Data Management
Effective data management is essential for making the most out of your first-party data assets. FunnelManager offers a robust suite of tools designed to streamline the processes of audience segmentation, campaign activation, and profile testing, all while ensuring data compliance and integration capabilities.
At its core, the Audience Segmentation feature leverages a Segment Builder to enable users to select categorised data fields crucial for defining audience rules. Real-time testing and exclusion logic further refine these segments, facilitating accurate audience composition assessments before deployment.
Campaign Activation takes these audience definitions and enable their distribution through a variety of channels, supported by a straightforward creation wizard. Compliance management and seamless data integration are integral, ensuring that campaigns adhere to regulatory standards. The platform supports a range of activation methods including onsite personalisation, third-party platform integrations, and trigger-based communications, all of which can be scheduled and managed directly within the tool. These capabilities are further expanded with our Data Integrations capabilities.
Profile Testing provides the ability to simulate different user scenarios and validate profile attributes, consents, and notifications. Test profiles can be managed efficiently, ensuring they remain isolated from production data while enabling detailed testing of user interactions.
Audience Segmentation
Overview
Segments are central to FunnelManager’s data activation flows, enabling targeted and impactful services by defining specific audience groups. By creating reusable audience rules from selected data, users can tailor their approach for various use cases. This involves compiling data fields with precision and using Boolean logic to define clear audience selection rules. Estimation tools allow for accurate segment size calculations, providing a foundation for informed campaign decisions. Additionally, users can test segments — both with and without compliance considerations — to refine audience definitions for maximum impact.
Segment Builder
The Segment Builder is a powerful tool within FunnelManager that simplifies the creation and management of audience segments. It starts with selecting data fields — by category and type — that align with data activation goals. These fields form the building blocks of audience rules using Boolean logic, allowing for the application of complex conditions such as AND, OR, and NOT to define precise audience characteristics.
Segment Creation displaying Data Field Selection
Key Features
Data Field Selection and Categorisation: Choose fields that align with service objectives from defined category lists.
Boolean Logic: Use AND, OR, NOT conditions for intricate rule creation.
Exclusion Logic: Blacklist rules to omit profiles that do not fit specified criteria.
Raw Values: Enables straightforward entry and editing of data lists for easier audience management.
Collect Fields: Stores additional data fields alongside audience identifiers, enriching audience profiles.
Real-time Testing: In-page estimation to evaluate audience composition before finalising.
Real-time testing through in-page estimation functionality allows users to evaluate audience definitions before finalising segments. Exclusion logic, such as blacklisted rules, refines audiences by removing profiles that do not meet specific criteria, ensuring accurate targeting.
Segment Reporting
Once created, segment reporting provides valuable insights by offering snapshot estimations of audience size, aiding campaign planning. Compliance rules and audience filters allow further refinement and optimisation of strategies.
Key Features
Auto-Estimation: Provides an initial estimate upon saving the segment.
Manual Estimation: Allows for updates to audience size calculations as needed.
Email Notifications: Alerts users about estimates or potential issues.
If issues arise during estimation, users can contact support for prompt resolution, ensuring continuous monitoring and effective segment management.
By leveraging FunnelManager Segments effectively, users can create highly targeted and strategically defined audience groups, leading to more efficient and successful data activation setup.
Campaign Activation
Overview
Campaigns in FunnelManager is the final step in the activation flow that begins with audience segmentation, offering a comprehensive suite of features designed to facilitate audience engagement. By utilising audience segments, you can create campaigns that are highly targeted and effective. Through a single 4-step wizard, FunnelManager enables easy distribution of audience data across diverse engagement channels.
Campaign Creation - Audience Selection
Compliance and Data Integration
Compliance plays a crucial role in campaign management within FunnelManager. The platform allows you to apply permission rules to campaign audiences, ensuring all engagement activities adhere to regulatory standards using real-time customer data. This ensures your campaigns are both effective and compliant.
Additionally, FunnelManager supports seamless integration with your preferred channels. You can define the marketing channels to which audience data will be sent, augmenting campaigns with channel-specific metadata to provide additional context and information.
Campaign Activation and Scheduling
Campaign activation involves selecting appropriate channels and scheduling to maximise reach and engagement.
Here’s an overview of available activations:
Onsite Activation: Utilise TargetData inlining to personalise and enhance the onsite experience for users by leveraging real-time data.
Third-Party Marketing Platform Activation: Seamlessly integrate with platforms like Facebook and Google to extend your campaign’s reach.
Simple File Activators: Use file-based activation for straightforward deployment of audience data across desired platforms.
Push and Trigger Campaigns: Activate campaigns across a variety of media channels, using push notifications and triggers to engage audiences dynamically and in real-time.
Campaign Creation - Channel Selection
Once the campaign details are set, define the schedule, setting the start and end dates, and deciding on audience refresh frequencies. The platform supports both saving and publishing of campaigns, providing flexibility in planning and execution.
Campaign Summary and Reporting
The Campaign Summary provides a detailed view of each campaign, including status, category, audience information, and linked channels. It also includes estimates or reports giving insights into the available users within the campaign. Key controls for editing, duplicating, archiving, and deleting campaigns are easily accessible, along with direct controls for active campaigns.
Campaign Summary Overview
Campaign reporting in FunnelManager offers valuable insights through different report types:
Processing Report: Provides an overview of the current processing status of the campaign, detailing the steps and operations performed during the campaign setup and execution.
Last Processed Campaign Details: Offers a snapshot of the most recently processed campaign, including performance metrics and data related to audience engagement.
Historical Reporting: Presents a comprehensive view of all processed campaign runs, enabling you to analyse trends, performance over time, and make informed decisions for future strategies.
Campaign Summary Reporting
By understanding and utilising FunnelManager's Campaign features, you can significantly elevate your marketing strategy. This platform offers the tools to construct dynamic campaigns, define diverse audiences, ensure data compliance, and seamlessly integrate with your preferred channels—impacting your marketing reach and effectiveness. Dive into FunnelManager Campaigns and explore the possibilities for audience engagement.
Profile Testing
Overview
The Profile Tester in FunnelManager is a powerful tool for simulating, managing, and testing user experiences by creating and modifying test profiles. It allows users to validate profile attributes, identifiers, consents, and notifications to ensure seamless campaign execution and audience interaction.
Key Features
Test Profile Management: Create, modify, and delete test profiles for accurate user simulations.
Profile Identifiers: Assign and control user identifiers, including encryptedMSISDN, Target ID, and device-level identifiers.
Attribute Editing: Add, modify, or remove user attributes to test different data scenarios.
Consent & Notification Testing: Manage user permissions and notification settings to ensure compliance and engagement.
Profile Lookup: Quickly access and review profile details without modifying data.
Managing Test Profiles
Users can create test profiles with unique identifiers and attributes, enabling a controlled environment for testing campaign interactions. Test profiles are flagged within our system, and are thus disregarded in certain processes so as not to impact the profile while in test use. These test profiles can be customised based on different categories and data points, with the ability to toggle identifiers and edit details as needed.
Profile Summary & Editing
Each test profile includes a summary view displaying profile identifiers, attributes, consents, and notifications. Users can activate or deactivate identifiers, manage attribute values, and modify permissions to simulate various user states to test user journeys and experiences.
Consent & Notification Management
Users can also add, edit, and remove consent settings, ensuring regulatory compliance and correct data processing, and the ability to test the variety of experiences linked to such compliance. Notifications can also be managed, enabling the testing of real-world communication flows such as email or SMS triggers.
Profile Lookup
For quick reference, there is also a Profile Lookup function, allowing users to retrieve profile details without marking the profile as a test profile. This feature streamlines troubleshooting and verification processes.
By leveraging FunnelManager’s Profile functionality, teams can ensure accurate campaign execution, improve user personalisation, and validate audience interactions, leading to more effective engagement outcomes.