Edit or View Destination Account Settings

Once you’ve activated a destination account, you can edit or view the destination account settings, including the following:

  • The distribution status

  • The account status (“active” or “inactive”)

  • The end date

  • The identifier types

  • The refresh options

  • The account ID

  • The OAuth connection (for OAuth destinations)

Note

The precision level for the destination account (which defaults to using the precision level used by a given segment's audience) is not viewable or configurable in Connect. If you wish to change the precision level for a particular destination account only, or need information on the precision level being used, create a support case (see "Using the LiveRamp Community Portal" for instructions).

Note

To edit the destination account settings for an OAuth destination, you will need to perform one of the following actions:

  • Re-validate your existing OAuth connection for that destination account

  • Switch to one of your other existing OAuth connections and validate that connection

  • Create a new OAuth connection and validate that connection

See the "Editing Destination Account Settings for OAuth Destinations" section of this article for more information.

To edit or view the settings for an existing destination account:

  1. From the Connect navigation menu, click Destination Accounts to navigate to the Destination Accounts page.

    C_Onboarding-My_Destinations_menu-selection.jpg

    Note

    By default, the list of destination accounts is initially filtered to show only active destination accounts. To access a destination account that is not active, adjust the filter setting.

    C-Changing_Active_Filter_on_DA_page.png
  2. Locate the appropriate destination account. The tile for a particular destination account displays the following information about the destination account status:

    Status

    Status Icon

    Status Name (appears upon hover)

    Description

    Tile Action Button (appears upon hover)

    Active - Distributing

    Select Green approved for distribution icon.jpg

    Active Distribution

    Active (with either no end date or an end date in the future) and actively distributing data

    MANAGE

    Active - Ready to Distribute

    Blue_checkmark_icon.png

    Ready for Distribution

    Active (with either no end date or an end date in the future) but not distributing any data

    MANAGE

    Inactive

    Grey_inactive_icon.png

    Distribution is off

    Inactive (end date has been reached or has been deactivated)

    REACTIVATE

  3. Navigate to the Edit Account page for that destination account in one of the following ways:

    • Click the ellipsis (three dots) that appears when you hover over the lower right corner of the tile, and then select Settings.

      C-DA_tile_ellipsis.png
      C-DA_tile_settings_menu_selection.png
    • Click on the button that appears when you hover over the tile to open the Segment Distribution page for that destination account. Click the more options button in the lower right of the page and then select EDIT DA CONFIGURATION.

      C-Edit_Destination_Account-edit_destination_account_button.png
      Edit DA button.jpg
  4. To edit the destination account settings for an OAuth destination, you will need to perform one of the following actions:

    • Re-validate your existing OAuth connection for that destination account

    • Switch to one of your other existing OAuth connections and validate that connection

    • Create a new OAuth connection and validate that connection

    See the "Editing Destination Account Settings for OAuth Destinations" section of this article for complete information.

  5. Make any desired changes:

    C-Edit_Destination_Account-settings-AR8.jpg
    • Set the destination account to “active” or “inactive”. 

      Note

      Only active Destination Accounts can distribute data to destinations. Set accounts to inactive when you want to stop all distributions.

    • Set, modify, or eliminate the existing end date.

      Note

      Set an end date if you want to automatically stop delivering data once that date is reached. On the specified end date, deliveries stop and the destination account becomes inactive. Make sure that the appropriate end date selection has been made to avoid being charged for distributions that occur after the end of a campaign or to avoid having distributions stop when you want them to continue.

    • Modify the list of identifiers that will be sent to the destination. If a destination supports multiple identifier types—for example, a mobile ad platform that supports both Android and iOS devices—you can choose which identifiers you'd like to send data to. The default identifiers for that destination will be used unless you change the selections.

      Tip

      For those destinations that accept as an identifier, we recommend that you keep selected in order to maximize your reach and match rates.

    • View or edit the refresh options. The default refresh options that are suitable for the majority of the workflows for that destination are enabled (see “How LiveRamp Refreshes Distributed Data” for more information).To view or change the default refresh options for the selected identifier types, click the “Show Refresh Settings” link text. To change the options, select or deselect the appropriate check boxes.

      Caution

      Only admin-level users can change these options, but the default options for each destination account should only be changed for custom or unique workflows, and only if you have a thorough knowledge of the impact of these settings. Changing the default options might result in your data not being refreshed appropriately.

      Note

      If you want to be able to resend all active segments for a particular destination account on your own, LiveRamp can enable this ability for you. Create a support case in the LiveRamp Community portal to have this enabled. See "Resend Active Segments" for more information.

    • Edit destination specific settings.

    • Edit the destination account name.

  6. Click Save.

Editing Destination Accounts That Use a Specific OAuth Connection

At times, you might want to edit some or all destination accounts that use a specific OAuth connection:

  1. From the Connect navigation menu, click Company Settings to navigate to the Company Settings page.

    C-My_Company_Settings_menu_selection.png
  2. Select the Connections tab.

    C-Managing_OAuth_Connections-Connections_tab.png
  3. Click the connection's row to open the details panel.

    C-_Managing__OAuth__Connections-connection_row.png
    C-_Managing__OAuth__Connections-details_panel.png
  4. Select the Destination Accounts tab to view the list of destination accounts that use this connection.

    C-_Managing__OAuth__Connections-_destination__accounts__tab.png
  5. To edit the settings for a particular destination account, click the "Settings" icon (the gear icon) that appears when you hover over that destination account and then click Go To Edit Account Page from the confirmation popup that appears.

    C-Managing_OAuth_Connections-settings_icon.jpg
    C-Managing_OAuth_Connections-edit_settings_confirmation.jpg
  6. Once you've finished the editing process and saved your changes, click the back button on your browser to take you back into the Destination Accounts tab.

  7. Repeat steps 5 and 6 for any additional destination accounts for that OAuth connection that you need to edit.

Editing Destination Account Settings for OAuth Destinations

Before editing the settings for a destination account for an OAuth destination, you must confirm a valid OAuth connection using one of the following methods:

  • Re-validate your existing OAuth connection for that destination account by clicking Validate OAuth Connection.

  • Select one of your other existing OAuth connections from the OAuth Connection drop-down list and click Validate OAuth Connection.

  • Create a new OAuth connection and validate that connection:

    1. From the OAuth Connection drop-down list, select + New [Destination Name] OAuth Connection.

    2. From the new window that opens with that destination's sign in or login screen, enter your credentials and follow the destination's process to give access.

    3. Make sure all of the required account details are correct.

    4. Click Validate OAuth Connection.

      Note

      The OAuth account and seat ID must be compatible and pass the validation test for the connection to be created.

Once you've confirmed a valid OAuth connection with one of these methods, you can edit the destination account settings.