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titleStep 9: Update TDA Pixel

Identify Client Service Catalog

The Content Team has a report which pulls in every client under each service catalog, whether they have Web Power, Web Power TSN, Web Power Tire Pros, or Net Driven.

We have a place to note this information so that it can be pulled into a report that shows all clients of a particular catalog.

This information is stored in "Digital Marketing Profile" under the Client’s Account.

  1. Under Related List Quick Links on the Client Account (make sure it’s the same account that has the Ongoing Fulfillment!), Click Digital Marketing Profiles

  2. Click New

  3. Scroll down to "TDA Pixel" at the bottom

  4. Add "Service Catalog: #"

    1. Replace # with the correct service catalog below. Format it exactly as shown since the report looks for the text:

      1. Net Driven

      2. Web Power

      3. Web Power TSN

      4. Web Power Tire Pros

      5. If they have no service catalog or one that is not one of the above, type Service Catalog: N/A

thumbnail_marketing-profile.png

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titleStep 10: Add to the Client Data Platform (CDP)

/wiki/spaces/DMS/pages/4348280871

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