Configuration

Global

Profile

More

Emarsys Integration Supported

Personal

DOB:

Address

Add Address

Brand

Add Brand
Prospect
Registration
Login
Update

Organisation

ID
Name
Industry
Category
Ranking
Revenue (Yearly)

Profile

Role
Department
Accuracy Score
Management Level

Address

Street
City
State / Region
Postcode / Zip Code
Country

Other

Employees Count
Employees Growth (Yearly)
Funding - Recent
Funding - Total
Add Organisation
Add Organisation
Register Organisation

Activities: Generic

Anonymous Behaviour

Clear Field Data

Activity

Clear Field Data

UTM (Urchin Tracking Module) - Last Interaction

BI - Next Best Action

Clear Field Data

BI - Net Promoter Score

Clear Field Data

Campaign

Clear Field Data

Categories

Clear Field Data

Channel

Clear Field Data

Device & IoT

Clear Field Data

IoT Activity

Engagement

Clear Field Data

Interest

Clear Field Data

Survey & Sentiment

Clear Field Data

Loyalty Program

Clear Field Data

Order / Purchase | Sales & Distribution

Clear Field Data

Order Details
Cost Details
Promotion / Discount
Payment Details
Distribution Details (for PURCHASE)

Transaction

Clear Field Data

Products

Clear Field Data

Sales Ticket / Lead

Clear Field Data

Service Ticket

Clear Field Data

Location / Outlet / Application

Clear Field Data

Location - Extended

Clear Field Data

Custom

Clear Field Data

Activities: Industry

Industry: Airlines

Flight Details

Clear Field Data

Industry: Utilities

Plan Subscription Details

Clear Field Data

Billing / Invoicing Details

Clear Field Data

Activities: Use Cases

Generic

Generic (Systems)

DMP
Analytics
CIAM
Marketing
PoS
Loyalty
eCommerce
eXperience Management
Sales + Service

Generic (Activites)

Profile
Anonnomouse
Activity
NBA
NPS
Campaign
Categories
Channels
Device / IoT
Engagement
Survey
Loyalty
Orders
Transactions
Products
Sales
Service
Service

Customer Aquisition

Step 1 (ONLINE): Research - Website
Step 2 (OFFLINE): Enquiry + Quote - Phone
Step 3 (ONLINE): Research + Opt-In - Website
Step 4 (OFFLINE): Order / Purchase - Phone
Step 5 (ONLINE): Registration - Website
Step 6 (OFFLINE): Support - Phone

Automotives

Cutomer Aquisition: Vehicle Purchase

Step 1 (ONLINE): Research - Website
Step 2 (OFFLINE): Enquiry - Phone
Step 3 (OFFLINE): Test Drive - On-Premise
Step 4 (OFFLINE): Quote - Phone
Step 5 (OFFLINE): Order / Purchase - Phone
Part 6 (ONLINE): Registration - Website
Part 7 (OFFLINE): Service - Phone

FSI: Banking

Customer Aquisition: Home Loan Purchase + Credit Card Upsell Purchase Ex.1

Make sure you set values for each of the events below.

Step A:
Step B:
Step C:
Step D:
Transactions using Credit Card

Customer Aquisition: Home Loan Purchase + Credit Card Upsell Purchase Ex.2

Make sure you set values for each of the events below.

Step A:
Step B:
Step C:
Step D:

FSI: Insurance

Customer Aquisition: Service Purchase

Media

Generic (Systems)

DMP
Analytics
CIAM
Service
Marketing
PoS
Loyalty
eCommerce
eXperience Management

Retail

Anonomous > Identify > Purchase > Customer Ex.1

Make sure you set values for each of the events below.

Step A:
Step B:
Step C:
Step D:

Utilities

Customer Aquisition: Plan/Service Purchase (Option 1)

Step 1 (ONLINE): Research - Mobile
Step 2 (OFFLINE): Enquiry + Quote - Mobile
Step 3 (ONLINE): Research - Mobile
Step 4 (ONLINE): Order / Purchase - Website
Step 5 (OFFLINE): Support - Phone

Customer Aquisition: Plan/Service Purchase (Option 2)

Step 1 (ONLINE): Research - Website
Step 2 (OFFLINE): Enquiry + Quote - Phone
Step 3 (ONLINE): Research + Opt-In - Website
Step 4 (OFFLINE): Order / Purchase - Phone
Step 5 (ONLINE): Registration - Website
Step 6 (OFFLINE): Support - Phone

Building & Manufacturing

Customer Aquisition: Purchase (Option 1)

Step 1 (ONLINE): Annonymous - Website
Step 2 (ONLINE): Prospect - Website
Step 3 (OFFLINE): Enquiry + Quote - Phone
Step 4: Engagement
Step 4 (OFFLINE): Order / Purchase - Phone
Step 5 (ONLINE): Registration - Website
Step 6 (OFFLINE): Support - Phone

Activities: Use Cases - B2B

Generic

Senario 1: New Customer Engagement

Step 1. 3rd Party Data Enrichment
Step 2. Anonymous Website Activity
Step 3. Product Catalogue Sign-up
Step 4. Webinar Sign-up
Step 5. Organisation & Customer Registration
Step 6. Active Buyer

Privacy

Processing Purpose

Clear Field Data Check All Field Data

Communication

Clear Field Data Check All Field Data

Communication Date (Subscribed):