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ActivationOverview

Activation

Activation is Zeotap’s module for defining audiences and sending them to downstream destinations. It brings together audiences, orchestrations, A/B tests, templates, and priorities into a unified workspace for marketers and data teams, working hand-in-hand with computed attributes defined under Sources.

Why Activation?

Traditional CDPs force you to move data out of your warehouse into a proprietary system before you can build audiences and activate them. Activation takes a different approach: all computation happens warehouse-native. Your data never leaves your warehouse — Zeotap generates and executes SQL against it directly.

This means:

  • No data copies — Computed attributes and audiences are computed as SQL queries against your warehouse tables
  • Warehouse-scale performance — Leverage the full power of Snowflake, BigQuery, or Databricks for audience computation
  • Freshness you control — Schedule computed attribute and audience evaluation on your terms, from minutes to daily
  • Full SQL flexibility — When the visual builder isn’t enough, drop into SQL for any computation you need

How It Works

Activation pipeline: Relationships to Computed Attributes to Audiences to Syncs
  1. Define your data model — Entity types (User, Account, etc.) with their attributes and relationships provide the foundation
  2. Compute attributes — Build computed attributes like lifetime value, purchase frequency, or engagement scores using SQL, aggregations, or formulas
  3. Build audiences — Combine computed attribute conditions and attribute filters with AND/OR logic to define audiences
  4. Activate — Sync audiences to destinations like ad platforms, CRMs, email tools, and more

Key Features

Computed Attributes

Computed Attributes are derived metrics attached to entity types. Zeotap supports three types:

TypeDescriptionBest For
SQL Computed AttributesCustom SQL queries that compute any metricComplex calculations, multi-table joins, warehouse-specific functions
Aggregation Computed AttributesVisual builder for count, sum, average, min, max, count distinctCommon metrics without writing SQL
Formula Computed AttributesArithmetic and logical expressions combining existing computed attributesDerived metrics like ratios, scores, and flags

Audiences

Audiences are groups of entities defined by conditions on computed attributes, entity attributes, and entity relationships. The visual filter builder lets you construct conditions with AND/OR grouping, nested logic, and a full set of comparison operators.

Before activating, you can estimate audience size with sampling queries and preview sample members to validate your audience definition.

Syncs

Syncs activate audiences to destinations. Unlike reverse ETL syncs that map arbitrary columns, syncs manage membership lists — tracking which entities enter and exit the audience over time. Three sync modes (mirror, additive, subtractive) give you control over how membership changes propagate.

Templates, A/B Tests, and Priorities

  • Templates — Pre-built audience definitions for common use cases like high-value customers, churn risk, and new users
  • A/B Tests — Divide an audience into random percentage-based groups for experimentation and holdout experiments
  • Priorities — Resolve audience overlap by defining which audiences take precedence when an entity qualifies for multiple audiences

Getting Started

If you’re new to Activation, the recommended path is:

  1. Ensure your Relationships has at least one entity type with mapped attributes
  2. Create a few computed attributes to compute key entity metrics
  3. Build your first audience using those computed attributes
  4. Create a sync to activate the audience to a destination

For a guided walkthrough, see the Audiences Quickstart.

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