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What's Different in Connect With the Upgraded Segment Builder

When you gain access to Connect with the upgraded Segment Builder, you’ll notice a number of changes to your experience in Connect:

  • Segment building changes: You now have access to our upgraded Segment Builder with new audience planning features, which replaces the previous derived segment builder.

  • Asset management changes: We've updated how you manage your LiveRamp assets. Previously, you managed your assets on the Audience Segments page for a specific audience. Now, in our new model for asset management (which we’re calling “Asset Management 2.0”), you manage these on the Segments page (and on the Tables and Views page, if your account contains tables or views).

  • Changing from "Audience" to "Dataset": We updated the term we use for the containers that hold your data in LiveRamp from "audiences" to "datasets" to more accurately represent the function of those containers. We've also created a dedicated Datasets page where you can manage all the datasets in your account.

  • Navigation menu changes: The "Audiences" menu item has been removed and you'll see menu items for "Datasets (Audiences)", "Segments" and "Tables & Views".

  • New documentation site: Because some key functionality in Connect with the upgraded Segment Builder and new Asset Management 2.0 is fundamentally different, your help content is now found in this new documentation site ("Connect (with Asset Management 2.0) Documentation") with instructions on these upgraded workflows.

Note

For the purposes of clarifying which version of asset management a customer is using, we'll sometimes be using "AM 1.0" to refer to Asset Management 1.0 and using "AM 2.0" to refer to Asset Management 2.0.

For detailed information on these changes, see the sections below. You can also go to an interactive walkthrough demo with an overview of these changes by clicking here.

The Upgraded Segment Builder

You'll have access to our upgraded Segment Builder, which replaces the previous "derived segment builder" (sometimes referred to as the "Segment Creator").

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Previous Derived Segment Builder

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Upgraded Segment Builder

The two builders share similarities, such as enabling you to build a segment by constructing a series of rules and/or rule groups. But the updated segment builder includes a number of improvements to make your segment building easier and more powerful:

  • The ability to build segments with different asset types, such as existing segments, entire tables, table attributes, or events

  • The ability to build segments across multiple datasets (audiences), including Data Marketplace segments (if you’re account has been enabled for using Data Marketplace segments in the Segment Builder)

  • The ability to nest rules and rule groups within other rules or rule groups

  • The flexibility to use both "AND" and "OR" conjunctions between rules and rule groups

  • A powerful asset selection tool that allows you to see metadata on each asset in your account before selecting the asset

  • The ability to see an overlap of the segment being built with other assets in your account

  • The ability to split the built segment into multiple parts at the percentages you specify

  • An optional AI-assisted agent so you can use natural language to build segments by describing what you want without being an expert in your data assets

For more information on the process to build segments with the Segment Builder, see "Build a Segment".

The New Asset Management Model

With Asset Management 2.0, we've updated how you manage your LiveRamp assets in Connect.

Previously, you managed fields and segments on the Audience Segment page for a specific audience. Now, in our new model for asset management, you manage these on the Segments page.

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Audiences Segment Page (AM 1.0)

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Segments Page (AM 2.0)

For accounts that contain tables and/or views, you can manage those on the Tables and Views page, which has similar functionality to the Segments page.

Among the many improvements in this new model for asset management are the following new features:

  • Activity history

  • Icons used for all business objects

  • Use of tags to sort and organize assets

  • New ability to overlap first-party data or Clean Room data assets

  • Clearer information on the ownership of the segment (whether it contains only your first-party data, or includes partner data or purchased data)

  • For collaborations, clearer info on who owns the data in the segment

  • The Segments page can be used for:

    • Viewing segment status, activity history, and other information

    • Activating first-party segments

    • Editing segments

    • Deleting first-party fields and built segments

    • Duplicating segments

    • Building lookalike segments (if enabled for your account)

  • The Tables and Views page can be used for:

    • Viewing asset status

    • Editing tables (only for tables containing data you own)

    • Viewing the schema

    • Viewing asset status, activity history, and other information

  • Enhanced search

    • Allows special characters, wildcards, and non-exact matches

  • Filters have been moved to a multi-filter menu, instead of the side panel

For more information on using these features, see the following articles:

You can also view the following interactive walkthrough demos:

Changing from "Audiences" to "Datasets"

We updated the term we use for the containers that hold your data in LiveRamp from "audiences" to "datasets" to better represent those containers.

As part of that shift, we've also improved the dataset management experience, so you'll see the following changes:

  • Datasets are now managed on a dedicated Datasets page (instead of a tab on the Company Settings page), which you access by selecting Data ManagementDatasets (Audiences) from the navigation menu:

    C1_0-Audiences-tab.png

    Audiences Tab (AM 1.0)

    C2_0-Datasets_page.png

    Datasets Page (AM 2.0)

  • To manage the segments and other assets within a dataset, you no longer use the Audience Segments page. Now you use the details page for the dataset, which you access by double-clicking on the row for the dataset:

    C1_0-Audience_Segments_page.png

    Audiences Segment Page (AM 1.0)

    C2_0-Datasets_details_page.png

    Datasets Details Page (AM 2.0)

New features:

  • Details page for each asset type with overview info, as well as info on all assets in the dataset, the permissions that apply to the dataset (if applicable), and the activity history for the dataset

  • Datasets that can hold partner data, such as data from a clean room

  • Ability to add descriptions and tags to datasets

  • New icons for datasets, fields, segments, and tables

Other differences:

  • To split a segment into parts in Connect with AM 1.0 (for test and control, or other uses), you went to the Audience Segments page. In Connect with AM 2.0, you can split a segment during segment building.

  • To download a list of segments in a given dataset (audience) in Connect with AM 1.0, you went to the Audience Segments page. In Connect with AM 2.0, you now go to the Datasets page and then open the details page. From the Details tab, click Download Segment Activation Report.

For more information on using these features, see "View Dataset Details".

New Documentation Site

Because some key functionality in Connect with the upgraded Segment Builder is fundamentally different than in Connect with the derived segment builder and the previous asset management model, your help content is now found in this new documentation site (which is distinguished from the other site by the title “Connect (AM 2.0) Documentation”). This site contains the correct information for your new, upgraded Connect experience.

Previously your help content was found in the Connect documentation site with the title “Connect (AM 1.0) Documentation”.

If you have articles bookmarked in that site, you might want to change them to the new site.