recommends that you consider synchronizing your customer IDs with the Marketing Cloud. Doing so supports customer attributes and future functionality. When a visitor authenticates on your website or otherwise identifies himself, you implementation must expose that person's CRM customer ID to the page or app. Then you can use the appropriate function call to synch your ID to the MAC.

16 Administration - Users, Groups, Core Services, and FAQ 16 This synchronization stores that visitor's CRM customer ID in the Marketing Cloud, and activates that customer's attributes for use in the Marketing Cloud. For example, assume that Bob has Customer ID 52mc210tr42 in your CRM system. When Bob authenticates on your site, you must expose this ID on the page, and use the ID to synchronize it by one of two means: Call visitor.setcustomerids({"crm_id":"52mc210tr42"}) using the Visitor ID service. Or, Populate the Customer ID (52mc210tr42) in a prop or evar. The Customer ID must be set on each Analytics server call where the Customer ID is known. Mobile SDKs See the Marketing Cloud Visitor ID section for syntax examples about how to set additional customer IDs in Android and ios Mobile applications. Enabling Attributes for Historical Data Customer attribute data is made available in Analytics after visitors log in. If you have not yet implemented the latest visitor ID service, and if you have historically been tracking customer IDs in a prop or evar, you can request a process that sends historical logins to the Marketing Cloud. This process lets you begin using customer attributes immediately. Contact Customer Care to enable historical data. 3. Modernize Your Analytics AppMeasurement Code Verify that you are on regional data collection (RDC). If your data collection domain is omtrdc.net, or if your CNAME is mapped to omtrdc.net, you are on RDC. See Transitioning to RDC for more information. If you are using first-party cookies, refer to CNAME and the Visitor ID Service for information about data collection CNAMEs and cross-domain tracking. It is recommended that you modernize your Analytics implementation by updating your JavaScript libraries, including the Visitor API. The simple way to accomplish this is to add an Adobe Analytics tool in dynamic tag management, specifying Automatic as the configuration method. In dynamic tag management, click <Web Property Name> > Overview > Add a Tool > Adobe Analytics. See Adobe Analytics Settings in dynamic tag management for deployment information. 4. Modernize Your Adobe Target Implementation It is recommended that you add an Adobe Target tool in dynamic tag management, so that your library retrieval is automatic. In dynamic tag management, click <Web Property Name> > Overview > Add a Tool > Adobe Target. For more information, see Adobe Target Settings in dynamic tag management help. If you are not using dynamic tag management, update your mbox library. Request access to use Adobe Analytics as the reporting source for Adobe Target. See Analytics for Target Implementation.

17 Administration - Users, Groups, Core Services, and FAQ Verify the Core Services Implementation Use the following process to make sure the visitor ID service is implemented correctly on your site. 1. Clear cookies for your site so you can see the request to the visitor ID service (the request happens on the first visit, then approximately once per visitor per week). 2. Using a packet analyzer or the network panel in a web browser debugger, look for a request going to dpm.demdex.net. 3. Verify that the response contains d_mid and a value, for example: _setmarketingcloudfields({"d_mid":" Verify that the Analytics request contains the mid parameter (the Marketing Cloud visitor ID). During the grace period (if it is enabled), you should also see an aid parameter (the Analytics visitor ID). Expected response containing the Marketing Cloud ID: Analytics image request containing the Marketing Cloud ID (mid): Marketing Cloud ID in the mbox request:

18 Administration - Users, Groups, Core Services, and FAQ 18 What Is the Grace Period? After you deploy the visitor ID service, new visitors no longer receive an Analytics visitor ID from your data collection server. If sections of your site have not yet implemented the visitor ID service, when visitors browse to these sections, the Marketing Cloud ID is not recognized and visitors are assigned a legacy Analytics visitor ID. This can cause a number of issues including duplicate visits and incorrect attribution. For example, if the support section of your site is managed in a separate CMS, you might have a different Analytics JavaScript file for this section. If you deploy the visitor ID on your main site before you deploy the visitor ID service to the support site, new visitors will receive a legacy Analytics ID when they visit the support section, and visits that span both site sections will be reported as different visits. Deploying the visitor ID service on sites that are using multiple JavaScript files or other technologies (such as Flash) can cause coordination issues since you need to enable the visitor ID service on all portions of your site at the same time. By configuring a grace period, new visitors to continue to receive an Analytics visitor ID from the visitor ID service, so visitors can be consistently identified on sections of your site that have not been upgraded to use the visitor ID service. 6. Start Using Core Services Take advantage of the following core service features.

19 Administration - Users, Groups, Core Services, and FAQ 19 Feature Administration / Users / Groups Description Once enabled as a Marketing Cloud administrator (through the enablement process described above), you can access Administration (Enterprise Dashboard) in the Marketing Cloud. Single Sign-On is enabled in Marketing Cloud. See Users and Groups - Identity Management. Customer Attributes Important: To use the Customer Attributes feature, users must belong to the Adobe Customer Attributes group in Group Management. Users that are added to the Customer Attributes group will see the Customer Attributes menu item on the left side of the Marketing Cloud interface Request access to Audiences Marketing Cloud Audiences is the interface that lets you create audiences, combine existing audiences to create composite audiences, and view all shared audiences. See Audiences. Note: Adobe enables this feature. Complete the Audiences Services Access Request form Upload customer attributes If you capture enterprise data in a customer resource management (CRM) database, you can upload the data into a customer attribute data source in the Marketing Cloud. See Customer Attributes. Run reports Run Visitor Profile > Customer Attributes report in Analytics. See Customer Attribute Report in Analytics Help. The following topics describe how to upload customer attribute data into the Marketing Cloud. About Profiles & Audiences Profiles & Audiences is a core service that brings together data collection and analysis with testing and optimization, making data and insights actionable. Marketers use Profiles & Audiences to: Identify people uniformly across the enterprise Manage audiences consistently across channels and solutions Drive further insight and personalization with owned data

20 Administration - Users, Groups, Core Services, and FAQ 20 Marketing Cloud ID - The Foundation of Profiles and Audiences At the core of Profiles & Audiences is a common identification framework called the Marketing Cloud ID service. It assigns a unique identifier that can be used across solutions to identify a person. When companies implement the ID service, each Marketing Cloud solution will include the common ID in addition to their own solution-specific identifiers. Implementing the Marketing Cloud ID service involves adding a JavaScript library to the page header and ensuring it loads prior to all other Adobe tags. Customers using dynamic tag management can take advantage of its native support for the Marketing Cloud ID service and simply add and configure the tool with information such as: Marketing Cloud Organization ID (automatically populated if linked to the Marketing Cloud) Analytics tracking server (secure and non-secure) Marketing Cloud server (for first-party tracking servers) Customers who are not using dynamic tag management can download VisitorAPI.js via the Code Manager in Analytics. The same information mentioned above should be configured at the beginning of the file. VisitorAPI.js should then be added as high as possible to the page header, prior to any other Adobe tags. See Core Services - Enabling Your Solutions for solution enablement information. Data Storage and Privacy Disclosure Information Data storage and privacy disclosure for using the Adobe Master Marketing Profile. If you leverage real-time audience profiling and other core services within the Adobe Marketing Cloud (via the Master Marketing Profile), use of these services might impact which data center (and country) your data resides. Specifically, because the core services of the Adobe Marketing Cloud leverage Adobe Audience Manager, data used within the Master Marketing Profile must reside within Audience Manager servers in the United States. When leveraging core services made available via the Master Marketing Profile, the types of data sent from other Adobe products to audience management are: Analytics key/value pairs (props, evars, list vars, and so on). By default, the log lines include IP address, including the last octet of the IP (assuming that the IP address was not modified by IP obfuscation settings within Adobe Analytics). Traits and segments that visitors qualify for based on rules set up in Audience Manager. (Optional) One or more of your IDs. Depending on your implementation of the ID service, you might also be sending in one or more of your IDs, such as CRM IDs or hashed addresses. If this data is sent into Adobe Analytics, it is transferred to Adobe audience management. Adobe recommends against providing personal data to Adobe Analytics. Rather, use a one-way hash to pseudonymize the data before it is sent to Adobe. Segments originating in Analytics via the back-end segment sharing capability. The demdex.net cookie is set if third-party cookies are not blocked. The AMCV_###@AdobeOrg first-party cookie is always set with the Marketing Cloud Visitor ID. All of these data elements are delivered to Adobe Audience Manager in the form of log files. Audience Manager processes and stores this data within the United States. Audience Manager does not provide an option to store or process this data outside of the United States. As a reminder, Adobe has certified under the US-EU Safe Harbor program. This certification covers all of the Adobe Marketing Cloud products. This program allows for Adobe to process and store personal data from EU residents in a manner compliant with the EU Data Protection Directive. In addition, the Adobe Marketing Cloud Security white paper describes Adobe's security practices for the Adobe Marketing Cloud, which includes Adobe Audience Manager.

21 Administration - Users, Groups, Core Services, and FAQ 21 Cookies and Opt-Outs Use of real-time audience profiling leverages the Audience Manager cookie, in addition to the cookies used for Analytics and Target. If you want to provide the proper opt-out ability, visitors to your site must add the Audience Manager opt-out to your existing opt-out process. See Adobe Marketing Cloud - Implementing Adobe Opt-Outs for instructions. See Data Collection CNAMEs and Cross-Domain Tracking for enabling cross-domain tracking. Users and Groups - Identity Management Information about identity types (Adobe IDs, enterprise IDs, and federated IDs), and group mapping (single sign-on) in the Adobe Marketing Cloud. Administration > Launch Enterprise Dashboard This page helps administrators to get started using the latest enhancements to the User Management and Administration core service in the Marketing Cloud. All Adobe user, group, and entitlement management features are consolidated into the Adobe Enterprise Dashboard. Enterprise, Federated, and Adobe IDs Claiming a Domain Group Mapping in the Enterprise Dashboard 1:Many Mapping Enterprise, Federated, and Adobe IDs Adobe uses an underlying identity management system to authenticate and authorize users for single sign-on. Adobe currently supports three identity or account types, each using the address as the user's name. You can use enterprise IDs, federated IDs with single sign-on, and Adobe IDs in the same enterprise deployment. For example, use Adobe IDs for users who may use other Adobe product and services. Use enterprise or federated IDs for users where you want to strictly manage their accounts. Before you create enterprise IDs or federated IDs, consider the impact on existing users. It is possible that users have an Adobe ID with addresses from your domain to access products and services from Adobe.

22 Administration - Users, Groups, Core Services, and FAQ 22 Descriptions of Identity Types Identity Type Adobe ID Description End users create, own, and manage their Adobe IDs, and Adobe performs the authentication. End users create, own, and manage their Adobe IDs and maintain complete control over files and data associated with their ID. They can purchase additional products and services from Adobe using this ID. Administrators can invite these users to join a Marketing Cloud organization, as well as remove them from an organization. However, users cannot be locked out from their Adobe ID accounts, and the accounts cannot be deleted or taken over by the administrator. Use Adobe IDs in the following scenarios: You want to enable users to create, own, and manage their identities. You want to allow users to purchase or sign up for other Adobe products and services. If you expect users to use other Adobe services, such as Acrobat.com and Digital Publishing Suite, which do not currently support enterprise or federated IDs. If users already have Adobe IDs and associated data, such as files, fonts, or settings. In educational setups, where students can retain their Adobe ID after they graduate. If you have contractors and freelancers who do not use your corporate address. Enterprise ID Enterprise ID is created, owned, and managed by an organization. Adobe hosts the enterprise ID and performs authentication, but the organization maintains the enterprise ID. End users cannot sign up and create an enterprise ID, nor can they sign up for additional products and services from Adobe using an enterprise ID. Administrators create an enterprise ID and issue it to a user. Administrators can revoke access to products and services by taking over the account, or by deleting the enterprise ID to permanently block access to associated data. Enterprise IDs are recommended in the following scenarios: If you need to maintain strict control over apps and services available to a user. If you need emergency access to files and data associated with an ID. If you need the ability to completely block or delete a user account. Federated ID Federated ID is created and owned by an organization. It is linked to the enterprise directory via federation. The organization manages credentials and processes single sign-on via a SAML2 identity provider. Federated IDs are recommended in the following scenarios: You want to provision users based your organization's enterprise directory. You want to manage user authentication. You need to maintain strict control over apps and services available to a user. You want to allow users to use the same address to sign up for an Adobe ID. For more about identity management, see Managing Identity Types.

23 Administration - Users, Groups, Core Services, and FAQ 23 Claiming a Domain User identities are verified against an authorization source. Adobe IDs use an authorization source managed by Adobe. To use enterprise IDs or federated IDs, set up your own authorization source by claiming a domain. For example, if your address is [email protected], example.com is your domain. A claimed domain permits the creation of enterprise IDs or federated IDs with addresses on the claimed domain. A claimed domain can be used either with enterprise IDs or federated IDs, but not both. You can, however, claim multiple domains. An organization must demonstrate their control over a domain to claim it. An organization can also claim multiple domains. However, a domain can be claimed only once. Known public and generic domains, such as gmail.com or yahoo.com cannot be claimed. See Manage Identity Types for more information. Group Mapping in the Enterprise Dashboard Group Mapping lets you leverage existing permissions groups within Marketing Cloud solutions and map those to broader Adobe groups. By mapping these groups together, any user you add to a group to the Enterprise Dashboard will have a solution account created and automatically linked for the end user. Solution administrators create groups within the solutions, and specify their permissions. Note: Products with a fixed number of groups (or roles) like Adobe Target already have their groups created, with permissions set up. Workflow for mapping solution groups: 1. In the Adobe Enterprise Dashboard, click Groups to create groups for users. 2. Map permission groups, as described inadd a group in the Marketing Cloud. 3. Invite users and select the group to which you want to add users. You can add users individually or by uploading a CSV for bulk add, described in Invite Multiple Users. Mapping the groups ahead of time allows you to invite, create, permission and link users en masse. 1:Many Mapping Previously, only one login company could be linked to an enterprise organization. This led customers setting up multiple organizations for each login company. However, if you want to manage users within one organization, or if you want to onboard users with enterprise or federated IDs, this occurs within one organization. See Organizations and Account Linking for information about one-to-many mapping. Invite a user to the Marketing Cloud Invite a user to the Marketing Cloud and add the user to a group. 1. Sign in to the Adobe Marketing Cloud as an administrator. 2. In the Marketing Cloud, click Administration > Launch Enterprise Dashboard.

24 Administration - Users, Groups, Core Services, and FAQ Click Users. 4. Click Add New User. 5. Type the address of the user you want to invite to the Marketing Cloud. 6. In the Add Groups field, specify a group to which you want to add the user. 7. Click Add. When you add users, they are invited by .the recipient must click Accept in the , which confirms the address. At that point, the account is registered, and users can link the Adobe ID to their solution credentials. Remove or revoke users Remove existing users, or revoke invited (pending) users from a Marketing Cloud organization. Note: When removing a user, the user's details are removed from your organization. However, the Adobe ID remains valid and can still be used for other Adobe services. 1. In the Marketing Cloud, click Administration, then click Launch Enterprise Dashboard. 2. Click Users. 3. To remove an existing user, select the box next to the user's name on the Active Users tab. 4. Click Remove.

25 Administration - Users, Groups, Core Services, and FAQ 25 To revoke a pending invitation, click the Pending Users tab, then click Revoke. Manage Creative Cloud users Marketing Cloud provides administrative tools for managing approved Creative Cloud users. These users can be invited on an ad-hoc basis to a campaign folder. Only users that have been added to the list by an administrator can be invited to a campaign. The added users will display in the auto-complete user list in the Marketing Cloud. Note: You must be an administrator to perform this procedure. 1. In the Marketing Cloud, click Administration > Launch Enterprise Dashboard. 2. Click Creative Cloud Asset Sharing. 3. Click Add New User. 4. Type an , display name, title, and optionally add an Avatar. 5. Click Create. Group Management An administrative interface that lets you create groups, add users to groups, invite new users, and map the group to multiple products and services. Administration > Launch Enterprise Dashboard > Group Management About Groups Field Descriptions - Add Group Add a group in the Marketing Cloud About Groups The user's entitlement to products and services is managed at the group level. Groups are available in solutions (with either default or custom permission settings) and in Marketing Cloud Group Management. In Marketing Cloud groups, user identities are based on the Adobe ID. Groups in the Marketing Cloud might include: A web design group with access to Assets. A basic analyst group with access to reports & analytics, ad hoc analysis, and report builder. An executive group with access to all solutions. Note: Membership in the Customer Attributes group is required for users to access the Customer Attributes feature. See Customer Attributes for information about uploading attributes to the Marketing Cloud. Solutions have users in groups, and those groups already exist. For example, Adobe Target-specific user management is performed within the Adobe Target interface. Similarly, in Adobe Analytics, you likely have an Analytics group with permission to services and capabilities, including: All report access Specific reports suites Report builder Ad hoc analysis Current data

26 Administration - Users, Groups, Core Services, and FAQ 26 Using group mapping in the Marketing Cloud, administrators can map a Marketing Cloud group to one or more existing solution groups. When an administrator adds a user to a mapped group, the system automatically: 1. Creates the solution user account 2. Links the solution user account to the user's Adobe ID If accounts are not linked, users may see the link account option at log-in. Accounts can be linked also on the Manage Organizations page in Account Settings. For steps, see Add a group in the Marketing Cloud. Field Descriptions - Add Group Enterprise Dashboard > Group Management > Add

27 Administration - Users, Groups, Core Services, and FAQ 27 Element Group Name Description (Required) The name of the group account. This name is displayed on the Group Management page. Description A user-defined description of your group. This description displays in Group Management. Group Members Names, username ( ), and the titles for group members. Add Users Adding users to a group entitles the group of users with default permissions to the products and services in a solution, and with additional permissions you specify. New Marketing Cloud users receive an invitation to join the organization. When a user accepts the invitation and signs in using an Adobe ID, his or her solution account is automatically linked for single sign-on. Products & Services You can select products and services to which a user group has access, and then further enable permissions by mapping groups to the solution. Marketing Reports & Analytics: Grant the group access to products and services, such as Ad Hoc Analysis, Current Data, Report Builder, and Web Services. Adding a new user to this group creates an Analytics user, links the user to their Adobe ID, and gives the user permissions to the services you specify here. Target Standard: Editor, Approver, and Observer roles are available. These roles enable users to have different permissions for different page sets within a site. Adobe recommends creating a group for each of these roles, so that the roles and permissions you assign to users is clear. Target Classic: Default permissions apply. Audience Manager: Default permissions apply. Dynamic Tag Management: Default permissions apply.

28 Administration - Users, Groups, Core Services, and FAQ 28 Element Description See Add an Organization for information about mapping multiple accounts to one organization. Add a group in the Marketing Cloud Create a Marketing Cloud group, add users, and specify access permissions to solutions, products, and services. 1. Ensure that the solution groups to which you want to map are available. For example, in Analytics the group must exist or be created in Admin Tools > User Management > Groups. 2. In the Marketing Cloud, click Administration > Launch Enterprise Dashboard > Groups. 3. Click Add.

29 Administration - Users, Groups, Core Services, and FAQ Type a name for the group, and an optional description. 5. Type addresses in the New Members field. 6. Under Products and Services, add products and services to the group.

30 Administration - Users, Groups, Core Services, and FAQ Click Save. The new group displays on the Group Management page. Frequently Asked Questions - Administrators Common questions and answers for administrators in the Marketing Cloud. FAQ for Marketing Cloud Administrators Question How does the Marketing Cloud relate to solutions? Answer The Marketing Cloud provides a framework for accessing the solutions, as well as functionality for cross-solution workflows like dynamic tag management and Audience Manager. Does Adobe charge my company for Marketing Cloud access? No. The Marketing Cloud is included at no additional charge. However, certain core services might have additional costs. Why does my company need to log in through the Marketing Cloud interface? The functionality provided by the Marketing Cloud interface adds new value to your business. It also will be the standard path for accessing solutions going forward, eventually replacing other individual solution login flows. Logging in through the Marketing Cloud will facilitate a smoother transition later.

31 Administration - Users, Groups, Core Services, and FAQ 31 Question How do I resolve concerns about migrating my company? Answer Contact Adobe Support. What is provisioning? Provisioning in the Marketing Cloud means: Your users can begin logging in to the Marketing Cloud and linking solutions. They can begin to use the features available through the Marketing cloud, such as Master Marketing Profile Audiences. Users can collaborate using cards and boards, and use upcoming functionality. You can become prepared to retire your solution-specific login process. You can retain access control to solutions. Note: Adobe recommends joining the Marketing Cloud, but you are not obligated to join at this time. How do I manage user accounts? User accounts in the Marketing Cloud can be found under the Administration menu. No action is required from you for your users to begin using the Marketing Cloud and linking their solution accounts. However, when want to manage users, you can create groups and invite new users from Administration. What do I do if someone cannot log in to the Marketing Cloud interface? Contact Adobe Support to indicate that your company has not been fully provisioned. What do I do if account linking fails? Contact Adobe Support. You can still access your solution using the standard login while the issue is being solved. I know my company has [solution name]. Why don't I see it for linking? Your company has not been fully provisioned for the Marketing Cloud. Contact Adobe Support. Where can I find my IMS organization ID? Adobe Customer Support can look this up for you. (This ID is needed for implementing a number of Marketing Cloud capabilities, such as Audiences). What should I do with groups? Groups let you manage people and grant access to solutions or capabilities. During your initial adoption of the Marketing Cloud, you do not need to create groups. The linking process automatically places users in groups that have access to solutions. However, as new people join your teams, you might want to create new groups and assign solutions to those groups, for group access levels.

32 Administration - Users, Groups, Core Services, and FAQ 32 Question Answer See Identity Management in the Marketing Cloud Help. How does the Marketing Cloud change my user management processes? All Adobe user, group, and entitlement management features are consolidated into the Adobe Enterprise Dashboard. See Users and Groups - Identity Management What should I do when one of my users leaves my company? Their access should be removed from the solution itself. They will not be able to access the product from the Marketing Cloud or through the direct login. You should also remove them at the Marketing Cloud level. What is an Adobe ID? An Adobe ID is the user's account for all Adobe solutions. Users create their own Adobe IDs in the process of linking their solution accounts to the Marketing Cloud. As an Admin, you have control over password policies for your Marketing Cloud users. Your users decide which address they will use when they create their Adobe ID. In the near future, you will be able to create IDs for your users directly. What does unlinking do? If you unlink your solution, you cannot access your solution through the Marketing Cloud. Linking again will need to occur to regain access through the Marketing Cloud. Unlinking does not remove the solution account, so users can still access the solution directly. Where can a user go in the Marketing Cloud to manage linking? Organizations > Account Settings > Organization & Product Access. See Account Settings. Can I link solution accounts for my users? No. Users must link their own solutions with their user names and passwords. Why do I see Social when my company does not have it? Adobe Social is a product that can be sold with Analytics. Therefore, if you have Analytics you will see this solution, but you will not have access unless you have purchased it. How should I manage solution access? Solution access will still be managed through the solution itself, for the time being. In the near future, solution access controls will be available in the Marketing Cloud. How do I share a report or a campaign to the Marketing Cloud? An Analytics report or a campaign are examples of assets that you can share to a board (a collection of cards). The steps are similar in every solution. For an example, see: See Share an Analytics report to the Marketing Cloud.

33 Administration - Users, Groups, Core Services, and FAQ 33 Question What are cards, boards, and feeds? Answer Feeds A Feed is where you see all that is happening. You can monitor the latest changes in your assets and campaigns, and navigate to a more detailed view in an individual card. Boards A Board is a collection of cards. It's where you collaborate around marketing campaigns, products, reports or a creative asset. Cards A Card reflects the performance of the asset and campaign. You can pin a card to a board for instant access to the asset. What are audiences? Audiences are collections of visitors. Creating and managing audiences is similar to creating and using segments, with the addition of the ability to share them to the Marketing Cloud. Click here to request access to Profiles and Audiences. See Audiences. See Core Services - Enabling Your Solutions if you need help with solution enablement for joining the Marketing Cloud. Supported Browsers Supported browsers in the Marketing Cloud. Microsoft Internet Explorer 9 or higher Google Chrome Mozilla Firefox Apple Safari

34 Access the Marketing Cloud 34 Access the Marketing Cloud Access the Marketing Cloud using your Adobe ID. To access the Marketing Cloud, you must link your solution credentials with your Adobe ID. If you do not have an Adobe ID, you can create one prior to linking your accounts. For example, in Analytics and Social, link (or map) the Company, Username, and Password values to your Adobe ID. The preferred method for account linking is done in Administration > Launch Enterprise Dashboard > Groups, where you can: Add new or existing users to groups. Apply permissions and access to products and services. Automatically link solution accounts to Adobe IDs and invite users to the Marketing Cloud. If you are not part of the Marketing Cloud, see Core Services - Enabling Your Solutions. Having Trouble - Password Recovery If you receive an error when linking accounts, you might need to recover your solution password. Depending on the solution you are using, you may have a different password recovery process. Generally, to recover a password: 1. Navigate to your solution login page. 2. Click Forgot Password. For Adobe Analytics users, navigate to Resetting a solution password should resolve password linking issues for Marketing Cloud account linking. Sign in to the Adobe Marketing Cloud Learn how to sign in to the Adobe Marketing Cloud. 1. Verify with your administrator that your company has been provisioned in the Marketing Cloud. See Administration - Users, Groups, Core Services, and FAQ. 2. Navigate to the Adobe Marketing Cloud at <yourcompany>.marketing.adobe.com. 3. Click Sign In With Adobe ID. 4. Type your credentials, then click Sign In.

35 Organizations and Account Linking 35 Organizations and Account Linking Learn about adding organizations, one-to-many mapping, setting a default organization, and linking (or unlinking) solution accounts for single sign-on management in the Marketing Cloud. Account Settings > Manage Organizations What Is an Organization? A Marketing Cloud organization is the entity that enables an administrator to configure groups and users, and to control single sign-on in the Marketing Cloud. The organization functions like a log-in company that spans all the Marketing Cloud products and solutions. Most often, an organization is your company name. However, a company can have many organizations. Organizations are displayed as tabs on the Manage Organizations page, but you can also identify the organization in the domain name, and set the organization as the default landing. Each Organization has a unique Marketing Cloud ID. Organizations are displayed as tabs on the Organizations page only after Adobe has provisioned the Company. When an administrator of an Organization invites a user to the Marketing Cloud, the organization displays on this page, and users can link their solution accounts. Cards correspond to a solution. For example, an Analytics log-in company generally has a one-to-one correlation with an Organization, but you can map one-to-many log-in companies with an Organization.

36 Organizations and Account Linking 36 Add an organization Add an organization to the Marketing Cloud, set it as the default organization, and configure one-to-many mapping. You can link one or more accounts associated with the organization. 1. Navigate to your account settings: 2. Click Manage Organizations. 3. Click Get Access or Link Account.

37 Organizations and Account Linking 37 Link Account: Displays if the solution is associated with this organization, but you have not yet linked your account to your Adobe ID. For example, if a user has a product context (is part of that IMS group), but he has not linked his account to solution's legacy account, Link Account is displayed. Get Access: Displays if the user is not part of the IMS group. 4. Enter your credentials, then click Link. 5. (Optional) Enable Set as default organization. You may have access to multiple organizations (also called tenants). Organizations are displayed as tabs on this page, but you can also identify it in the domain name, and specify this organization as the default landing. For example, in xyz.marketing.adobe.com, xyz is the organization. If you set xyz as the default organization, navigating to marketing.adobe.com will direct you to xyz.marketing.adobe.com. 6. To link additional accounts (known as one-to-many mapping) that are available for this organization, click Link Another Account (displays on a separate card). 7. Specify your login credentials, then click Link. Link accounts in the Marketing Cloud Link solution accounts from within the Marketing Cloud Organization. 1. Navigate to your account settings: 2. Click Manage Organizations. 3. Click Link Account or Get Access. 4. Select a solution, then type your solution credentials.

38 Organizations and Account Linking 38 Your credentials include Username and Password. For Analytics and Social, your credentials also include Company. 5. Click Link. More information about adding organizations and linking accounts can be found in the steps for adding an organization. Troubleshooting Account Linking Help on problems that arise from account linking. Typically, account linking fails because the Adobe ID is linked to a previous user. When account linking fails, you can: Contact Adobe Support. Access your solution using the standard login while the issue is being solved. Useful topics for understanding how organizations work include: Organizations and Account Linking Administration - Users, Groups, Core Services, and FAQ

39 Account Settings 39 Account Settings Personalize your account by configuring account details, user preferences, alerts, and upload a user image. Click the user icon, then click Account Settings. Notifications Marketing Cloud notifications appear in the header. They provide information about workflow actions, tasks, and projects. For example, you can see the boards to which you have been added, view pending approvals, activate pages, and so on.

40 Activation 40 Activation The Marketing Cloud Activation core service is powered by dynamic tag management (DTM), and enables you to activate solutions in the Marketing Cloud. Dynamic tag management is available to all customers of Adobe Digital Marketing solutions at no additional charge. To get started, click Activation and send a request to the Adobe provisioning team. You should receive your login credentials within one to two business days. If you want help implementing dynamic tag management we encourage you to contact your Account Manager for information on Adobe Global Services offerings, or implementation partner offerings. Please also feel free to contact us with hashtag #DTM.

41 Assets and Sharing 41 Assets and Sharing Marketing Cloud Assets provide a single, centralized repository of marketing-ready assets that you can share across solutions. An asset is a digital document, image, video, or audio (or part thereof) that can have multiple renditions and can have sub-assets (for example, layers in a Photoshop file, slides in a PowerPoint file, pages in a PDF, files in a ZIP). Asset services include: Asset storage, management interface, embedded selection interface (accessed through solutions) Integrations with Creative Cloud, Marketing Cloud collaboration, and Marketing Cloud solutions. Using Assets in the Marketing cloud enables teams to use centralized, approved assets across channels and customer experiences. Using assets improves consistency and brand compliance, and speeds time to market. You can streamline workflows in solutions: Social : Publish to social properties, Facebook, Twitter, LinkedIn, Google+ Target : Create experiences for A/B and multivariate tests. Media Optimizer : Develop ad units across different channels and campaigns Campaign : Place assets into newsletters and campaigns. Asset Sharing with Experience Manager You can share assets within Adobe Experience Manager (AEM) Assets with the Marketing Cloud and Adobe Creative Cloud. Any changes to these assets are reflected in the shared copies of the assets in Marketing Cloud and Creative Cloud. Similarly, any changes you make to the shared copies of the assets from within Marketing Cloud and Creative Cloud are reflected in the original assets in AEM Assets. See Synchronizing AEM assets with MAC and CC for more information. Share Marketing Cloud Folders and Assets with Creative Cloud Share folders and assets between the Marketing Cloud and the Creative Cloud. Collaborate, annotate shared assets, and use them in Marketing Cloud solutions like Social and Target. The shared folder must originate from the Marketing Cloud. Benefits of Sharing About Asset Sharing with Adobe Target About Asset Sharing with Adobe Social Benefits of Sharing Streamline creative production workflows in the review, approve, and publish phase Spend less time managing in-process files and versions in multiple locations Track and manage creative assets more effectively Enjoy increase enterprise security Easily share, save, and send files between creatives and marketers Before Creative Cloud users have access to assets, they must be whitelisted in the Marketing Cloud. See Manage Creative Cloud users. About Asset Sharing with Adobe Target When creating activities in Adobe Target, you can use a shared image asset when swapping images in the Content Library.

42 Assets and Sharing 42 See Content Library in Target Help. About Asset Sharing with Adobe Social In Adobe Social, you can insert a shared image asset using the Asset Selector in the Publisher. You can search for a particular folder, browse to it, and attach the asset to a Facebook or Twitter post. See Publisher Page in Social Help. Shared folders and assets are synchronized automatically between the clouds. Manage Creative Cloud users Marketing Cloud provides administrative tools for managing approved Creative Cloud users. These users can be invited on an ad-hoc basis to a campaign folder. Only users that have been added to the list by an administrator can be invited to a campaign. The added users will display in the auto-complete user list in the Marketing Cloud. Note: You must be an administrator to perform this procedure. 1. In the Marketing Cloud, click Administration > Launch Enterprise Dashboard. 2. Click Creative Cloud Asset Sharing. 3. Click Add New User. 4. Type an , display name, title, and optionally add an Avatar. 5. Click Create. Share a Marketing Cloud folder Share a Marketing Cloud folder with Creative Cloud users. 1. Sign in to the Adobe Marketing Cloud. 2. Click Assets, then click Add Folder. 3. On the new folder, click Share Using Creative Cloud. Alternatively, click Enter Selection Mode, click a folder, then click the Creative Cloud icon:

43 Assets and Sharing On the Share to Creative Cloud page, select a user, then click Add. 5. Click Share. A shared asset on the Marketing Cloud Asset page is identified by the Creative Cloud logo on the folder. 6. Launch the Creative Cloud desktop (or navigate to the Creative Cloud Files page in a browser) and look for the request notification. 7. Open the request, then click Accept.

44 Assets and Sharing To access folder contents, click Open Folder (or View on Web). 9. Continue by adding comments on the shared asset: In Creative Cloud, you can click into an image, then click Activity to add a comment on the image. Comments are synced on the assets in the Creative Cloud and Marketing Cloud.

45 Assets and Sharing 45 In the Marketing Cloud, click into an image, then click the time-line icon to add a comment on the image. Comments are synced on the assets in the Creative Cloud and Marketing Cloud. 10. To un-share a folder, click Share Using Creative Cloud (similar to Step 3), then remove users by clicking X, then click Share. Once you have removed all Creative Cloud Users, the folder is un-shared and the Creative Cloud users no longer has access. Additional ways to use a shared asset include: Use assets in the Asset Selector in Adobe Social for social posts. See Publisher Page. Load or swap assets in the Content Library in Adobe Target for images in activities. Upload an asset to a shared folder in the Marketing Cloud Upload a shared folder to the Marketing Cloud. Upload an asset to a shared folder from the Creative Cloud browser Upload an asset to a shared folder from the Creative Cloud browser.

46 Assets and Sharing Launch the Creative Cloud browser and navigate to Creative Cloud Files. 2. Open the shared folder. 3. Click Actions > Upload. 4. Use your operating system's file browsing to select or move assets. Upload an asset to a shared folder from the Creative Cloud desktop Upload an asset to a shared folder from the Creative Cloud desktop. 1. Enable sharing. 2. Launch the Creative Cloud desktop and navigate to Assets. 3. Click Open Folder. 4. Use your operating system's file browsing to select or move assets. Disable synchronization of shared folders How to disable the synchronization of shared Marketing Cloud folders within your Creative Cloud Files folder. Note: You can desynchronize only folders that you own. Windows 1. Open Windows Explorer. 2. Under Favorites, right click the Creative Cloud Files folder, then click Select Shared Folders to Sync. 3. Deselect any folder that you do not want to synchronize. Mac OS 1. Open a Finder window. 2. Navigate to your user folder. 3. Control-click the Creative Cloud Files, then click Select shared folders to sync.

47 Assets and Sharing Deselect any folder that you do not want to synchronize. Synchronized folders have a checkmark next to the folder name. Asset File Requirements for Sharing Allowed file types and size limitations for sharing assets between the Marketing Cloud and Creative Cloud. File Types Allowed for Upload File types you can upload include most images, documents, and multimedia. See Supported Formats for information about file formats in Marketing Cloud Assets. File Size Limitations File size limitations come from the browser and can vary from browser to browser: Browser Internet Explorer 6 Upload (Total Size) 2 GB Download (Per File) 2 GB 4 GB for chunked or connection-close transfers. Internet Explorer 7 2 GB 4 GB Internet Explorer 8 2 GB 17,592 GB Internet Explorer 9 to 11 4 GB 17,592 GB Behavior of Shared Folders Rules for how shared folders behave when moved, deleted, and restored. Unshared Folder into Shared Folder Shared Folder into Unshared Folder Content from Unshared Folder into Shared Folder Archived and Deleted Shared Content Owned Shared Content to an Unshared Folder Unowned Content to an Unshared Folder Archived or Deleted Owned Folder Shared Folder into another Shared Folder

48 Assets and Sharing 48 Shared Content to another Shared Folder Restored Content from Archive Note: Shared Marketing Cloud folders and assets are mirrored to the Creative Cloud desktop in a 1:1 relationship. If a Marketing Cloud user changes a folder (deletes, adds, or removes sharing), the action is mirrored in the Creative Cloud desktop and web. As such, if a folder is unshared, the folder and assets are deleted from your local machine. After sharing is removed, the folder and its contents are moved to the trash can on your local computer, where you can manually restore them to your machine. Unshared Folder into Shared Folder You move an unshared folder into a shared folder: Result: Both folders become shared. Shared Folder into Unshared Folder You move a shared folder into an unshared folder. Result: The unshared folder remains unshared. The shared folder remains shared. Content from Unshared Folder into Shared Folder You move content from an unshared folder into a shared folder.

49 Assets and Sharing 49 Result: The content is now shared and all collaborators can see it. Storage increases by the size of the content. Archived and Deleted Shared Content You archive or delete content that resides in a shared folder. Result: Content is archived for the owner of the folder. Collaborators who do not own the content can no longer access it. Owned Shared Content to an Unshared Folder You move content from a shared folder that you own into an unshared folder. Result: The content is now unshared. The collaborators of the shared folder no longer have access to the content. Unowned Content to an Unshared Folder You move content from shared folder owned by someone else into an unshared folder.

50 Assets and Sharing 50 Result: The content appears in the unshared folder and is removed from the shared folder. The collaborators of the shared folder no longer have access to the content. The content is archived for the owner of the shared folder. Owners and editors can move content which they do not own, but viewers cannot. If owners and editors move content, it is not available in a shared folder for any user. Archived or Deleted Owned Folder You archive (via web) or delete (via desktop) a shared folder that you own. Result: The folder is unshared, then archived. The collaborators no longer have access to the folder. Shared Folder into another Shared Folder You move a shared folder that you own into another shared folder that you may or may not own. Result: As the folder is moved into Folder 2, it becomes shared with the new collaborators. Shared Content to another Shared Folder You move content from a shared folder into another shared folder.

51 Assets and Sharing 51 Result: The content appears in Folder 2 and is now shared with new collaborators. The content is removed from Folder 1 and the owner sees it as archived, while the other collaborators no longer have access to it. Restored Content from Archive You restore content from an archive that belonged to a shared folder. You owned the content at the time it was archived. Result: The content is restored to the shared folder and all collaborators can access it again. If the shared folder no longer exists, the content is put into an unshared copy of its original parent folder(s).

52 Audiences 52 Audiences The Marketing Cloud Profiles & Audiences core service lets you create audiences, combine existing audiences to create composite audiences, and view all shared audiences. Click here to request access to Profiles and Audiences. Audiences > Audience Library What Are Audiences? Audiences - Interface Descriptions Limitations in Using Marketing Cloud Audiences How to define an audience Implement audiences (core services) Note: If you need IP obfuscation, ensure that you indicate this on your request form. What Are Audiences? Audiences are collections of visitors (a list of visitor IDs). Adobe's audience services manages the translation of visitor data into audience segmentation. As such, creating and managing audiences is similar to creating and using segments, with the added ability to share the audience segment to the Marketing Cloud. Audiences can be created or derived from various sources, such as: New ones created in the Marketing Cloud From Analytics segments published to the Marketing Cloud From Audience Manager Real-Time vs. Historical Audiences All audiences, regardless of where they are sourced, are accessible for real-time targeting use cases. The system evaluates audiences in two ways: Historical audiences are sourced from analytics are evaluated every 12 hours. Historical audiences always include return visitors. Real-time audiences are sourced in the Marketing Cloud Audiences are evaluated real time. How Solutions Use Audiences Some examples of how to use audiences in Marketing Cloud solutions: Solution Marketing Cloud Audiences Description Create, manage, and share audiences natively using the Audiences interface. You can: Use real-time audiences using raw analytics attributes Combine audiences to create composite ones, joining real-time and historical data See graphical views of estimated audiences size Analytics In reporting and ad hoc analysis segmentation, you can build a segment, combine it with a report suite, and then publish the segment to the Marketing Cloud.

53 Audiences 53 Solution Description Publishing the segment displays it on the Audiences page. The audience is also available as a targeted audience for a campaign experience delivered by Adobe Target, and in Audience Manager. Once an audience is shared from Analytics, and selected for use in an active campaign, all of the visitor profiles who met the segment definition criteria for the past 90 days are sent to the Marketing Cloud Audience Services platform. Mobile Services Analyze mobile traffic using the sunburst visualization in the Device Types report. Target The Marketing Cloud visitor ID service unifies visitor IDs and data into a single, actionable profile for use across solutions. The Publish to the Marketing Cloud checkbox during the segment creation process in Adobe Analytics allows the segment to be available within the Adobe Target's custom audience library. A segment created in Analytics or Audience Manager can be used for activities in Target. For example, you can create campaign activities based on Analytics conversion metrics and audience segments created in Analytics. Audience Manager Shared audiences are available in Audience Manager segmentation. All Marketing Cloud audiences are available natively in Audience Manager, which provides: Built-in automation regarding how they are shared and consumed in solution workflows Offsite destinations Look-alike modeling Campaign Integration between Adobe Campaign and Profiles & Audiences allows you to: Import shared audiences from different Adobe Marketing Cloud solutions into Adobe Campaign. Export recipient lists in the form of shared audiences. These shared audiences can be used in the different Adobe Marketing Cloud solutions that you use. For information about the integration between Adobe Campaign and Profiles & Audiences, see Introduction to Profiles & Audiences in Campaign. Media Optimizer Use the audience as targets. Audiences - Interface Descriptions The Marketing Cloud provides a library for creating and managing audiences, with native, real-time audience identification. Marketing Cloud > Audiences

54 Audiences 54 Interface Elements Element New Description Lets you create an audience. Title & Description A column heading that identifies and describes the audience. Author The person who created the audience segment. Source Identifies where the audience was created. Analytics: A segment created in reports & analytics or ad hoc analysis, then published to the Marketing Cloud. Marketing Cloud: A new audience created in Marketing Cloud Audiences. Audience Manager: Audiences created Audience Manager automatically display in the Marketing Cloud Audiences. Current Size The current audience size. Active The active status of the segment. Limitations in Using Marketing Cloud Audiences If you do not use the Audience Manager, the following limits exist: Limit Audiences created wholly or partially* in Analytics segmentation. Description Up to 20 of these can be active in a campaign at any time. There is no limit to the number of audiences that can be flagged in Analytics as available to the audience service in the Marketing Cloud. However, only 20 can be active at once. (*Partially indicates an audience that is a combination of data derived from Analytics, plus the real-time values collected in Audiences.) Audiences built natively in the Marketing Cloud Audiences. The limit is 50 at any time.

55 Audiences 55 Limit Traits built natively in Marketing Cloud Audiences. Description The limit is 100 at any time. There is no limit to the number of managed profiles or to the number of users that can be assigned to a single audience. Additional limitations: Limit Additional limits associated with shared profiles Description Non-Marketing Cloud destinations for audiences are not allowed. Audience Manager data integration capabilities are not available. 1st, 2nd, or 3rd-party data cannot be brought in through Audience Manager. Reporting functionality is also limited compared to Audience Manager. Publish an Analytics audience segment Publish an Analytics audience segment to the Marketing Cloud and to Adobe Target, for audience marketing activities. 1. In marketing reports & analytics (or ad hoc analysis), create a segment. 2. On the Segment Builder, enable Publish to Marketing Cloud. Element Publish to Marketing Cloud (for <report suite name>) Description Publishes this segment to the Marketing Cloud. You can use the audience for marketing activities in Adobe Target and segmentation in Audience Manager. The Title and Description fields are required for the segment to be published. When this option is enabled, the title and audience segment definition are shared, but actual data is not. When that audience is associated with an active campaign in Target, Analytics begins sending IDs for visitors that qualify for that Marketing Cloud and Target audience. At that point, the audience name and corresponding data begins displaying on the Marketing Cloud Audiences page. Note: In Analytics, you can edit or delete a published segment. If the segment is in use, a warning message is issued when you edit a segment.you cannot delete a published segment that is in use by Adobe Target. For information about enabling solutions for Audiences, see Core Services - Enabling Your Solutions.

56 Audiences 56 Element Description Data Privacy Audiences are not filtered based on the authentication state of a visitor. If a visitor can browse your site in un-authenticated and authenticated states, actions that occur when a visitor is un-authenticated can still cause a visitor to be included in an audience. Review Analytics Privacy Overview to understand the full privacy implications of audience sharing. 3. Click Save. 4. Access Adobe Target, then navigate to the Segment list. 5. On the Segment page, click Import Marketing Cloud Audiences This option displays the Analytics segment for use in activities. Define rules for a composite audience Learn how to use attribute rules to define a composite audience in the Marketing Cloud. Audiences > Audience Library This article helps you understand how to: Create an audience Create a rule Use rules to define a composite audience The following graphic represents two rules in a composite audience. Each circle represents a rule that defines audience membership. Visitors that qualify as members in both audience rules overlap to become the composite, defined audience. Note: The audience is fully defined after data collection for the specified period completes. The following example shows how to create the rules for a composite audience. This audience is comprised of: Home & Garden section derived from page data, or raw analytics data. Chrome and Safari users derived from an Adobe Analytics segment published to the Marketing Cloud.

57 Audiences In the Marketing Cloud, click Audiences > Audience Library. 2. On the Audiences page, click New.

58 Audiences On the Create New Audience page, specify a title and description. 4. Under Rules, select an attribute source: Raw Analytics Data: Attribute (page) data derived from data collection, such as Analytics page variables (evars), dynamic tag management, and other external sources. You must select a report suite when using this attribute source, and define the dimension or event to include. This report suite selection provides the variable structure used by the report suite. Marketing Cloud: Attribute data derived from the Marketing Cloud sources. For example, this can be data from audience segments you create in Analytics (marketing reports & analytics, ad hoc analysis, report builder), and data from Audience Manager. 5. Define audience rules. Note: You should have an understanding of your implementation variables when defining audience rules. Under Rules, define the Home & Garden attribute selections: Attribute Source: Raw Analytics Data Report Suite: Report Suite 31 Dimension = Store (Merch) (v6) > Equals > Home & Garden

59 Audiences 59 The Chrome & Safari Visitors is an audience segment shared from Analytics: Attribute Source: Marketing Cloud Dimension: Chrome & Safari Visitors For comparison, you might add an OR rule to see all visitors to a site section, such as Patio & Furniture. 6. View the results. The resulting rule is a defined audience comprising Chrome & Safari users who visited Home & Garden. The Patio & Furniture segment provides additional insight into all visitors visiting that site section.

60 Audiences 60 Historical Estimate: (Dotted circle) Represents rules created based on Analytics data. Actual Audience: (Solid circle) Any rule created that has 30 days of data from Audience Manager. When the Audience Manager data reaches 30 days, the line becomes solid and represents actual numbers. After the data collection completes for the specified period, the circles combine to show a defined audience. 7. After defining the rules, click Save. After the audience is saved, it is available for other solutions. For example, you can include a shared audience in a Target activity.

61 Boards 61 Boards A board is a place to collaborate around your marketing campaigns.you can pin cards to a board, create boards to manage the cards and other assets, and share cards to other users' boards. You can also invite other Marketing Cloud users to a board, to create a collaborative environment. For example, you can create a board for marketing reports and analytics. After you run a marketing report, you can share it to a Marketing Cloud board. Note: A First Time Experience board is available in the Marketing Cloud interface to help you understand feeds, cards, and boards. Create a board Create a Marketing Cloud board and add users for sharing. 1. In the left navigation menu, click Boards. 2. Click 3. Fill in the fields: to display the Create Board page. Board Title: Specify the desired name for the board. Add User: (Optional) From the drop-down list, select a user with whom you want to share the board, then click Add. Add additional users, as desired. If you do not share your board with additional users, the board is private.

62 Boards 62 As you share the board with additional users, the Team section updates to display the names of users with whom you have shared the board. To remove a user, click the Remove icon ( ) next the user's name. 4. Specify the permission for added users (Editor, Viewer, or Owner). 5. Click Create. You can edit the board in the future to share it with additional users or to change its title. For more information, see Edit a board. You can also create a new board while pinning a card. For more information, see Pin a card to a board. Edit a board Edit a board to rename it, and add or remove users that share the board. 1. In the left navigation menu, click Boards. 2. Click the desired board to display its contents. 3. Click to display the Edit Board page. 4. Edit in the fields as needed: Board Name: Edit the name of the board. Invite: From the drop-down list, select a user with whom you want to share the board, then click Add. Or Click the Remove icon ( ) next a user's name to un-share the board from that user. 5. Click Save. Share a board Share a board with another Marketing Cloud user. 1. On the Board where you pinned the report, click Edit.

63 Boards From the Add User drop-down list, select a user with whom you want to share the board. 3. Under Owner, select the permissions that you want this user to have: Editor: Lets the user edit a board but not, for example, delete it. Viewer: Prevents the user from editing the board. Owner: Provides full rights to the board. 4. Click Add.

64 Cards 64 Cards Cards are the first thing you see after signing in. They are displayed on the Feed page. The cards in a feed are your personal collection of shared cards that represent marketing content, such as banners, reports, status updates, and more. You can annotate each card and share them to a board. When you pin cards to a board, you are collecting and curating ideas that have a common theme. You can create a card from many kinds of assets, such as from a file (PDF, Excel), a report, a video, and more. Supported file types include:.png.jpeg.gif.xlsx Marketing Cloud help and KB topics (see Embedding Content) Shareable Data from Marketing Cloud Solutions You can share content from Marketing Cloud solutions. Sharing creates a card from the content, which you add to a board. You and users in your organization can annotate the cards to share and discuss the data. The following table lists the type of information that you can share as a card. Solution Analytics Description You can use cards to share the following reports: Customer Conversion reports Customer Traffic reports Video reports (not including Overview reports) Marketing Channel reports (not including Overview reports) Visitor Profile reports Traffic Sources reports Products reports (not including Funnel reports) Visitor Retention reports Site Content reports (not including Links and PageNotFound reports) Site Metrics reports (not including Funnel reports) Cards support the following filters: Report type Segmentation Date Range Granularity Metrics Breakdown Basic Search Shown As Graph Type Normalize Data

65 Cards 65 Solution Social Description Campaigns Social Author Social Platform Social Asset ID Social Post Type Social Post Link Tracking Code Authors Platforms/Properties Active Terms Terms Country Terms Languages Target Media Optimizer Campaign spotlight. Portfolio Simulation (line chart) Portfolio Model Accuracy (line chart) Portfolio Spend Recommendation (scatter plot) Portfolio Spend Recommendation Distribution (pie chart) Home Page Portfolio Pie Gadget (pie chart) Home Page Portfolio Line Gadget (line chart) Home Page Portfolio Bar Gadget (bar chart) Home Page Search Engine Pie Gadget (pie chart) Home Page Search Engine Line Gadget (line chart) Home Page Dual Line Gadget (line chart) Experience Manager N/A Help topics On a help page you want to share, click Share to Adobe Marketing Cloud in your browser's Bookmark toolbar. Create a card Create a card in the Marketing Cloud and create a card from a file. 1. Sign in to the Adobe Marketing Cloud or into a solution. 2. Create a board. 3. To create a card from a file, open the board, then click Create Card from File. ( ) Browse to locate the file. 4. Alternatively, share an asset from a solution. For example, see Share an Analytics report to the Marketing Cloud.

66 Cards 66 Note: The Share button in solutions lets you create a card from the asset and share it to a Marketing Cloud board. You can also create a board when sharing an asset from within a solution. Share an Analytics report to the Marketing Cloud Share an Analytics report to a board in the Marketing Cloud. These steps also apply to ad hoc analysis and other integrated solutions like Adobe Social. 1. Sign in to the Adobe Marketing Cloud. 2. In the left navigation, click Analytics. 3. On the Welcome to Adobe Analytics page, locate Reports & Analytics, then click Launch. 4. Run a report, then click Share.

67 Cards 67 This example shows a Key Metrics Report. You can also share reports from Social and ad hoc analysis. 5. In the new card, create a Board or specify an existing Board. 6. (Optional) Click the Card to annotate.

68 Cards Add optional comments, then click Share to publish the report to the Marketing Cloud. Continue by sharing the board with other users. Annotate a card Annotate a card. Other users with whom you have shared the board can view the annotation and add annotations. 1. In the left navigation menu, click Feed, then click the desired card to open it. 2. Click Draw Annotation.

69 Cards Use your mouse on a computer or your finger on a tablet to draw an arrow or a circle on the card to highlight the desired element. Pin a card to a board Pin a card onto another board. If the board has not been created, you can create a new board in this procedure. 1. In the left navigation menu, click Feed. Alternatively, click Boards, then click the desired board to display its contents. 2. Hover your cursor over the card, then click Pin Card to Board.

70 Cards 70 On a tablet, long-press the desired card to display additional options. 3. Select the board(s), then click View to see the card in the selected board. 4. Click View to display the board to which you pinned the card. You can also create a new board during this process. 1. Click to create a new board on which you can pin the card. 2. In the Create Board field, specify the name for the new board, then click OK.

71 Cards 71 Delete a card Delete or remove a card from a board. 1. In the left navigation menu, click Feed. Or In the left navigation menu, click Boards, then click the desired board to display its contents. 2. Right-click the desired card to display additional options On a tablet, long-press the desired card to display additional options. 3. Click to delete the card from the board.

72 Customer Attributes 72 Customer Attributes Prerequisites and frequently asked questions about uploading customer attributes to Adobe Marketing Cloud Profiles & Audiences. Audiences > Customer Attributes If you capture enterprise customer data in a customer relationship management (CRM) database, you can upload the data into a customer attribute data source in the Marketing Cloud, and leverage the data in solutions. After the data resides in the Marketing Cloud, you can customize it and share it to solutions for reporting, segmentation, activities, and campaigns. With this data, marketers and analysts can answer questions like: Which online campaigns are most effective with my gold-level customers? Which products do gold-level customers search for versus platinum-level customers? Is my site redesign having a positive impact on conversion rates for older customers? What products do customers with a low lifetime value tend to research on my site? Topics covered on this page: Prerequisites for Uploading Customer Attributes What Is Enterprise Customer Data? Frequently Asked Questions about Customer Attributes Prerequisites for Uploading Customer Attributes Prerequisite Analytics subscription Description Your company must subscribe to Analytics Standard or Premium. Join the Marketing Cloud Your company must join the Marketing Cloud. If you are unsure whether your company has joined the Marketing Cloud, check with your administrator. The customer attributes feature is part of Marketing Cloud core services. Admins, see Core Services - Enabling Your Solutions for the latest information about solution enablement. Group membership To upload customer attribute data, users must be members of the Customer Attributes group and the Analytics group. To know whether your company has access to customer attributes, your Marketing Cloud administrator should log into the Marketing Cloud. Navigate to

73 Customer Attributes 73 Prerequisite Description Administration > Lauch Enterprise Dashboard > Groups. If Customer Attributes displays as one of the groups, you are ready to begin. Users that are added to the Customer Attributes group will see the Customer Attributes menu item on the left side of the Marketing Cloud interface. What Is Enterprise Customer Data? Enterprise data resides in other systems. It can be complex and mean different things to different people. This data can include information such as memberships, loyalty level, age, gender, products owned, interests, and Lifetime Value. The following image is an example of a data file showing subscriber data for products, including member IDs, entitled products, most-launched products, and so on. After you create the data file, you can upload it to the a customer attribute source that you create in Marketing Cloud > Customer Attributes. See Upload Customer Attribute Data to learn this workflow. Frequently Asked Questions about Customer Attributes Question Analytics Premium vs. Standard - How many customer attributes am I allowed to use in Analytics? Answer Standard: 3 total Premium: 200 per report suite What should I do to get started with customer attributes? Begin by having a conversation with your CRM team. Find out what kind of customer data is available that would be interesting for use in Analytics and throughout the Marketing Cloud. Also, meet with your implementation team to discuss the implementation required to enable core services. See Core Services - Enabling Your Solutions for steps on how to modernize your implementation for core services. How is this functionality different than what is provided in Analytics premium? In the past, customers interested in combining customer attribute data with Analytics data have relied heavily on the data workbench tool for this functionality. Customer attributes exposes this functionality to a wider audience by providing customer attributes as dimensions and metrics in reports & analytics, ad hoc analysis, and report builder. Analytics Standard

74 Customer Attributes 74 Question Answer customers will have access to customer attributes, but with limited capabilities. The full capabilities is available to Analytics Premium customers. Why does Adobe recommend migration to the Marketing Cloud ID Service? Note: The Marketing Cloud ID service is the modernized implementation of what is formerly known as the Analytics visitor ID service. Using the Marketing Cloud ID service enhances the functionality opens the doors to using the latest Marketing Cloud functionality, including real-time audiences, the Target modernization, Analytics integration, and video heartbeat tracking. For more details see Core Services - Enabling Your Solutions. How does the customer attribute functionality relate to Adobe Audience Manager? While Audience Manager can receive data to perform audience identification, it cannot perform analytics functionality that ties attributes to historical behavioral data or provide the reporting, analysis, and segmentation capabilities that are available in Adobe Analytics. The Profiles & Audiences core service enables rich data from across solutions to be tied together and associated with a single ID for use across the Marketing Cloud. The following topics describe how to upload and validate customer attribute data. About data file and data sources for customer attributes Data file requirements and multiple data sources for uploading customer attributes to the Marketing Cloud. You will need access to CRM or similar data from your enterprise. The data you upload to the Marketing Cloud must be a.csv file. If you upload via FTP or sftp, you also upload a.fin file. Allowed File Types and Naming Requirements Requirements for the Attribute Data Files Leveraging Multiple Data Sources Allowed File Types and Naming Requirements File Type.csv Description A comma-separated values file (such as one created in Excel). This is the file that contains the customer attribute data. Naming requirements: Ensure that file name extensions do not contain white spaces..fin (Required) The.fin file tells the system that you are finished uploading data. The name of the.fin file must match the name of the.csv file. Adobe recommends creating an empty text file with a.fin extension. An empty file saves space and upload time.

75 Customer Attributes 75 File Type Description Note: Renaming a.fin file is not allowed after it is uploaded. The.fin file must be uploaded separately and cannot be a renamed, previously uploaded file. The.fin file is not required when using the drag-and-drop upload method..gz or.zip.gz (gzip) or.zip - for compressed files. A.zip file cannot contain more than one file in the archive. Naming requirements: The name of the.zip or.gz should match the name of the.csv. For example, if your.csv file is crm_small.csv, the.zip file should be crm_small.csv.zip. The.fin file must match the.csv. Requirements for the Attribute Data Files Example CSV The CSV file must adhere to the following format: Sample CSV: The same file viewed in a text editor: Guidelines Item Drag-and-drop Description The drag-and-drop file should be less than 100 megabytes. The.fin file is not required when using the drag-and-drop upload method.

76 Customer Attributes 76 Item Customer ID column Description The first column must be a unique customer ID. The ID used should correspond to the ID that is being passed to the Marketing Cloud (Visitor ID) service (or the ID being stored in a prop or evar). This column contains the unique identifier your CRM uses for each person in your database. The remaining columns are attributes that come from your CRM. You will choose how many attributes to upload. Friendly, readable names are recommended for the column headings, but not required. When you validate the schema after upload, you can map friendly names to the uploaded rows and columns. Subsequent headers and columns Subsequent headers should represent the name of each attribute. These columns should contain customer attributes that come from the CRM. Attribute limits Analytics Standard: 3 total Analytics Premium: 200 per report suite Marketing Cloud: Hundreds Row limits There is no known limit to the number of rows. Column Limits For practicality, limit the number of columns to around 200. FTP Guidelines and size limitations File size limit for FTP is 4 GB for each upload. You should drop your.csv (and.fin) file in the root folder of the FTP site. Important: The total allowed space for the FTP account is 40 GB. It is your responsibility to delete processed files. File requirements Each attribute source should contain the same number of comma-separated fields. Fields containing a line-break, double-quote, or commas must be quoted. Double-quote characters in a field must be escaped using a backslash (\). Blank columns are stored as null. Historical data Customer attributes are tied to the underlying visitor profile in Analytics. As such, customer attributes are associated with the visitor for the entire life of that visitor profile in Analytics. This includes behavior that occurred before the customer logged in for the first time. If you use the data warehouse backfill method, the data is tied to a post_visid_high/low that is based on the Analytics ID (AID). If you are using the Marketing Cloud ID service, the data is tied to a post_visid_high/low that is based on Marketing Cloud ID (MID).

77 Customer Attributes 77 Item Data feeds Description Customer attributes are not available in data feeds. Leveraging Multiple Data Sources When creating, modifying, or deleting customer attribute sources, there is a delay around one hour before IDs begin synchronizing with the new data source. The Alias ID for each customer attribute source must be unique. If you have multiple data sources that leverage the same ID, they should be set up as follows: In VisitorAPI.js or the Marketing Cloud ID tool in dynamic tag management: Set two customer IDs that will correspond to the appropriate data sources: Visitor.setCustomerIDs({ "ds_id1 :"123456", "ds_id2":"123456" }); (See Customer IDs and Authentication States for more information.) In the Marketing Cloud > Audiences > Customer Attributes: Create two customer attributes sources using the same unique alias IDs. Using this method allows the same reference ID to be sent to multiple customer attribute sources. Create a customer attribute source and upload the data file An example of how to create the customer attribute source and upload the data. You also activate the data source when you are ready. After the data source is active, you can share attributes to Marketing Cloud solutions. Customer Attributes Workflow 1. Create a data file 2. Create the attribute source and upload the data file 3. Validate the schema 4. Configure subscriptions and activate the attribute source After the data source is active, you can: Use customer attributes in Adobe Analytics Use customer attributes in Adobe Target Important: To access this feature, Marketing Cloud users must be added to the Adobe Customer Attributes group (Administration > Enterprise Dashboard > Group Management). Users that are added to the Customer Attributes group will see the Customer Attributes menu item on the left side of the Marketing Cloud interface

78 Customer Attributes 78 Create a data file This data is enterprise customer data from your CRM. The data might include subscriber data for products, including member IDs, entitled products, most-launched products, and so on. 1. Create a.csv. Note: Later in this process, you will drag-and-drop the.csv to upload the file. However, if you upload via FTP, you also need a.fin file with the same name as the.csv. Sample enterprise customer data file: 2. Before continuing, review the important information in Data File Requirements, before you upload the file. 3. Create a customer attribute source and upload the data file, described below. Create the attribute source and upload the data file Perform these steps on the Create New Customer Attribute Source page in the Marketing Cloud. Note: When creating, modifying, or deleting customer attribute sources, there is a delay of up to one hour before IDs begin synchronizing with the new data source. 1. In the Marketing Cloud, click Audiences > Customer Attributes. The Customer Attributes Sources page is where you can manage and edit existing attribute data sources.

79 Customer Attributes Click New. 3. On the Edit Customer Attribute Source page, configure the following fields: Element Name Description A friendly name for the data attribute source. Description (Optional) A description four the data attribute source. Alias ID The Alias ID represents a source of customer attribute data, such as a specific CRM system. A unique ID that is used in your Customer Attribute Source code.the ID should be unique, lowercase, with no spaces. The value that is entered in the Alias ID field for a customer attribute source in the Marketing Cloud UI should match the values that are being passed in from the implementation (whether via dynamic tag management or JavaScript of the Mobile SDK.)

80 Customer Attributes 80 Element Description The Alias ID corresponds to certain areas where you set additional Customer ID values. For example: Dynamic tag management: The Alias ID corresponds to the Name value under Customer Settings, in the Marketing Cloud ID Service tool. Visitor API: The Alias ID corresponds to the additional Customer IDs that you can associate with each visitor. For example, "crm_id" in: "crm_id":" " ios: The Alias ID corresponds to "idtype" in visitorsyncidentifiers:identifiers. For example: [ADBMobile Android: The Alias ID corresponds to "idtype" in syncidentifiers. For example: identifiers.put("idtype", "idvalue"); See Leveraging Multiple Data Sources for additional information about data processing regarding the Alias ID field and Customer IDs. File Upload You can drag-and-drop the.csv data file, or upload the data via FTP. (Using FTP also requires a.fin file.) See Upload the Data via FTP. Important: Specific data file requirements exist. See Data File Requirements for more information. After uploading the file, table data is displayed under the File Upload heading on this page. You can validate the schema, configure subscriptions, or set up the FTP. File Upload Graphic

81 Customer Attributes 81 Value Unique Customer ID Description Displays how many unique IDs you have uploaded to this attribute source. Customer-Provided IDs Aliased to Marketing Cloud Visitor IDs Displays how many IDs have been aliased to Marketing Cloud Visitor IDs. Customer-Provided IDs with High Alias Counts Displays the count of customer-provided IDs with 500 or more aliased Marketing Cloud Visitor IDs. These customer-provided IDs most likely do not represent individuals but rather some sort of shared login. The system distributes the attributes associated with these IDs to the 500 most recent aliased Marketing Cloud Visitor IDs, until the alias count reaches 10,000. At that time, the system invalidates the customer-provided ID an no longer distributes associated attributes. Validate the schema The validation process lets you map display names and descriptions to uploaded attributes (strings, integers, numbers, and so on). See Validate the schema. Configure subscriptions and activate the attribute source Configuring a subscription sets up the data flow between the Marketing Cloud and solutions. Activating the attribute source allows the data to flow to subscribed solutions. The customer records you have uploaded are matched up with incoming ID signals from your web site or application. See Configure subscriptions. To activate an attribute source On the Create New [or Edit] Customer Attribute Source page, locate the Activate heading, then click Active. Use customer attributes in Adobe Analytics With the data now available in solutions like Adobe Analytics, you can report on the data, analyze it, and take the appropriate action in your marketing campaigns. The following example shows an Analytics segment based on the uploaded attributes. This segment shows Photoshop Lightroom subscribers whose most-launched product is Photoshop.

82 Customer Attributes 82 When you publish a segment to the Marketing Cloud, it becomes available in Marketing Cloud audience and Audience Manager. See Customer Attributes Report in Analytics help for more information. Use customer attributes in Adobe Target You can create an audience segment in Analytics that includes customer attributes in the segment definition, and then share that audience with Target. Here, you create an A/B Test activity using the desired Analytics report suite.

83 Customer Attributes 83 See Create an A/B Test in Target help. Optional - Upload the data file via FTP If you do not upload using drag-and-drop, you can upload customer attribute data via FTP to the Marketing Cloud. You can upload the data after you create a customer attribute source and an FTP account in the Marketing Cloud. You create one FTP account per attribute source. The uploaded files are stored in the root folder of that account. The data must be in.csv format, with a second.fin file to indicate the upload is complete. Important: Review About data file and data sources for customer attributes before uploading the file. File uploads to the customer attributes FTP site can be done via FTP or SFTP. You need a client that supports SFTP connections. You can connect with SFTP using either username/password or using no password, as described here. To upload the data file via FTP 1. Create a customer attribute source and upload the data file. Ensure that you are logged in to your FTP site at ftp.adobe.com/<sftpname>. 2. Click Actions > File Upload. 3. Upload a.fin file, so that your file can be retrieved. The file type.fin is user-created and signals that the upload is finished. It can be a blank notepad file. For example, if you upload crs123.csv, you also upload crs123.fin. If the upload is successful, both files are moved to a folder called processed. See About data file and data sources for customer attributes for important information about file names and structure.

84 Customer Attributes 84 Validate the schema The validation process lets you map display names and descriptions to uploaded attributes (strings, integers, numbers, and so on). A schema is created based on these settings. The schema is used to validate all future data uploaded to this data source. This mapping process does not alter the original data. Customer Attribute Source > Create New Customer Attribute Source > View/Edit Schema On the Validate Schema page, each row of the schema represents a column of the uploaded CSV file. Element Add Data Description Lets you upload new attribute data to this data source. View/Edit Schema Map display names to the attribute data, as described in the next step. FTP Setup Lets you upload the data via FTP. ID Lookup Enter a Customer ID (CID) from your.csv to look up Marketing Cloud information for the ID. This feature is useful for troubleshooting why attribute data is not displaying for a visitor:

85 Customer Attributes 85 Element Description MCID (Marketing Cloud ID): Displays if you are using the latest Marketing Cloud ID service. If you are on the MCID service but no IDs are listed here, the Marketing Cloud has not received an alias for that CID. Meaning, the visitor has not logged in, or your implementation is not passing that ID through. CID (Customer ID): The attributes associated with this CID. If you are using a prop or evar to upload CIDs (AVID), and you see attributes displayed but no AVID, this indicates that the visitor has not logged in to your site. AVID (Analytics visitor ID): Displays if you use a prop or evar to upload CIDs. If those IDs are being passed to the Marketing Cloud, any visitor IDs associated with the CID you entered are displayed here. You can also upload data via FTP after you create a customer attribute source and an FTP account in the Marketing Cloud. You create one FTP account per attribute source. The uploaded files are stored in the root folder of that account. The data must be in.csv format, with a second.fin file to indicate the upload is complete Note: The names you apply to strings, integers, and numbers are used to create Analytics metrics. See Customer Attributes Report in Analytics help for more information.. Element Attribute Description Attribute data read from the uploaded.csv file. Type The data type, such as: String: A sequence of characters. Integers: Whole numbers. Numbers: Can have up to two decimal places. Display Name A friendly name for the attribute. For example, you might change an attribute customer age to Customer Since. Description A friendly description of the attribute. Configure subscriptions Configuring a subscription enables the data flow between the Marketing Cloud and solutions. For example, an Analytics subscription enables attribute data in reports. Customer Attribute Source > Create New Customer Attribute Source > New

86 Customer Attributes 86 Element Solution Description The Marketing Cloud solution, such as Analytics. Report Suite The report suites from marketing reports & analytics. You cannot add more than a total of 10 report suites to the Analytics subscriptions within a single attribute source. When choosing which report suites to include, consider the following suggestions: Choose report suites that have a common set of authenticated customers. If the authenticated customers in one report suite do not overlap with the authenticated customers in another report suite, separate these report suites into different attribute sources. If possible, the report suites included in an attribute source should have similar traffic volume. If you have more than 10 report suites that have a common set of authenticated customers, you can configure additional customer attribute sources, each with up to 10 report suites. Attributes to Include The attributes you want to send to Analytics, such as or name. Privacy Considerations - Customer Attributes Considerations and best practices regarding personally identifiable information (PII) uploaded and used in the Adobe Marketing Cloud. Customer Relationship Management (CRM) databases often contain PII. The definition of PII varies from region to region. Generally, PII means identifiable information about an individual consumer that is collected online by the operator from that individual. PII data is maintained by the operator in an accessible form, including attributes like:

87 Customer Attributes 87 such as first and last name, a home or other physical address, an address, a telephone number, a social security number, or any other identifier that permits the physical or online contacting of a specific individual. First and last name Home or other physical address address Telephone number Social Security Number Other identifier that permits physical or online contacting of an individual. (Varies by location. Please verify and comply with local laws and regulations related to privacy and PII for all of the places where you do business.) Adobe provides tools that allow advertisers to collect behavioral information about consumers that visit their sites or use their applications. Adobe also provides tools allow advertisers to enhance this information with offline or external customer records that the advertiser may have within other information management systems. One common reason advertisers do this is to improve the information available when making consumer-appropriate marketing and advertising decisions. Adobe Analytics allows its advertisers to upload personally identifiable information (PII), such as addresses, only after it has been hashed to make it impossible to use for contacting the individual. Hashed information can still be used for analysis and for marketing purposes. As a reminder, Adobe prohibits advertisers from sending sensitive personal information to Adobe Analytics, such as medical records, financial account information, and information about minors. Adobe realizes that these types of marketing and advertising decisions may have consumer privacy implications, which is why Adobe has built in privacy controls to help advertisers meet their consumers' expectations. Adobe recommends its advertisers carefully consider which information is appropriate to use for marketing purposes and in which circumstances the advertiser has permission to use such information. Best Practices When uploading PII to Adobe Analytics, Adobe recommends that the customer hashes PII prior to uploading it to Adobe. Hashed information can still be used for analysis and for marketing purposes. As a reminder, Adobe prohibits advertisers from sending sensitive personal information to Adobe Analytics, such as medical records, financial account information, and information about minors. Adobe recommends its advertisers carefully consider which information is appropriate to use for marketing purposes and in which circumstances the advertiser has permission to use such information. As consumer privacy law remains in flux, Adobe recommends that advertisers respect three common tenets: 1. Do what you say (in your privacy policy). 2. Say what you do (in your privacy policy). 3. Do not surprise your consumers. With these expectations in mind, Adobe recommends that when an advertiser associates browsing activities to PII, the advertiser provides notices or personalization indicating that the consumer is authenticated. An example of this is including a greeting within the header of the website. Adobe also recommends that advertisers describe in its privacy policy what type of browsing information it associates with PII and under what circumstances browsing information is associated with PII. Lastly, Adobe strongly recommends advertisers review the opt-out choices they provide their consumers to understand whether and how they can use unauthenticated profile information post opt out.

88 Feeds 88 Feeds The Adobe Marketing Cloud Feed is an aggregation of cards that you create or that have been shared with you by other users. The Feed might be empty the first time you log in to the Marketing Cloud. As you create boards and cards, and other users share content with you, the Feed will automatically populate to help you and your team members keep up to date. Cards in the Feed are ordered from newest to oldest. Newly created cards automatically display in the top left corner of the Feed. Additionally, cards with new annotations from you or other users are moved to the top left corner to make them more prominent. You cannot manually re-order cards in the Feed. In the feed, you can monitor the latest changes in your assets and campaign's performance at a glance, and navigate to a more detailed information of each individual card.

89 Embedding Content 89 Embedding Content You can embed content from a web page into the Marketing Cloud. In Administration, drag the Share to Adobe Marketing Cloud button to your browser's bookmark toolbar. When you are on a web page that supports embedded content (such as help topics), click Share to Adobe Marketing Cloud in the toolbar.

90 Exchange Marketplace 90 Exchange Marketplace The Marketing Cloud Exchange Marketplace is a single destination where you can search, browse, select, pay, and download Digital Marketing extensions via apps. Apps include data connectors, custom configurations to Adobe's core product, 3rd party applications, reports, and Marketing Cloud cards. Marketing Cloud > Help > Exchange Download SDKs, read documentation, and submit applications to Digital Marketing for review. Customers can search, select, and install Digital Marketing extensions. Administrators can configure downloaded applications. Review developer submissions, browse application, and comment or rate each application. Decline or approve applications. Publish in the Marketing Cloud. Search and filter by category, company, type, user, and more. See Marketing Cloud Exchange for more information.

91 Terminology Reference 91 Terminology Reference A terminology reference for new Marketing Cloud users, and how those terms are used in Creative Cloud. Term Asset Creative Cloud In the Creative Cloud, an asset is typically an image file. Assets can be layers in a Photoshop file, slides in a PowerPoint file, pages in a PDF, files in a ZIP. Marketing Cloud In the Marketing Cloud, an asset is a digital document, image, video, or audio that can have multiple renditions and can have sub-assets. Examples include: File Document Image Video Audio Clip Presentation Image Template Video Template Audiences In the Creative Cloud, an audience can be the person viewing a video. In the Marketing Cloud, audiences are collections of people that we can target in our campaign activities. The membership in an audience can be determined based on a set of rules, operating on the visitor's Context, or based on a fixed list. For example, a list of subscribers or members in a Facebook group. In Marketing Cloud Audiences, creating and managing audiences is similar to creating and using segments, with the addition of the ability to share them to the Marketing Cloud. Adobe Target In Target, audiences were formerly called segments. Adobe Analytics In Analytics, audiences can be thought of as visitors to a web site. You can create audience segments and publish the audience to the Marketing Cloud. Board In the Creative Cloud, a board can be an art board, such as in Illustrator. In the Marketing Cloud, you create boards to collect and curate cards that contain images or

92 Terminology Reference 92 Term Creative Cloud Marketing Cloud reports from Marketing Cloud solutions, such as Analytics or Social. You can keep your boards private or you can share them with other users. You or users with whom you have shared the board can add comments to the cards or annotate the cards by drawing directly on them. Campaigns In the Creative Cloud, a campaign can be thought of as a marketing campaign that uses Creative Cloud image assets. In the Marketing Cloud, campaigns determine what content is displayed to the audience. It also determines where (location) the content is displayed, and when. A campaign has a specific goal, which is tracked by metrics. Running a campaign requires matching the visitor's context with the rules set in the campaign, and the delivery of content according to the technical constraints of the location's channel. In Adobe Target, the terms campaign and activity are synonymous. Capability No special use. In Marketing Cloud, capabilities refer to functionality within solutions (or products). For example, marketing reports & analytics is a capability within the Analytics solution. See About Core Services and Solutions. Card In the Creative Cloud, a card is something you print, like a greeting card. In the Marketing Cloud, cards are collaboration tools based on content and assets. They display in the Feed or a Board and show activity, such as leaving or viewing a comment on the card, sharing the card or asset, and following or unfollowing an asset. See Cards Channel In the Creative Cloud, channels might be grayscale images that store different types of information. They are information channels and color channels. In the Marketing Cloud, a channel is an attribute of a location, or an activity in a campaign. In Analytics, marketing channels are commonly used to provide insight on how visitors arrive on your site, such as via campaigns. Examples include:

93 Terminology Reference 93 Term Creative Cloud Marketing Cloud Display Ads Social Networks Paid Search Natural Search Referring Domains Collaboration and Sharing You can share assets within Adobe Experience Manager (AEM) Assets with the Marketing Cloud and Adobe Creative Cloud. See Assets and Sharing In the Marketing Cloud, you can posts a care to your Feed (and add it to a board, or a collection of cards). All subscribers get a card for that post on their Feed page. For example when reporting on the success of some mass mailing for a particular campaign, an Analytics report is posted (shared) with the campaign's board. Subscribers to that board will see a corresponding card on their board. Context Typically refers to a menu or information available relative to a selection or task being performed. Context describes the details of a visitor's current interaction with a digital property. Examples of context include the position of their mouse, the state of a form field, the value of their shopping cart, or the device that they are using. Dynamic tag management provides the most robust context detection and service activation capability on the market today and provides the contextual component of profile and audience services. Content In the Creative Cloud, content refers to text and images on a page. The term is similarly used between the Creative and Marketing Clouds. In the Marketing Cloud, content refers to marketing content that can be used as part of a Campaign, to support a specific goal. Content is used in specific Locations and can be comprised of Assets. Content can be structured, such as product information, or unstructured, such as a web page or a screen in a mobile application. Examples include: Web pages Banners Status updates Comments Text ads

94 Terminology Reference 94 Term Creative Cloud Marketing Cloud Product information Product reviews Form data Documents in a search index Social posts Articles Publications Feed The Creative Cloud home is similar to the Marketing Cloud feed. In the Marketing Cloud, a feed is an aggregation of cards that you create or that have been shared with you by other users or from Adobe Marketing Cloud solutions. The Feed might be empty the first time you log in to the Marketing Cloud. As you create boards and cards, and other users share content with you, the Feed will automatically populate to help you and your team members keep up to date. See Feeds. The home is a desktop client can be defined as the sum total of activities that took place on your Creative Cloud account. Activities include installing and updating of software, fonts, any activity on Behance, and all activity pertaining to a file uploaded. Linking No special use. Linking refers to hyperlink navigation, and linking items like fonts, properties, layers, and so on. In Marketing Cloud, linking usually refers to linking different solution accounts to the interface. See Organizations and Account Linking. Linking also refers to standard URLs for Analytics reports sent to other users. Locations In the Creative Cloud, location refers to file locations, or a location on an open image or document. In the Marketing Cloud, locations are where content is being seen (and can be interacted with) by Audiences. The association between Locations and Content can be more or less

95 Terminology Reference 95 Term Creative Cloud Marketing Cloud static, or can be managed dynamically according to the rules of a Campaign. A location always belongs to a specific Channel that determines how Content can be delivered and how Metrics can be collected. Examples include: Sites Properties (Social) Display inventory Landing pages Mobile applications Slots (video) Metrics Not generally used in the Creative Cloud. Aggregate numbers about key concepts and goals. In Analytics, metrics are quantitative information about visitor activity, such as Views, Click-Throughs, Reloads, Average Time spent, Units, Orders, and Revenue. See Metric Descriptions. Organization Not generally used in the Creative Cloud. An Organization is the entity that enables an administrator to configure groups and users, and to control single sign-on in the Marketing Cloud. Most often, the Organization is the billing company, such as Acme Corp. See Organizations. Portfolio An assembly of multiple files or assets. A container of Campaigns. Schedule May refer to a sequence of scenes in Adobe Story, or scheduled tasks in ColdFusion. In the Marketing Cloud, a schedule is the start date (year, month, day) and an end date for activating campaigns, channels, and activities. Activity schedules have a granularity down to the minute. Changing a schedule creates a card. Examples include: Campaign schedules Channel schedules Activity schedules

96 Terminology Reference 96 Term Creative Cloud Marketing Cloud Sharing In Creative Cloud, you can share files externally across platforms (social, communities, s, and so on). In Marketing Cloud, you can share an asset as a card only, within boards inside the interface. Sharing is available to those who are logged in to the site. Solution No special use. In Marketing Cloud, solutions are known as products like Analytics, Social, Target, and so on. See About Core Services and Solutions.

97 Administration 97 Administration Manage users and groups in the Marketing Cloud. Marketing Cloud > Administration > Launch Enterprise Dashboard Contact Customer Care if you are an administrator but do not see the Administration link. Element Users Description Add users to your organization. s are sent to invited users. See Groups Create a group, and add users to the group.you can enable access to a solution at the group level. For example, you can create a group that has Analytics rights, and add users to the group. See Group Management Identity View and manage identity types, password policies, and login restrictions. Implementation Manage Creative Cloud users for asset sharing. See Share Marketing Cloud Folders and Assets with Creative Cloud. oembed Bookmarklet Embed content from a web page into the Marketing Cloud. See Embedding Content. Marketing Cloud ID The Marketing Cloud Organization ID. This is the ID associated with your provisioned Marketing Cloud company. An Organization is the entity that enables an administrator to configure groups and users, and to control single sign-on in the Marketing Cloud. This ID is a 24-character alphanumeric string. is required as part of the Organization ID for implementing the Marketing Cloud visitor ID service.

98 Release Notes 98 Release Notes Features, release notes, and known issues for the Marketing Cloud interface. Release July Release June Release May Release April Release March Release March Release February Release January Release November Release October Release September Release August Release July Release June Release May Release April Release March Release February For a list of documentation updates, see Documentation Updates - Marketing Cloud. For release notes covering all solutions, see Marketing Cloud Release Notes. Release July Fixed an issue that prevented attribute descriptions specified on the View/Edit Schema page (in customer attributes) from being updated in Analytics reports. (MAC-25985) Fixed an issue preventing the thumbnails from rendering for uploaded assets. (MAC-25863) Fixed an issue that prevented new segments created in reports & analytics from being available in Marketing Cloud Audiences. (MAC-25817) Fixed an issue that prevented audience sharing from Analytics, when using the visitor ID service. (MAC-25788, MAC-25747) Added support for multibyte characters in customer attributes. (MAC-25552) Known Issue A known issue is causing duplicate auto-generated accounts to be created in Audience Manager, and automatically linking them to a user's Marketing Cloud identity. This issue occurs if you attempt to navigate to Audience Manager before linking your accounts. Adobe recommends that you link your Audience Manager accounts to the Marketing Cloud before navigating to Audience Manager. (MAC-25640) Release June Improvement Solution access page. Description A new page is available that lets you select another solution for login if the Marketing Cloud, or the solution you need, is down for maintenance. Fixes

99 Release Notes 99 Customer attributes - Edit Schema page: fixed an issue that was preventing the saving of a schema, and issuing an error. Known Issue Customer attributes - Edit Schema page: fixed an issue causing a Content Aware error that was issued when changing a display name. Release May Feature Left navigation updates Description The left navigation menus have been updated and arranged to provide access to all of the core services and solutions. Notable changes include: The Audience Library and Customer Attributes menu selections are now located under Audiences. The Exchange menu selection was moved from the Help drop-down menu to the left navigation rail. Solutions has been removed. You can launch all solutions from the bottom half of the navigation rail. See About Core Services and Solutions for descriptions of the selections in the lefthand navigation menu. Fixed an issue preventing customer attributes from syncing for some customers. Fixed an issue preventing Adobe Target Product Documentation page from displaying in Japanese. Fixed an issue preventing the use of Japanese text in comments between the Creative Cloud and the Marketing Cloud. Release April Feature Administration improvements: Enterprise Dashboard Enterprise and federated ID support Description User and group management functionality has been moved to the Enterprise Dashboard. The new navigation path is: Marketing Cloud > Administration > Launch Enterprise Dashboard Also, support for enterprise and federated IDs has been added. You can use enterprise IDs, federated IDs, and Adobe IDs in the same enterprise deployment. For example, use Adobe IDs for users who may use other Adobe product and services. Use enterprise or federated IDs for users where you want to strictly manage their accounts. See Users and Groups - Identity Management. Fixes Fixed an issue preventing single sign-on between the Marketing Cloud and Media Optimizer. Known Issues Linking and unlinking your dynamic tag management organization with the Marketing Cloud is not working for newly created Marketing Cloud organizations. We are working to fix this and restore normal functionality with the May

100 Release Notes 100 release. If you experience problems when trying to single-sign on into dynamica tag management via the Marketing Cloud, use the legacy login at dtm.adobe.com. A known issue is preventing audience sharing from report suites which are not owned by the linked Analytics account. Remedial efforts are underway Release March Feature Customer Attributes Description If you capture enterprise customer data in a customer relationship management (CRM) database, you can upload the data into a customer attribute data source in the Marketing Cloud. After the data is uploaded, you can run Visitor Profile > Customer Attributes reports in Analytics. You can also use the uploaded data as an audience segment in Adobe Target. See Customer Attributes product documentation. For information about modernizing your solutions for core services, see Core Services - Enabling Your Solutions. Release March Feature Group Mapping Description The Group Management page has been redesigned as an administrative interface that lets you create groups, add users to groups, and apply permissions across Marketing Cloud solutions. One-to-many mapping When linking solution accounts in the Marketing Cloud, if you have multiple solutions and organizations, you can now map multiple products and services to a single organization. See Organizations and Account Linking. Activation Activation now displays in the left navigation in the Marketing Cloud. Activation is a Marketing Cloud core service currently comprised of the dynamic tag management technology, and directs you there when clicked. Documentation Updates - Core Services Added the topic Core Services - Enabling Your Solutions to assist you with implementing core services. Release February Fixes: Improved the user invitation workflow for account provisioning. Fixed an asset folder issue preventing Marketing Cloud and Adobe Campaign assets from displaying identical folder hierarchies. Fixed an issue preventing the deletion of audiences that were part of deactivated Target activities. Fixed an issue preventing the Add (plus) icon from displaying under Rules on the Create New Audience page.

101 Release Notes 101 Improved Marketing Cloud interface support for Internet Explorer 9. Release January New features and fixes in the Adobe Marketing Cloud collaboration and sharing interface. Feature Read-only access. Description Administrators can now grant non-administrative users read-only access. Fixes Fixed an issue in which PNG files could not be rendered on a card. Fixed an issue with uploading files to Marketing Cloud Assets via drag and drop. Known Issues Users are not able to share PowerPoint files on boards. Group and entitlement changes made in User Management take effect only after a new login. Some users might have issues uploading large file-types to Marketing Cloud Assets. Users might be missing links on their Marketing Cloud cards from Media Optimizer. Some administrative users might experience issues linking their accounts after accepting an invitation to join the Marketing Cloud. Marketing Cloud interface can reduce in performance when in parallel use by multiple users. Some users are able to delete an out-of-date asset instead of receiving an error notification. Some users might experience issues when logging into two browsers with the same Adobe ID. simultaneously. Some users might be unable to re-add a Creative Cloud user to a shared folder after the Creative Cloud user has been deleted. Some users might experience a delay in the notification that occurs when a folder is shared from the Marketing Cloud to Creative Cloud. Some users might experience an issue sharing a folder between the Marketing Cloud and Creative Cloud. Some users may have trouble creating an audience within an Analytics report suite after shared audiences have been enabled. Some users may have trouble uploading assets to a board. Release November Known issues: Some users are able to delete an out-of-date asset instead of receiving an error notification. Some.png files cannot be rendered on a card. Some users may have trouble uploading assets to a board. Group and entitlement changes made in user management only take effect after a new login. Admins must log out and back in to see a some changes made in Account Settings. User are not able to share PowerPoint files on boards. Marketing Cloud interface can reduce in performance when in parallel use by many users. Adobe Experience Manager to Creative Cloud synchronization is not working. Release October New features and fixes in the Adobe Marketing Cloud collaboration and sharing interface.

102 Release Notes 102 Feature Edit User Permissions Description Owners of a board can now edit user permissions on the particular board. 1. On the board, click Settings. 2. Next to each owner, specify Owner, Viewer, or Editor. Fixes Creating a card from a PDF and sharing it to the board was returning an error message. Known Issues Some users may have trouble uploading assets to a board. Some.png files cannot be rendered on a card. Group and entitlement changes made in user management only take effect after a new login. Some users may not be able to create a card from a PDF and share it to a board. Some users are able to delete an out-of-date asset instead of receiving an error notification. User are not able to share PowerPoint files on boards. Marketing Cloud interface can reduce in performance when in parallel use by many users. The Search&Promote linking is not available from the Organizations & Product Access page. Release September Fixes and Improvements When you navigate to marketing.adobe.com, the login experience is now consistent with Adobe's Creative Cloud login. On the Manage Organizations page, the linking experience (after an invite is received) is now consistent for each solution. Known Issues Group and entitlement changes made in user management only take effect after a new login. Some users may not be able to create a card from a PDF and share it to a board. Some users may have trouble uploading assets to a board. Some users are able to delete an out-of-date asset instead of receiving an error notification. User are not able to share PowerPoint files on boards. Some.png files cannot be rendered on a card. Marketing Cloud interface can reduce in performance when in parallel use by many users. The Search&Promote linking is not available from the Organizations & Product Access page. Some users may experience their Creative Cloud contents being removed from their folder, if the content is unshared in the Marketing Cloud. Release August New features and fixes in the Adobe Marketing Cloud collaboration and sharing interface. Feature Mobile Services Description You can now access Adobe Mobile Services from the left-hand navigation. New documentation URL Marketing Cloud help landing is now at:

103 Release Notes 103 Feature Description Please update your bookmarks. Known Issues Group and entitlement changes made in user management only take effect after a new login. Some users may not be able to create a card from a PDF and share it to a board. Some users may have trouble uploading assets to a board. Some users may not be able to log in from Target to Marketing Cloud. Some Audience Manager users cannot log into the Marketing Cloud. Some users are able to delete an out-of-date asset instead of receiving an error notification. Files deleted from Marketing Cloud are not being deleted from Digital Asset Management. User are not able to share PowerPoint files on boards. Some.png files cannot be rendered on a card. Marketing Cloud interface can reduce in performance when in parallel use by many users. The Search&Promote linking is not available from the Organizations & Product Access page. Some users may experience their Creative Cloud contents being removed from their folder, if the content is unshared in the Marketing Cloud. Release July New features and fixes in the Adobe Marketing Cloud collaboration and sharing interface. Feature Manage Organizations Description In Account Settings, click Manage Organizations, where you can link to a solution associated with that Organization. Known Issues Files deleted from Marketing Cloud are not being deleted from Digital Asset Management. Some Exchange users may find their names in the comments to be a long string ID instead of their names Some.png files cannot be rendered on a card Uploading files allows more file types than the drag-and-drop method. For best results, upload using Assets. The Search&Promote linking is not available from the Organizations & Product Access page. Exchange users must clear their cookies to improve their experience. Marketing Cloud interface can slow down when in parallel use by many users. Some users may experience their Creative Cloud contents being removed from their folder if the content is unshared in the Marketing Cloud. You will be logged out after 15 minutes of inactivity. Also, logging out in one location will log you out of the Marketing Cloud. Some users may not be able to link their Audience Manager accounts to Marketing Cloud. Exchange users can only see English in language selector. Fixes None to report.

104 Release Notes 104 Release June New features and fixes in the Adobe Marketing Cloud collaboration and sharing interface. Improvement Feature Save button in Audiences Description When you create an audience, the Save button on the Create New Audience page is now disabled until all the required fields are completed. Known Issues Files deleted from Marketing Cloud are not being deleted from Digital Asset Management. Uploading files allows more file types than the drag-and-drop method. For best results, upload using Assets. The Search&Promote linking is not available from the Organizations & Product Access page. Filters applied to trended reports from Analytics are not applied to cards in the Marketing Cloud. Some users are not able to link their audience management account with their Marketing Cloud account. You will be logged out after 15 minutes of inactivity. Also, logging out in one location will log you out of the Marketing Cloud. Some Exchange users may find their names in the comments to be a long string ID instead of their names Fixes Fixed an issue preventing video upload to apps. Release May Feature Marketing Cloud Exchange Description Marketing Cloud > Help > Exchange The Marketing CloudExchange is a single destination where you can search, browse, select, pay, and download digital marketing extensions via apps. Apps include data connectors, custom configurations to Adobe's core product, 3rd party applications, reports, and Marketing Cloud cards. See Exchange Marketplace. Marketing Cloud Audiences Marketing Cloud > Audiences Audiences is where you create, edit, and manage audiences, similar to how you work with segments. For example, you can create a segment in reports and analytics, then share it to Marketing CloudAudiences. Once shared, the audience is available in Adobe Target for campaign activities, and in Adobe Audience Manager for segmentation. Note: To request enablement in Target, visit

105 Release Notes 105 Feature Improved permissions on card Description Users who are mentioned on Marketing Cloud cards now have permissions to that card. Scene7 account linking New Adobe users can link their Scene7 accounts to Adobe ID as well as their team members. Administrators can unlink users from Scene7 accounts as well. Asset synchronization. You can share assets within Adobe Experience Manager (AEM) Assets with Adobe Marketing Cloud and Adobe Creative Cloud such that any changes to these assets are reflected in the shared copies of the assets in Adobe Marketing Cloud and Adobe Creative Cloud. Fixes Marketing Cloud was not linking to Adobe Target. This issue occurred if the Adobe Target login can be used on multiple Target servers. Adobe Media Optimizer was not creating users automatically when the user has been created in Marketing Cloud. Data shared from Media Optimizer was misrepresented in the Marketing Cloud. Options in combo boxes used for adding new users temporarily disappeared while typing. The Comments link on asset card view was not clickable. After adding a custom tag to an asset, no other metadata changes were not persisting. Slow Marketing Cloud interface performance when in parallel use by many users. Deleting an image in Marketing Cloud Assets was not issuing a warning if the image was used in Adobe Target Essentials. When remember me was not selected during login, the user was logged out after 15 minutes. Users were having to log out and back in for all permission and entitlement changes to take effect. Logging in to the Marketing Cloud was taking longer than a second. For certain users, deleting files from the Marketing Cloud did not synchronizing with Digital Asset Management. Users were being logged out after only 15 minutes of browser inactivity. User were not able to share PowerPoint files on boards. Some users were experiencing poor visual layout in Internet Explorer 10 than other browsers. Release April Feature Create cards from help topics Description After you enable the Share to Adobe Marketing Cloud feature in your browser's Bookmark toolbar, you can now share help pages from the microsite URL. To share a help topic 1. In the Marketing Cloud, click Administration. 2. Drag the Share to Adobe Marketing Cloud button to your Bookmark toolbar. 3. Navigate to a help page (or remain on this one), then click Share to Adobe Marketing Cloud in your browser's Bookmarks toolbar. This step creates a card, which you can view in the Marketing Cloud.

106 Release Notes 106 Fixes After adding a custom tag to an asset, no other metadata changes can be persisted. Users have to refresh the board to make the deleted cards disappear from view. When Remember me is not selected during login, the user is logged out after 15 minutes Analytics solution landing page shows formatting errors. Users must log out and log back in for all permission and entitlement changes to take effect. Deleting an image, Assets does not warn if the image is used in Adobe Target Essentials. Comments link on asset card view is not clickable. Options in combo boxes for adding new users temporarily disappear while typing. Logging in to the Marketing Cloud takes longer than a second. Data shared from Media Optimizer is misrepresented in the Marketing Cloud. Adobe Media Optimizer does not create users automatically when user has been created in the Marketing Cloud. The Marketing Cloud cannot be linked to Adobe Target, if the Adobe Target login can be used on multiple Target servers. Marketing Cloud interface can slow down when in parallel use by many users. Search&Promote linking is not available from the Organizations & Product Access page. Adobe Media Optimizer simulation cards are not rendering correctly. Filters applied to trended reports from Analytics are not applied to cards in Marketing Cloud. Some Excel or CSV files cannot be uploaded to a board. Some PNG files cannot be rendered on a card. Some users may not be able to link their audience management account with their Marketing Cloud. Some users may experience error when sharing Analytics segments in the Marketing Cloud. Some users may not be able to drill down to subfolders in Asset Selector. Some users are not able to share AdLens gadgets in the Marketing Cloud. Release March Version is a maintenance release that focuses on speed, stability and security. It does not include major new features. Fixes Added the ability to remove your avatar image. Fixed an issue preventing you from unlinking your Adobe Media Optimizer accounts. Known Issues Deleting an image in Marketing Cloud Assets does not warn if the image is used in Adobe Target Essentials. Refreshing a card from Analytics can sometimes lead to an empty chart in the expanded card. Users must log out and log back in for all permission and entitlement changes to take effect. When Remember me is not selected during login, the user will be logged out after 15 minutes. Analytics solution landing page shows formatting errors. The Comments link on asset card view is not clickable. Marketing Cloud interface can slow down when in parallel use by many users Marketing Cloud cannot be linked to Adobe Target, if the Adobe Target login can be used on multiple Target servers. Logging in to Marketing Cloud takes longer than a second. After adding a custom tag to an asset, no other metadata changes can be persisted.

107 Release Notes 107 Adobe Media Optimizer does not create users automatically when user has been created in Marketing Cloud. Options in combo boxes for adding new users temporarily disappear while typing. Data shared from Media Optimizer is mis-represented in Marketing Cloud. Sharing Flickr images fails. Filters applied to trended reports from Analytics are not applied to cards in Marketing Cloud. Group and entitlement changes made in user management only take effect after a new login. Search&Promote linking is not available from Organizations & Product Access. User have to refresh the board to make the deleted cards disappear from view. Some Excel or CSV files cannot be uploaded to a board. Adobe Media Optimizer simulation cards are not rendering correctly. Some PNG files cannot be rendered on a card. Beta feedback cannot be submitted. Release February Feature OEmbed Description OEmbed sharing is now supported on more sites. Refresh Data The Refresh Data icon for a graph on a card is now hidden if the solution does not allow a data refresh. Fixes Fixed an issue that prevented shared Analytics reports from applying segment filters. Fixed an issue causing solutions to display on the Marketing Cloud Solutions page as linked, even if the solutions accounts were not linked. Fixed an issue that prevented Adobe Target customers in Asia from being able to click the Continue to Marketing Cloud button on the linking page. Fixed an issue that prevented the sharing of YouTube videos.

108 Documentation Updates - Marketing Cloud 108 Documentation Updates - Marketing Cloud Information about updates to the Marketing Cloud help. Date 3/2/2015 Description Added Core Services - Enabling Your Solutions 1/15/2015 Added Marketing Cloud Users can now share folders to the Creative Cloud and sync assets and comments across the two Clouds. See Asset Sharing. 7/17/2014 Added Frequently Asked Questions - Administrators for administrators. 5/22/2014 Added documentation for Audiences See Audiences 5/22/2014 Updated Administration - Users, Groups, Core Services, and FAQ for information about becoming an administrator in the Marketing Cloud. 5/22/2014 Added Exchange Marketplace.

109 Contact and Legal Information 109 Contact and Legal Information Information to help you contact Adobe and to understand the legal issues concerning your use of this product and documentation. Help & Technical Support The Adobe Marketing Cloud Customer Care team is here to assist you and provides a number of mechanisms by which they can be engaged: Check the Marketing Cloud help pages for advice, tips, and FAQs Ask us a quick question on Log an incident in our customer portal Contact the Customer Care team directly Check availability and status of Marketing Cloud Solutions Service, Capability & Billing Dependent on your solution configuration, some options described in this documentation might not be available to you. As each account is unique, please refer to your contract for pricing, due dates, terms, and conditions. If you would like to add to or otherwise change your service level, or if you have questions regarding your current service, please contact your Account Manager. Feedback We welcome any suggestions or feedback regarding this solution. Enhancement ideas and suggestions for the Analytics suite can be added to our Customer Idea Exchange. Legal 2015 Adobe Systems Incorporated. All Rights Reserved. Published by Adobe Systems Incorporated. Terms of Use Privacy Center Adobe and the Adobe logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. A trademark symbol (,, etc.) denotes an Adobe trademark. All third-party trademarks are the property of their respective owners. Updated Information/Additional Third Party Code Information available at