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Progressive Profiling: Build a single source of customer data truth

BlueConic cdp use case for progressive profiling and profile enrichmentBlueConic supports your CDP use cases with rich first-party data capabilities. With progressive profiling in BlueConic, you can build a single source of customer data truth in unified customer profiles. Using BlueConic connections, you can import and export profile data to synchronize your customer data across your entire marketing technology ecosystem, reducing or eliminating the cost of storing redundant or bad data.

Watch the video: Working with Unified Profiles in the BlueConic CDP


CDP Use Case: Using progressive profiling to build a single source of customer truth

Before you begin

Learning about your customers often means collecting data from other systems using BlueConic connections to or export import customer data. The example below uses the BlueConic SFTP Connection, but the process is similar for other marketing connections. See the range of connections offered in BlueConic.

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 use your first-party data from BlueConic in all your marketing campaigns.

BlueConic offers over 80 certified connections, including Facebook Advertising, Google Analytics 4, SFTP, 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 already available in your BlueConic environment.

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

How to add the SFTP Connection to BlueConic to unify customer profile data for progressive profiling and profile enrichment

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.

How to do profile enrichment via the SFTP Connection with BlueConic profile data

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.
    How to configure the SFTP Connection in BlueConic CDP for profile enrichment and progressive profiling
  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.
    How to import customer data as a CSV file using the SFTP Connection in BlueConic
  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.
    How to export customer profile data to marketing systems using the SFTP Connection in BlueConic

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.

How to measure progressive profiling and profile enrichment results with the SFTP Connection in BlueConic

Measure your success

Use BlueConic insights and dashboards to see at a glance the number of profiles updated via your connections.

The Connections Overview Insight displays an overview of your connections including the number of profiles imported and exported.

How to see where customer profiles come from in BlueConic using the Connections Overview Insight

You can trace the origins of your customer profiles to see which platforms or channels your profile data comes from. Use the Profile Origin insight, to see where customer profiles originate: from desktop web, certified BlueConic connections, mobile web, and native apps, for example.

How to trace the origins of customer profile data in BlueConic using the Profile Origin Insight

At the profile level, see in detail the other systems that contribute or share profile data for a particular profile. The BlueConic Profile Overview summarizes profile data and shows connections associated with the profile.

How to visualize customer marketing data with the BlueConic CDP

Learn more about BlueConic profiles.

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