Segment Assignment (CDP Institute)
Tag customers who belong to previously defined segments. Process: Define segment criteria; tag customers who meet the criteria; track movement in or out of segments over time.
Related Resources
Twilio Segment RealCDP Audit Report (Twilio Segment)
Twilio Segment meets all RealCDP certification criteria with the Segment Customer Data Platform (CDP) that supports B2C, B2B, and B2B2C companies.
Lexer RealCDP Audit Report (Lexer)
Lexer’s CDP supports primarily Retail-focused B2C companies with some B2B solutions in place.
Retail Bank Case Study (Celebrus)
A bank wanted to retarget potential customers who viewed its products online without progressing to a purchase. See how the Celebrus CDP used personalization to generate $3 million profit from additional sales.