Familiarizing with the Activate UI

When you click ACTIVATE in the Asset Palette for the first time, the Activate home page is displayed. Click CREATE ACTIVATION to set up your first Activation.

Activate UI

Subsequently, clicking ACTIVATE displays the Activate List View where you can view the Activations currently created by your team. You can click on any Activation or Target to open it in the Detailed View.

Switch between the Activations and Targets tabs to view and create Activations and Targets respectively.

Activations List View

Refer to the image and descriptions below to familiarize yourself with the components of the Activations List View. To close the List View, click on the X button on the top right or anywhere in the page in the background.

Activations List View

The following table describes each of these components:

Page Component Title Description
1 Title Header Displays the ACTIVATIONS and TARGETS tabs along with the + CREATE ACTIVATION button for creating an Activation.
2 Item Count View the total number of Activations created by your team.
3 Search Box Search for Activations created by you or your team using:
- Partial or complete name of the warehouse or the Target system.
- Source data warehouse or Target CRM type.
- Serial number of the Activation.
The item count reflects the number of results retrieved.
4 Data Controls Use these to filter and sort the Activations list.
5 Asset List Displays the list of Activations created by you or your team. This can be refined based on the Data Controls or the search string.
6 Activation Summary Provides a brief summary of an existing Destination. This includes, from left to right:
- The sequential serial number assigned to the Activation at the time of creation. For example, #11.
- The name and type of data warehouse and Target application.
- The status and data loading frequency of the Activation.
- The PAUSE button.

Activations Detailed View

Click anywhere in the Activations Summary row in the Activations List View to open it in the Detailed View. This view opens in the Overview tab by default. The following image highlights the main components that are displayed and the actions you can perform in the page.

Activations Detailed View

The following table describes each of these components:

Page Component Title Description
1 Global Search Click in the Search Anything field in the Global Search panel to open the Search window, which lists the projects you have recently worked on. You can search for any of your Pipelines, Models, Workflows, and Destinations. Results matching the search string are displayed from all categories.
2 Tools Bar Access the Overview, Sync History, and Activity Log sections from the Tools Bar.
3 Summary Bar Get a snapshot of the Activation here. It displays:
- The Activation name and the data warehouse and Target it is built on.
- The status of the Activation. This can be Active or Failed.
- The schedule of the data sync. You can change this.
You can use the PAUSE/RESUME button to pause or run the Activation respectively.

Click the kebab icon icon to access additional options or delete the Activation.
4 Data Warehouse Details Displays the data warehouse name, its last refresh time, and its schema details. Click the more icon to access the delete option, and the expand icon to the left of the table name to view its detailed schema. Schema information is useful while creating the SQL query.
5 Target Details Lists the database to which the query results are loaded. You can change the mapping of the fields.
6 Query Builder The main section of the Overview tab, where you can create and test the SQL queries for your Activations. You must test and validate the query before you can save it.
Read Creating and Modifying Activations
7 Results Table Displays the results of testing the SQL query you created in the Query Builder.

Targets List View

Click on the TARGETS tab in the Activate UI, to access information about the Targets configured by your team.

Refer to the image and descriptions below to familiarize yourself with the components of the Targets List View. To close the List View, click on the X on the top right or anywhere in the page in the background.

Targets list view

The following table describes each of these components:

Page Component Title Description
1 Title Header Displays the ACTIVATIONS and TARGETS tabs along with the + CREATE TARGET button for creating a Target where data must be loaded.
2 Item Count View the total number of Targets created by your team.
3 Search Field Search for Targets created by your team using:
- Partial or complete name of the Target.
- Target type.
- Serial number of the Activation.
4 Data Controls Use these to filter and sort the Target list.
5 Asset List Displays the list of Targets created by you or your team. This can be refined based on the Data Controls or the search string.
6 Target Summary Provides a brief summary of an existing Target. This includes, from left to right:
- The sequential serial number assigned to the Target at the time of creation. For example, #11.
- The name and type of the Target database.
- The status of the Target.

Targets Detailed View

Click anywhere in the Target Summary row in the List View to open it in the Detailed View. The following image highlights the main components that are displayed and the actions you can perform in the page.

Targets detailed view

The following table describes each of these components:

Page Component Title Description
1 Global Search Click in the Search Anything field in the Global Search panel to open the Search window, which lists the projects you have recently worked on. You can search for any of your Pipelines, Models, Workflows, and Destinations. Results matching the search string are displayed from all categories.
2 Summary Bar Get a snapshot of the Target here. It displays:
- The serial number of the Target.
- The Target name and type.
- The status of the Target. This can be Active or Failed.
- The time when it was last sync’ed.

You can click the more icon to access the Delete option for the Target.
3 List Area The list of tables in the Target and the time they were last sync’ed.

Revision History

Refer to the following table for the list of key updates made to this page:

Date Release Description of Change
May-19-2021 1.63 Updated sections, Activations List View and Activations Detailed View, to reflect the latest user interface.
Last updated on 08 Jul 2021