From data mountain to insights - how do you unlock your data?

Van databerg naar inzichten | Ternair

If you want to do one-to-one marketing, the marketing automation tool must be able to actually use the data you've collected on customers. How do you make that happen?

Data integration is the biggest obstacle to data-driven marketing

If you're moving toward agile use of data for marketing, then customer data must be available, usable, timely and easily deployable. That sounds simple but it's quite a challenge in practice. Research by Ternair shows that data integration is still the biggest barrier to implementing data-driven marketing.The DDMA's annual study on data-driven marketing confirms this picture. It shows that obtaining qualitative and actionable data are among marketers' biggest challenges. How do the data flows? Twenty-one percent of marketers surveyed indicated that the data collected are in a central database. Twenty percent collect data in different systems that are regularly synchronized. Forty percent collect data in different systems that are partially synchronized, and eighteen percent make manual links as needed.Before you can make customer data sources available in the marketing automation environment, you must complete three steps:

1. Inventory customer data sources

2. Provide customer data sources

3. Unlocking customer data sources

1. Inventory: map customer data sources

Most companies collect data from different data points and store them in different systems. Think CRM, ERP (transactions, orders, subscriptions), identity (login, preferences, interests), email newsletters, leads, prospects, email statistics (sent, open rates, clicks) and web statistics (click behavior).Inventory: map customer data sources | Ternair.com

2. Deliver customer data sources

The marketing automation tool must then be able to tap into those data sources to send the right message to the right person at the right time. There are four data exchange options: FTP, API, Webhook and Direct Connect.Data exchange options: FTP, API, Webhook and Direct Connect | Ternair.comFTP (File Transfer Protocol) basically means periodically sending files containing a copy of the data from the customer database to the marketing automation system's database. Data delivery via an API is done similarly; here, a copy of the customer database data is periodically retrieved. With a Webhook, (a copy of) the data is automatically forwarded when there is a change in the customer database. In all three cases, an ETL (Extract Transform Load) process must define decision rules about how the data should be processed in the marketing automation tool's database. With Direct Connect, the marketing automation tool connects directly to the customer database and there is no additional data storage point.Which method is the best choice depends, among other things, on how real-time the data needs to be, the capabilities of the customer database, the capabilities of the marketing automation tool and the cost of maintenance. For comparison purposes, we list the different features:

FTPAPI pushWebhookConnect
Actuality data -realtime?nonoyesyes
Implementation lead timelongaveragemedium/shortshort
Managementmuch work/long chainmediummedium/lowlow

3. Unlocking customer data sources within marketing automation system

It depends on the capabilities of the marketing automation tool you use (or will use) how customer data is unlocked. If the system has its own database then the data must first be imported. This means that if there are changes in the mutual database, they have to go through in the marketing automation database.With the second option - connect - this does not play out, because the data is taken directly from the source database and used without the need for an intermediate step in the form of a marketing automation database. So you are more flexible, have a faster time-to-market and it is more cost-effective because it is less laborious. But in many marketing automation systems it is only possible to make the data available by importing the data sources. The question is how heavily the benefits of connecting weigh when you pick a new tool.In the demo of marketing automation tools, you usually only get to see the front end, how the formatting and sending of email campaigns works. Under the hood, however, there's also a lot going on that helps determine how effectively and efficiently your campaigns are served out. After all, the more complete and current the data, the better the targeting. If you know how the data flows, you can better assess which tool fits your marketing goals and ambitions.

This article was published on Emerce on September 18, 2018.

Explore Ternair

Do you also want to connect all your data sources quickly and easily?

Please talk to a specialist and find out what our software can do for you.

Do you want to know more about how we handle your data? Read our privacy statement.