When creating a segment for advertising to customers based on video engagement and contract expiration, what is the first step?

The first step in creating a segment for advertising based on video engagement and contract expiration is to onboard the CRM data into the AEP dataset. This step is essential because it involves integrating your customer relationship management data, which contains crucial information about customers, such as their video engagement history and contract status. By bringing this data into the Adobe Experience Platform (AEP), you enable the system to access comprehensive insights for segment creation.

Once the CRM data is onboarded, you can effectively analyze and create segments that reflect your target audience based on the established criteria. Having a complete and well-structured dataset ensures that the segments generated are relevant and actionable for targeted advertising efforts. Without this foundational step, the subsequent processes, like analyzing customer preferences or creating the segment itself, would lack context and detail, limiting the effectiveness of your advertising strategy.