Learn how to utilize first-party data like customer attribute, customer behavior to craft unique customer experiences.
Xoal leverages first-party data to personalize customer engagement and power automated journeys. By using customer attributes and tracking customer events, you can create highly targeted workflows that respond to individual behaviors and preferences.
Xoal organizes customer data into two main categories:
Definition: Static or slowly changing information about a customer.
Examples:
Name
Email Address
Last Contacted Date
Location
Usage: Attributes are used to personalize messages and segment customers for targeted automations and broadcasts.
Definition: Dynamic data capturing actions performed by the customer, either on your app or through external services.
Examples:
Signed Up
Logged In
Made a Purchase
Upgraded a Subscription
External Events: Events from third-party apps like Stripe (e.g., payment made) or Calendly (e.g., meeting booked) can also be tracked.
Usage: Events are critical for triggering workflows and routing customers based on their behavior.
Personalizing Engagement
Use customer attributes in email, SMS, and push notifications to create personalized messages.
Example: Include the customer’s name and recent purchase details in an email.
Triggering Automations
Set up triggers based on customer events, such as account creation or payment completion.
Example: Launch a welcome journey when a user signs up.
Segmenting Customers
Group customers based on attributes or events for targeted campaigns.
Example: Create a segment of users who haven’t logged in for 30 days and send them a re-engagement email.
By combining customer attributes and events, Xoal helps you build dynamic, responsive automations that deliver personalized experiences at scale.
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