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New Participant
July 16, 2019
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Authenticating multiple CRM sources in one profile merge

  • July 16, 2019
  • 2 replies
  • 3886 views

Hello everyone,

When adding multiple offline data sources to a profile merge rule, I want to understand whether this requires the same authentication ID across each of the different data sources or whether this can be different per data source.

Link: Profile Merge Rules Dashboard

Example screenshot in the documentation:

I have a scenario whereby customers can authenticate using different IDs across my companies digital real-estate:

Website 1 = ID A

Website 2 = ID B

APP 1 = ID A

APP 2 = ID C

APP 3 = ID D

Many thanks,

Pete

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Best answer by Ankita_Sodhi

Hello petej6570607​,

You need same ID to be synced with all datsources in your PMR that way you will be able to identify the same user.

2 replies

Ankita_Sodhi
Ankita_SodhiAccepted solution
Employee
July 17, 2019

Hello petej6570607​,

You need same ID to be synced with all datsources in your PMR that way you will be able to identify the same user.

kumararajak
New Participant
July 17, 2019

Hi Pete,

From my understanding, i guess its requires the same authentication ID across each of the different data sources

Find detail here: Create a Profile Merge Rule

Example: Does Profile Merge Rules capture a second device if it has not been authenticated?

General Use Cases for Profile Merge Rules

Regards,

Kumararaja K