First steps
User Data
- Email Builder Review
- Designing your email
- Creating a Synchronized Module
- Setting Responsivity
- Building Smart Containers
- Creating a Gmail Promotions Annotation
- Adding a Rollover Effect
- Adding a Background to an Email
- Adding Anchor Links
- Adding a Video to an Email
- Adding a Table to an Email
- Adding a Custom Font
- Adding Social Media Buttons
- Editing HTML and CSS
- Working with “Images” block
Omnichannel
- SDK for Mobile Apps
- Managing mobile SDK access keys
- Connecting Mobile App
- Creating a Google Project for Mobile Push Notifications
- Creating Mobile Push Messages
- Setting Up Delivery and Clicks Analytics
- Deep Links and Universal Links
- Scheduled Mobile Push Message
- Sending Test Messages from the Event Debug View
- Setting Up Widgets for Your Site
- Widget Calling
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Yespo Extension for Google Chrome
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Replacing Double Opt-In System Workflow
- Setting Up Locations for the Widget Calling Rules
Automation
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Integration
Customer Identifiers and Matching
It is vital for building up and developing your business to track the customers’ actions – events – in your mobile app or on the web page. The events are customer-centric and by tracking them you can assign each one to an existing or a new customer.
The analysis of such events gives you insights into customers’ behavior and preferences helping in adjusting your communications with them.
Therefore, the proper identification of your customers by ID is a cornerstone of your marketing strategy.
In Yespo, you can collect the new customer data, and integrate and match them with the data you already have.
Customer IDs in Yespo
Yespo allows the following customer identification:
- User ID (user_id). It is a unique customer ID in your system. Pass it to the Yespo External ID field.
- Email. It is used when your main focus is email campaigns.
- Mobile phone number. It is used when you contact your customers mainly using SMS.
- User pseudo ID (user_pseudo_id). It is a unique ID generated by an app when a customer installs it. The user_pseudo_id remains the same as long as a customer uses the same app instance without reinstalling it. It doesn't change on an app update. It changes when a customer uninstalls and reinstalls the app.
- Mobile push token. It is an identifier generated by push service providers and used to send push notifications to apps installed on specific devices.
- Web push token. It is an identifier generated by push service providers and used to send push notifications to web browsers.
- System contact ID. It is a unique customer ID in Yespo system.
- Cookies. Those are small files containing blocks of data created and used by web servers to store stateful information on the user's device or to track their browsing activity.
- IDFA/AAID. Those are identifiers used on iOS and Android devices that allow developers and marketers to track users’ activity for advertising purposes.
For anonymous users, the required identifiers to track users’ activity in Yespo are uses user_pseudo_id for mobile apps and cookies for the web.
For registered users, the following identifiers to track users’ activity in Yespo are required:
- phone number
- push token
- user ID
See detailed information on how to set the user ID in this documentation.
The source of the data tracking is BigQuery.
Matching process
The customer matching (merging) process is an important feature that permits you to identify a single customer on multiple devices and browsers.
When an anonymous customer visits your site and then your app, they are recognized as two users having different User pseudo ID (on a mobile), or a cookies file (on the web).
But when a customer signs up and logs in on both devices, they can be identified, and matched (merged) into one profile with updated customer data, overriding the older ones.
You have to define a unique customer identifier that cannot be shared by other contacts, such as a system contact ID.
In Yespo you can upload your existing customer data in .xsl, .xslx, .csv, and .txt formats and match them with the contacts you acquired using our app.
Also, you can import your contacts using API.