Customer Data Platform (CDP)

Customer Data Platform

Best Practices For Building Customers Profiles

One of the challenges that businesses face is how to collect data from customers without alienating those same customers. The challenge is is more prevalent offline where a customer can simply buy what they want and leave without the need to provide any information at all. The goal is to make quick and easy for customers to provide you with the data and more important is that the process should be very convenient for the customer. It is important not to force the customer to provide all the information all at once as the system enables you to collect the...
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Customer Data Platform

CDP – An Overview

The UB CDP is the core of the UB Customer Journey Management (CJM) platform. Introduction   Businesses collect a huge amount of customer data through different systems, which continues to grow with every new engagement and communication channel. There’s transactional data, demographic data, and virtually infinite amounts of behavioral data. Add it all up and you’ve got data from anonymous ad impressions to known customer purchases, all the way through to product usage and customer service.  Customer data is a superset of all this data together. Typically this plethora of customer data is stored in silos, whether organizational or technological,...
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Customer Data Platform

Customer Data Profile

Overview Through Customer Profile, the business can define the different data fields they want to capture about their customers. Those are fields related directly to the customer, which means they are provided directly by the customer, like name, gender, birthdate, etc. The fields created here are used to capture the data that flows into the CDP either through integration or registration forms. The customer profile has to have at least one unique identifier field either email, phone, or customer id. The business can create up to 40 customer profile fields. However, this can be increased based on the business needs....
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Customer Data Platform

Customer Profile Data Capturing Done Right

Overview Capturing customer data is essential to every business but while some customer data can be captured with minimum or no direct interaction with the customers (like transactions, marketing, etc.), the data that is crucial to personalizing the customer experience, personal data, is usually the hardest to capture. This is because it needs to come directly from the customers themselves and so the business is faced with the challenge of providing their customers not only with an easy, convenient, and secure way to provide their personal data but also with a reason to do that. Many businesses make the classical...
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Customer Data Platform

Customer Registration Page

The Registration Page is used to capture new customers. It has the following main components: Name Profile Type Source Sub-Source Data Map The Registration Page Profile When you create a Registration Page, you need to link it to a profile and whatever fields are in the selected profile would be then displayed on the registration page for the customer to enter. For example, if you have setup the Main Profile to have 4 fields: First Name, Last Name, Phone, and Email, then if you link the Pain Profile to the registration page then those 4 fields would automatically be displayed...
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Customer Data Platform

Defining The Right Customer Profile For Your Business

Customer profiles (or buyer personas) are designed to help you understand who your customers are. By defining the right customer profile, you will be able to collect the customer data that is relevant to your business and which would enable you to provide a personalized and relevant customer engagement. The Customer profiles describe customers based on different categories so they can be grouped for marketing purposes. By targeting marketing to a specific customers segment companies and marketers can find more success in selling a particular product and increase profits. Customer profiles allow you to define and describe these market segments....
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