Capturing and using customer data for smart segmentation

Capturing and using customer data for smart segmentation

Koen Valks

Contacts & Attributes

Forms

In this session, we'll be showing you how to easily collect customer data and turn it into highly targeted marketing lists. From capturing unique guest insights through forms to organizing that data with custom attributes, we'll take you through how to map out your customer base without the usual headaches.

By the end of the session, you'll know exactly how to use this data to segment your customers and send messages that actually match their behavior. We'll also cover how these attributes flow automatically through your existing integrations, ensuring your customer data is actionable across your entire tech stack.

We'll be covering:

  • How to use forms and integrations to collect meaningful data points about your guests.

  • The best ways to structure your custom attributes within the dashboard for clean bookkeeping.

  • How to group your customers into static or dynamic segments based on their specific attributes and behaviors.

  • A brief look at how this data flows into your other platforms to keep your customer experience consistent.

Lesson details

Lesson details

57:53

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