All Adobe Exchange partners that choose to integrate with the Adobe Audience Manager (AAM) Marketplace are responsible for their own Trait/Taxonomy management. You should have access to your AAM account, which will allow you to manage your trait taxonomy. If you do not have access, please reach out to Exchange Support and we will set you up with an account.
(Note: while many of our partners use the terms 'traits' and 'segments' interchangeably, in AAM they are two different things. See this documentation for more details. In this article, I will only use the term trait because Marketplace partners never manage AAM segments.)
There are currently three options for trait management:
- BAAAM: This tool is provided as a convenience by Adobe, but it is not supported by the AAM product team or the Exchange partner support team.
- The AAM APIs: these are fully supported by Adobe but you will need to devote development resources to creating the script to interface with them.
- The AAM UI: if neither of the first two options work, then it may be necessary for you to creating traits and taxonomies one by one in the AAM interface.
BAAAM is an Excel-based tool that you can use to manage your trait taxonomies. This documentation contains instructions for getting started with BAAAM.
You will need an API client ID and secret key to use BAAAM. (The Username and Password will be same as your login credentials for Audience Marketplace.) If you do not already have those credentials, please reach out to Exchange Support and we can set you up with those credentials.
BAAAM can be a bit tricky to get set up and configured and some partners aren’t able to get it working on their systems. Please note that the BAAAM Tool is not supported by Adobe and is provided for convenience only. The Partner Exchange support team doesn’t have any access to the BAAAM internal code and can’t provide any troubleshooting suggestions beyond the ones included in the BAAAM troubleshooting documentation
The most common causes of errors in BAAAM are:
- Using the wrong version of BAAAM. Make sure you upgrade to the correct version, which can be downloaded here.
- Using a version of Excel that is incompatible with BAAAM. BAAAM will only work with 32-bit versions
- Improper API authentication formatting. Carefully read the instructions for setting up BAAAM to correctly configure your API authentication.
The AAM APIs are flexible and provide a more powerful way to manage traits in bulk. Go to this page to get started with the AAM API. You will need an API client ID and secret key to use the API. (The Username and Password will be same as your login credentials for Audience Marketplace.) If you do not already have those credentials, please reach out to Exchange Support and we can set you up with those credentials. Developer-facing documentation for these APIs can be found here.
The AAM Interface
If neither of the bulk management options work, then you will need to upload the traits one at a time using the UI. Please refer to this documentation for instructions on how to create trait taxonomies in the interface.
The Future of Bulk Trait Management
The AAM product team is aware that bulk trait management is difficult in AAM. They are working on a product feature that will make bulk management much easier in the future. However, Adobe does not currently have any details to share about this feature, or information about when it will be available to use.
If you are having trouble with any of these methods, the AAM forums can be a great place to get help from the community. Trait management is something that both clients and partners need to deal with, and so questions about trait management should get a lot of support.