How to use Aliasing Activities to update Customer Identifiers
What do I do if a customer updates their identifier?
Alias activities can be used to handle the case when a customer updates their global identifier.
For example:
- user may update their email to be their work instead of personal
- user entered the wrong email in a website form
To solve this problem we use an aliasing activity.
An aliasing activity will update a customer's global identifier to a new global identifier.
How do I create an aliasing activity?
You need to create an activity transformation where the:
anonymous_customer_id
is the old customer valuecustomer
is the new customer value
Then under processing config, advanced configuration, check Process as an Aliasing Activity
Example SQL
SELECT
u.id as activity_id
, u.updated_at as ts
, u.email as customer
, a.customer as anonymous_customer_id
, 'updated_email' as activity
, NULL as feature_1
, NULL as feature_2
, NULL as feature_3
, NULL as revenue_impact
, NULL as link
from db.users u
left join dw.activity_stream a
on (a.activity = 'updated_email' and a.activity_repeated_at is NULL)
where a.customer is null or a.customer <> u.email
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