Integrate: Understand your audience

Use BlueConic to increase how much you know about your customers. With that knowledge, you can create increasingly valuable segments for targeting.

Before you begin 

Learning about your customers often means collecting data from other systems using BlueConic systems using BlueConic connections. See the range of connections offered in BlueConic to synchronize your marketing technology ecosystem. This uses the BlueConic SFTP Connection, but the process is similar for other marketing connections.

Collect data

You can use BlueConic Connections to synchronize your customer data with other marketing data sources. By importing data, you can build more unified profiles and target audiences based on smarter segmentation. Exporting profile data from BlueConic to other systems means you can leverage your first-party data from BlueConic in all your marketing campaigns.

BlueConic offers over 60 connections to systems including Facebook Advertising, Google Universal Analytics, SFTP, MailChimp, and more. See the full list of BlueConic connections.

Add a new connection

When you open the Connections tab in BlueConic for the first time, you see the existing connections navigation list. This list displays connections that are available in your BlueConic environment.

To use a connection, click the Add connection button to select from the gallery:

add-a-connection.png

In this example, we will create an SFTP connection to send and receive profile data via CSV files to and from another marketing system. Search or scroll down to find and select the SFTP Connection.

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Configure the connection

To configure a connection between BlueConic and another system, you need to enter your authentication credentials and then set up import (or export) goals. 

  1. In the new SFTP connection page, start by adding a title for your SFTP connection.
    configure-sftp.png
  2. Enter your authentication credentials: SFTP server name, port, username, authentication method, and password.
  3. Optional: To receive notification when the import or export is run, enter an email address and set the notification settings. 
  4. Select Import data into BlueConic on the left panel of the page to import data from CSV, TSV, or similar files through SFTP. See SFTP Connection: Setting an import goal for details.
  5. Run the connection. Select Import data into BlueConic in the left panel. A green arrow appears, going from the SFTP icon to the BlueConic icon. For detailed instructions on running the connection, see Running the SFTP Connection
    SFTPconnection4.png
  6. Click Add goal and choose Export goal to set up an export from BlueConic to SFTP. See SFTP Connection: Setting an Export goal for details. 
  7. At the top of the page, choose Save and turn the connection On.
  8. Run the connection. See Scheduling Connections for details on running the connection at certain times or on specific days. When you check the box next to Export data into BlueConic, a green arrow appears, going from the BlueConic icon to the SFTP icon.
    SFTPconnection5.png

On the Set up and run page, data exchange shows the total number of unique profiles that have been imported or exported via the connection. Note that these are unique profiles. If the same profile is exported multiple times, it is counted as 1.

The Connection - Profiles In/Out Insight shows the number of unique profiles exchanged through the connection. In the example shown here, 73K profiles were imported to BlueConic, and 103K profiles exported from BlueConic through the SFTP connection.

SFTP_Connection-insight.png

Now that you've synchronized your customer data with other marketing sources, you'll want to create segments of your customers. 

Activate data

Now that your connection is set up, you can build segments based on this new data.

Create segments

  1. Create a segment by choosing the "email" profile property, and specifying that it cannot be empty.
    create-segment.png
  2. In the left panel, add a second filter to the segment to filter for customers with a Primary interest in "travel".
    primary-interest-travel.png
  3. Now you can create a marketing campaign that targets customers with valid email addresses who are also interested in travel.

Measure your results

BlueConic offers tools that help you examine your first-party data to learn more about your customers. For example, you can use the Segment Discovery insight to visualize your segment to see the profile properties it contains.

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Make the most of BlueConic's segmentation and data activation capabilities for targeting your customers. 

Use the Profile Property Filling Level insight to determine the number of profiles for which you have a value versus those that do not have a value for a selected profile property (for example, how many of your profiles include an email address or phone number?).

Use the Profile Identifiers insight to determine the unique identifiers present in a certain segment of profiles. Having this insight helps you to target customers -- and also to know which identifier to target for future data collection. You can use this insight for your marketing analytics, for reporting on targeting and customer data collection.

Learn more

See Segmentation and insights to learn more ways to examine your customer segments.