Captain Metrics

Unify customer data and automate omnichannel journeys with real-time personalization
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Open your dashboard and plug in your data sources before you do anything else. Connect your store, CRM, payment system, ad platforms, and mobile/web apps. Import past records with a CSV or API, then map fields to the profile schema. Set the rules for identity resolution so the platform can merge duplicates using login IDs, emails, device identifiers, and social handles. Create custom attributes for what matters to your business—VIP tier, subscription status, category affinity, last in‑store purchase—and watch as each profile becomes a living record that updates in real time. Verify merges with side‑by‑side comparisons and lock rules for edge cases you want to handle manually.

Next, build audiences the way you plan campaigns. Start with a question: who is ready to buy, drifting away, or likely to upgrade? Combine filters across events, traits, and predicted signals such as churn risk or next‑best product. Layer constraints like consent status, geography, and channel preference. Add computed fields (e.g., 90‑day spend, visit frequency) and save them as reusable building blocks. Preview counts and sample profiles to validate logic. If you track on‑site behavior, map your events and properties once, then trigger segments from page views, add‑to‑cart, feature adoption, or support actions. Keep everything dynamic so lists refresh continuously as customers interact with your brand. more

Review Summary

Features

  • Multi-step campaign builder
  • Audience and persona segmentation
  • Behavior and event analytics
  • Identity resolution and profile merging
  • Unified customer timeline and attributes
  • Precision ad targeting and suppression
  • Privacy and GDPR compliance tools
  • Email and SMS builders with personalization
  • Landing page creation and testing
  • Data enrichment and computed traits
  • Cross-channel orchestration and sync
  • Connectors for import/export and webhooks
  • Automated data quality and cleansing

How It’s Used

  • Launch an abandoned cart series with product-specific content and time-based nudges
  • Create VIP and high-LTV segments for exclusive offers and concierge support
  • Sync churn-risk audiences to ads and email for save campaigns
  • Trigger onboarding flows after first purchase with cross-sell suggestions
  • Personalize homepage banners based on browsing category and inventory
  • Suppress recent buyers from prospecting to reduce wasted ad spend
  • Run A/B tests on send time, channel, and offer; track holdout lift
  • Build a reactivation play for inactive subscribers with progressive incentives
  • Route qualified leads to CRM with enriched fields and scoring
  • Automate consent management and respond to data requests with audit logs

Plans & Pricing

Captain Metrics

Custom

Customer Data Platform
360° Customer View
Segmentation Engine
Analytics & Multi-touch attribution
Optimize your marketing investments

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