# Getting Started with Real-Time 2.0 This guide covers the prerequisites, setup workflow, configuration limits, and best practices you need to successfully implement Real-Time 2.0. Use this guide to plan and execute your Real-Time 2.0 deployment. **New to Real-Time 2.0?** Start with the [Real-Time 2.0 Overview](/products/customer-data-platform/real-time/real-time) to understand what Real-Time 2.0 is and what it can do for your business. ## Prerequisites Before configuring Real-Time 2.0, ensure you have: ### Required - **Parent Segment created:** You must have at least one Parent Segment already created. Real-Time features are enabled on a per-Parent Segment basis. - **Administrator access:** The Parent Segment owner must be a Treasure Data administrator, or you must have administrator privileges to enable real-time features. - **Enterprise Support contract:** Real-Time 2.0 requires an Enterprise Support agreement (Standard Support is not sufficient) to receive SLA guarantees. ### Recommended - **Profile key strategy:** Plan your profile key (primary ID) before enabling real-time, as it cannot be changed later. - **Data ingestion setup:** Have your real-time data ingestion configured (web tracking, mobile SDKs, or streaming APIs). - **Use case definition:** Identify specific use cases you want to implement (e.g., abandoned cart, web personalization). - **Channel integration:** Ensure destination channels (email, SMS, personalization engines) are configured. ## Setup Workflow Here's the high-level process for enabling and configuring Real-Time 2.0: ### Step 1: Create Parent Segment If you don't already have a Parent Segment, create one using Data Workbench. This Parent Segment will contain the batch customer data you want to use in real-time decisioning. **Key decisions:** - Define your profile key (primary ID) - this cannot be changed later - Include all relevant batch attributes you'll need for personalization and triggering **Learn more:** [Creating Parent Segments](/products/customer-data-platform/data-workbench/parent-segments/creating-parent-segments) ### Step 2: Request Real-Time Enablement Contact Treasure Data Customer Support to enable Real-Time features on your Parent Segment. Provide: - Customer account information - Parent Segment ID(s) to enable - Link to your order form - Desired connectors for activations This step provisions the Real-Time infrastructure for your Parent Segment and can take several hours. ### Step 3: Ingest Real-Time Data Set up data ingestion to capture customer events in real-time: - Configure web tracking SDKs for website behavior - Set up mobile SDKs for app events - Integrate webhooks or streaming APIs for other event sources **Learn more:** [Ingesting Real-time Data](/products/customer-data-platform/real-time/ingesting-real-time-data) ### Step 4: Configure Parent Segment for Real-Time Use Data Workbench to configure your Parent Segment for real-time processing: 1. **Event Tables:** Specify which streaming tables should trigger real-time processing 2. **Event Definitions:** (Optional) Create filtered event definitions to refine triggering logic 3. **Attributes:** Import batch attributes and configure real-time attributes 4. **ID Stitching:** Define ID stitching keys to recognize and unify customer profiles 5. **Profile Key:** Select the profile key for looking up customer data **Learn more:** [Setting Up Parent Segments](/products/customer-data-platform/real-time/creating-a-real-time-configuration) ### Step 5: Build Journeys and Personalization Once your Parent Segment is configured, you can: - Create real-time journeys with triggered activations - Configure personalization rules and API integrations - Set up web or mobile personalization **Learn more:** - [Real-Time Journey Orchestration](/products/customer-data-platform/journey-orchestration/realtime) - [Real-Time Personalization](/products/customer-data-platform/real-time/about-real-time-personalization) - [Real-Time Attributes](/products/customer-data-platform/real-time/real-time-attributes-overview) ## Configuration Limits & Behavior Understanding these limits helps you design an effective Real-Time 2.0 implementation: | Category | Limit / Behavior | Notes | | --- | --- | --- | | ID Stitching Keys | Up to 100 IDs can be defined as stitching keys | Examples: email, user_id, td_client_id. Used to link events to profiles. | | Batch ID Sync (Initialization) | Optional. Batch ID graphs can be imported into real-time to ensure continuity | Recommended when existing batch identities need to be available in real-time. | | Profile Key (Primary ID) | Defined at Parent Segment creation; cannot be changed later | Determines the main join key across batch and real-time data. | | Event Tables | Maximum 100 event tables per Parent Segment | Applies to both batch and real-time event tables. | | Event Definitions | No hard limit | Aggregate filter length across definitions must be ≤1000 characters. | | Attribute Backfill | Supported for batch attributes | Use backfill to pre-populate RT attributes with values from existing batch data. | | Importing Batch Attributes | Supported | Newly added fields in batch tables become available after segment refresh. | | New Event Fields | Automatically available in the database | Must be explicitly configured as RT attributes to use in personalization or triggers. | | Multi-Account Deployment | Supported via CI/CD pipeline | Configurations can be exported from one environment and reused in another. | ### Important Behaviors **Profile Key Selection** - Chosen during Parent Segment setup and **cannot be changed** after real-time is enabled - Must be both an ID Stitching key and a Parent Segment attribute - Used as the primary lookup key for retrieving customer profiles **Batch ID Sync** - Not mandatory, but recommended when migrating existing batch identities into real-time - Ensures continuity between batch and real-time identity graphs - Improves profile recognition accuracy from the start **Attribute Configuration** - Backfill allows you to populate real-time attributes with historical batch values - New event fields automatically appear in the database but must be explicitly configured as real-time attributes to use in activations or personalization **Configuration Deployment** - Configurations can be exported and reused across multiple environments - Supports CI/CD workflows for consistent deployment ## Performance & Scale Real-Time 2.0 is built to handle enterprise-scale workloads: ### Service Level Agreements (SLAs) - **Web Personalization:** 100 milliseconds (for up to 20 attributes) - **Triggered Activations:** 3 minutes end-to-end (from event ingestion to activation delivery) SLAs require an Enterprise Support contract. Standard Support does not include SLA guarantees. ### Scale Capacity - **Event Ingestion:** 2,000 events per second per customer (scales horizontally to 100,000+ events per second) - **Real-Time Decisioning:** 8,000 events per second per customer (horizontally scalable with expected limit at 100x) - **Triggered Activations:** 8,000 events per second per customer (horizontally scalable) - **Profiles:** Supports billions of customer profiles ## Best Practices ### Before You Begin 1. **Plan your profile key strategy** carefully before enabling real-time. Once set, it cannot be changed. 2. **Define your use cases** clearly. Know what customer behaviors you want to respond to and what actions you want to trigger. 3. **Start simple:** Begin with 2-3 campaigns in one channel, then expand as you build expertise. 4. **Separate streaming and batch data:** Keep streaming event data separate from Parent Segment tables for better organization. ### During Configuration 1. **Use attribute backfill** when enabling real-time for existing batch segments to ensure historical data is available. 2. **Limit the number of ID stitching keys** to those that truly identify unique customers (email, phone, customer ID). 3. **Configure Event Definitions thoughtfully** to filter only the events you need, reducing unnecessary processing. 4. **Test thoroughly** in a non-production environment before deploying to production. ### After Deployment 1. **Monitor activation logs** regularly to track successes, failures, and performance. 2. **Review new batch or event fields** periodically to decide if they should be promoted to real-time attributes. 3. **Manage configurations with CI/CD** to ensure consistent deployments across multiple environments. 4. **Iterate and optimize:** Use A/B testing to continuously improve your real-time experiences. ## Real-Time Maturity Model Real-time engagement expertise takes time to develop. Use this maturity model to guide your journey: ### Foundational Begin with 2-3 campaigns in 1 channel like email or web. Build expertise in real-time engagement. **Focus:** Learn the basics of triggered activations and simple personalization ### Beginner Expand foundational campaigns to incorporate 2-3 more channels. **Focus:** Orchestrate real-time interactions across multiple channels ### Intermediate Incorporate ML & AI into real-time interactions. Include sales and service touchpoints in your real-time strategy. **Focus:** Automate decisioning and expand beyond marketing ### Expert Build omni-department journey strategy to deliver fully unified experiences for all customers interacting with your brand. **Focus:** Enterprise-wide real-time decisioning with AI/ML optimization ## Next Steps Now that you understand the setup process, proceed to: 1. **[Ingesting Real-time Data](/products/customer-data-platform/real-time/ingesting-real-time-data)** - Set up web tracking, mobile SDKs, or streaming APIs 2. **[Setting Up Parent Segments](/products/customer-data-platform/real-time/creating-a-real-time-configuration)** - Configure Event Tables, ID Stitching, and Attributes 3. **[Real-Time Journeys](/products/customer-data-platform/journey-orchestration/realtime)** - Build triggered activations 4. **[Real-Time Personalization](/products/customer-data-platform/real-time/about-real-time-personalization)** - Deliver personalized web/mobile experiences ## Additional Resources - [Real-Time 2.0 Overview](/products/customer-data-platform/real-time/real-time) - Product overview, capabilities, and use cases - [Performance Limitations and Expected Behavior](/products/customer-data-platform/real-time/real-time-2-0-system-performance-limitations-and-expected-behavior) - [Observability and Logs](/products/customer-data-platform/real-time/real-time-observability-and-logs) - [Real-Time Attribute FAQs](/products/customer-data-platform/real-time/real-time-attribute-faqs)