Configuration

Global

Profile

More

Emarsys Integration Supported

Personal

DOB:

Address (B2C Group)

Add Address

Brand (B2C Group)

Add Brand

Organisation (B2B Group)

Add Organisation
Prospect
Customer

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

Engagement

Clear Field Data

Survey & Sentiment

Clear Field Data

Loyalty Program

Clear Field Data

Order / Purchase | Sales & Distribution

Clear Field Data

Order Details
Cost Details
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

Custom

Clear Field Data

Activities: Industry

Industry: Airlines

Flight 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

Privacy

Processing Purpose

Clear Field Data Check All Field Data

Communication

Clear Field Data Check All Field Data