To get started with data onboarding, you must expose a customer identifier on your website, which Monetate can then capture and use this identifier for segmentation.
Exposing a Customer ID on Your Site
For example, when Clayton Powell logs into your site, its eCommerce platform stores Clayton's customer ID in a cookie:
ee8372ls. Since your site is configured to capture the customer ID in a cookie every time a customer logs in, you can then configure Monetate to look for this identifier, called the on-site ID, on your site on each page load.
Three Common Ways to Expose the Customer ID
Here are three commonly used methods for exposing the customer ID.
When a customer logs in — When a customer logs in establish their profile, access a wish list feature, add something to cart, or make a purchase, they're identifying themselves as a person to your site.
When a customer signs up for their email preferences — When a customer signs up for your company's email newsletter or configures their email preferences, they're providing you with their identity, typically an email address. If your email service provider hosts this form, then they often drop a subscriber ID into a cookie. This ID is usually present in your email subscriber database, which then allows you to upload any of your email subscriber analytics to the platform.
When a customer contacts online customer service — When a customer initiates a chat or fills out a customer service form on your site, it's another opportunity to identify the customer and expose a customer ID to Monetate. As soon as the customer enters an email address or another key identifier, such as a phone number, you can configure your service platform to expose a customer ID somewhere on your site.
Use a Value Exposed on All Channels
Monetate recommends that you expose the customer identifier for a single person as the same value on as many channels as you can. For example, if Clayton Powell visits your mobile site and logs in, he should have a customer identifier exposed:
If you want to create personalization experiences for your desktop site, ensure that same customer identifier is also available on your desktop site. Therefore, when Clayton logs into the desktop site, he's assigned the same identifier as on the mobile site:
Uploading a Dataset
To use offline customer data in experiences, you must upload it in a dataset using the platform's datasets upload wizard. See Dataset Upload Requirements for the required information and formatting for a dataset of customer data. Upload a Customer Attributes Dataset contains the steps for uploading the file to the platform.
Set Up an On-Site ID Target
To use customer datasets, you must set up an on-site ID target, which allows Monetate to remember your customers for future targeting and segmentation.
In the Datasets Upload wizard you're prompted to select an on-site ID from options available within the wizard or to create one using Target Builder.
Name the on-site identifier target, and then enter a description. Click SAVE & RETURN to return to the Datasets Upload wizard.
You can now select in the wizard the on-site identifier that you just built so that you can then continue creating the dataset.
After you've satisfied all the prerequisites, you must consider a few other things before you begin to build an experience with your customer data.
Consider Your Sources
The customer data that you've included in the dataset helps to determine the type of experience you will build. Does the dataset include CRM data, email data, point of sale data, or a combination of all three?
Look at Business Goals
What business goals do you want to achieve with an experience that uses the customer data? Do you want to drive down returns, identify high-value customers, or bolster sales of high-margin products?
Estimate Audience Size
Before you launch an experience with the data, have an idea of the relative size of your audience. You can determine that information by creating an experience that uses a Do Nothing action. Run this experience until you have enough data to make informed decisions about the traffic a personalization experience may receive. After this information-gathering trial, you can then build an experience targeting the audiences that you identified with the Do Nothing experience.