Agillic gives you the opportunity to create unique customer experiences for your customers based on data. Building your communications in this way allows you to personalise, trigger, and time them to perfection. Therefore, you need data to base your content on.
Your data may be as simple as whether or not a recipient subscribed to a newsletter. It can also be much more detailed, such as the data of the recipient's latest purchase or their unique interests. The more or better data you have, the easier it will be to build successful campaigns.
In this article you will find information about;
What Kind of Data Do You Need?
If you want to focus your recipient's data, it's a good idea to plan what type of data you want to use. Agillic has the following types of data structures:
Person Data
Person Data is the most common type of data and stores single values specific to each of your recipients. Person Data is often used to track specific traits of your recipients such as what products they're interested in, what their zip code is, or how many bonus points they have.
You can learn more about Person Data here.
One-to-Many Tables
One-to-Many Tables store tables of data for each recipient. They're often used to store information like purchases, bookings, visits, or anything else a recipient might repeat, but where each entry may be different.
You can learn more about One-to-Many Tables here.
Global Data Tables
Global Data Tables are useful for global catalogues of data such as products, stores, events, services, etc. Global Data is data that's globally available on the Agillic instance and isn't recipient specific.
You can learn more about Global Data and Global Data Tables here.
Activity Data
Activity Data is automatically generated data based on a recipient's activities. This stores anything from the recipient opening and clicking in an email to a recipient receiving a specific Proposition in a Promotion.
You can learn more about Activity Data here.
Gathering Data
Gathering Person Data
Most campaigns include a lot of Person Data. So, in most cases, gathering data would require gathering Person Data for your recipients. In Agillic, you can get new Person Data from your recipients in two ways:
- Direct information from an application, such as the Standard Application 'Questionnaire'.
- Indirect information from click activity.
Get Person Data With an Application
Using an application like the questionnaire can be a great way of getting data for two reasons:
- It's easy to get a variety of different Person Data at the same time - like gender, zip code, date of birth, etc.
- All recipients are aware of what information they are passing on to you and will accept the use of it later on.
Instead of only linking to your questionnaire once in a campaign, you can consider adding a link to your footer in emails and web pages, allowing recipients to update and change their answers in the future. This would also give you a better chance of having more recipients fill out the questionnaire, providing you with more data over time.
You can learn more about how to create a questionnaire here.
Get Person Data With Click Activity
You can get Person Data from your recipients by using information about their click activity. You can attach Events across all of your links in Agillic items like web pages and emails. Side effects can then be set on those Events to change Person Data to a new value once the Event has activated a number of times.
You can learn more about how to work with Side-Effects here.
For example, you could have an Event named “Chocolate” and then attach the Event to all links related to chocolate products. When a recipient clicks on any link related to chocolate for the fifth time, it could set the Person Data of "FAVOURITE_CANDY_TYPE" to “Chocolate”.
This setup can be hard to configure and require maintenance, as any new links need to have the Event attached.
However, this can be a more elegant way of gathering Person Data as your recipients will not have to manually fill out answers. The data will gather for all recipients and the Person Data changes according to actual activity.
Gathering One-to-Many Data
Gathering One-to-Many Data is possible through Side-Effects. However, One-to-Many Data often comes from an external system, like a webshop or ERP system.
Gathering Global Data Table
A Global Data Table often consists of 'foreign' data, which Agillic doesn't change. This data often comes from an external system and any change to the Global Data Table would also generally come from an external system and then be imported into Agillic.
Gathering Activity Data
Agillic automatically collects Activity Data when a recipient interacts with Agillic items such as emails or web pages. When making campaigns, you will often use Activity data such as email Conditions, Promotion Conditions, Event Conditions, and Step Conditions.
You can learn more about how to create Conditions here.