Activate

Turn your insights into actions.

How Data Activation Works on Airbook

Data activation on Airbook allows you to seamlessly connect your insights to downstream applications for automated actions and campaigns. Check out Hoshang's video below or keep reading to activate your data and optimize your processes.

Start from Your Analysis

Begin by navigating to the notebook where you have conducted your analysis. This could be a comprehensive view, such as a full funnel acquisition report or a pipeline dashboard. Ensure the data you're working with is relevant and actionable.

Identify Key Data Points

Next, identify the crucial data points that you wish to activate. These are typically dataframes containg actionable insights.

These data points will form the foundation for your activation workflow.

Create a New Activation Workflow

Navigate to the 'Activate' Tab

To begin activating your data, navigate to the Activate tab at the top of your screen.

Create Workflow

Click on New Workflow to set up a new activation. You’ll be prompted to provide the following:

• Name: Choose a descriptive name for your workflow.

• Description: Provide a brief description of the workflow's purpose and what data it will activate.

Select Data Source

Next, choose the data source for your workflow. This will be the dataframe you identified in the previous step.

Choose Destination

Select the downstream application where you want to send the activated data.

Configure Workflow Settings

Authentication

You will need to authenticate the selected destination application. This step ensures that Airbook can securely connect and send data to the external application.

Action Selection

Choose the specific actions you want the workflow to trigger. These could include:

• Adding contacts to a segment

• Creating campaigns

• Inserting events

Some of these might require additional configuration. Follow the steps onscreen to add the action.

Run Workflow

Save and Execute

Once you’ve defined the identifiers and confirmed the actions, save the workflow settings. Finally, run the workflow to activate the data.

Schedule Your Workflows

You can schedule your workflows to run on a regular basis. This will update the underlying dataframe then trigger the workflow when needed. This is useful if you find yourself running the same analyses on a regular basis.