Program Setup

Program Setup

Adding Payments Method and Currency

Setting up the Payment Type on the system enables the Business to enter relevant names for accepted payments types. Those names will be used later for filtering purposes, as sometimes the Payment types would be received through the integration with a code name rather than a user-friendly name.     Currency Setup When the Business operates in different countries, transactions captured are usually in the currency of the respective country. Currency exchange rate is used for reporting purposes, and analytics, when the Business is comparing how a Brand is operating across different countries. Setting up the currency is straight forward...
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Program Setup

Communication Channels

What is a communication channel When businesses communicate with their customers, the medium by which they communicate is referred to as a communication channel. They have to be right – every time. Good initial and ongoing contact with a customer can make a big difference to a Business if that customer then becomes a life-long buyer. Personalization matters Personalization is key to winning and keeping customers. That’s why UB CDP allows the Business to gather data on their customers’ favorite channels and target them accordingly. Moreover, without a unified view of customers, it’s impossible to deliver a personalized experience as they move between touchpoints — from...
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Program Setup

Country

Country Country is where the business operates. It is used to automatically group and track data based on where the customer transacts with the business. In other words, where sales transactions are generated and reported. Countries where a business operates are usually enabled in the system by default for each program based on the subscription - no setup is required. The Business will be able to map the brands, branches and Ecommerce accordingly. When a business operates in multiple countries, consumers data will be added to the country where they have transacted. This enables the system to sort out the...
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Program Setup

How to Add a Brand

“Brand” on Journey represents the brand of the Business operating under the program (could be one or many brands). A business usually has one brand, However, in some other cases a business would own several brands that operate independently from each other. In this case, the Business can create different brands (depending on the number of Brands it operates) on the CDP, and customer data will automatically be linked to the Brand that customer transacts with. Such setup would provide the Business with one central place to manage customers across different brands and see customers shared by the brands or...
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Program Setup

How to Add a Store

A Store represents a physical branch. You need to setup a store for each business branch so that the data from that branch is properly captured and stored in the CDP. Stores are used to filter the data for marketing purposes where you can target customers or look at the analysis of a specific branch. Store Name has a maximum length of 25 characters: make sure it is unique in case of multiple stores to be added. Tip#1: Follow the same naming logic across all stores for consistency. The key component of a store is the System ID. Always double check  and...
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Program Setup

Introduction

UrbanBuz Customer Data Platform (CDP) is designed to replicate the structure of a Business enabling it to map all the different touchpoints and channels of that business to build an efficient centralized customer data hub. The top level entity that is created by default in CDP is the Program. This typically represents the Business entity and they can give it a relevant Name. All data belongs to the “Program” the same way all business data belong to the Business entity in the physical world. This means that all customer accounts, transactions, and activities are created under the program. The 1st...
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