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