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Introduction

What is Tracardi?

Tracardi is an open-source Customer Data Platform (CDP) designed to help businesses manage and utilize customer data effectively. It provides a low-code/no-code solution, making it accessible for organizations of all sizes to integrate and leverage customer data for various purposes. As an API-first platform, Tracardi ensures seamless integration with both new and legacy systems.

Key Features of Tracardi

Real-Time Data Ingestion and Storage

Tracardi excels in ingesting, aggregating, and storing customer data from multiple sources in real-time. This capability allows businesses to manage customer data at any scale, ensuring they always have access to the most up-to-date and comprehensive information.

Customer Data Management and Modeling

Tracardi offers robust tools for managing and modeling customer data. Businesses can define rules that shape the data as it is delivered, allowing for effective customer segmentation and targeting. This helps in creating custom customer groups for more precise marketing efforts.

Personalization and Customer Experience

Through real-time customer segmentation and targeting, Tracardi enables businesses to personalize the user experience. This ensures that customers receive relevant and targeted content, improving their overall experience with the brand.

Unified Customer Profiles

Tracardi provides tools for unifying customer data from various sources into a single profile. This includes de-duplicating records and blending multiple accounts, making it easier to manage and understand customer data comprehensively.

Marketing Automation Framework

Tracardi serves as a powerful framework for creating marketing automation apps. It facilitates the easy sending of data to other systems and automates various processes, streamlining marketing operations.

How Tracardi Performs Its Services

Tracardi collects data throughout customer journeys1, capturing this information in the form of events2 that include both context and event-specific data. Each event is linked to a profile that is maintained over the entire interaction period with the customer, whether through a website, mobile application, or other platforms.

Customer data is aggregated into a profile[^3], and the process of attaching this data to profiles is defined using the graphical editor within the Tracardi system. This editor allows administrators to specify how data is linked to profiles, ensuring a comprehensive view of each customer's interactions.

By integrating Tracardi with your system, such as a SaaS service, you can track each customer's interactions with your company. The information collected may encompass various consumer decisions, including:

  • Whether the customer decides to subscribe to your services
  • The circumstances under which they make these decisions (event context)
  • Whether the customer is satisfied with your service or considers canceling it

This detailed tracking and aggregation of customer data enable businesses to better understand and respond to customer behavior and preferences.

Why We Created Tracardi

Tracardi was developed to help companies gain deeper insights into and foster better engagement with their customers. As businesses increasingly recognize the crucial role of customer experience and engagement, Tracardi offers a comprehensive set of tools and features that enable them to track and analyze customer behavior, delivering personalized and seamless experiences across various channels.

A significant portion of Tracardi's customer base is in the retail and financial industry, where companies have found it to be an invaluable resource for understanding customer interactions with their products and services. By leveraging Tracardi, retailers can achieve a competitive edge, enhancing the customer experience in ways that drive engagement and loyalty. This is accomplished through strategies such as personalization, cross-channel integration, and omnichannel services.

Tracardi can help retailers to:

  • Understand their customers better
  • Improve customer experience and provide timely assistance
  • Optimize website content and navigation
  • Enhance search functionality to help customers find information easily
  • Reduce unsolicited messaging
  • Integrate data from various sources

By utilizing these capabilities, Tracardi empowers businesses to create more meaningful and effective customer interactions, ultimately leading to increased satisfaction and loyalty.

  1. A customer journey is an entire experience a customer has while communicating with a brand. It considers the complete interaction roadmap from brand discovery to purchasing and beyond. The focus isn't on transactions, but rather how the customer feels after interactions with the brand. ↩

  2. In programming and software design, an event is an action or occurrence recognized by software, often originating asynchronously from the external environment, that may be handled by the software. Computer events can be generated or triggered by the system, by the user, or in other ways. ↩

  3. A user profile is a collection of settings and information associated with a user. It can be defined as the explicit digital representation of the identity of the user with respect to the operating environment, which could be operating systems, software applications or websites. The user profile helps in associating characteristics with a user and helps in ascertaining the interactive behavior of the user along with preferences. ↩