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Core functionalities

Identity resolution

Identity resolution attempts to recognize people across channels and devices in order to create one unified customer profile. Connecting the dots across omnichannel customer journeys is one of the biggest challenges that marketers face today. With unified profiles, you can gain deeper insights which will help you deliver more personalized messages and offers.

Events SDK feature identifies your website’s visitors as customers if they fill in the email or phone number field. We can identify if a customer is a visitor, prospect or existing customer by tracking their online behaviour.

  1. If cookie is created on device and collected add new Customer in Customer API as visitor

  2. If same customer has new cookie on new dev ice it is treated as new visitor in Customer API until we match it with existing Prospect or Customer

  3. If cookie has a new registration with no purchases or fills contact form it is defined as prospect in Customer API

  4. If prospect purchase is identified as event we turn it into customer

  5. If we identify new visitor with existing customer we match the new cookie and delete a new visitor

Note:

  • Customers who don't have transactions are still CUSTOMERS

  • People who bought something on e-shop but haven't registered are CUSTOMERS

  • Visitors who left any id (email or phone number) are PROSPECTS

  • Prospects who didn't give consent are PROSPECTS

  • Prospects who gave consent are PROSPECTS

GDPR

Attributes

Derived Atributes

Insights

Metrics we support

Audiences

Audiences section gives an overview of all available segments, that can be further analyzed or engaged through different marketing activities. Here you can see all your audiences, upload your custom audience file, preview and export audiences and sort your audiences by source.

How to upload audience using excel or csv

To upload your custom audience file, go to Segmentation studio > Audiences tab > Upload.

Give your new audience a name, click Upload audience button and select the file from your computer. This new audience will appear on your Audiences list.

Profiles

Profiles tab offers you a 360 view of your customers. You can search for any specific customer and see their behaviour - history interactions, recommended products, customer transitions over time through segments, estimated customer lifetime value etc.

Data

Integrations

How to track traffic on your website

If you wish to track traffic on your website, Events SDK must be integrated. This is done through

Configure section. Please note that this section is available only for advanced and superusers. (add hyperlink to IAM)

Navigate to Configure > Data > Events SDK tab. Click on Set Events SDK. Choose whether you want to collect personal data or not. Copy the code and paste it on your website. (add hyperlink to events sdk instructions)

How to integrate a WooCommerce Shop

Explanation on how to integrate a WooCommerce shop can be found here

How to send data for integration

Data is delivered on AWS S3 under bucket with client's name (e.g. s3://sais-client_name). Credentials for client's bucket on Solver infrastructure are delivered through email and SMS. All data is delivered once per day, ideally during the night (around 2-3 am). Transactions data is delivered from the previous day.

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