Overview
Zeotap creates a holistic view of your customer by unifying their interactions across different business touchpoints. Zeotap’s identity resolution and unification logic create a sophisticated customer profile by enriching interactions and information collected across a variety of sources like your website, mobile apps, CRM, thirty-party platform, data warehouses and more. The customer profile is obtained by analysing and resolving data across multiple touchpoints, attributes and systems. The attributes include universal identifiers like cookies, email addresses, cell phones or custom identifiers like account IDs, user IDs and more.Key Features and Benefits of ID Resolution
- It can merge offline and online data.
- It supports customer data ingested across different sources like websites, mobile apps, CRM, thirty-party platforms, data warehouses and more.
- It can stitch your unknown to known users’ interactions.
- It gives you granular control to define your own strategy for creating your unique customer profiles.
- It gives you the option to create high and low-fidelity-based customer profiles for different use cases.
- It automatically applies the merge control algorithm based on the priority defined by you.
- It creates a unique persistent user identifier that maintains the ID linkages across user interactions.
Get Started with ID Resolution
To get started with the ID Resolution, follow the step-by-step process outlined below:ID Strategy
Ensure that you prepare the source-specific data dictionary (listing attributes from each source) and a data model (illustrating the relationships between each source and their respective identifiers) before configuring the ID strategy. Once these preparations are complete, you have to define all the identifiers that play a role in the ID resolution within your account’s catalogue. Following that, you can set up your ID configuration. For more information about how to configure the ID strategy for your account, refer here.
Note:If this is the first source setup in the account, then ensure that you have configured the required ID Strategy for your account. Once the data mapping is complete, the customer profiles are created and unified as per the ID strategy active in the account.By default, we enable the Identify and link using all IDs option, which takes into account all the ID attributes across sources for resolving or creating user profiles. Note that this is an irreversible process. Any changes done after source creation are only applicable to the new data that is ingested.
Once you have configured the ID strategy for your account, you can begin by using Sources to create a new source. To do this, select a source category and source type that align with your specific needs and create the source accordingly. For more information about how to create a source, refer here.