D&B Rev.Up ABX - Getting Started

Getting Started in the CDP

• What is the value of a Customer Data Platform?
• Why merge records and what does it mean?
• Why set a priority and what does it mean?
• Identity Resolution: How does the D&B CDP match and merge records?
• Planning Ahead of Loading Data in a CDP
• Glossary

Admin

• User Roles & Permissions
• Using Teams to Control User Access to Segments, Models and Campaigns
• Single Sign On (SSO) to the CDP
• Configuring Business Calendar
• Managing Attributes
• Create Attribute Groups for Data Export Templates

Automating Data into the CDP

• Data Volume & Refresh Cadence Limitations
• Connectors for Automated Data Import
• Setting Up Import Automation Using AWS S3
• Activate & Pause automated data import

Data Import How To: Accounts & Contacts

• Introduction to Data Import
• Importing Accounts and Account Data
• Importing Contacts and Contact Data

Using the D&B Rev.Up ABX Explore Module

• Understanding the Data Available between CDP and Explore Module
• Configure the Explore Module to Connect to CDP
• How to Use the Explore Module
• Sending Segments to the Explore Module from CDP

Data Import How To: Event & Engagement Data

• Using Event Data to Power Campaigns
• Importing Opportunity Data from CRM
• Importing Web Visit Data
• Importing Marketing Activity Data from MAP
• Controlling Web Visit and Intent Data Matching
• Importing Sales Activity from Salesforce (BETA)

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Data Import How to: Products & Purchases

• Importing Product Purchases
• Importing Product Bundles
• Importing Product Hierarchy
• Configuring Product Spend Profile Attributes

Data Management

• Deleting Data
• Viewing Templates or field mappings
• Managing Process and Analyze Jobs

Data Cloud

• Data Cloud Attributes
• Website Profile Category Re-Classified as Premium Attribute Group
• Improved Tech Install Data
• COVID-19 Premium Data Package
• Data Cloud Categories
• Industry Classification

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Onboarding & Implementation

• D&B Rev.Up ABX for Ads Post-Purchase Journey
• D&B Rev.Up ABX for Email Post-Purchase Journey
• D&B Rev.Up ABX for Sales Post-Purchase Journey
• D&B Rev.Up ABX for Web Post-Purchase Journey
• D&B Rev.Up ABX Post-Purchase Journey
• D&B Rev.Up for Web Essential - Onboarding Guide