Antsomi CDP 365 Manual for Beginners | Top 3 Worst Mistakes

Introduction

Hello to all marketing professionals new to Antsomi CDP 365! This manual aims to prevent those "good intentions gone wrong" scenarios by explaining the top 3 common operational mistakes made by beginners in Antsomi CDP 365 and how to prevent them. Read this document to ensure a smooth and successful initial experience. Antsomi CDP 365 is a powerful tool designed to transform your business into a data-driven enterprise.

1. Deploying to Production Without Testing

How to test an email campaign:

• 1️⃣

  Select the journey you created and choose "Create copy" from the top right.
  
• 2️⃣
  Rename the test journey. For example, add "[TEST]" to the beginning.
• 3️⃣
  Modify the trigger settings. Set the trigger time to "Right after the journey activated" and select a segment of internal test members as "Included audiences."
• 4️⃣

  Save the test journey and "Activate" it.
  
• 5️⃣
  Confirm that the test ran successfully and that the email content was delivered correctly. Also, verify that you received the test email yourself.

2. Incorrect Segment Conditions

How to create a segment:

Navigate to the "Profiles" module. Then select "Segments."

Create a new segment by clicking on the "+" button.

Key points for segment settings:

• 1️⃣

  Select the appropriate option between "Customer segment" or "Visitor segment."
  
  • • "Visitors" are users anonymously tracked by cookies.
  • • "Customers" are identified users with an email address or phone number.
• 2️⃣

  Set the segment update frequency appropriately ("Static segment" or "Dynamic segment").
  
  • • Static segments are fixed lists of contacts whose membership remains constant unless manually updated.
  • • Dynamic segments automatically add or remove contacts based on predefined rules, ensuring their membership is always up-to-date with the latest data and behaviors.
• 3️⃣

  Set either "Perform event" or "Have attribute" as appropriate.
  

  Have attribute

  This condition filters based on attribute information possessed by customers or visitors (who the user is / what characteristics they have).

  Examples: Customers "with a registered email address", Customers whose "membership rank" is "Gold".

  Perform event

  This condition filters based on actions or interactions (Events) performed by customers or visitors.

  Examples: Customers who "purchased 3 or more times in the last 30 days", Users who "added items to their cart" but did not purchase.

• 4️⃣
  After creating the segment, check the "Computation History."
  Confirm that "Success" is displayed for "Computation status." Verify that the "Computation output (members)" shows the total number of people included in that segment, and ensure it matches your expected count.

Antsomi CDP 365 Manual for Beginners | Defining & Segmenting Valuable Customers and Leads

For more information on defining & segmenting valuable customers and leads, refer to this manual.

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3. Duplicate Data Registration

• 👉
  Leverage the "Data" module: The "Data" module in Antsomi CDP 365 manages the automation of data processing by connecting, transforming, processing, and sending data from diverse sources such as Google Sheets, Oracle, and Google Analytics to various destinations. This significantly reduces the effort and errors associated with manual data entry.
• 👉
  Regular automatic execution: For data integration from external sources like Google Spreadsheets, utilize "Batch streams" in the "Dataflows" section of the "Data" module. By configuring data to be automatically imported and updated periodically, you can eliminate the complexities of manual import tasks and ensure that your data is always up-to-date.

Antsomi CDP 365 Manual for Beginners | Integrating Various Data Sources with Antsomi CDP 365

[Coming Soon] For more information on integration of data sources, stay tuned for this guide.

Coming Soon

• 1️⃣

  Select the appropriate "Import type":

  When uploading offline customer lists, click the "Import" icon in the "Customers" section of the "Profiles" module.

  

  It is crucial to select "Add New and Update". This ensures that new customer data from the file is added, while existing customer data is updated, preventing duplicate registrations and maintaining the most current customer information.

  
• 2️⃣
  Set "Matching fields"
  During upload, accurately configure "Matching fields" to match attributes in your upload file with those in CDP 365. Specifically, the "Customer ID (customer_id)", such as a unique user ID or hashed email address, is a mandatory field. Proper mapping ensures data consistency and avoids duplicates.

Antsomi CDP 365 Manual for Beginners | Importing an Existing Customer List

For more information on importing an existing customer list, refer to this manual.

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We hope this quick start guide helps you succeed in utilizing Antsomi CDP 365 and overcome any reluctance towards data-driven marketing activities.