Zeta Pre-Sales | Materials
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This page is intended to help your IT Team understand the tasks at hand to evaluate efforts for onboarding the ZMP during the Pre-Sales process. Click on the link to dive into each topic noted within the tables.
If you have any questions, feel free to reach out to Daniel Eisenhut: Group Vice President, Strategic Solutions at deisenhut@zetaglobal.com.
Account and User Settings
Article Name | Link |
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Single Sign on Setup | |
User Management and Permissions | |
Email Sending Settings/Frequency Capping/Suppressions | |
Global Link Tracking Parameter Settings | |
Multibrand Parent/Child Setup |
Data Structure Overview for Retail/E-Commerce Customers
Article Name | Link |
---|---|
Onboarding Overview | |
Data Mappings for Imports | |
How to bring in Data from different Data Sources | |
File Based imports | |
Data Transformation/ETL Jobs | |
Define and Configure Identifiers | |
Review connection status inbound/outbound | |
Setting Identity Rules to merge customer and prospects | |
Example Users with Identifiers and Properties | |
Example Event structure for tracking customer interactions | |
Example Product Catalog and Content Structure | |
Prebuilt 3rd party Channel Integration Partners | |
Creating new outbound 3rd party Webhooks | |
Exporting Custom Audiences to Social and DSP networks | |
Zeta Attributes Tracked for Users and Events | |
Standard Export of Channel Event Timestamps for 3rd party DWHs/Bis | |
Website Tracking Integration Guide |
|
API Overview |
Terminologies and Training Videos
Article Name | Link |
---|---|
Overview of all Training Videos available | |
Zeta Glossary of Terminologies used in ZMP |