Customer Data Platform

Customer Data Platform is a powerful tool that allows you to query, segment, and save audiences of customers who have interacted with your business using Momos features. 

You can also upload your own customer information that our outside of Momos to create an audience. You can learn more about uploading your own data here: Uploading Your Own Data Source 

It gives you a database-style way to filter and manage your customer data effectively. 

You can use this to understand and target specific customer segments for your outbound campaigns. 

Once you've created an audience, you can select any of your created audiences for your outbound campaigns.

Learn more about outbound campaigns here: Outbound Campaign

Locating Customer Data Platform

At the left side menu bar, under Activate, click "Customers".

The overview is divided into Customers, Audience and Data Source.

Customers

This is where you will see a full list of your customers and their customer profiles, as well as create audiences.

On the right is the number of customers.

You can do a simple customer search and the option to include the audience you want to search from. The number of customers in the search will also be displayed on the right.

You can export all your customers and create an audience at the top right.

Customer Profile

You can view the customer profile by clicking on the magnifying glass icon. 

The customer profiles display various information, including interactions, offers issued, offers redeemed, surveys responded to, and custom data uploaded. You can also view identifying information such as names, emails, and phone numbers.

You can also send an offer to the customer

Within the customer profiles, you will find two types of data: Traits and Events.

Traits

Traits represent information that remains true about a customer. These can be used for filtering and segmenting customers. Examples of traits include microsite subscriptions, marketing opt-in/out status. You can create your own custom traits as well.

Events

Events capture data that can occur more than once for a customer. This includes offers issued and redeemed, transactions, reservations, and more. Events have a time and date component and appear in a timeline view. You can filter and download event data, as well as send offers directly to customers.

Filtering Customers And Creating An Audience

Click on the "Add Custom Filter Rules" and select the brand and location if not all.

In this example, we will create an audience with only customers who have the name "Jan".

Aggregation: Any

Name: Select the attribute, trait or event you are looking for (Any new custom event or trait created will be populated here). In this case, we chose  "Name" under the Personal Identifiers attribute because we are filtering customer names.

Operator: The operator in a filter is like the verb in a sentence. Operators specify how filter criteria relate to each other. In this example, we will select "contains" to look for all names that contain the value.

Value: Fill in the subject which in this case "Jan" then click save.

 After the filter has been set, you can save it as an Audience by clicking "Save Audience" (You can also edit or clear your rules).

Add Filter Rule: You can also have more than one filter by clicking "Add Filter Rule". These two rules will automatically be grouped together (You can remove the group by clicking on the trash can icon)

You can Specify whether all conditions must be true (AND) or if either condition can be true (OR).

Customer Data Platform provides advanced filtering options to fine-tune your customer segments. You can utilize aggregations and comparison operators to create more specific filters. For example, you can filter customers who have redeemed an offer with an average sale amount greater than five.

How to Edit Your Save Audiences

Click on "Audience" located at the top. Here you will see the list of all the audiences that were created. To edit your audience, click on the pencil icon and click on "Edit" to update t

You can also download a CSV of the audience if needed.