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Unlocking Attribution Source


Source Info
  • The Unlocking Attribution Source is an Object Cloud source. This means that it sends information (traits) about a thing that exists and persists over time, such as a person or company, and which can be updated over time. Data from this source can only be exported directly to a warehouse, but it can then be used for further analysis. Learn more about cloud sources.

The Unlocking Attribution(link takes you to an external page) source models attribution data to help marketers identify the most effective inbound channels for driving conversions. Unlocking Attribution is built on top of your existing Segment implementation, so you can be up and running in under an hour.

Additionally, it provides a way to bring in critical event and object data from key systems such as:

  • Marketo Event Streaming - This ensures that all key events occurring in Marketo are fed in real-time to Segment. These include events such as "Email Sent", "Email Opened", "Link Clicked", etc
  • LinkedIn, Twitter, Capterra Paid Media Data - Similar to the Segment-provided Google and Facebook paid media sources, this brings in the paid media spend data for these other paid media networks
  • SaaSOptics Object Source - Bringing in object data from SaaSOptics

This source generates both Events and Objects. Event data can be streamed into your downstream tools and written to the data warehouse while the Object sources can be written to your data warehouse. This means this data can be used both within the Unlocking Attribution tool itself, or from reporting/analytics tools which read from your data warehouse.

This source is maintained by Unlocking Attribution. For any issues with the source, contact the Unlocking Attribution team(link takes you to an external page).

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Info

The Unlocking Attribution Source is in beta. If you're interested in joining the beta program or have any feedback to help improve the Unlocking Attribution source and its documentation, let the team know(link takes you to an external page).


Getting Started

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  1. Navigate to Connections > Catalog and select the Sources tab of the catalog.
  2. Search for Unlocking Attribution in the Sources Catalog.
  3. Select Unlocking Attribution and click Add Source.
  4. Give the Source a nickname.
    • The nickname is used as a label in the Segment app, and Segment creates a related schema name in your warehouse. The nickname can be anything, but we recommend using something that reflects the source itself and distinguishes amongst your environments (eg. SourceName_Prod, SourceName_Staging, SourceName_Dev).
  5. Enter the configuration settings.
  6. Click Add Source to save your settings.
  7. Navigate to Settings > Workspace Settings
  8. Select the Access Management tab.
  9. Select the Tokens tab.
  10. Click + Create Token.
  11. Enter a description such as Unlocking Attribution, select Workspace Owner and click Create.
  12. Copy the token that is presented on the screen.
  13. Switch to your account in Unlocking Attribution and within the onboarding wizard, paste the token you copied.
  14. Click Connect and follow the remaining steps within the onboarding wizard.

Sync

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The Unlocking Attribution source is built with a sync component, which means that Unlocking Attribution writes to Segment on a regular basis when modeling is re-performed on your customer data (typically on a daily basis). In the initial sync, all historical modeling is performed and written according to the Collections structure below. The objects are written into a separate schema, corresponding to the source instance's schema name you designated upon creation (for example, ug_attribution.media_spend_items).

Segment's sync component uses an upsert API, so the data in your warehouse loaded using sync reflects the latest state of the corresponding resource in Unlocking Attribution. For example, if conversions.value goes from 0 to 212 between syncs, on its next sync, that conversion's value will be 212.

The source syncs and warehouse syncs are independent processes. Source runs pull your data into the Segment Hub, and warehouse runs flush that data to your warehouse. Sources sync with Segment daily. Depending on your Warehouses plan, Segment pushes the Source data to your warehouse on the interval associated with your billing plan.


Collections are the groupings of resources that Segment pulls from your source. In your warehouse, each collection gets its own table.

CollectionTypeDescription
conversionsobjectThis collection contains each identified conversion event, as configured in Unlocking Attribution and detected by the modeling.
conversion_touch_lookupobjectThis collection contains a cross-reference between each conversion and all the pre-conversion touches the end-user had.
touchesobjectA touch is any interaction that a user had leading up to the conversion event. This generally means website visits, but can sometimes have broader definitions, based on the exact implementation.
media_spend_itemsobjectAll cost data from the various media platforms is downloaded and stored in the the Media Spend Items and Media Spend Daily Spend collections.
media_spend_daily_spendobjectThis collection captures the daily spend for each campaign (and is sometimes broken down by Ad Collective or Ad Id).

Below are tables outlining the properties included in the collections listed above.

Property NameDescription
idThe unique ID of the conversion event.
anonymous_idThe anonymous_id of the user who performed the conversion event.
user_idThe user_id of the user who performed the conversion event.
conversiontypeThe name of the conversion event.
timestampThe date and time that the conversion event occurred.
valueThe value of the conversion event. This is typically revenue.
Property NameDescription
conversionThe unique ID of the conversion event.
touch_idThe unique ID of the specific touch.
Property NameDescription
timestampThe time that the touch occurred.
idThe unique ID of the touch.
context_page_urlThe full URL of the page viewed.
context_page_pathThe path of the page viewed.
context_page_titleThe title of the page viewed.
context_page_referrerThe referrer from where the user clicked from to get to the page.
context_campaign_sourceThe contents of the utm_source query parameter in the URL.
context_campaign_mediumThe contents of the utm_medium query parameter in the URL.
context_campaign_nameThe contents of the utm_campaign query parameter in the URL.
context_campaign_contentThe contents of the utm_content query parameter in the URL.
context_campaign_termsThe contents of the utm_terms query parameter in the URL.
campaignThe unique ID of the Media Spend Item object which the touch was mapped to.
search_narrativeThe description of how the touch was mapped to campaign cost data.

All cost data from the various media platforms are downloaded and stored in the the Media Spend Items and Media Spend Daily Spend collections. Regardless of the media platform, the data is formatted to have a consistent set of key identifiers and attributes as shown in the table below.

Each row in the Media Spend Items collection represents a unique combination of the 4 key attributes(campaign_name,ad_collective_name, campaign_id, ad_collective_id). After matching a touch against a campaign, the campaign identifier in the touches collection points to a row from this collection.

Property NameDescription
campaign_nameThe name of the campaign as defined the media platform. In some platforms, this could be derived from the Category field or Campaign Group field
campaign_idThe unique ID of the campaign, as determined by the media platform.
idThe unique ID of the item.
ad_collective_nameThe name of the Ad Collective (also known as Ad Set, or Ad Group across various platforms).
ad_collective_idThe unique ID of the Ad Collective. This is set by the paid media platform.
media_sourceThe platform of the media item.
typeThe type of the media item (Paid, Organic).
Property NameDescription
campaignThe unique ID of the media_spend_items item, which the spend row corresponds to.
date_startThe date of the spending item.
spendThe amount spent on that day.