Loyalty Incentive Selection
Select loyalty incentive using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems
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Trigger Messages
Send messages to customers based on specified actions or events. Process: Define trigger events; select customers who experience trigger event in real time or near realtime; select best message; send to delivery system.
Exclude Previous Buyers
Remove previous buyers from campaigns for specific products. Process: Exclude customers from product campaigns based on purchases made across all channels, as captured in unified customer database.
Feature Notifications
Notify customers of new features that are relevant to them. Process: Identify customers with products affected by new feature and/or whose past behavior indicates high likelihood of interest in new feature.
Personalized Message Selection
Provide customer-level data to personalization system. . Process: Specify data elements to use in personalization; specify list selection criteria; create list with data elements included and send to delivery system.
Segment Discovery
Identify sets of customers that can be usefully treated as segments. Process: Analyze customer profiles to find clusters with similar attributes or behaviors; assess potential to treat these distinctly.
Life Stage Assignment
Tag customers who belong to previously defined life stages. Process: Define life stage criteria; tag customers who meet the criteria; track movement in or out of life stages over time.
Segment Assignment
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.
Tag Management
Use CDP pixel on Web site to capture user behavior. Process: Place CDP pixel on Web site, configure as needed to select data to ingest and destination(s)
CDP Evaluation Guide – Data Ingestion
Questions to ask CDP vendors related to data load, data structure, performance, and functions. Part of a series to help buyers make an informed decision.
Field Guide to Customer Data Platforms
Struggling to tell Customer Data Platform vendors apart? Optimove’s Field Guide to CDPs describes the major types of CDP vendors, identifying features for each, and how to pick the one that’s right for you.