Merkle Sync

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This integration requires activation of additional services. Contact your MetaRouter representative for assistance.

What Is Merkle?

Merkle is a global performance marketing agency specializing in delivering personalized customer experiences across digital channels. Merkury is Merkle's identity resolution platform designed to help businesses recognize and engage with anonymous website visitors, enhancing customer profiles by connecting online and offline data. It enables brands to deliver more personalized, relevant experiences by unlocking the full potential of customer data while maintaining privacy and compliance standards. Merkury allows businesses to improve customer engagement and marketing efficiency across digital channels through real-time identity management.

Capabilities & Considerations

  • Important Activation Details: This integration requires activation of additional MetaRouter services to enable the identity sync functionality. Once activated, the Merkury ID (hmid) can be securely retrieved and utilized across other third-party vendor integrations. For assistance activating these services, please contact your MetaRouter representative.
  • Identity Sync: Retrieves and stores the Merkury ID and confidence score through an identity sync process, enabling persistent user identification.
  • Cross-Vendor Identity Resolution: Allows Merkury IDs to be utilized seamlessly in other vendor integrations, facilitating cohesive identity management across various marketing and analytics platforms.

Sync Details

  • IDs:
    • hmid - Merkury ID
    • confidence_score - Indicates the reliability of the match between a user's data and their Merkury ID. A lower numeric value indicates a higher confidence level in identity resolution. A confidence score of 1 signifies 100% certainty that the individual associated with the returned Merkury ID (hmid) is the same user visiting the site.
  • Description: This sync does a REST call to an endpoint. Then it will be able to set "identity markers" based on the callback it is passed. The purpose of the callback is to read the client response.
  • Response example :
    • { "d": { "data": { "confidence_score": 1, "hmid": "3f383895a329fada906df7c449941688fc817152aa99fcc97a6dbc881912cead", "anonymousId": "abc-123" }, "response": "match", "version": "1.0.0" }, "t": 1732222798126, "e": 1732222798126 }
  • Server-side Event Payload: Upon completion of all vendor's sync, the server-side events will incorporate all resolved identifiers as described above. The following object will be appended to the context.providers property within the event's JSON payload
  • {
       "merkle": {
         "d": {
             "data": {
              "confidence_score": 1,
              "hmid": "3f383895a329fada906df7c449941688fc817152aa99fcc97a6dbc881912cead",
              "anonymousId": "abc-123"
             },
             "response": "match",
             "version": "1.0.0"
         }
    }
    


Sync Setup Guide

1. Gather Credentials

  • Contact your Merkle representative to obtain your Client ID.

2. Add a Merkle Sync in MetaRouter

  • Submit Integration Request Ticket
    • Submit a request through our support portal to enable services required for the Merkle Sync.
    • Example ticket description:
      • Ticket Name: Enable Services for Merkle Sync
      • Ticket Description: Please enable services required for the Merkle Identity Sync.
  • Add the Merkle Sync
    • Once you’ve received confirmation that the services have been enabled for Merkle Sync, you may add the Merkle sync in MetaRouter:
      1. From the Pipelines page, find the pipeline associated with the web property you’d like to add a sync to. Hover over the three dot dropdown and select “Build AJS File.”
      2. In the Identity Syncs section, select the Merkle sync.
      3. Fill out the following fields:
        1. CID - Enter your Merkle client ID.
        2. Cookie Lifetime (in days) - Specifies how long a stored value remains active before it is automatically removed from storage unless renewed. When this period expires, the associated storage marker is deleted. The default duration is 30 days.
        3. API Timeout (in miliseconds) - Specifies the duration to wait for a response before timing out the request. Defaults to 5000 milliseconds.
        4. Fire On ReSync - Defines if the sync should be fired again when an identity call is made.
        5. MetaRouter Ingestor URL - Specifies the MetaRouter ingestor URL used by your organization. Ensure the URL does not include https:// at the beginning or any path information after .com. This should be the same as your “Ingestion Website URL” in the Analytics.js settings of your Pipeline.
      4. Scroll down and click the Save and Build File button.
      5. Deploy your AJS file to propagate changes to your web property.

What’s Next

If applicable, proceed with setting up your Merkle Starter Kit.