Best Practices for Progressive Profiling

Progressive Profiling takes Zero Party Data (data resulting from when a user intentionally and proactively shares their info with you) and links it directly to your client's profile in your CRM.

Always Provide a Client Key

The Client Key is the Persistent ID as defined by Pulse’s Console. Pulse uses the Client Key to collect data & feed information back into your CRM.

A Persistent ID is an identifier that can provide a single view of an individual across numerous devices — across desktop, mobile web, and in-app, without duplication. It’s a piece of data that is unique to the user that doesn’t change from session to session, or from one device or channel to another. This is usually an ID that is found in a CRM.

‍Create a Golden CRM of 5 Questions

A golden CRM record is a set of key data points (preferences, customer data, enrollments) that will enable you to provide highly relevant marketing and service to your prospects & customers.

Here is an example strategy:

Learn about product preferences & hone outreach to meet client preferences by asking the following 5 questions:

  • How would you like us to contact you?

  • How often would you like to be contacted?

  • What products do you use?

  • What products would you like to hear about?

  • Do you want to learn about new features for existing products?

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