The first step in setting up your program on the Customer Journey Management platform is to map your business structure. Below are the first steps you need to do in order to get your program up and running in no time.
The place to start is Settings and only Super Admin would have access to this section.
In this section you will be able to:
- Set the name of the program
- If your subscription covers multiple countries, in case your business spans different countries, then the countries would be listed and you can set the following: (if you only have one country then you can skip this step)
- Program Currency: You can select from a dropdown list which currency you want to set for your program. This is mainly used in reporting where you will have the option to view Sales data across countries in one currency.
- Program Exchange Rate: Here you get to set the exchange rates between the local currencies of the different countries under your program and the program currency. This is also used to display sales data across different countries in one currency.
Under Business Structure is where you can define the different customer touch interaction points like branches and e-commerce. All customers interactions happen through a brand (your business) and a location (this could be either a branch or e-commerce or both). Below is the list of things you should setup under Business Structure:
- Brands: Here you can add all the brands that you have under your business. You just need to set the name of the brand, the category along with the logo.
- Branches: Once you setup the brands you can start setting up the branches.
- A branch is a physical store so in addition to the name, you need to set which brand this branch belongs to
- You also need to set the country and city for that branch and those would be used for segmentation, marketing, and reporting purposes. For example, if you want to look at customers across all branches in a city or a country etc.
- System ID of a branch is used for integration purposes. This is the ID assigned by the Point of Sale or CRM system to the branch so all transactions of that branch would also have that ID so the CDP would know which transactions happened at which branch. The System ID is usually provided by the IT or CRM team.
- ECommerce: Here you can set the details of the ecommerce site (if applicable). You just need to se the name, logo, and URL. Setting a brand for ecommerce is optional but some businesses would have different brands where each brand would have its own ecommerce, in that case you should set the brand for the ecommerce for tracking purposes.
Please keep in mind that once branches and ecommerce are set then you need to finalize the integration (under Settings -> Integrations) for Point of Sale/CRM system and ecommerce so the data starts flowing automatically into the CDP.
By default the owner of the account is the super admin and the only one who would have access to the Settings section. Only one user can have the Super Admin role.
Under Program Access, you can create Roles and Users:
- Roles: You can create different roles to give different team members different access rights to the platform. Roles are broken down into two parts:
- Data Access: This basically determines what data the user has access to. For example, if you have two branches then you can create a manager role for each branch so the store manager can only see the customers of their branch only.
- Feature Access: This determines what capabilities the user has access to. For example, you can give the marketing manager access to marketing campaigns only so they can only send marketing campaigns.
- Users: Here you can create accounts for the different team members and then assign roles to them. A user can have only one role assigned to them at a time.
Under Program Access you can fully control what different members can see (reports) and do (capabilities) on the platform. For example, you can give store managers access only to their stores so they can only look at reports relevant to their stores and can only send campaigns to their stores customers.
This completes the basic setup of the program. At this point, once integration is completed, your CDP is set to start receiving data, centralizing, and organizing it based on the settings you made.