Understanding the main sections in CDP

Insights

This section provides all relevant details of your guest portfolio which is being ingested from your PMS, such as your customer data and the audience segmentation. 

• Customers
  • building individual guest segments using the CDP filters
• RFM
  • clustering guest profiles by recency x frequency x monetary values
• Campaigns
  • review the results of your previous mailing campaigns
• Data & Stats
  • a high-level overview of ingested data from your PMS

Targeting

Here you can define events and message templates which will be used for communication with your guests.

• Audience Sync
  • Define sync intervals between the CDP and Mailchimp on specific built audiences
• Message Templates
• Events
  • Define transactional events (booking confirmation, post-departure mailings etc.) based on PMS-related triggers

Connectivity

This is where you can add and manage connections with different systems such as your PMS or Marketing platform (e.g. Mailchimp).

• How do I connect and synchronize data sources, such as PMS or CRM systems, in TrustYou CDP?

Organization

Here you can set up and manage the team members of your organisation, more details here: 

• Team
  • How can I add team members to my TrustYou CDP account?
  • What roles and permissions can I assign to team members?
• Preferences
• Settings
  • How do I set up my organisation and personalize my account with a name and logo?

Communication Log

This section provides a historical overview of generated emails based on your transactional events, such as booking confirmation, cancellation confirmation as well as pre- or post-stay messaging.

• https://support.cdp.trustyou.com/hc/en-us/articles/38293817449501-Use-Cases-of-the-CDP-Communication-Log