Zeta Pre-Sales | Materials

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
Single Sign on Setup	SSO Setup
User Management and Permissions	Selective Permissions, Selective Access
Email Sending Settings/Frequency Capping/Suppressions	Messaging
Global Link Tracking Parameter Settings	Link Tracking
Multibrand Parent/Child Setup	Parent/Child Accounts

Data Structure Overview for Retail/E-Commerce Customers

Article Name	Link
Onboarding Overview	Onboarding the Zeta Way \| Discovery
Data Mappings for Imports	Data Mappings
How to bring in Data from different Data Sources	Retail Example
File Based imports	Files
Data Transformation/ETL Jobs	Data Flows
Define and Configure Identifiers	LIVE ID Graph
Review connection status inbound/outbound	Unified Connectivity Framework
Setting Identity Rules to merge customer and prospects	Identity Manager
Example Users with Identifiers and Properties	Retail Example
Example Event structure for tracking customer interactions	Retail Example
Example Product Catalog and Content Structure	Retail Example
Prebuilt 3rd party Channel Integration Partners	Integrations
Creating new outbound 3rd party Webhooks	Channel Manager
Exporting Custom Audiences to Social and DSP networks	Audience Exporting Integrations
Zeta Attributes Tracked for Users and Events	Implicit People Properties
Standard Export of Channel Event Timestamps for 3rd party DWHs/Bis	Standard Exporting of Events
Website Tracking Integration Guide	Container Tag Implementation Guide
API Overview	Getting Started with Zeta APIs

Terminologies and Training Videos

Article Name	Link
Overview of all Training Videos available	Training Videos
Zeta Glossary of Terminologies used in ZMP	Glossary