Visitor profile management

Set up a working customer data platform by building visitor profiles with attributes, defining audience segments, and activating data via a connector.

Introduction

Visitor profile management creates customer profiles that are segmented by behavior to power real-time audience activation.

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This guide introduces you to Tealium visitor profile management, the application interface and the fundamental concepts of a customer data platform (CDP).

The first step is to create attributes. Attributes allow you to define the important characteristics that represent a visitor's habits, preferences, actions, and engagement with your brand. This section will describe the two types of attributes and the different kinds of data they can store.

Attributes: Enrichments

After you identify the attributes you want, you will configure them with enrichments.

Attributes: Badges

This document explains visitor attributes badges.

Attributes: Offline data (omnichannel)

While the platform primarily acts on real-time customers of your digital properties, the platform can also work with offline data through omnichannel imports. You can take offline data, such as in-store sales or call center activity, and correlate it to your online visitor data to complete the customer data profile.

Preloaded attributes

This document explains preloaded attributes.

Visitor stitching

Now that you've seen how to build rich customer profiles using attributes and enrichments, it's time to review how to identify your customers through identity resolution and visitor stitching.

Visitor stitching: Visitor ID

The visitor ID attribute is used to identify customers using a value that is guaranteed to be unique to each customer.

Visitor ID: Part 1

In this step, we will show how to safely create a visitor ID attribute and introduce Audience Discovery, which allows us to validate the identity resolution strategy before finalizing it.

Visitor ID: Discovery

This is a critical step to ensure that our identity resolution strategy is accurate and that the attribute we've chosen, Email Address, is unique across our customer base.

Visitor ID: Part 2

In this step we will complete the identity resolution plan by creating the visitor ID attribute for Email Address and populate it with the values we are already collecting in the corresponding string attribute.

Audiences

This document provides information about audiences and describes how to create an audience.

Connectors

This document explains connectors in the platform.

Connectors: Add a connector

This step shows how to add a connector, configure an action, and use data mappings.

Trace

Trace is the testing and validation tool for the platform.

Test with Trace

In this step, you will use Trace to validate that all of the previous configuration is working as expected. You will get a trace ID, add it to your application (or use the Tealium Tool), perform a simple test, then inspect the logs in the Trace interface.

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