CustomerPulse
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CustomerPulse is a tool within the Opportunity Explorer data visualization and insights portal, that enriches your first-party data with Zeta’s proprietary insights to identify new customers and maximize revenue opportunities.
CustomerPulse profiles your customers across Zeta Data Cloud attributes and surfaces actionable insights and opportunities for your brand. By knowing who your customers are and having a pulse on their preferences and activities, you can successfully retain and grow your existing base and reach new customers who are most likely to engage with you.
With CustomerPulse, you can translate knowledge into action by defining as many segments your agreement permits to compare and explore acquisition, growth, retention, and reactivation opportunities. Simply put, CustomerPulse allows clients to understand their subscribers at a segment level and immediately act on insights from those segments.
The segments can be static, dynamic, or based on CRM properties (High LTV vs Low LTV and current vs lapsed customers). At once, you can visualize only 4 segments, no matter how many you’ve defined.
From the Opportunities page, navigate to the CustomerPulse tab under Customer Insights.
You can select your desired segment(s) to deep dive into their coverage, demographics, content consumption, transactions, visitation, and financial & household, CTV & Linear TV, and business use cases, leveraging the Data Cloud's datasets.
![image-20240411-123237.png](../__attachments/40738704/image-20240411-123237.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
![image-20240411-123247.png](../__attachments/40738704/image-20240411-123247.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
Once you’ve created an audience segment, contact your account team to add the segment(s) to CustomerPulse.
Zeta’s Customer Index is derived from deterministic real-time behavioral signals from our audiences. The index is based on our baseline distribution of the analyzed visitors across categories. Those categories with higher interest levels indicate a larger proportion of the analyzed consumers than we see on average.
You can select your desired segment(s) to deep dive into their Coverage, Demographics, Psychographics, Content Consumption, Transactions, Visitation, Financial & Household, CTV, Linear TV, and Professional Insights, leveraging the Data Cloud's online, transactional, location, financial, and household datasets. You can also compare two or more segments based on the same parameters.
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 and transform a non-addressable channel into an addressable one, especially CTV. It also gives you a sneak peek into the CTV and social segments allowing you to explore the CTV Usage Indexing.
![2024-04-12_15-04-56 (1)-20240412-093921.gif](../__attachments/40738704/2024-04-12_15-04-56%20(1)-20240412-093921.gif?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
Demographics
In the Demographics tab, explore Zeta’s analysis of the ad-exposed audience which is much different from the in-market audiences. We found that the brand was underserving younger, female, lower income more multicultural audiences.
The indexes 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.
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
![image-20240412-103332.png](../__attachments/40738704/image-20240412-103332.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
This shows the Psychographic breakdowns of Retail customers.
![2024-04-12_15-59-41 (1).gif](../__attachments/40738704/2024-04-12_15-59-41%20(1).gif?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
You can select specific attributes from the dropdown on the left to refine your statistics for the selected segments.
Content Consumption
Across the content being consumed, the in-market audiences do not have just one health concern but a multitude of different health interests and intents. With Zeta’s people-based marketing, we can curate and refine the messaging to the unique needs state of the individual.
![image-20240412-105535.png](../__attachments/40738704/image-20240412-105535.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
You can select/deselect specific attributes from the dropdowns on the left to refine your statistics for the selected segments.
Transactions
This shows the Transactional breakdowns of Retail customers.
![image-20240412-105455.png](../__attachments/40738704/image-20240412-105455.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
You can select/deselect specific attributes from the dropdowns on the left to refine your statistics for the selected segments.
Visitation
This shows the Visitation breakdowns of Retail customers.
![image-20240412-110427.png](../__attachments/40738704/image-20240412-110427.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
You can select/deselect specific attributes from the dropdowns on the left to refine your statistics for the selected segments.
Financial & Household
This shows the Financial & Household breakdowns of Retail customers.
![image-20240415-093957.png](../__attachments/40738704/image-20240415-093957.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
You can select/deselect specific attributes from the dropdowns on the left to refine your statistics for the selected segments.
CTV
Within the CTV tab, we can see all audiences are Heavy to Very Heavy users of CTV down to the programming they’re watching.
![image-20240415-093756.png](../__attachments/40738704/image-20240415-093756.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
![image-20240415-093808.png](../__attachments/40738704/image-20240415-093808.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
You can choose between App, Channel, Device, Genre, and Producer from the dropdown on the left to refine your statistics for the selected segments.
Linear TV
In the Linear TV tab, we see that all audiences including their own Ad Exposed audience are not heavy users of Linear TV.
![image-20240415-094319.png](../__attachments/40738704/image-20240415-094319.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
Furthermore, we see the in-market audiences are watching different channels than where the brand was spending. Zeta can help the brand be smarter about their Linear TV spend by recommending channels, programming, genres, etc. where prospects are viewers.
![image-20240415-094328.png](../__attachments/40738704/image-20240415-094328.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
You can choose between Channel and Genre from the dropdown on the left to refine your statistics for the selected segments.
Professional Insights
In the Professional Insights tab, you can view all data about the Company Revenue, Job Function, Company Size, Company Age, Decision Maker Seniority, and the Top 5 Industries and Companies that match.
![2024-04-15_15-21-13 (1)-20240415-095255.gif](../__attachments/40738704/2024-04-15_15-21-13%20(1)-20240415-095255.gif?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
Generate Insights
No matter which customer index you want your insights on, 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.
![2024-04-15_15-31-50 (1)-20240415-100401.gif](../__attachments/40738704/2024-04-15_15-31-50%20(1)-20240415-100401.gif?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
You can further download the generated insights report.
You can also provide your feedback on the generated report.
TV to Digital Native Solution
This is the native version of the TV to Digital report that illustrates Zeta’s ability to identify Linear TV ad-exposed audiences, enrich and compare to in-market audiences, transform non-addressable to addressable channels, and provide always-on intelligence.
The solution is brought to life via a case study for a leading Pharma brand that launched new diabetes and weight loss medication.
![](../__attachments/40738704/image-20230313-090907.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
We identified the Ad-Exposed households, matched the individuals within the household to our identity graph, and compared the groups who had in-market signals vs those who did not.
![](../__attachments/40738704/image-20230313-090915.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
Scroll down to see a Venn diagram that shows the overlap of users who were exposed to an ad and have in-market signals that we can then retarget across Zeta’s addressable channels with more refined messaging.
We can also help them be smarter about their linear spending by identifying the channels in-market prospects are watching.
Finally, we can provide incremental reach to the people who have in-market signals and were not reached by linear TV.
![](../__attachments/40738704/image-20230313-091204.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
The remaining sections include a CustomerPulse on the following segments:
Linear TV Ad Exposed Audience
Diabetes Intenders
Weight Loss Intenders
Diabetes AND Weight Loss Intenders
![](../__attachments/40738704/image-20230309-095225.png?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
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.
![](../__attachments/40738704/2023-03-15_16-27-51%20(1).gif?inst-v=d7c833f8-8709-46dd-9a03-727c8f6a3bec)
This feature is only available for segments that were run after Feb 1, 2023.