Customer Data Platform Product Guide - New Packages

Overview¶

With Customer Data Platform (CDP), you can unify, manage, and analyze data from various sources. In addition, you can:

• Create personalized and targeted marketing campaigns
• Optimize customer experiences
• Drive higher engagement
• Conversion rates across multiple channels

CDP empowers businesses to make data-driven decisions, streamline marketing efforts, and enhance customer satisfaction for increased revenue and long-term growth.

The main features of Customer Data Platform fall into the following categories:

• Integrations and Data Collection: Seamlessly collect and aggregate data from multiple sources, including CRM, website interactions, and third-party applications. This enables businesses to gather all relevant customer information in one place, laying the foundation for effective data unification.
• Profiles and Data Unification: Utilize the Identity Resolution Engine to clean, de-duplicate, stitch, and enrich data from all sources, creating a unified customer record for analysis and campaigns. This comprehensive approach ensures a holistic understanding of your customer base, providing valuable insights for marketing and sales efforts. You can access this single view of the customer through a user-friendly interface or an API, which streamlines data management and integration.
• Analytics and Machine Learning: Gain key insights with fully configurable visual dashboards, reports, and custom report creation capabilities. You can leverage the power of machine learning to generate insights at scale, using both custom and pre-configured models such as likelihood to buy, likelihood to engage, and next best offer.
• Activation: Orchestrate messages and offers in real-time across all communication channels, such as email, SMS, push, and direct mail. For an integrated approach to customer engagement, you can extend this coordination to customer experience systems, including website personalization engines, customer service, and support systems.
• Data Governance and Privacy: Facilitate compliance with data protection regulations by implementing strict data governance and privacy measures. Acquia’s Customer Data Platform prioritizes the security and privacy of customer data, providing peace of mind while maintaining transparency and control over data usage.

Features¶

The following section elaborates the features of CDP:

Definitions¶

The following are the definitions of terminology used in CDP:

• Profile - A row in the customersummary table.
• Active Profile (formerly “Active Customer”) - A unique buyer who has conducted a Transaction within the prior 12 months and with an identified email address, postal address, phone number, or a combination. Anonymous buyers are tracked but not counted as an Active Profile until they have identified themselves with an email address, postal address, phone number, or a combination.
• Transaction - A defined type of activity, such as a purchase, doctor’s appointment, lunch outing, form response, or other type of prescribed interaction, that is recorded in CDP’s transaction table. More specifically, it is a combination of Transaction Lines that occur simultaneously.
• Transaction Line - A row in the transactionitem table.
• Event - An entry in the event table.
• Standard Entity - A table in the CDP data model. The list of standard entities are customer, transaction, transaction item, product, product category, and organization.
• Custom Entity - A table in the CDP data model that is not in the standard entity list. For example, pets is a new table in the data model and therefore is a custom entity.
• Standard Field - A column in the CDP data model that belongs to a standard entity in the base schema. For example, first name is a standard field on the standard entity customer.
• Custom Field - A column in the CDP data model that is added to the base schema. For example, preferred pet color is not part of the base schema and therefore is a custom field.
• Standard IRE Rule - An Identity Resolution rule that belongs to the base set of IRE rules. For example, exact matching on email address is part of the default IRE rule and therefore is a Standard IRE rule.
• Custom IRE Rule -An Identity Resolution rule that is added to the set of IRE rules. For example, exact matching on loyalty id is not part of the base set of rules and therefore is a custom IRE rule.
• Standard Calculation - A transformation that computes the value of a standard field. For example, lifetime revenue or purchase frequency are standard calculations.
• Custom Calculation - A transformation that computes the value of a custom field. For example, lifetime revenue or purchase frequency are standard calculations.
• Standard Data Feed - An input data file that follows all the rules in the Acquia file specifications documentation hosted on docs.acquia.com.
• Custom Data Feed - An input data file that does not follow all rules in the Acquia file specifications documentation.
• Standard Dashboard- A set of pre-built charts by Acquia in Metrics.
• Custom Dashboard- A set of pre-built charts by the customer in Metrics.
• Template Report - A template report represents an SQL based parameterizable report built by Acquia based on the customer’s specifications.
• Batch Pipeline - A set of data that computes heavy processes to ingest, process and surface data in CDP on schedule.
• Real-Time Pipeline -A set of data processes to ingest, process and surface data in the CDP as a stream.

• Standard Machine Learning Model - A Machine Learning model, which is trained and scored on the customer’s data. The following are the standard models:

  • Likelihood to Buy
  • Likelihood to Convert
  • Likelihood to Pay Full Price
  • Likelihood to Engage on Email
  • Predictive Lifetime Value
  • Behavioral Clustering
  • Product Clustering
  • Fuzzy Clustering
  • Next Best Product
  • Next Nest Channel
  • Next Best Send Time

  For the standard model, the default parameters including input features must be unchanged.

• Custom Machine Learning Model - A Machine Learning model that does not meet the requirements to be considered a standard model.
• Tenant - A single instance of CDP ensuring isolation of the customer’s data, configurations, and customizations.
• CDP Studio Apps: An application that includes the following self-service features:
  • Custom attributes
  • Custom calculations
  • Custom machine learning models

Limitations¶

The following are the limitations of CDP:

• Pipeline - The batch pipeline runs once a day.

• Data Retention- The data retention applies to the following categories:

  Category	Default Retention	Notes
  Email send events	6 months
  Email events (excludes sends)	13 months	Includes email opens and clicks.
  Anonymous events	6 months	Not stored outside of the sessionization window.
  Direct mail events	2 years	Direct mail campaign file includes a list of final recipients of the direct mail campaign and those reserved as holdouts from the campaign.
  Campaign, template reports, campaign history, cohort analysis	6 months	Campaign history is only utilized for those customers using legacy. campaigns.
  Exports	6 months	Utilized to diagnose errors.
  Kafka (webtag)	7 days	Utilized to diagnose errors.
  TransactionMessageXRef	13 months	Utilized to diagnose errors.
  Web events	13 months	Capture data from your customer’s interactions with your website or application.
  Non-event entities (DW and BI)	3 years	Any other entities not specified previously.
  FTP	30 days	Data placed in Acquia’s FTP server.
  Sparse	30 days	Internal source for intermediate processing.
  Exports in S3 and Redshift	N/A	Client responsibility.

Machine Learning Studio  (CDP Studio Apps) ¶

Custom Calculations (CDP Studio Apps)¶