*Video Description:*
In this detailed tutorial, we explain how Tracardi works and the processes involved in collecting and managing data. Tracardi operates in two modes: sandbox and production. Sandbox mode is used for testing and development, while production mode is for live data collection. The system features two APIs: one public API for data collection and another for managing Tracardi.
Key topics covered in the video include:
1. *Setting Up APIs and Event Sources:*
- Tracardi allows the creation of multiple APIs for different purposes, such as collecting customer data or employee data.
- Events can be collected via various channels (web, mobile, etc.) using the REST API.
- Event sources can be tested in sandbox mode before being deployed to production.
2. *Using Event Redirects:*
- Event redirects create URL links that, when clicked, generate events in Tracardi. This is useful for tracking campaign interactions.
3. *JavaScript Integration for Data Collection:*
- JavaScript snippets can be added to web pages to send event data to Tracardi, such as page views or order completions.
- The video demonstrates how to configure these snippets and ensure data is correctly captured and sent to Tracardi.
4. *Event Processing and Profile Management:*
- Tracardi automatically creates events for new profiles, session starts, and visits.
- Events can be customized to include specific data, which is then stored in the profile.
- Profiles are merged based on identifiers like email addresses to maintain a unified customer view.
5. *Profile Updates and Merging:*
- Profiles can be updated with new data from forms or other inputs.
- The system merges profiles automatically based on predefined rules, such as matching email addresses.
6. *Custom Event Handling and Data Mapping:*
- Custom events can be defined and mapped to profile traits, ensuring data is organized and searchable.
- The video covers event validation, reshaping, mapping, and how to configure these processes.
7. *Data Compliance and Consent Management:*
- Tracardi allows the collection and management of customer consents, ensuring data compliance.
- Data compliance rules can be set to handle data according to customer consents, such as hashing emails if marketing consent is not given.
8. *Outbound Data Traffic and Automation:*
- Tracardi supports sending data to external systems via APIs and automation workflows.
- Workflows can be configured to trigger actions based on specific events, such as sending an SMS when an order is completed.
- The system is highly configurable, allowing for detailed setup of data triggers and automation tasks.
9. *Building and Activating Audiences:*
- Based on collected data, audiences can be created and filtered by specific criteria.
- Audience activations can send data to external systems for further processing or marketing activities.
10. *Extensibility and API Integration:*
- Tracardi is designed to be extensible, with APIs available for all functionalities.
- The system supports adding new event sources, outbound traffic destinations, and automation nodes.
This tutorial provides a comprehensive overview of Tracardi's capabilities, illustrating how to set up and manage data collection, process events, update profiles, ensure data compliance, and automate workflows.
Негізгі бет Tracardi Overview
Пікірлер