Key Objectives
By completing this training, you will learn how to:- Bring in data and unify customer data across systems.
- Enrich customer profiles with additional insights.
- Activate customer data for personalised marketing.
- Ensure full security and compliance throughout the process.
Go to the certification section
Access to Training Videos
You can access all video content by clicking here and using the password: ZeotapCDPTraining2024!Integrate
The Integrate module within Zeotap CDP streamlines the convergence of diverse data origins onto one cohesive platform, delivering a harmonised perspective of customers. Comprising Sources and Destinations as integral sub-modules, Integrate facilitates the collection, integration, and secure transmission of enriched customer data. Sources information from multichannel touchpoints and systems, fueling personalised marketing endeavours. whereasDestinations](https://docs.zeotap.com/articles/integrate-customer/destinationsmpowers efficient data conveyance to external platforms, such as DSPs and DMPs, for targeted campaigns.Integrate - Sources Summary Video
The video below provides a brief summary of the Sources module under Integrate.Integrate - Destinations Summary Video
The video below provides a brief summary of the Destination module under IntegrateIntegrate Help Documentation LinksFor more information, refer to the help documentation below.
Unify
Unify is a powerful tool that helps you to build a complete profile of your customers. Here, the events, profile attributes or consent information received along with the identifiers, are merged into a single profile to have a 360-degree centralised view of a customer. As a marketer, you can convert your offline customer data into digital format and connect the online activities across various devices to a single identifier. This unified view of the customer spans all platforms and devices, providing valuable insights. Unify includes the following modules:Unify - Cataloguummary Video
The video below provides a brief summary of the Catalogue module under Unify.Unify - Calculated Attributeummary Video
The video below provides a brief summary of the Calculated Attributes module under Unify.Unify - ID Strategummary Video
The video below provides a brief summary of the ID Strategy module under Unify.Unify Help Documentation LinksFor more information, refer to the help documentation below.
Segment
The Zeotap CDP Segment Module enables precise customer segmentation with AI-driven and predictive audiences. It supports A/B testing, connects audiences to destinations for activation, and uses machine learning to forecast behaviour for proactive targeting. Segment includes the following sections:Create an Audience
Create an Audience with AI
Connect your audience to a Destination
A/B Testing in Audiences
Predictive Audiences
Segment - Create an Audience Summary Video
The below video summarises the steps to create an Audience.Segment - Create an Audience with AI Summary Video
The below video summarises the steps to create an Audience with AI.Segment - Connect Your Audience to a Destinatioummary Video
The below video summarises the steps to connect your Audience to a Destination.Segment - A/B Testing in Audienceummary Video
The below video summarises the steps to A/est your Audience.Segment - Predictive Audienceummary Video
The below video summarises about the Predictive Audiences module under Segment.Segment Help Documentation LinksFor more information, refer to the help documentation below.
Orchestrate
Orchestrate encompasses ub-product called Journeys, which ieotap’s real-time user journey orchestration product that ensures consistent and real-time personalisation across a user journey. These journeys are built on a foundation of their first-party data unified by Zeotap. For example, when website visitors abandon their cart and you can then choose to target high-valued and low-valued users differently. Or if these users continue their purchase Journey in the Zeotap CDP App, you can offer fine-grained personalisations that improve conversion.Orchestrate - Journeyummary Video
The below video summarises about the Journeys module under Orchestrate.Journeys Help Documentation LinksFor more information, refer to Orchestrate Module Help.
Protect
The Protect module plays a pivotal role within the Zeotaystem, dedicated to ensuring data privacy compliance. The following are the three core functionalities that the module encompasses:Protect - Consent Managemenummary Video
The below video summarises about the Consent Management module under Protect.Protect - Customer 36ummary Video
The below video summarises about the Customer 360 module under Protect.Protect Help Documentation LinksFor more information, refer to the help documentation below.
Certification
To complete your journey and obtain the Zeotap CDP Certificate, the last step is to complete the following test and achieve a minimum of 90%. Upon completion, you will receive your score and have the option to retake the test if required. Once you have successfully passed, you will receive a certificate from us within a week of completion.
Click Here to Start the Test
Useful Links
- Zeotap CDP Login Page
- Zeotap CDP Help Page (you will need to be logged in to access help content)
- Here you will find All Zeotap CDP Integrations and links to the integration specific documentation
- Send an email to Zeotap CDP Support