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This article provides you with an overview of all the steps to activate Splio Customer Platform depending on your offering. Please check first the typical projects timeline.

Marketing Automation

• Choose the primary key
• Share use cases and relationship marketing plan
• Data In Methods
  • Standards Source Connectors
  • Datahub
  • API
• 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
• Create the first campaigns (ramp-up)
  • Create filters
  • Import/create design
• Validate the ramp-up schedule (according to the relationship marketing plan)
• Monitor KPIs