Activation steps
This article provides you with an overview of all the steps to activate Splio Customer Platform depending on your offering.
Marketing Automation
- Choose the primary key
- Share use cases and relationship marketing plan
- Data In Methods
- Validate data mapping by table (contacts, products, stores, tickets, ticket lines)
- Integrate data into Splio Marketing Automation
- Data testing and audit validation
- Set up SMTP relay
- Set up Trigger API
- Set up unsubscribe exports
- Training follow-up
CDP
- Validate and set pre-computed attributes
- Testing and validation in Splio Marketing Automation
- Set up the Splio Web Tracker
- Set up the Product Recommendation
- Set up the different connectors, most common use cases are:
- Meta
- Google Ads
- Snapshat
- Tik Tok
- Training follow-up
Preparation for the Ramp-up
- DNS record
- Choose the "sender" & "reply to"
- Import behavioral data
• Format: CSV – UTF8 encoding
• Column 1: primary key name and one ID per line
• Column 2: last_open_date: in YYYY-MM-DD format
• Column 3: last_click_date: in YYYY-MM-DD format - Import the blacklist:
- Single column with the header "email"
• Format: CSV – UTF8 encoding
• Process: integrate the "custom blacklist" via data -> blacklist email -> Actions button -> import into email blacklist
- Single column with the header "email"
- Create the first campaigns (ramp-up)
- Create filters
- Import/create design
- Validate the ramp-up schedule (according to the relationship marketing plan)
- Monitor KPIs
Updated about 2 months ago