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CustomerPulse

CustomerPulse enriches any segment (1st party or prospect segments) and profiles customers across 5,000+ Zeta attributes to retain and grow your existing base and reach new customers who are most likely to engage with you. The report provides insights on demographics, psychographics, online content consumption, transactions, visitation, financial & household, CTV, and Linear TV. Simply put, CustomerPulse allows clients to:

  • Segment and analyze a variety of audience segments from prospects to first-party customer data 

  • Identify unknown site visitors and unlock additional insights on potential customers 

  • Gain ongoing refreshes of segment insights to understand any changes in behaviors or purchase patterns 

From the Opportunities page, navigate to the CustomerPulse tab under Customer Insights.

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Once you’ve created an audience segment, contact your account team to add the segment(s) to CustomerPulse.

Please select up to four segments to deep dive into their Coverage, Demographics, Psychographics, Online Content Consumption, Transactions, Visitation, Financial & Household, CTV, and Linear TV, leveraging the Data Cloud's online, transactional, location, financial, and household datasets.​

Generative Personas

The Generative Personas tab will only appear as the first tab within CustomerPulse for ZMP accounts that have explicitly requested the report. For accounts where the report has not been requested, the CustomerPulse experience remains unchanged.

Generative Personas displays the top indexing personality types of your customers as identified by the Zeta Data Cloud, arranged in the order of their relative sizes.

The report highlights four key personas that represent distinct audience segments. Clicking on a persona reveals detailed insights into their behaviors and preferences. From there, you can further explore actionable recommendations tailored to that persona’s activity.

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Coverage

This displays the portion of customer data that can be enriched by Zeta's Data Cloud. Under Coverage, the reachability section showcases where you can reach those individuals. Activity by Channel shows where those individuals are most likely to engage. 

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Demographics

In the Demographics tab, explore the breakdowns of age, gender, income, ethnicity, and geographic location of the analyzed segments.

The indices here indicate how much more or less likely members of the analyzed audience are to exhibit a particular trait compared to Zeta’s baseline audience. An index above the network baseline means they're more likely to exhibit that trait, while an index below the network baseline means they’re less likely.

Percentages are shown upon hovering over the bars, representing relative differences from the Network Baseline, providing a quick visual reference for comparative magnitude.

Age Index

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Gender Index

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Income Index

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Ethnicity Breakdown Index

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Geographic Distribution Index

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Psychographics

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This shows the Psychographic breakdowns of the analyzed segments. Psychographics is Zeta’s method for identifying the real values consumers express through behavior, guiding both precise targeting and message development to improve campaign performance. 

You can select categories from the dropdown on the left to refine the view.

Online Content Consumption

This shows the online content consumption topics of the analyzed segments.

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  • You can select/deselect specific attributes from the dropdowns on the left to refine your statistics for the selected segments.

Transactions

This shows the brands where the analyzed audiences are mostly likely to transact with.

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Visitation

This shows the brands and locations that the analyzed segments have visited in the last 90 days. 

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Financial & Household

This shows the Financial & Household breakdowns of the analyzed segments.

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CTV

This shows the Connected TV (CTV) consumption levels and viewing habits of the analyzed segments.  

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  • Hovering over the bars reveals the percentage difference relative to the Network Baseline.

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  • You can choose between App, Channel, Device, and Producer from the dropdown on the left.

Linear TV

This shows the Linear TV consumption levels and viewing habits of the analyzed segments. 

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  • Hovering over the bars reveals the percentage difference relative to the Network Baseline.

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  • You can choose between Channel, Day Segment, and Program from the dropdown on the left to refine your statistics for the selected segments.

Generate Insights

Within any section of CustomerPulse, you can click on the Generate Insights button at the top-right to let AI generate an insight and recommendation report for your selected segments.

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  • You can further download the generated insights report.

  • You can also provide your feedback on the generated report.

CustomerPulse Customization

CustomerPulse customization allows you to customize your views including automatically removing outliers and you can also select the customer match percentile thresholds​. Additionally, you can display indexing vs customer ratio​.

Click on the (info) icon at the top-right for detailed instructions on the various customization options available in the CustomerPulse report.

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(info) Percent-Based Over/Under Indexing in CustomerPulse

In the current version of CustomerPulse, bars in the UI visualize how an audience segment compares to the Network Baseline. If a segment’s value exceeds the baseline, it is considered over-indexing, suggesting a higher-than-average presence of that trait. Conversely, values below the baseline indicate under-indexing.

While this existing approach flags whether an attribute is above or below average, it doesn’t convey how much it differs. That’s changing with the latest enhancement.

With this update, percentage values are now displayed when users hover over each bar, quantifying the extent of over- or under-indexing relative to the Network Baseline. These percentages offer users a more precise way to interpret the data, enabling direct comparisons across multiple segments.


🔍 How to Read the Numbers

Each bar now includes a percentage value:

  • A positive value (e.g., +84%) indicates the segment over-indexes for that trait by 84% compared to the universal average.

  • A negative value (e.g., –20%) indicates the segment under-indexes for that trait by 20%.

For example, if the segment Likely To Churn from X Mobile - 05/15/2025 shows +84% for the attribute "Postmates," it means that segment is 84% more likely to use Postmates compared to the average customer. If a comparison segment shows –20% for the same attribute, it is 20% less likely to engage with Postmates. This visibility empowers brands to confidently identify standout traits and optimize targeting strategies accordingly.


Question

Answer

Are these lookbacks customizable, e.g., does Zeta retain historical data that we can access with this tool?

Lookbacks in CustomerPulse are not customizable, but Leading Indicators, another Opportunity Explorer report, has more flexibility for viewing historical data.

For a Customer Pulse segment, will the data six months from now reflect the prior 3 months, or July/August/September 2023 in perpetuity?

The members of the segment itself will change over time as new users are added to that segment, but the insights generated in the CustomerPulse will not update over time. The insights shown are relative to when the analysis was run. If you'd like to get regularly refreshed insights for this segment, we can schedule the CustomerPulse to run on a weekly, monthly, or quarterly frequency.

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