Introduction

Welcome to NotifyVisitors developer documentation. This guide provides an overview of the core concepts and processes behind our Customer Data Platform (CDP), designed to help you effectively collect, unify, analyze, segment, and activate customer data for impactful marketing campaigns and onsite personalization.

Overview of Core Concepts

Data Collection

Data Collection is the process of gathering user interactions and behaviors from various sources such as websites, mobile apps, and offline systems. This includes capturing detailed information about users’ actions, such as clicks, page views, transactions, and form submissions.

Data Unification

Data Unification consolidates collected data from multiple channels into a single, consistent user profile. This process ensures that data related to the same user is combined to create a holistic, accurate view, resolving duplicates and discrepancies.

Analytics

Analytics involves examining the unified data to uncover patterns, trends, and insights about customer behavior. Analytics powers data-driven decision-making, enabling marketers to understand engagement, conversion, and retention metrics.

Segmentation

Segmentation categorizes users into meaningful groups based on shared attributes or behaviors. This helps in targeting specific audiences precisely for personalized communication, campaigns, and experience customization.

Activation

• Marketing Campaigns

Activation refers to using segments and insights to deliver targeted marketing campaigns across channels such as email, SMS, push notifications, and advertising platforms. This step translates analytics into concrete customer actions and business outcomes.

• Onsite Personalization

Onsite Personalization tailors the user experience on websites or apps based on user data and segments. Personalized content, offers, and product recommendations enhance engagement and conversion rates by meeting individual customer needs.

Key Data Concepts

Users

Users represent individual customers or visitors interacting with your digital properties. Each user is identified uniquely, whether anonymized or authenticated, to track their behavior accurately over time.

Events

Events are distinct actions or interactions performed by users, such as making a purchase, adding an item to a cart, or signing up for a newsletter. Events provide the raw data points necessary for understanding user behavior.

Attributes

Attributes are the descriptive properties related to users or events. User attributes might include demographics, lifetime value, or subscription status, while event attributes describe event-specific details like product category, price, or campaign source.

Real-World Examples

• BFSI (Banking, Financial Services, and Insurance): A bank collects data on user logins, transaction types, and loan application events. Unifying this data helps create segments of high-value loan applicants to target with personalized marketing campaigns, while onsite personalization shows relevant loan offers during website visits.
• Ecommerce: An online store tracks user events such as product views, cart additions, and purchases alongside user attributes like browsing history and purchase frequency. Using segmentation, marketers activate campaigns for high-potential buyers and personalize onsite product recommendations based on past behavior.

This foundational knowledge will guide you through the NotifyVisitors platform to leverage customer data for powerful marketing and personalized experiences. Explore the detailed documentation sections to get started, implement best practices, and troubleshoot common challenges.