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Tracardi Processes

Tracardi is build around 5 major processes.

Key Processes

  • Integration: Integration is not a process within Tracardi. Instead, it occurs within a company and involves integrating systems with Tracardi to send data from various systems, websites, and databases to Tracardi.

  • Collection: Collection is the process responsible for gathering and ingesting data. It consists of several subprocesses:

    • Tracking: The process of maintaining a consistent single Profile ID across all customer interactions on a single device. It is the responsibility of the device/client to keep the Profile ID unchanged.
    • Identity Resolution and Merging: The process of maintaining a consistent single profile across all customer devices. It is Tracardi's responsibility to merge all profiles created on different devices whenever possible.
    • Storing Data: This process involves storing collected data in one profile record and referencing all historical events and sessions.
  • Automation: This process automates the customer journey, enhances customer profiles, personalizes customer experiences, and triggers messaging.

  • Audiences and Activations: The process of creating audiences/segments and orchestrating them to external systems such as Marketing Automation platforms.

  • Orchestrator/Router: The process responsible for sending customer data to external systems.