Dynamic Yield By Mastercard Audiences Destination

Dynamic Yield by Mastercard helps businesses deliver digital customer experiences that are personalized, optimized, and synchronized. With Dynamic Yield’s Experience OS, you can algorithmically match content, products, and offers to each individual customer to increase revenue, build customer loyalty, and gain a sustainable competitive advantage.

This destination is maintained by Dynamic Yield by Mastercard. For any issues with the destination, contact the Dynamic Yield support team.

Getting started

Dynamic Yield by Mastercard Audiences is an Audience Destination which must be first connected to an Engage Space before it can be connected to individual Engage Audiences. The steps below outline how to connect the Destination to an Engage Space and then to an Audience.

Enable IP allowlisting

Dynamic Yield requires that data sent by Segment originate from a fixed IP range. As a prerequisite to using the Dynamic Yield by Mastercard Audiences Destination, Segment Business Tier customers must enable the IP Allowlisting feature on their workspace. This feature is only available for Segment Business Tier customers.

To enable IP allowlisting:

1. Navigate to Settings > Workspace Settings > Destination IP Settings in your Segment workspace.
2. Click Enable IP allowlisting to enable the feature.

Create an instance of the Dynamic Yield Destination

1. From your Segment workspace, navigate to Connections > Catalog.
2. Use the search field to find the Dynamic Yield by Mastercard Audiences Destination, then select it.
3. Click Add destination.
4. Select the Engage Space you’d like to connect your destination to and click Next.
5. Enter a name for your destination and click Create destination.

Configuring Basic Settings

1. Provide the Section ID and Connection Key on the Settings tab for your Dynamic Yield by Mastercard destination.
2. Enable the Destination using the toggle, then click the Save changes button.

Create and configure a Mapping

You must first create, configure, and enable a Mapping before connecting your Audiences to the Dynamic Yield by Mastercard destination.

1. Navigate to the Mappings tab in the Dynamic Yield by Mastercard Destination.
2. Click New Mapping and select the Sync Audience Action.
3. Ensure that the only condition to trigger the mapping is Event Type is Track (remove the Event Type is Identify condition, if present).
4. Click Save.
5. Enable the Mapping from the Mappings tab using the Status toggle.

Once these steps have been completed you can connect Audiences to the Destination.

Connecting Audiences to the Dynamic Yield by Mastercard Destination

1. Navigate to your Engage Space > Audiences.
2. Select the Audience you’d like to sync to your Dynamic Yield by Mastercard Audiences destination.
3. Click + Add destination, select the Dynamic Yield by Mastercard Audiences Destination you connected earlier, and click Add Destination.
4. On the Audience Settings panel, provide a value for the following fields:
   • Audience Name: The name Segment uses when creating the Audience in Dynamic Yield.
   • Identifier Type: Select userid, anonymousid, or email. * See Customized Identifier Setup for how to configure identifiers other than userid, email or anonymousid.
5. Enable the Send Track toggle. You don’t need to change the Enter Event or Exit Event fields, as these are not used by this Destination.
6. Click Default Setup panel under Event settings.
7. Click Save and then click Add Destination.

The Destination is now connected to your Audience and starts syncing data to Dynamic Yield.

Customized Identifier Setup

The Dynamic Yield Audience Destination can accept identifiers other than userId, anonymousId or email. However, this requires some additional configuration steps when connecting the Audience to your Dynamic Yield Audiences Destination.

1. When connecting your Audience to the Dynamic Yield Audiences Destination, select the Customized Setup panel under Event Settings.
2. ClickAdd identifier then select the identifier type you’d like to use.
3. Provide a name for the identifier in the Identifier in destination field.
4. Scroll back up to the top of the Audience Settings panel and ensure that the Identifier Type field contains the name of the identifier you configured in the Customized Setup panel.
5. Click Save and then click Add Destination button.

The Destination is now connected to your Audience and starts syncing data to Dynamic Yield with the specified custom identifier.

Destination Settings

Available Actions

Build your own Mappings. Combine supported triggers with the following Dynamic Yield by Mastercard Audiences-supported actions:

• Sync Audience

Sync Audience

Sync Segment Engage Audiences to Dynamic Yield

Sync Audience is a Cloud action. The default Trigger is: type = "identify" or type = "track"

Click to show / hide fields

Engage

You can send computed traits and audiences generated using Engage to this destination as a user property. To learn more about Engage, schedule a demo.

For user-property destinations, an identify call is sent to the destination for each user being added and removed. The property name is the snake_cased version of the audience name, with a true/false value to indicate membership. For example, when a user first completes an order in the last 30 days, Engage sends an Identify call with the property order_completed_last_30days: true. When the user no longer satisfies this condition (for example, it’s been more than 30 days since their last order), Engage sets that value to false.

When you first create an audience, Engage sends an Identify call for every user in that audience. Later audience syncs only send updates for users whose membership has changed since the last sync.

Settings

Segment lets you change these destination settings from the Segment app without having to touch any code.