We explain what a taxonomy is in the context of using self-sourced and third-party data.
Please find more information on the two, here:
Importing Self-sourced Audience Data
Taxonomy
Taxonomy in the context of using self-sourced and third-party audience data is the list of audience segment IDs brought into the Permutive Platform and defining their properties such as name, description, and Clicks Per Minute (CPM).
The Taxonomy maps raw audience data from the audience set to human-readable names, in order to use them in Permutive cohort definitions and insights.
You will see throughout the support documents we refer to the taxonomy being one-to-one with audience sets/data providers. What are these?
The audience set or Data Provider can be seen as a way to separate/group different segments together.
For example:
You may have one audience set that is your own first-party data analyzed and brought back in to easily use in cohort definitions and another audience set that is self-sourced through a partnership you have with another platform that is sharing demographic data with you directly in user identifier <> segment form.
Thus, you have two different taxonomies to easily separate the sets of audience data in the User Interface and in the system!
Example
Below you can find a taxonomy that describes four different segments.
Note: ID must be unique for the given Data Provider/Audience Set.
| ID | Name | Description | CPM |
|---|---|---|---|
| 4412 | Female | Users whose gender has been inferred as female. | 0 |
| 4981 | Demographic - Inferred Gender - Male | Users whose gender has been inferred as male. | |
| 4011 | Demographic - Declared Gender - Female | Users who have specified their gender as female. | |
| 4099 | Male | Users who have specified their gender as male. | 1.50 |
| ID | Name | Description | CPM |
|---|---|---|---|
| 4412 | Demographic - Inferred Gender - Female | Users whose gender has been inferred as female. | |
| 4981 | Demographic - Inferred Gender - Male | Users whose gender has been inferred as male. | |
| 4011 | Demographic - Declared Gender - Female | Users who have specified their gender as female. | |
| 4099 | Demographic - Declared Gender - Male | Users who have specified their gender as male. |
The taxonomy for a given Data Provider/Audience Set must be exhaustive and cover every possible segment id that would be present in the data.
We advise only cosmetic changes, such as descriptions. Changing the name of a segment or category could impact the team creating cohorts in the Permutive Dashboard. If there is a need for major changes in the definition of a segment, we highly recommend creating a new segment instead of recycling the old.
If you find yourself in a situation where you must do this, please reach out to support or your Solutions Architect so we can better understand the situation and help you.
This is in opposition to the audience data that is more transient and is updated as needed to reflect users' membership in segments.
Taxonomy File - Field Definitions
| Taxonomy Field | Description |
| ID* | A unique identifier for the segment. We accept an alphanumeric string. This will be never displayed in the UI as it's only used by our platform. The best practice here would be to have a sequence (ie. s001,s002, s003) rather than a unique human-readable word (ie. gender_male, interest_cars). This value can never be changed. |
| Name* | The display name for the segment. This will show in the Permutive dashboard. You may choose to organize your segment into categories, in which case category levels should be delimited by a hyphen. You will be able to update this value. |
| Description | Description of the segment. This will show in the Permutive dashboard. |
| CPM (USD) | The CPM for the segment is usually for third-party partner segments. This will be displayed in the dashboard. If the audience data is your own, self-sourced, and you are not clearing the cost through Permutive, please leave this blank or ‘0’. If you are using partner segments which you would need Permutive to bill you on behalf of the partner, please add the CPM per segment as per partner taxonomy. |
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