Tracardi is a powerful customer journey automation tool that offers both an open-source version for internal use and a commercial version tailored for business purposes. In this article, we will delve into the unique features provided by the commercial version, which are designed to streamline customer engagement and optimize workflows.
- Streamlined Configuration: The commercial version of Tracardi offers a simplified configuration process, making it effortless to set up and maintain. With a user-friendly interface, businesses can quickly adapt the tool to their specific requirements, saving time and effort in the long run.
- Advanced Time-Based Event Handling: Time-based event handling is crucial for effective customer journey automation. The commercial version enhances this capability by enabling users to execute processes triggered by specific time intervals. For instance, you can automatically check if a customer has made a purchase after leaving your page and send personalized follow-up messages, such as a reminder, 20 minutes later.
- Expanded Event Collectors: Tracardi’s commercial version provides additional event collectors that can gather data from various sources like Kafka, RabbitMQ, IMAP, MQTT, and more. This broadens the scope of data collection, allowing businesses to leverage insights from diverse platforms and systems.
- Validating, Transforming, and Copying Events: Events collected through Tracardi can undergo validation, transformation, and automatic copying to customer profiles. This ensures that the data is accurate, consistent, and readily accessible for further analysis and action.
- Intelligent Profile Merging: Profiles within the commercial version of Tracardi are automatically merged based on identification points. Even before an event reaches the workflow, relevant profile data is consolidated, providing a comprehensive view of each customer’s journey.
- Extensive Action Plugins: Tracardi’s commercial version offers an array of action plugins to enhance workflow functionality. Let’s explore a few examples:
- Pause and Resume: This plugin allows you to temporarily halt a workflow and resume it after a specified time. It is particularly useful for contacting customers at a later stage, such as sending reminders about abandoned items in their shopping cart or offering time-limited discounts.
- Limiter: The Limiter plugin safeguards valuable resources by controlling the number of workflow launches within a defined period. It prevents overloading and allows efficient management of resource-intensive plugins.
- Load Data Report: Create customized reports focused on customer data, empowering businesses to gain valuable insights into purchase trends, customer behavior, and aggregated information.
- Geo Distance or Geo Fencing: Trigger location-based actions tailored to a customer’s geographic position, opening up possibilities for geographically targeted marketing campaigns or personalized recommendations.
- Event Aggregator: Aggregate and analyze data from specific events to gain deeper insights into customer behavior patterns and trends.
- Event Counter: Track the number of events in a customer’s history, enabling businesses to identify patterns and prioritize actions based on event frequency.
- Multiple Segmentation Plugins: Utilize segmentation plugins to remember past segments and apply them in subsequent workflows. This empowers businesses to employ more sophisticated segmentation algorithms.
- Event Sequencing Matching: Identify specific sequences of events in a customer’s history to trigger tailored actions. For example, detect a pattern indicating interest in a product without making a purchase, prompting personalized follow-up offers
- Enhanced Data Management: Tracardi’s commercial version enables saving and loading of additional data into the entity’s database. This feature allows businesses to store supplementary information such as email records, product purchases, and more, enhancing data-driven decision-making.
- Intelligent Session Handling: The commercial version automatically closes a customer’s session or visit upon leaving your page. This enables the binding of workflows triggered by a customer’s exit, opening up new possibilities for time-based workflows. Businesses can leverage this feature to deliver targeted messages or offers based on customer behavior and interaction with their website.
- Automated Segmentation and Profile Management: Tracardi’s commercial version facilitates automated segmentation of customer profiles. Users can schedule segmentation processes to run at specified intervals, allowing them to move profiles from one segment to another based on profile activity or inactivity.
- Archiving Inactive Profiles: With the commercial version, businesses can archive inactive profiles. This feature helps declutter the active profile list and focus on engaged customers. Archiving inactive profiles also helps streamline workflows and maintain a clean database, ensuring efficient data management.
- Retroactive Data Processing: Tracardi’s commercial version allows businesses to process historical data and copy it to profiles or index event data, even if the events were collected before the corresponding workflows were created. This capability enables businesses to retroactively leverage previously collected data, such as email addresses, by copying them to customer profiles. It ensures comprehensive customer data analysis and personalized communication based on historical information.
- Enhanced User Experience with UIX Widgets: Tracardi’s commercial version offers UIX (User Interface Experience) widgets that enable businesses to inject interactive forms into their customer journey. These widgets can measure customer satisfaction at specific event touchpoints. For example, a rating widget allows customers to provide feedback on their experience at different stages of their journey. This valuable data helps businesses understand customer sentiments and improve their overall experience.
Tracardi’s commercial version provides an extensive range of features designed to enhance customer journey automation and streamline business operations. From simplified configuration to advanced time-based event handling, additional event collectors, and a wide array of action plugins, businesses can harness the power of Tracardi to deliver personalized, targeted experiences to their customers. With intelligent profile merging, retroactive data processing, and enhanced user experience through UIX widgets, Tracardi’s commercial version empowers businesses to optimize their workflows, gain deeper insights into customer behavior, and drive meaningful engagement. By leveraging these enhanced features, businesses can elevate their customer journey automation strategies and achieve superior results in today’s competitive landscape.
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