Overview

Zaius can collect, store, and make available all of the most relevant data for your business. This is done by adhering to a few core concepts:

Know everything about a customer. Who they are and what they've done.
Identify and resolve who the customer is across all systems.
Make the platform flexible and adaptable.
Have great integrations that enable more impactful and informed decisions.
Make all data stored in Zaius available via the API.

This guide outlines how you can get your data into Zaius and how the Zaius tools use that data.

Data to consider

You might be asking yourself, "What data is typically imported?" and the simple answer is anything about how your customers interact with your brand. This data is often spread across multiple systems, and this fragmentation creates inefficiencies. Getting all of the data into Zaius allows you to learn from and leverage the centralized information in a more impactful way.

With this in mind, you might be asking yourself, "Does this mean I need to import everything before I benefit from Zaius?" and the answer is no. The information builds on itself. You can incrementally import data into Zaius, deploy campaigns, and continue to introduce more details later.

Import data from another system

A common approach to getting your data into Zaius is to integrate with another system. Zaius and our partners offer integrations for many popular platforms.

To learn more about our current integration options:

In your Zaius account, click the Account Settings icon in the main navigation bar.
In the sidebar, select Integrations under the Data Management section.

The types of systems that we tend to integrate with and why can be found below.

Integration Type	Example	Data Integrated	Historical/Ongoing?
E-commerce	Shopify Magento Custom	Pageviews Product views Cart interactions Order lifecycle Customer file Product catalog	Historical - Only orders, customers, and products Ongoing - Everything
Service	Zendesk	Ticket lifecycle Post ticket surveys Customer file	Both
ESP	MailChimp ExactTarget Responsys	Email interactions Customer list/file	Both
Point of Sale	LivePOS	Orders purchased	Both

Manually import data

To manually import your data into Zaius, please refer to these resources.

Data in Zaius falls into one of these data types:

Data Type	Description	Guide
Customers	All fields that describe a customer and their attributes.	Integrate customer data
Products	Every item in your product catalog should be expressed as a product entity in Zaius.	Integrate product data
Orders	Order data tracks purchases in Zaius. Each order has a unique ID but can be updated over time if, for example, there's a return for a specific order.	Integrate order data
Events	Events are the core of Zaius. Events represent the touchpoints a customer has with your brand.	Integrate event data
Custom Objects	Zaius is able to adapt to your business. If you have your own data objects (tickets, blog posts, venues, etc.), a custom object might be right for you.	Please contact Support to learn more about integrating custom objects.

How the data is used

Once your data is available in Zaius, it can be leveraged by various tools. Learn more about these tools and their relationship to your data below.

Lists

Lists allow you to organize your customers and make targeted communication easier. Lists differ from other organizational tools, such as segments, because they can account for sources that Zaius cannot actively monitor. A typical use-case would be offline sources like tradeshow sign-ups. Learn more.

Segments

Segments allow you to filter your customers based on who they are or what they've done. These can be used to refine your reports and to make your email campaigns more targeted. Learn more.

Behaviors

Behaviors allow you to model a series of customer actions about the way customers interact with your brand. These can be used as an element of segments and to refine email personalization. Learn more.

Filters

Filters are the characterization of a collection of events and allow for the further refinement of reports, segments, behaviors, and email campaigns. Learn more.

Campaign Emails

Emails are a crucial component of many campaigns and benefit from the application of lists, segments, behaviors, and filters. Additionally, your data allows them to be more impactful via personalization. Learn more about campaign basics and email personalization.

Reports

Reports allow you to reflect on your campaign strategy and benefit from the application of segments and filters. Learn more about the company overview report, attribution reporting, and custom reporting.