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Automotive Services & Retailer Example

Please review the following content prior to diving into this example.

An Automotive retailer uses the Zeta Marketing Platform to capture all their e-commerce, automotive scheduling, and work orders, and maintain car history and marketing preferences for a customer. The ZMP is the central repository of customer and car information that is accessible via API by their customer service team, POS system, and garage work order to maintain the most up-to-date details for their customers.

Identifiers

For this automotive retailer, the identifiers listed below are utilized in multiple ways and by multiple systems. Zeta provides the ability to do an API call to look up customers or vehicles, and if none is found, a new user is to be created. Zeta will ingest key fields to then use for match, consolidation, and any householding logic to create that new customer ID.

JSON
{
    "customer_id": "CUST123456",
    "client_key": "CKEY789012",
    "hh_id": "HH987654",
    "loyalty_number": "LOYAL3210",
    "vehicles": [
        {
            "car_vin": "1HGCM82633A123456",
            "car_model": "Honda Accord",
            "car_make": "Honda",
            "car_year": 2020,
            "engine_type": "2.4L L4 DOHC 16V"
        }
    ]
}

Contacts

JSON
{
    "email": {
        "primary": "johndoe@example.com",
        "secondary": "john.doe@workplace.com",
        "preferred": "primary",
        "opt_in": true
    },
    "phone": {
        "primary": "+1-234-567-8901",
        "secondary": "+1-234-567-8902",
        "preferred": "primary",
        "sms_opt_in": true
    },
    "address": {
        "mailing": {
            "address_line_1": "123 Main St.",
            "address_line_2": "Apt 4B",
            "city": "Springfield",
            "state": "IL",
            "country": "USA",
            "zip": "62701"
        },
        "billing": {
            "address_line_1": "456 Secondary St.",
            "address_line_2": "Suite 1A",
            "city": "Springfield",
            "state": "IL",
            "country": "USA",
            "zip": "62702"
        },
        "preferred": "mailing"
    },
    "social_media": {
        "twitter": "@johndoe",
        "instagram": "john_doe",
        "facebook": "john.doe.123",
        "linkedin": "john-doe-456"
    },
    "preferred_contact_method": "email",
    "do_not_contact": false
}

Properties

JSON
{
    "name": {
        "prefix": "Mr.",
        "first_name": "John",
        "middle_name": "A.",
        "last_name": "Doe",
        "suffix": "Jr."
    },
    "gender": "Male",
    "birth_month": "June",
    "addresses": [
        {
            "address_line_1": "123 Main St",
            "address_line_2": "Apt 4B",
            "city": "Springfield",
            "state": "IL",
            "country": "USA",
            "zip": "62701",
            "address_type": "Home"
        }
    ],
    "employee_flg": "Yes",
    "is_fleet_customer": "No",
    "preferred_delivery_channel": "Email",
    "language_preference": "English",
    "rewards_number": 123456,
    "is_pro_driver": "Yes",
    "pro_driver_status": "Active",
    "pro_driver_entry_date": "2022-07-05",
    "vip_status": "Gold",
    "vip_entry_date": "2021-01-15",
    "vip_expire_date": "2023-01-15",
    "vip_status_update_date": "2022-01-10",
    "direct_mail_consent": "Yes",
    "survey_consent": "No",
    "autoshop_card_holder": "Yes",
    "vehicles": [
        {
            "vin": "1HGCM82633A123456",
            "license_plate_number": "ABC-1234",
            "license_state": "CA",
            "make": "Toyota",
            "model": "Camry",
            "mileage": 15000,
            "year": 2020
        }
    ]
}

Events

In addition to standard campaign events including campaign sends, delivers, opens, and clicks, the automotive retailer captures the following events to guide experiences and personalization for its customers.

Event Type

Description

Sample Event Properties

purchased

A purchase, either in store or online.

JSON
{
    "event_name": "purchased",
    "timestamp": "2023-08-09T14:30:00Z",
    "transaction_id": "T1234567890",
    "customer_id": "C987654",
    "store_location": "Springfield Branch",
    "sales_channel": "in-store",  // Can also be "online"
    "total_amount": 150.50,
    "payment_method": "Credit Card",
    "items": [
        {
            "product_id": "P12345",
            "description": "Oil Filter",
            "quantity": 1,
            "price_per_unit": 10.50
        },
        {
            "product_id": "P67890",
            "description": "Brake Pads",
            "quantity": 2,
            "price_per_unit": 45.00
        }
    ],
    "discount_applied": 10.00,  // Discount in terms of amount
    "loyalty_points_earned": 150,
    "sales_associate_id": "SA1234"  // If applicable for in-store purchase
}

signed_up

A signup for an email newsletter

JSON
{
    "event_name": "signed_up",
    "timestamp": "2023-08-09T15:45:00Z",
    "customer_id": "C987654",
    "email": "jane.doe@example.com",
    "newsletter_name": "AutoParts Monthly Digest", // Name of the newsletter
    "opt_in_method": "Website",  // Can be other methods like "In-store", "Mobile App", etc.
    "consent_given": true,  // Indicates if the user has explicitly given consent
    "source": "Homepage Popup",  // The specific trigger or place where the signup happened
    "interests": ["Car Maintenance", "New Product Releases"],  // Topics the user is interested in, if specified during signup
    "referrer": "Facebook Ad",  // How the customer was directed to the signup, if known
    "signup_location": {
        "lat": 42.3601,
        "long": -71.0589
    },  // Geolocation where the signup occurred, if captured (especially useful for mobile signups)
    "device_used": "Mobile",  // Can be "Desktop", "Tablet", etc.
    "browser": "Safari",
    "loyalty_member": false  // Indicates if the customer was a loyalty program member at the time of signup
}

order_shipped

An update on a customer order

JSON
{
    "event_name": "order_shipped",
    "timestamp": "2023-08-10T10:00:00Z",
    "customer_id": "C987654",
    "order_id": "ORD1234567",
    "email": "jane.doe@example.com",
    "shipping_address": {
        "address_line_1": "123 Main St",
        "address_line_2": "Apt 4B",
        "city": "Anytown",
        "state": "XY",
        "country": "USA",
        "zip": "12345"
    },
    "shipping_method": "Standard",  // Could be "Express", "Overnight", etc.
    "estimated_delivery_date": "2023-08-15",
    "tracking_number": "1Z9999999999999999",
    "tracking_url": "http://www.shippingcompany.com/track/1Z9999999999999999",
    "items_shipped": [
        {
            "product_id": "PRT123",
            "product_name": "Brake Pad",
            "quantity": 2
        },
        {
            "product_id": "PRT124",
            "product_name": "Oil Filter",
            "quantity": 1
        }
    ],
    "carrier": "ShippingCompany",  // The name of the shipping company, e.g., "UPS", "FedEx", etc.
    "shipment_weight": "5 lbs",  // Weight of the shipment
    "shipment_status": "In Transit",  // Can be "Awaiting Pickup", "Out for Delivery", "Delivered", etc.
    "shipping_notes": "Leave at back door if not home",  // Any special instructions or notes provided by the customer
    "loyalty_member": true  // Indicates if the customer is a member of the retailer's loyalty program
}

returned

A return of a purchase

JSON
{
    "event_name": "returned",
    "timestamp": "2023-08-15T15:00:00Z",
    "customer_id": "C987654",
    "order_id": "ORD1234567",
    "return_id": "RTR456789",
    "email": "jane.doe@example.com",
    "return_reason": "Wrong size",
    "return_method": "In-Store",
    "refund_amount": 30.00,
    "refund_method": "Original Payment Method",
    "items_returned": [
        {
            "product_id": "PRT123",
            "product_name": "Brake Pad",
            "quantity": 1,
            "original_price": 30.00
        }
    ],
    "restocking_fee": 0,
    "return_status": "Completed",
    "notes": "Customer mentioned the brake pad didn't fit their car model.",
    "store_location": "Anytown Store",
    "loyalty_member": true
}

mobile_open

An open of the automotive mobile app

JSON
{
    "event_name": "mobile_open",
    "timestamp": "2023-08-15T18:30:00Z",
    "customer_id": "C987654",
    "device_os": "Android 11",
    "device_model": "Samsung Galaxy S21",
    "app_version": "3.2.1",
    "session_id": "S123456789",
    "notifications_enabled": true
}

appointment_confirmation

Confirmation of a service appointment made for a vehicle at a store

JSON
{
    "event_name": "appointment_confirmation",
    "timestamp": "2023-08-15T19:30:00Z",
    "customer_id": "C987654",
    "store_id": "ST234567",
    "store_location": "123 Auto Blvd, Autotown, AT 12345",
    "vehicle_vin": "1HGCM82633A004352",
    "vehicle_make": "Honda",
    "vehicle_model": "Accord",
    "vehicle_year": 2023,
    "service_description": "Oil Change",
    "appointment_date": "2023-08-20T09:00:00Z",
    "estimated_duration": "1 hour",
    "appointment_status": "Confirmed",
    "service_technician": "John Doe"
}

vehicle_pickup_reminder

A return of a purchase

JSON
{
    "event_name": "vehicle_pickup_reminder",
    "timestamp": "2023-08-20T12:30:00Z",
    "customer_id": "C987654",
    "store_id": "ST234567",
    "store_location": "123 Auto Blvd, Autotown, AT 12345",
    "vehicle_vin": "1HGCM82633A004352",
    "vehicle_make": "Honda",
    "vehicle_model": "Accord",
    "vehicle_year": 2023,
    "service_description": "Oil Change",
    "pickup_date": "2023-08-20T14:00:00Z",
    "total_due": "$49.99",
    "payment_status": "Pending"
}

service_estimate

Service estimate for vehicle for customer

JSON
{
    "event_name": "service_estimate",
    "timestamp": "2023-08-20T09:30:00Z",
    "customer_id": "C987654",
    "store_id": "ST234567",
    "store_location": "123 Auto Blvd, Autotown, AT 12345",
    "vehicle_vin": "1HGCM82633A004352",
    "vehicle_make": "Honda",
    "vehicle_model": "Accord",
    "vehicle_year": 2023,
    "service_description": "Brake Pad Replacement",
    "labor_estimate": {
        "hours": 2,
        "hourly_rate": "$80",
        "total": "$160"
    },
    "parts_estimate": {
        "parts_list": [
            {
                "part_name": "Brake Pads",
                "quantity": 4,
                "unit_price": "$25",
                "total_price": "$100"
            }
        ],
        "parts_total": "$100"
    },
    "total_estimate": "$260",
    "estimate_valid_until": "2023-08-27T09:30:00Z"
}

vehicle_inspection

Vehicle inspection results captured on customer profile

JSON
{
    "event_name": "vehicle_inspection",
    "timestamp": "2023-08-21T13:45:00Z",
    "customer_id": "C987654",
    "store_id": "ST234567",
    "inspector_id": "EMP456789",
    "store_location": "123 Auto Blvd, Autotown, AT 12345",
    "vehicle_vin": "1HGCM82633A004352",
    "vehicle_make": "Honda",
    "vehicle_model": "Accord",
    "vehicle_year": 2023,
    "inspection_details": {
        "tires": {
            "status": "Good",
            "notes": "All tires have more than 5/32 tread depth."
        },
        "engine": {
            "status": "Fair",
            "notes": "Minor oil leak detected."
        },
        "brakes": {
            "status": "Poor",
            "notes": "Brake pads worn below 3/32. Recommend replacement."
        },
        "lights": {
            "status": "Good",
            "notes": "All lights functional."
        },
        "transmission": {
            "status": "Good",
            "notes": "No issues detected."
        },
        "battery": {
            "status": "Fair",
            "notes": "Battery health at 60%. Recommend monitoring."
        },
        "fluid_levels": {
            "status": "Good",
            "notes": "All fluid levels within recommended range."
        },
        "belts": {
            "status": "Good",
            "notes": "No visible wear or cracks."
        }
    },
    "overall_status": "Fair",
    "recommendations": "Immediate brake pad replacement. Monitor battery health.",
    "next_inspection_due": "2024-08-21"
}

work_order_received

Incoming Shop Work Order for Vehicle in association to customer and store

JSON
{
    "event_name": "work_order_received",
    "timestamp": "2023-08-09T14:34:12Z",
    "work_order": {
        "work_order_number": "WO-123456",
        "creation_date": "2023-08-09",
        "due_date": "2023-08-11",
        "customer_details": {
            "customer_id": "C12345",
            "name": "Jane Smith",
            "phone": "+1-123-456-7890",
            "email": "jane.smith@example.com"
        },
        "vehicle_information": {
            "vin": "1HGCM82633A123456",
            "make": "Honda",
            "model": "Accord",
            "year": "2020",
            "mileage": "45000",
            "license_plate": "XYZ 1234"
        },
        "problem_description": "Rattling noise under the car when driving.",
        "services_list": ["Undercarriage inspection", "Exhaust system check"],
        "parts_required": [],
        "estimated_labor_time": "2 hours",
        "cost_estimate": {
            "parts": 0.00,
            "labor": 120.00,
            "total": 120.00
        },
        "technician_assignment": "T1023 - Mike",
        "job_status": "Pending",
        "special_instructions": "Customer mentioned noise is more noticeable over speed bumps.",
        "warranty_information": "NA",
        "authorization": {
            "is_authorized": false,
            "authorized_by": null,
            "authorization_date": null
        }
    }
}

points_activity

An update to the number of points earned, used, or expired, triggered from a loyalty platform.

JSON
{
    "event_name": "points_activity",
    "timestamp": "2023-08-09T15:52:12Z",
    "customer_details": {
        "customer_id": "C12345",
        "loyalty_number": "L78910"
    },
    "activity_details": {
        "activity_type": "earned", // can be "earned", "used", or "expired"
        "points": 100,
        "description": "Points earned from recent purchase."
    },
    "transaction_details": {
        "transaction_id": "T45678",
        "purchase_amount": 250.00,
        "purchase_date": "2023-08-09",
        "store_location": "Los Angeles, CA"
    },
    "points_balance": {
        "previous_balance": 1500,
        "new_balance": 1600,
        "expiry_date": "2024-08-09"
    }
}

Resources // Placeholder

Resource Types

Resource Schema

Description

product

JSON
{
    "resource_type": "product",
    "resource_id": "P123456",
    "product_name": "Brake Pad Set",
    "brand": "AutoPro",
    "category": "Brakes & Brake Parts",
    "sub_category": "Brake Pads & Shoes",
    "description": "Premium ceramic brake pad set for enhanced stopping power.",
    "price": 49.99,
    "sku": "AP789012",
    "barcode": "0123456789012",
    "inventory_count": 150,
    "product_variants": [
        {
            "variant_id": "V001",
            "color": "Black",
            "size": "Standard",
            "material": "Ceramic"
        },
        {
            "variant_id": "V002",
            "color": "Metallic",
            "size": "Standard",
            "material": "Semi-Metallic"
        }
    ],
    "product_image_url": "https://example.com/images/brakepadset.jpg",
    "product_page_url": "https://example.com/products/brakepadset",
    "average_rating": 4.5,
    "reviews_count": 200,
    "recommended_for": ["Sedan", "Compact", "SUV"],
    "compatibility": ["MakeA ModelX 2020", "MakeB ModelY 2019"],
    "features": ["Low Dust", "Quiet Braking", "Enhanced Durability"],
    "warranty": "2 years or 24,000 miles"
}

Products represent the items that the retailer sells online and in store, including details about variants and other product metadata. These are reference in purchase events and used for product recommendations.

store

JSON
{
    "resource_type": "store",
    "resource_id": "S789012",
    "store_name": "AutoParts Central",
    "location_detail": "Downtown Branch",
    "address": {
        "address_line_1": "123 Auto Lane",
        "address_line_2": "Suite 1",
        "city": "CarCity",
        "state": "CA",
        "zip": "90001",
        "country": "USA"
    },
    "lat": 34.0522,
    "long": -118.2437,
    "store_manager_id": "MGR001",
    "services_offered": [
        "Vehicle Inspection",
        "Oil Change",
        "Tire Rotation",
        "Brake Service"
    ],
    "open_time_service": "08:00",
    "close_time_service": "18:00"
}

Stores represent store locations and their detailsfor the retailer. These are referenced in purchase events, preferred store properties on user profiles, and employee resources.

vehicle

JSON
{
    "resource_type": "vehicle",
    "resource_id": "V100123",
    "VIN": "1HGCM82633A004352",
    "license": "ABC1234",
    "license_st": "CA",
    "mileage": 50000,
    "year": 2019,
    "make": "Honda",
    "model": "Civic",
    "last_tire_replacement_date": "2022-02-20",
    "last_tire_replace_brand_type": "Michelin Primacy",
    "last_oil_replacement_date": "2022-07-01",
    "last_oil_replacement_type": "Synthetic",
    "last_brake_replacement_date": "2021-08-15",
    "last_battery_replacement_date": "2020-11-10",
    "last_alignment_date": "2021-10-10",
    "last_inspection_date": "2022-01-05",
    "last_inspection_state": "CA"
}

employee

JSON
{
    "resource_type": "employee",
    "resource_id": "E00123",
    "employee_name": "John Doe",
    "store_id": "S5678",
    "hire_date": "2019-05-15",
    "employment_status": "Active",
    "job_title": "Store Manager",
    "image": "https://example.com/images/employees/E00123.jpg"
}

Employees represent associates and employees associated with the retailer. These are referenced in purchase events and to customize email communications from the managers of the customer’s preferred store.

coupon

JSON
{
    "resource_type": "coupon",
    "resource_id": "C-RID-12345",
    "coupon_id": "C12345",
    "category": "Automotive Oil",
    "start_date": "2023-06-01",
    "end_date": "2023-06-30",
    "description": "Get 15% off on your next oil change."
}

Coupons represent one-time coupon codes that are sent via marketing and displayed as bar codes. See Coupon Code Setup for more details.

Data Connections

The automotive retailer connects data from a variety of sources within its enterprise.

A visualization like this, with the details described below shown in it, would be better than the table.

Source

Formats

Data Types

Automotive Websites

JavaScript API

People, Events

Details about customer interactions and information gathered from their websites.

Automotive Mobile App

Mobile SDK Events

People, Events

Point of Sale System

CSV

People, Events

Details about customers who have made purchases and returns in store.

eCommerce Platform

XML

People, Events

Details and preferences about customers who have made online purchases and returns.

Garage Work Order System

CSV

Events

Details about garage work orders being requested.

Loyalty Data Platform

Semicolon-Separated Text File

People, Events

Details about loyalty rewards status

Human Capital Management Platform

Pipe-Delimited Text File

Resources

Details about store employees/associates.

Consent Management Platform

CSV

People, Events

Details about user consent

Enterprise Database

Postgres Database

Resources

Details about store locations and product SKUs.

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