Knowledge Base

Finance & Insurance: Data collection ideas

In addition to the out-of-the-box profile properties BlueConic collects for your visitors, you can configure as many custom profile properties as you like to store all the data you need within BlueConic or across your marketing technology stack.


During the onboarding process, the experts on our customer success team will show you how to set up these and other data points to support use cases specific to your unique business.

BlueConic customers in the Financial Services or Insurance industries often collect data for these profile properties:

General behavioral data

  • Site search terms
  • Most recent site search
  • Categories viewed
  • Top category interest
  • All category interests
  • Most engaging brand
  • Last Login Date
  • Identifiers (Email, Login ID, Hashed ID, or others)
  • Business Line (B2B, B2C)
  • IP Range (to exclude / identify internal employees, such as Customer Service)

Cart or funnel tracking data

  • Order dates
  • Most recent order date
  • Number of orders
  • Funnel/Cart name (By Product Type)
  • Funnel/Cart steps
  • Last Funnel/Cart Step
  • Most recent cart step
  • Last Cart update
  • Registration/login email
  • Products added to cart
  • Products in cart
  • Products purchased
  • Most recent products purchased

Product information to collect

  • Most recent product viewed
  • Products viewed
  • Visit date (by product)
  • Top product interest (last 7 days, last 30 days)
  • All product interests

Content information to collect

  • Most recent help article viewed
  • Help articles viewed
  • Recent Helpdesk search terms
  • Most recent articles viewed
  • Articles viewed

With this data, you will be equipped to target your visitors with customized and automated marketing interactions. Consider these BlueConic use cases or contact your Customer Success Manager for additional ideas. 

BlueConic CDP Resources and User Stories

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