IDENTITY MANAGEMENT Identity Management Platform Data The management and association of identity attributes across all channels and media. The creation of a longitudinal view of the experience a consumer has with a brand (the consumer event stream). Identity Management Audience Management Platform Execution Platform Enablers © 2014 Merkle Inc. | Confidential Identity Management 2 Session Content • An explanation of the identity graph • Who are the players and how do they fit into the identity ecosystem • The end goal © 2014 Merkle Inc. | Confidential 3 The Core of Enabler of cCRM is the Connected Customer View Life Events Call center Demographics • Consolidated view of the consumer across all touchpoints Site LTV Segment • Allows clients to analyze their programs in context of the whole picture Meetings Product • Valuable insights on consumer value, attitudes, and behaviors Display • Attribution – provides foundation for effective measurement Mobile DM &EM Search © 2014 Merkle Inc. | Confidential • Multi-media, multi-channel optimization based on facts Social Print TV/Vid eo 4 There is a constantly evolving definition of “identity” in the digital world 12 Main Street Philadelphia, PA 0110010001001 //asdohsd.asiudhscns/html 10001 617-555-0728 [email protected] 12 Main Street Philadelphia, PA 617-555-0728 12 Main Street Philadelphia, PA 70’s Mailing address © 2014 Merkle Inc. | Confidential 12 Main Street Philadelphia, PA [email protected] 617-555-0728 0110010001001 10001 //asdohs.hhd.net 01100100010 0110001 12 Main Street Philadelphia, PA #JohnnyDoe 80’s 90’s 00’s Phone number Email Email Cookie IP address Digital set top ID 5 [email protected] Pinterest: jdoe [email protected] 617-555-0728 #JohnnyDoe JD’s iphone 0110010001001 10001 //asdohs.hhd.net Today Cookie Device ID Probabilistic ID AdID Fb ID Explaining the Identity Graph © 2014 Merkle Inc. | Confidential 6 Graphing the Identity © 2014 Merkle Inc. | Confidential 7 Graphing the Identity Terrestrial Identity Device Identity Digital Identity © 2014 Merkle Inc. | Confidential 8 The Identity Ecosystem © 2014 Merkle Inc. | Confidential 9 Identity Ecosystem Audience Platforms Name & address 3rd party cookie 3rd party segment Context 1st party cookie Device ID Geo-location Social ID / handle Cross Device On-boarding Tag Management Identity Management © 2014 Merkle Inc. | Confidential 10 Cross Device • Reference data asset • Creates associates between cookies and device id on different devices On-boarding • Reference data asset • Creates associates between a cookie and consumer through linking registrations to the cookie Device Identity • • Where direct match is not available, cookies will be associated at a zip4 level Creates a probabilistic based identifier for a device Tag Management • Software component • Eases addition/deletion of tags/cookies to web based channels © 2014 Merkle Inc. | Confidential 11 The Role of the Identity Engine Onboarding Deterministic identity rules engine to manage identity associations Finds CRM audiences in the digital world Consumer Data Integration Digital Data Integration Identify Governance Reference Base Device Identification Identify Governance Reference Base Terrestrial Identity Associations Probabilistic device identification engine to recognize device reoccurrence © 2014 Merkle Inc. | Confidential Device/Digital Identity Associations Cross Device Device graphs to associate cross-device events 12 The End Goal © 2014 Merkle Inc. | Confidential 13 This view is enabled through the utilization of advanced identity management services Customer, prospect, and event stream data is connected, delivering comprehensive view utilizing 1st, 2nd, and 3rd party data in a standard data model. © 2014 Merkle Inc. | Confidential Alias: MarketableDig Handle: @MarketableTom Name: Tom Malthus IP: 192.168.1.201 Address: 1001 Semblance Dr. Cookie: 49526F636B DOB: 10.03.1965 Phone: 443.542.4000 14 Identity management enables the creation and management of a longitudinal view of all interactions with that individual – the consumer event stream DM Delivered 2/1/2012 Shown Display Ad 2/2/12 3:05pm Calls 800# Requests Info and gives email 2/2/12 3:06 pm Sent Email 2/2/12 5:05pm Opens Email 2/2/12 9:30 pm Clicks Branded Paid Search Ad 2/6/12 9:00 pm Completes quote request on site 2/6/212 9:15 pm Consumer Event Table User ID © 2014 Merkle Inc. | Confidential Event ID Event Desc 1234 2/1/2012 Date Time DM437 DM Delivered 1234 2/2/2012 3:05 pm DI9076 Display Impression 1234 2/2/2012 3:06 pm CC068 Inbound Call Center 1234 2/2/2012 5:05 pm EM087 Sent Email 1234 2/2/2012 9:30 pm EM088 Opened Email 1234 2/2/2012 9:30 pm EM089 Clicked Email 1234 2/6/2012 9:00 pm PS674 Clicks Paid Search 1234 2/6/2012 9:15 pm Q8740 Completes Quote 15 Event Meta Data Event ID EM088 Creative A2346 Insurance you can count on Offer OI92365 $14/Mth for $25K Coverage Product P978 Term Life Matthew Mobley Chief Marketing Technology Officer [email protected] @MatthewCMobley www.linkedin.com/in/matthewmobley
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