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Activation templates and contact point selection

Choose and configure activation templates, source priority, contact point filters and mappings, including their use in segment flows.

Official exam objective
Given a scenario, configure activation templates to select the appropriate contact point value.

~7 min read · 15 practice questions ·

What the exam expects

  • Create a reusable activation configuration with the correct data space, DMO and destination platform.
  • Rank contact point sources and distinguish source selection from identity reconciliation.
  • Apply channel, consent, membership and enrichment filters in the correct place.
  • Diagnose missing Primary or Business choices from their field mappings and values.
  • Select an activation template in a segment flow and explain its effect on contact point queries.

Key terms. Activation template: saved activation configuration. Contact point: a channel endpoint such as an email address. Source priority: the order in which candidate sources are considered. Membership filter: criteria selecting people for an activation. Enrichment: additional output attributes. Activation membership DMO: the entity on which activation is based.

Key facts

Creation prerequisites
Detail
A configured data space and mapped relevant DMOs
Template eligibility
Detail
Same DMO and activation platform
Saved activation
Detail
Independent of later template changes
Source priority row
Detail
Source, source object, type and active status; higher rows first
Source restriction
Detail
Remove Any Source and Any Type; population can fall
Primary choice
Detail
Requires Primary Flag mapping
Business choice
Detail
For Business Use must be mapped with value 1
Filter input scope
Detail
Selected contact point DMO and consent DMOs
Endpoint output
Detail
One value per contact point channel
Within-source selection
Detail
Engagement score first, then lowest alphanumeric ID if needed
Unified Individual flow
Detail
Template optional but recommended to reduce query expense
Flow optimization
Detail
Source matches the supplying stream's Data Source value
Sources for this section (7)
  • Why does a newly inserted filter shortcut still need editing?
  • When can an existing shortcut be disabled despite still existing?
  • How deeply can AND/OR groups be nested in an activation template?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

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