💁🏻♀️ Advantage
- The marketing team, customer service team, and sales team can access and view customer data stored in the Customer data hub through the integration of MAAC and CAAC. This integration provides a 360-degree view of customer(contact) data, including contact information such as gender, phone number, and email address, as well as any notes or tag data associated with the customers(contacts).
⚠️ After September 11, 2023, the original customer data platform (CDP) will be renamed as Customer Data Hub. ⚠️
⚠️ After 2024/05/13, the Customer data hub will be changed to dual products (MAAC/CAAC), both of which must be turned on simultaneously before they can be used ⚠️
⚠️ If you originally only enabled CDH for a single product, please follow the setting instructions below to reconnect ⚠️
💡 Reminder：
- To ensure a consistent terminology experience across different products and the Customer data hub, once the integration is enabled, including MAAC and CAAC products, your customer segment will be referred to as "Contacts."
- In preparation for the integration, the note field for the same contact in MAAC and CAAC will undergo data merging before going live. If there are any differences in the notes, they will be combined. If the note field is empty in either product, it will be synchronized with the data from the other product.
➤ Plan Availability
- MAAC all users not only leverage MAAC's marketing features but also utilize CAAC's conversational capabilities, also have the need for data synchronization between the two platforms.
▶︎ Operational Mode
Customer data hub stores customer contact information from both MAAC and CAAC. The data integration feature between Customer data hub and MAAC/CAAC is not enabled by default in the MAAC and CAAC backends. However, once you enable the integration between any MAAC/CAAC instance and CL CDP, you will be able to view the tags from Customer data hub within the MAAC/CAAC platforms. Please refer to the following image for an example of viewing Customer data hub tags in MAAC.
To ensure that your contact information is correctly updated in both Customer data hub and the other integrated product, once you enable the integration with Customer data hub, any updates made to the contact information such as email addresses, phone numbers, etc., will trigger an update event in both the Customer data hub and the other integrated product where the integration is enabled.
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MAAC(Messaging Analytics and Automation Cloud) ⇣⇡ |
CAAC(Conversation Analytics and Automation Cloud) |
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Customer data hub |
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💡 Reminder：
- The information in different product databases and Customer data hub will be automatically updated every 3-5 minutes. Manual updates are not required.
- If you wish to cancel the integration, you can follow the original integration steps and go to the integration settings in MAAC and CAAC. Click on "Cancel Integration." Once canceled, the contact information will no longer be automatically updated, and the tag content in the Customer data hub tab will become blank.
▶︎ Recommended Settings
Scenario ①: If you want both the marketing and sales/customer service teams to view complete contact information in both MAAC and CAAC, and you want updates from both teams to sync to Customer data hub, please enable the integration with Customer data hub in both MAAC and CAAC.
Scenario ②: If you would like to use the CAAC x CDH｜Profile Unification
▶︎ CDH Integration Setting
➤ Enable Customer Data Consolidation - MAAC
1. Click the menu bar on the left to expand the APP marketing > Integration section > click Admin Center
➤ Enable Customer Data Integration - CAAC
1. Click on "Settings" in the left-side menu bar, then go to "Organization Settings," and click on "Integration" followed by "Customer data hub Integrate."
📚 Review: Only Primary Admin and above have sufficient permissions to modify organization settings. For more details, please refer to Tutorials｜CAAC organization settings.
2. Click on "Install" in the Admin center to complete the integration.
3. In the system pop-up window, click Next and follow the steps to complete the settings.
4. In the system pop-up window, set the data synchronization rule basis and select up to 3 Unify Key values.
- Phone
- LINE uid
- Customer ID
- Connect ID
5. Confirm settings > Install now
6. Setting finished
▶︎ Disconnect
1. Enter Application > Customer data hub > Check details > Connection control > Click "Disconnect"
2. Follow the instructions to Disconnect
3. If there is a need to reconnect, please follow the steps to reconnect.
▶︎ Information Display
After you have enabled Customer Data Integration in both MAAC and CAAC, you will be able to see the updated information fields in both MAAC and CAAC contact details. The tag data can be viewed under different tabs: one for the tags within the product interface itself, and another for tags coming from Customer data hub. The tags are sorted based on the time the contacts were tagged, from newest to oldest.
In the Customer data hub tab, different tag sources are distinguished by colors (blue: MAAC; purple: CAAC), allowing you to have a clearer understanding of customers' complete behavioral patterns and preferences.
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