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Tutorial｜CAAC x CDH - Profile Unification

  • Updated

    Tutorials｜CAAC x CDH - Profile Unification

    Creation Date: Jul 11, 2024
    Created By: Crescender Lab
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    ▶️ Introduction

    • Crescendo Lab is always committed to optimizing our products and hopes to provide more complete 360º contact information to enhance your contact management experience across channels and products!

    💁‍♀️ Advanced

    • A more cost-effective integration solution

      • Supports cross-channel and cross-product customer data integration, which is convenient and can be used as long as you purchase the MAAC/CAAC plan

    • 360º customer experience

      • Integrate customer data across channels and products through customer data, allowing brands to grasp customer information and needs

    • The easiest function to use

      • Easily integrate all customer information through platform settings

    1. Omnichannels customer data integration provides more comprehensive contact information!

    Easily grasp customer information and needs, integrate more complete 360º contact information, allowing you to manage Omnichannels and cross-products more comprehensively.

    Omnichannels customer data integration provides more comprehensive contact information!

    2. Support Profile API to connect third-party data

    Please refer to Profile API description：Profile API - Full Experience of Customer 360º

    • You can check the contact data from third-party CRM/ CDP.

    • Also you can connect contact data by profile API.

    Support Profile API to connect third-party data
    ⛔️ Please note that after the customer information is integrated, the customer information cannot be unmerged.Therefore, before integrating customer data, please make sure that the Unify key of the merged data corresponds to a single contact person.
    ⚠️ The MAAC LINE contact integration function for SMS contact information will be launched soon, so stay tuned!

    # Integration Scenario 1 - Consolidate Contact Data from Multiple Channels in a Single CAAC Organization

    1. Set the key for merging data

    2. Confirm contact list

    3. Click on "Setting" - "Channels" - "Profile Unification"

    Click on "Setting" -> "Channels" -> "Profile Unification"

    4. Click on "Edit" to choose Unify keys

    Up to 3 unify keys.

    Click on "Edit" to choose Unify keys

    5. Click on Apply

    Click on Apply

    6. Confirm the merge rules

    Confirm the merge rules

    7. Contacts will be merged after confirmation.

    Contacts will be merged after confirmation.

    8. When the specified value is selected as the unify key, you will see the key symbol in the contact information

    When the specified value is selected as the unify key, you will see the key symbol in the contact information
    ⚠️ Please pay attention to the selection of the merge key and the rule settings for merging data. Once the contact data is merged, it cannot be restored.

    # Contact information presentation

    1. It will take about 5 minutes to complete the automatic update of the data.

    2. Each integrated channel will be displayed in the "Channel" list of the contact information

    9. If the contact information is in multiple channels, the same unify key will be used as the judgment for data integration and the information will be integrated.

    If the contact information is in multiple channels, the same unify key will be used as the judgment for data integration and the information will be integrated.
    ⚠️ The merged contact information will not change except for the data of Unify key. If you need to change the merged data, you need to manually change the information.

    📌 Data integration logic

    1. Contact information

      • Use “valuable” key content as integrated data

      • Use "latest updated information" as the content of updated integration

    2. Notes/conversation recordsAll notes and conversation records will be sorted in "New -> Old"

    ⛔️ Please note that after the customer information is integrated, the customer information cannot be unmerged.Therefore, before integrating customer data, please make sure that the key values ​​(Unify key) of the merged data correspond to a single contact.

    # Integration Scenario 2 - Merge multi-channel contact data in the same MAAC & CAAC organization

    To merge MAAC & CAAC data, be sure to turn on Customer data hub - Admin Center

    10. In the MAAC extended market Customer data hub enter "Admin Center

    In the MAAC extended market Customer data hub enter "Admin Center

    11. In CAAC click "Channels" - "Profile unification" - "CDH Set up"

    In CAAC click "Channels" -> "Profile unification" -> "CDH Set up"

    12. View content in the Customer data hub of Admin Center

    View content in the Customer data hub of Admin Center

    13. Click on Edit to choose unify keys

    Click on Edit to choose unify keys
    ⚠️ In cross-MAAC & CAAC integration scenarios, please be sure to select LINE uid as the Unify key to integrate cross-product LINE contact information
    ⚠️ In cross-MAAC & CAAC integration scenarios, please be sure to select LINE uid as the Unify key to integrate cross-product LINE contact information
    ⚠️ In cross-MAAC & CAAC integration scenarios, please be sure to select LINE uid as the Unify key to integrate cross-product LINE contact information

    14. Choose Unify key

    Up to 3 unify keys

    Choose Unify key

    15. Click on Apply

    Click on Apply

    16. Confirm merge rules

    Confirm merge rules

    17. Contacts will be merged after confirmation.

    Contacts will be merged after confirmation.

    # Integration Scenario 3 - Consolidating contact data across different MAAC & CAAC organizations

    1. If a brand needs to integrate contact information across organizations, it needs to contact Crescendo partners!

    2. After the Crescendo partner completes the connection, the brand can integrate data according to integration scenario 2!

    ⚠️ If you want to integrate contact information from different organizations, brands must disclose the currency of relevant information on their official website.

     

    Created with Tango.us

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