Fluency allows you to disconnect your customer IDs (CID) from within the platform. You can perform actions such as disconnecting and migrating to a new account when there is an incorrect CID.
Note: When migrating a client to a new partner account, ensure the campaign names in the new account are distinct from the names used in the old account to prevent object merging errors.
Disconnecting from a partner connection
Hover over Manage (globe icon) in the left menu, and select Accounts.
Click on an account from the list.
Go to Account Settings near the top, and then Partner Accounts under Partners.
Select Manage Connection next to the partner you want to disconnect, and then the action you would like to take.
Read the instructions and details thoroughly to understand the implications of the selected actions.
Select Test Run to see a preview of the changes before applying them.
Select Disconnect.
Available actions
With the Partner Connection tool, you can:
Disconnect an account: Disconnect Fluency from the account and remove all connected campaigns.
Migrate to a new account (Recommended if new CIDs are already known): Remove any Fluency-created campaigns on an old account and regenerate them on a new account. This will disconnect and reconnect at the same time.
Replace suspended accounts: Replace your suspended account with a new one and regenerate campaigns. Note: By default, you will be able to reconnect to a disconnected account. If you want to prevent the possibility of reconnecting, select Permanently block.
Cancel and close an account: Permanently remove the account if account limits are a concern.
Note: If a CID has been added to an account, but no campaigns have been pulled into Fluency from the partner, you will see some different options.