Uploading Historical Customer Data

For Historical information, we want to make sure we upload a file of all emails and metadata you have associated with them. Typically when first integrating with Zaius, we want to include those who have subscribed, unsubscribed, and any other email status a user may have. Providing other information is very helpful but the most important is a user's email. Zaius has a number of native fields which are listed on the customer entities document. You may come across fields in your data that are not reserved by Zaius and you will want to create custom fields.

Here is an example CSV file of what the formatting needs to be in order to upload the data into Zaius. For custom fields, make sure to use the Tag Name (example_field) and not the Display Name (Example Field).

Your CSV file name should begin with 'zaius_customers'.

Integrating Ongoing Customer Data

To capture ongoing customer data, you will want to track when a user subscribes on a form, orders, logs in, registers for an account, etc. Essentially we recommend tracking any form where a user can identify themselves on the website (places where a user would type in their email). When we see an email/customer id field that is not already in our database, we will add a new customer record. If we see that user already, we will update the fields that you pass us and associate any events ongoing with that user.

HTTP API

Sending customer data through the Profile API

Javascript

You can send customer data using the javascript entity method as shown here

zaius.entity("customer", {
    email: "johnny.zaius@zaius.com",
    first_name: "Johnny",
    last_name: "Zaius",
    phone: "617-545-5001" 
  } 
);