The A to Z of a Customer Data Platform (CDP)

A is for Activation: The process of taking insights and applying them to customer communications and marketing campaigns.

B is for Batch processing: A method of processing data in which a group of transactions is collected and processed together at once.

C is for Customer data platform (CDP): A software solution that enables marketers to collect, unify, and activate customer data from multiple sources.

D is for Data governance: The management of the availability, usability, integrity, and security of the data used in an organization.

E is for Event tracking: The collection and recording of user interactions with a website or application.

F is for Federated identity: A single sign-on (SSO) mechanism that enables users to access multiple applications or websites with a single set of credentials.

G is for Graph database: A database that uses graph structures to store, map, and query relationships between data.

H is for Householding: The process of grouping individuals into households based on shared addresses or other attributes.

I is for Identity resolution: The process of matching customer data from multiple sources to create a single, unified customer profile.

J is for Journey orchestration: The process of designing and automating customer journeys across multiple touchpoints.

K is for Key performance indicators (KPIs): Metrics used to measure the success of a marketing campaign or customer experience.

L is for Lookalike modeling: The process of identifying and targeting audiences that share similar characteristics to a company’s best customers.

M is for Machine learning: A type of artificial intelligence (AI) that enables software applications to learn from the data and become more accurate in predicting outcomes.

N is for Natural language processing (NLP): A type of AI that enables computers to understand and process human language.

O is for Onboarding: The process of importing and integrating customer data into a CDP.

P is for Predictive analytics: The use of statistical models and machine learning algorithms to analyze historical data and make predictions about future events.

Q is for Query builder: A tool that enables marketers to create custom queries and retrieve specific data from a CDP.

R is for Real-time personalization: The process of using real-time data to personalize content, messaging, and offers for individual customers.

S is for Single customer view: A comprehensive, unified view of a customer’s interactions and transactions with a company.

T is for Third-party data: Data obtained from external sources, such as data brokers, that can be used to enrich a company’s customer data.

U is for Unified data model: A standardized, consistent model for representing customer data across an organization.

V is for Voice of the customer (VoC): The process of capturing and analyzing customer feedback to improve customer experience and inform business decisions.

W is for Web personalization: The process of using website data to personalize content and messaging for individual visitors.

X is for XML: A markup language used to encode documents in a format that is both human-readable and machine-readable.

Y is for Yield management: The process of optimizing revenue by adjusting prices and inventory based on demand and market conditions.

Z is for Zero-party data: Data that is willingly and proactively shared by customers with a company, typically through surveys, preference centers, and other interactions.

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Preparing to Migrate to Google Analytics 4 (GA4)


There has been plenty of emotions leading up to Google Analytics 4 or GA4 being released and the increased pressure to make sure we are each ready. I finally decided to try to make sense of Google Universal Analytics and GA4 and here were my key notes in case others find this helpful.

  1. Dates – Universal Analytics (UA) deprecated July 2023 and UA 360 now deprecated October 2023.
  2. Users – same term used in GA4 but it means active users instead of total users.
  3. Model – UA is session-based (a session was a group of user interactions) where GA4 is an event-based model.
  4. Engaged Session is the count of sessions that lasted longer than 10 seconds, or had a conversion event, or had two or more screen/page views. This will replace the pages per session metric.
  5. Average Engagement Time Per Session is the amount of time the user is actually engaging with the page and is the page on the primary window being viewed on screen. This will replace the average session duration metric.
  6. Engagement Rate is the ratio of engaged sessions relative to total sessions. This will replace the bounce rate metric although it can still be calculated as the inverse of the engagement rate. 100 total sessions with 15 of them being engaged sessions results in a 15% engagement rate.
  7. Four Categories of Events
    a. Automatically collected events like user engagement, in-app purchases, and firebase app interactions.
    b. Enhanced measurement events (change in user interface; no code changes required) like page views, scrolls, form interactions, and video engagements.
    c. Recommended events that have predefined names and parameters like online sales and user behavior.
    d. Custom events that you define and create when existing events don’t exist.
  8. Segments – both in UA and GA4 you can compare up to four segments. Types of segments in GA4:
    a. User segments – subsets of users who engaged with your site/app like users from a page or channel.
    b. Event segments – subsets of events that were triggered on your site/app like purchase events.
    c. Session segments – subsets of the sessions that occurred on your site/app like a particular advertising campaign.
  9. Segmentation Conditions tell analytics what data to include in or exclude from the segment. There are three segmentation conditions:
    a. Dimension conditions like demographics, geography, and technology.
    b. Event conditions about particular details on one or more events. This is new to GA4.
    c. Metric conditions based on predictive metrics like an in-app purchase probability is above the 90th percentile.
  10. Attribution Modeling is assigning credit for conversions to different ads, clicks, and other factors. There are three types of attribution models available in the Attribution reports:
    a. Cross-channel rules-based model ignores direct traffic and attributes 100% of conversion value to the last channel that the customer clicked through or engaged view through for YouTube before converting. Other cross-channel rules-based models include:
    i. Cross-channel first click – all conversion credit to first channel that a customer clicked.
    ii. Cross-channel position based – attributes 40% credit to first and last interaction and remaining 20% credit distributed evenly to middle interactions.
    iii. Cross-channel linear – distributes credit for conversion equally across all channels a customer clicks.
    iv. Cross-channel time decay – gives more credit to touchpoints that happened closer to time of conversion. Uses a 7-day half life so a click 8 days before conversion gets half the credit of a click 1 day before a conversion.
    b. Ads-preferred rules-based model – attributes 100% conversion value to the last Google Ads channel that the customer clicked before converting. If there is no Google Ads click, attribution model falls back to cross-channel last click.
    c. Data driven attribution – uses machine learning algorithms to evaluate converting and non-converting paths. Distributes credit for the conversion based on your account data for each conversion event.
  11. UTM parameters – there are two new UTM parameters in GA4. See https://support.google.com/analytics/answer/10917952?hl=en#zippyhttps://support.google.com/analytics/answer/10917952?hl=en#zippy for more details.

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Pinterest…are you listening

As of this writing, it looks like males are only accounting for 15% of users. I don’t think there is another primary social media platform that is so heavily slanted to one gender. Perhaps I am more prone than most to use Pinterest since I have three girls and try to keep up on their world. Wait…it’s time to BeReal. Sorry, where was I? Along with Disney princesses, Taylor Swift, and now Shein, I have my pulse on the female teenager.

Every social media platform is gamified in some way to motivate you to get more of something. Reminds me of the old Drink Pepsi, Get Stuff campaign of the 90s. I don’t even think we care what the stuff is. Facebook has friends, Twitter has tweets, and Instagram has likes. What does Pinterest have? Pins of course, and there is absolutely nothing wrong with that.

But, wouldn’t you love to know, share, and brag about how many total times your pins were shared? Sure, down the road, show our top 10 pins or our top pin by board. But for now, let’s give the people what they want and let them see their total SHARED PINS.

Thank you for listening Pinterest.

A rally cry from your 15%

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The A to Z of Search Engine Optimization (SEO)

A is for Algorithm: The process search engines use to determine search results.

B is for Backlink: A link from another website to your website.

C is for Content: Information on your website that search engines use to determine its relevance to a user’s search.

D is for Domain Authority: A score from 1-100 that predicts a website’s ability to rank in search engine results.

E is for Engagement: How users interact with your website, such as through time spent on site, pages viewed, or social media shares.

F is for Files: Optimize PDF files.

G is for Google Algorithm: The most popular search engine.

H is for HTML: The code used to create web pages that search engines use to understand your content.

I is for Indexed Pages: The collection of web pages that search engines have found and stored for quick retrieval.

J is for JavaScript and CCS: A programming language used to make web pages more interactive.

K is for Keywords: A word or phrase that people use to find information on search engines.

L is for Links, Internal and External: The process of acquiring backlinks from third party sites to your website and linking your content within your website.

M is for Meta Description: A brief summary of the content on a web page that appears in search engine results.

N is for Nofollow: A type of link that tells search engines not to count it as a backlink.

O is for Organic: Refers to natural, non-paid search engine results.

P is for Page Rank: An algorithm used by Google to rank websites in search results.

Q is for Query: The word or phrase that someone types into a search engine.

R is for Ranking or RankBrain: The position of a website in search engine results.

S is for SERP: Stands for Search Engine Results Page.

T is for Title Tag: The main title of a web page that appears in search engine results.

U is for User Experience: How visitors to your website interact with and feel about your website.

V is for Voice Search: The process of using voice commands to search for information on search engines.

W is for White Hat SEO: The practice of ethical SEO techniques that comply with search engine guidelines.

X is for XML Sitemap: A file that lists all the pages on your website to help search engines crawl it more efficiently.

Y is for YouTube SEO: The process of optimizing your YouTube videos to rank in search results.

Z is for Zero-Click Results: Search results that are answered within the search engine results page, without users needing to click through to a website.

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Goodreads Widget: Last 10 Books Read

Goodreads Widget: Last 10 Books Read Read More »