Navigate to and through the Customer Data Platform

Goal

The goal of this article is to inform customers and CM.com employees about the Customer Data Platform (CDP)

Who can it help?
- CM.com employees
- Customers
- Leads

Navigate to the Customer Data Platform

After logging in to the CM.com platform, navigate to the nine dots in the right top corner and select "Customer Data Platform".

Navigate through the Customer Data Platform

Now that you've navigated to the CDP, you see the menu on the left hand side of the screen. Below you can find an overview and explanation of the menu items.

Insights
Profile insights
In profile insights you can find all the profiles that you've collected in the CDP. Within this menu item you can easily filter, create segments, and add profiles.

Moreover, when you click "Actions" in the top of your screen, you can choose to edit your profile properties or export all filtered profiles.

Click on "Add profiles" to upload a file or add a singe profile to your CDP.

Event insights
Profiles are build up out of events, each data source has it's own event type. Within event insights you can filter on a specific event type, you can then either scroll through or download all data for that event type.

More information about the difference between profiles and events can be found here.

Segments
In this menu item you have an overview of all the segments that you've created. When clicking on the three dots on the right side of a segment, you have the following options:
- Synchronize to Address Book
- Export to Facebook Audience (only Pro)
- Rename the segment
- Duplicate the segment
- Delete the segment

In the right top corner you can also find a blue button that will allow you to create a new segment.

Click here for more information on how to create segments on profile- and event- information.

Dashboard
The dashboards in the CDP will allow you visualize the data that you've collected. To help you get started there are some standard dashboards dependent on the the sources that you've activated.

When you choose "Custom dashboard" you are able to create your own dashboards with a selected time range.

*Note that the dashboard is only available for Advanced and Pro packages.

Workflows
Within the item workflows, we are below to create automated flow by using a drag-and-drop interface. You can easily add a new workflow by clicking on the blue button in the right top corner. Or edit an existing one by clicking on the workflow that you want to change.

*Note that only Advanced and Pro packages allow you to create multi-step workflows.

Sources
Within sources we can find, among others, the standard integrations. To activate the standard integrations, click on the blue plus button in the right top corner and click on the integration that you would like to activate. The availability of some integrations depends on the package that you have.

When you have added a integration, it will show up in the list where you can edit it.

Sources is also where you can manage your consents, this integration is active by default.

Settings
In the bottom left corner you can find "Settings", where you can edit your retention settings, global settings, and profile properties.

Video

Below you can find a video on how to navigate to and through the CDP in Mobile Marketing Cloud.