A product account can be activated immediately. However, for actual data to be available in Contacthub, a number of integrations may be required, depending upon how many and what kind of data sources you have (website, e-commerce, CRM, social, and similar).

You can segment demographic data using Contacthub. The best way to segment behavioral data is to use Contactplan, our advanced segmentation tool.

Contacthub is a software package that provides you with a range of functionality. Those who collect data are responsible for complying with privacy laws and the rules that govern managing personal data correctly.

Contacthub provides a set of predefined ‘Base’ properties, which can be enabled or disabled within the UI, as required. You can combine the active Base properties with definable custom properties, which are known as ‘Extended’ properties in Contacthub. See Creating Extended properties in the Contacthub Configuration Guide, for more details.

You can use ‘Trees’ to create node hierarchies. A Tree defines the data hierarchy and, as a result, the priorities that are applied when aggregating and merging data in View nodes. See Configuring Trees in the Contacthub Configuration Guide, for more details.

Click the ‘Customers’ tab in the menu bar of the Contacthub UI. Type a keyword in the search box. The system then searches for that value amongst the available fields, such as First name, Last name, Gender and Date of Birth. For example, enter ‘Smith’ to find all customers with that last name, or ‘1980’ to find people born in that year. See the Customers management page of the Contacthub Data Visualization Overview, for more details.

Click the ‘Segments’ tab in the menu bar of the Contacthub UI. Click the ‘Create new segment’ button. On the next page, click the ‘Create Customer Rule’ button to define the conditions that customers have to meet, to be included in the segment. You can combine conditions using the ‘ALL’ or ‘ANY’ matching conditions. See The Segments management page of the Contacthub Data Visualization Overview, for more details.

Click the ‘Analytics’ tab in the menu bar of the Contacthub UI. The Customers Analytics page displays by default. Here you will find details about the customer base composition, together with customer acquisition statistics. It includes, for example, the number of New, Deleted and Updated customers, as well as Geographic, Age and Gender distribution information. Other pages provide details about events, purchases and Web-related behavior. See The Analytics management page in the Contacthub Data Visualization Overview, for more details.

Contacthub interfaces with Contactsend to send emails automatically. As pre-requisites, you need a Contactsend user account, and to have created a ‘Send an Immediate delivery'(link Csend Guide) using the Contactsend UI. Click the ‘Automations’ tab in the menu bar of the Contacthub UI and then click the ‘Create a new automation’ button. Here, you can configure the action that is automatically triggered, in this instance, sending an email, when the defined event takes place. Give the automation a name, select the node(s) to which it is applied, and define the kind of event that triggers the action. Click the ‘Send Email’ tab in the ‘Action’ panel to configure the appropriate parameters. An email message can be sent directly to the customer, or as a notification to, for example, an internal recipient. See Configuring an automation in the Contacthub Automation Configuration Guide, for more details.

This is done by automatically adding tags to the customer when an event takes place. Click the ‘Automations’ tab in the menu bar of the Contacthub UI and then click the ‘Create a new automation’ button. Give the automation a name, select the node(s) to which it is applied, and define the kind of event that triggers the action. Click the ‘Tag’ tab in the ‘Action’ panel to configure the appropriate parameters. You can set tags to update any properties of the customer. See Configuring an automation in the Contacthub Automation Configuration Guide, for more details.

There is a wide range of integration tools available:

• API: Provides maximum flexibility, by allowing you to use the full set of Contacthub functionality through calls from an external application. API integration requires a medium to high level of technical effort for implementation.
• Plug-ins: Designed to enable you to quickly integrate a wide range of third party software, with little or no need for help from the Contactlab team.

Yes, there is no requirement to involve the Contactlab team when setting up a new integration. You can just read the documentation and configure the data sources on your own. The only requirement is that Contactlab Customer Care activates a Contacthub account for you, in a similar way to any other Contactlab product.

Yes.

• Contactsend is updated in near real-time
• Contactplan is updated once a day

Yes.

The ability of an application to read and/or write data to a node is controlled by defining a ‘Source’. This provides the appropriate access permissions to an application, at the time it attempts to interact with the data in one or more nodes, through the use of an authorization token. See Understanding Sources in the Contacthub Configuration Guide, for more details.

This is done by automatically creating a webhook that notifies the third-party system when an event takes place. Click the ‘Automations’ tab in the menu bar of the Contacthub UI and then click the ‘Create a new automation’ button. Give the automation a name, select the node(s) to which it is applied, and define the kind of event that triggers the action. Click the ‘Webhook’ tab in the ‘Action’ panel to configure the appropriate parameters. The output is an HTTP request, and you can select JSON or XML as the format. See Configuring an automation in the Contacthub Automation Configuration Guide, for more details.