Customer data will be leveraged for building segmentation, analytics, and using customer data in content. Customers typically break integrating with Zaius into two parts, uploading the historical data and integrating the ongoing data. Historical is typically done via files and ongoing using APIs, but both mechanisms can be used for either one.
Some customer data will automatically be maintained and added to with subscription data from web forms, or order data, for example. Use the sections below to help integrate customer data.
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.
Sending customer data through the Profile API