Crescender Lab
Created Jul 11, 2024Tutorials｜CAAC x CDH - Profile Unification
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Introduction
Crescendo Lab is always committed to optimizing our products and hopes to provide more complete 360º contact information to enhance your contact management experience across channels and products!
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Advanced
A more cost-effective integration solution
Supports cross-channel and cross-product customer data integration, which is convenient and can be used as long as you purchase the MAAC/CAAC plan
360º customer experience
Integrate customer data across channels and products through customer data, allowing brands to grasp customer information and needs
The easiest function to use
Easily integrate all customer information through platform settings
Omnichannels customer data integration provides more comprehensive contact information!
Easily grasp customer information and needs, integrate more complete 360º contact information, allowing you to manage Omnichannels and cross-products more comprehensively.
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Our servers may be down. Try waiting a few minutes before refreshing the page.Support Profile API to connect third-party data
Please refer to Profile API description：Profile API - Full Experience of Customer 360º
You can check the contact data from third-party CRM/ CDP.
Also you can connect contact data by profile API.
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Our servers may be down. Try waiting a few minutes before refreshing the page.Please note that after the customer information is integrated, the customer information cannot be unmerged.
Therefore, before integrating customer data, please make sure that the Unify key of the merged data corresponds to a single contact person.
The MAAC LINE contact integration function for SMS contact information will be launched soon, so stay tuned!
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Integration Scenario 1 - Consolidate Contact Data from Multiple Channels in a Single CAAC Organization
Set the key for merging data
Confirm contact list
Click on "Setting" -> "Channels" -> "Profile Unification"
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Our servers may be down. Try waiting a few minutes before refreshing the page.Click on "Edit" to choose Unify keys
Up to 3 unify keys.
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Our servers may be down. Try waiting a few minutes before refreshing the page.Click on Apply
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Our servers may be down. Try waiting a few minutes before refreshing the page.Confirm the merge rules
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Our servers may be down. Try waiting a few minutes before refreshing the page.Contacts will be merged after confirmation.
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Our servers may be down. Try waiting a few minutes before refreshing the page.Please pay attention to the selection of the merge key and the rule settings for merging data. Once the contact data is merged, it cannot be restored.
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Contact information presentation
It will take about 5 minutes to complete the automatic update of the data.
Each integrated channel will be displayed in the "Channel" list of the contact information
The merged contact information will not change except for the merge key. If you need to change it, you need to manually change the information.
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Data integration logic
Contact information
Use “valuable” key content as integrated data
Use "latest updated information" as the content of updated integration
Notes/conversation recordsAll notes and conversation records will be sorted in "New -> Old"
Please note that after the customer information is integrated, the customer information cannot be unmerged.
Therefore, before integrating customer data, please make sure that the key values (Unify key) of the merged data correspond to a single contact.
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Integration Scenario 2 - Merge multi-channel contact data in the same MAAC & CAAC organization
To merge MAAC & CAAC data, be sure to turn on Customer data hub - Admin Center
In the MAAC extended market Customer data hub enter "Admin Center
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Our servers may be down. Try waiting a few minutes before refreshing the page.In CAAC click "Channels" -> "Profile unification" -> "CDH Set up"
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Our servers may be down. Try waiting a few minutes before refreshing the page.View content in the Customer data hub of Admin Center
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Our servers may be down. Try waiting a few minutes before refreshing the page.Click on Edit to choose unify keys
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Our servers may be down. Try waiting a few minutes before refreshing the page.In cross-MAAC & CAAC integration scenarios, please be sure to select LINE uid as the Unify key to integrate cross-product LINE contact information
Choose Unify key
Up to 3 unify keys
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Our servers may be down. Try waiting a few minutes before refreshing the page.Click on Apply
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Our servers may be down. Try waiting a few minutes before refreshing the page.Confirm merge rules
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Our servers may be down. Try waiting a few minutes before refreshing the page.Contacts will be merged after confirmation.
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Our servers may be down. Try waiting a few minutes before refreshing the page.#
Integration Scenario 3 - Consolidating contact data across different MAAC & CAAC organizations
If a brand needs to integrate contact information across organizations, it needs to contact Crescendo partners!
After the Crescendo partner completes the connection, the brand can integrate data according to integration scenario 2!
If you want to integrate contact information from different organizations, brands must disclose the currency of relevant information on their official website.