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Customer experience | Sales, Customer Insights,...
Answered

Marketing Data Configuration - new relationships after publishing an entity to the insights service

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Hello,

I'd like to publish some entities in the Marketing Data Configuration page, but I have a doubt: what if after publishing an entity I add an additional relationship of that entity with other entites of the common data services that are published? Will the new relationship be available for creating segment?

Thank you. 

I have the same question (0)
  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Partner,

    Whether it is N:1 or 1:N relationship, the new relationship won't be available in assist edit by default, because it is not synced to marketing insights service.

    For instance, I created a lookup field 'Country' to Contact entity, the relationship will not be listed.

    Therefore, we still need to sync the related entity to the service.

    Regards,

    Clofly

  • Community Member Profile Picture
    on at

    Thank you Clofly. Following you example, if the Country entity was already synced to the service (by publishing it in the Marketing Data Configuration settings page) before adding the N:1 relationship the contact entity, how can we force a "re-sync" of the Country and Contact entities in order to have the new relationship available in the Assist Edit (and in the other supported areas like the Segment editor)?

  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Partner,

    If the entity was already synced to the service before adding the relationship, then when it is added as a lookup field of Contact, the relationship will be available in Assist Edit automatically, extra operation is not required.

    Regards,

    Clofly

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