--- language: "en" --- # Selligent [![image-20260428-132331.png](https://knowledgebase.zetaglobal.com/__attachments/a_a41e4809b502b4d6e1cbd08f51bf62baa8b0313fef660d9fe113e284c29a06a1/image-20260428-132331.png?cb=d419edd33d8f6a149c20158d027f531b)](https://products.zetaglobal.com/selligent/EN/Content/LandingPage.htm) Click on this image to access the Selligent public-facing knowledge base. [**Selligent by Zeta**](https://products.zetaglobal.com/selligent/EN/Content/LandingPage.htm) is a multi-channel messaging and journey orchestration platform built to scale with your needs. From simple one-time campaigns to sophisticated, always-on customer journeys, Selligent makes it easy to create personalized experiences using advanced targeting, dynamic content, and automated cadence plans. Designed for ease of use without sacrificing power, Selligent helps teams move quickly while continuously optimizing engagement across the customer lifecycle. *** ** * ** *** --- language: "en" --- # Cheetah Digital [![image-20260428-133557.png](https://knowledgebase.zetaglobal.com/__attachments/a_7c1fece57f97812357f7186816389207b553f0c243ab6bbb53abf362e802d855/image-20260428-133557.png?cb=e4192e3c11590a6296e32ad4cf475767)](https://products.zetaglobal.com/cheetahdigital/Content/LandingPage.htm) Click on this image to access the Cheetah Digital public-facing knowledge base. [**Cheetah Digital by Zeta**](https://products.zetaglobal.com/cheetahdigital/Content/LandingPage.htm) is a centralized cross-channel campaign management platform designed to deliver consistent, coordinated customer experiences. By bringing content, rules, and workflows into a single environment, Cheetah Digital enables marketers to manage complex campaigns more efficiently and ensure brand consistency across every channel. With powerful automation and real-time data integration, it helps teams focus less on logistics and more on meaningful customer interactions throughout the lifecycle. *** ** * ** *** --- language: "en" --- # Liveclicker [![image-20260428-134534.png](https://knowledgebase.zetaglobal.com/__attachments/a_ebd5af521a8a52e34b601f408fba4ab444c993021113022730893642e13e2418/image-20260428-134534.png?cb=75510956a9bf6dfcae1384cc74a6c192)](https://products.zetaglobal.com/liveclicker/Content/LandingPage.htm) Click on this image to access the Liveclicker public-facing knowledge base. [**Liveclicker by Zeta**](https://products.zetaglobal.com/liveclicker/Content/LandingPage.htm) enables real-time personalization in multiple channels with dynamically updated content: emails at the point of open, mobile push at the point of send, and real-time in-App messages. Using signals such as location, time, weather, inventory, and customer data, Liveclicker ensures each message reflects the customer's current context. Easy to implement and ESP-agnostic, Liveclicker helps marketers increase relevance, boost conversions, and deliver timely, engaging experiences that feel truly personalized. *** ** * ** *** --- language: "en" --- # Zeta Knowledge Base ![image-20241023-104740.png](https://knowledgebase.zetaglobal.com/__attachments/a_f1b3da3db7d0fafd9588da206fbf25c6d83f61a8624f24e4f7f289c8f815a9be/image-20241023-104740.png?cb=19eb679a7b8b56a6c727895e87945bdd) Hi **ZMP** users! While getting traffic is a win for most, for us at Zeta, the real deal is to keep viewers on our page and make sure they're smiling all the way scrolling through. *"Are we communicating the right messages?"* *"Are we leading our customers down the right path?"* *"Are we even connecting with them at all?"* As and when these questions started to boggle our minds, we knew that all we needed was a place to convert our team's collective knowledge into easy-to-find answers for everyone. For starters, we built up the ZMP Knowledge Base that you've just stumbled upon, for all the good reasons! Our Knowledge Base has an open yet connected structure, allowing accessible and searchable information to flow freely among everyone within the organization, and beyond. From marketing to engineering, from how-to docs to knowledge-based articles, everything lives in this Knowledge Base, which is built for lasting knowledge and great ideas unlost. ![2025-01-22_14-23-52 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_3bca2f5944a447a6bacec8bd61555f55cb6b26dca1835fa5cc774399f03740cd/2025-01-22_14-23-52%20(1).gif?cb=f6c2719b56c0fd0e503b9406888194bb) ![image-20251010-064840.png](https://knowledgebase.zetaglobal.com/__attachments/a_4633cb7dd02b2bbfa67c71f3ad29bac9f24e453f7b479c5b2dab4c12a1ec428a/image-20251010-064840.png?cb=c49401acdc567c2e9d048f778666c850) It mirrors the exact order of the Zeta Marketing Platform's left-hand navigation items for seamless navigation. This thoughtful organization not only enhances accessibility but also makes the Knowledge Base a natural extension of the platform itself. We sincerely hope that you easily got what you were here for. There's definitely a lot more on the way, and you can be the first one to view it all if you keep visiting the [ZMP Knowledge Base](https://knowledgebase.zetaglobal.com/kb/)! *** ** * ** *** **Have Questions? Don't worry, we're always here!** * File a ticket within the [Service Support Desk](https://zetaglobal.atlassian.net/servicedesk/customer/portal/14). (Takes a few seconds) * Drop an email at [hubsupport@zetaglobal.com](mailto:hubsupport@zetaglobal.com). (We're generally fast repliers) * [Get in touch directly](mailto:info@zetaglobal.com) (What's better than a conversation?) --- language: "en" --- # 2023 \| Platform Release Notes ![image-20260514-110422.png](https://knowledgebase.zetaglobal.com/__attachments/a_30d5ce3f72d2e4907a134e8bfd13d973b48c3b41376c1cf0acd13c9e245146aa/image-20260514-110422.png?cb=dae7b06847943d6bcd5cba1d57e85fc3) December | **Configure Multi-account Connections for Audience Exports** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | For brands with more than one account on a third-party ad network (Facebook, Google Ads, Yahoo DSP), can now easily configure multi-account connections for each partner integration on the [Connections](https://knowledgebase.zetaglobal.com/zmp/connections) page. When ready to [export](https://knowledgebase.zetaglobal.com/zmp/exporting-audiences), there's a new account selection step that will determine the audiences that populate in the destination. ++**NOTE**++ **:**If these accounts are already set up via the Keys \& Apps page, they will be automatically migrated so no automated exports or experiences will be interrupted. | | ![export-facebook-new (2).gif](https://knowledgebase.zetaglobal.com/__attachments/a_c2d846dcde383d5e9a9547aee413036cea8ea0e3633664b9157eaf8be7b03599/export-facebook-new%20(2).gif?cb=3028e167d2d059ad98f766f4c5e0c6d4) | | Read More: * [Connections](https://knowledgebase.zetaglobal.com/kb/connections) * [Exporting Audiences](https://knowledgebase.zetaglobal.com/kb/exporting-audiences) | | **Locked Content Controls for Email Editing** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | New role-based permissions allow Zeta customers to lock specific regions, modules, and display conditions of an email template and ensure they are editable only by permissioned users. These controls help keep messages on-brand and compliant. E.g., locking regions avoids inadvertent modification to standard sections of email content such as headers, footers, and legal language. | | [Read More](https://knowledgebase.zetaglobal.com/kb/visual-editor) | | **\[BETA\] Create New Data Flows from the Connectivity Canvas** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The ability to add new data flows directly from the **Data** \> **Connectivity** tab is now available. Choose a data mapping flow if your data is already prepared for ingestion or design an ETL flow to clean your data before ingesting it into the ZMP. If you are interested in opting into this beta or want to learn more, please reach out to your Zeta Account Team. | | ![newDataFlowUCF (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_1481f3d9b4cefdd4d720995c17b92fb28a5f7ff0b322c77e5d6aaefaf3cdf123/newDataFlowUCF%20(1).gif?cb=3cb3635bf8e3f4fa8d6b13305b0dff8e) | | [Read More](https://knowledgebase.zetaglobal.com/kb/beta-unified-connectivity-framework) | | **Experience Builder Enhancements to Event Filtering and Throttling** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Some new enhancements are available in the Experience Builder that will optimize your workflows and unlock more use cases. These updates include: * **Support for tags in campaign events**: Track campaign events based on campaign tags in triggers, events, and exit criteria instead of being restricted to a specific campaign or any campaign. Any link with a tag is also now supported in exit criteria. * **Use 'Delay via Throttle' across any trigger** : The [Delay via Throttle](https://knowledgebase.zetaglobal.com/kb/delay-node#DelayNode-DelayviaThrottle) feature now works for all trigger nodes, not just Use an Audience. Configure your throughput down to the minute --- the smaller your timeframe, the smoother your throttle will be. | | ![campaign_event_tags.gif](https://knowledgebase.zetaglobal.com/__attachments/a_ae79dda55aea4e35a4cea897217127ee97675a1ca01bfd53bedfc84602ba2860/campaign_event_tags.gif?cb=1ec088c3bffb67d85167b83169be0df1) ![image-20231201-180707.png](https://knowledgebase.zetaglobal.com/__attachments/a_8b746b2a5317cdecdfb4d49d3081b62d3fd836b215463ac52aebb22c96330dc8/image-20231201-180707.png?cb=75233f8017aa3dddf653ffe2744f44b8) | | Read More: * [Trigger Node](https://knowledgebase.zetaglobal.com/kb/trigger-node) * [Event Node](https://knowledgebase.zetaglobal.com/kb/event-node) * [Delay Node](https://knowledgebase.zetaglobal.com/kb/delay-node) | | **\[BETA\] Export File Visibility** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Within the **Data** \> **Connectivity** tab, you can now visualize the specific data types exported via files from the ZMP. You can also access a tabular summary of all exports under Data \> Files. This enhancement provides greater visibility and data transparency. | | ![exportFiles (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_57f9aba2364eb072ce7e87e638379230824b9e77e62918e75601c55700ac013b/exportFiles%20(1).gif?cb=dc222c4f90b8045ac771e66f3ffc8837) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/beta-unified-connectivity-framework) | | **Level Up Your Copywriting with Generative AI** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Suffering from writer's block? Looking to explore a new copywriting direction? Zeta's AI Paragraph Assistant is here for you! With just a few clicks in the Visual Editor, you can now leverage generative AI to create new email content from scratch, test different creative tones and approaches, and translate text seamlessly. It's time to make your email content sparkle. ✨ | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/visual-editor#VisualEditor-WritewithAI) | November | **\[BETA\] Import File Visibility** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Within the Data \> Connectivity tab, you can now visualize the specific data types imported via files into the ZMP. You can also access a tabular summary of all offline and in-platform file uploads under Data \> Files. This enhancement provides greater visibility into your file imports for better data transparency. | | ![importFilesAnnouncement (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_a8b2b2eb8b1b30be6c78953b6433be86ddcdb73eb161b02bd0405bac6c78669e/importFilesAnnouncement%20(1).gif?cb=36d38981b69fb742e96f893ad9cfd24f) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/beta-unified-connectivity-framework) | October | **\[BETA\] Map Website Tags Against Your Data Sources** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now visually locate website tags under Data \> Connectivity alongside all your other data sources and destinations, providing greater transparency. | | ![websiteTags2.gif](https://knowledgebase.zetaglobal.com/__attachments/a_606f3ae8866c861a5c2c827646843cb66f485d042cdde4fcc7e8ac9a73cb9296/websiteTags2.gif?cb=ea3c6daf2ed72c1b220bd6d8d833cd50) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/beta-unified-connectivity-framework) | | **Recurring Audience Selection Triggers in Experience Builder** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The enhanced [Use an Audience](https://knowledgebase.zetaglobal.com/kb/trigger-node#TriggerNode-UseanAudience) trigger node in Experience Builder now enables scheduling on a recurring cadence. You can now passively trigger users into an experience daily, weekly, or monthly, with the option to only trigger incremental users since the last run. | | ![recurring_trigger_by_audience_selection.png](https://knowledgebase.zetaglobal.com/__attachments/a_b171514bd95a47b91cd8ac3ba08859cdf149de88729324e591bcbc61fd24f918/recurring_trigger_by_audience_selection.png?cb=d9cdf2611604ea28246d052e1709190d) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/trigger-node) | | **Organize Your Experiences with New Filters and Columns** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | New columns and filters have been added to the Experience Builder listings page to help you find workflows more easily. This feature allows you to filter by status, date, tags, or creator and locate your most relevant, active experiences quickly without relying only on search. | | ![experience-listings-page-filter.png](https://knowledgebase.zetaglobal.com/__attachments/a_35c53deb7cf77a1ff14f4cfbf56ae1daec5c6c8522796434ee91e66fec10e204/experience-listings-page-filter.png?cb=0a636b5bbc100776de814c862b364aac) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/experience-builder-an-overview) | | **Email, Media, and SMS Forecast Widgets** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | New email, media, and SMS forecast widgets are now available in the dashboard. Building upon the existing forecasting solutions, these new widgets help optimize budget allocation, plan resources, perfect campaigns, and analyze ROI. With these dashboard additions, you will gain real-time access to vital insights, enabling more data-driven decisions. | | ![forecastwidgets.gif](https://knowledgebase.zetaglobal.com/__attachments/a_a0b3083b7d5f1633750197c28574b259514696c55ce66432c3eeb3fd1a05bc70/forecastwidgets.gif?cb=8b22877830da433154126f6407b5d975) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/widget-dictionary) | | **Create Segments using Experience Events in Audience Explorer** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | [Experience Events](https://knowledgebase.zetaglobal.com/kb/experience-options#ExperienceOptions-UsingExperienceSystemEvents) --- *entered, exited, and skipped* --- are now available as filters in Audience Explorer. This allows you to create segments based on experience activity across one or more workflows. These segments can then be tracked\*, allowing you to use them in Experience Builder as Segment Entry/Exit or Split by Audience nodes. \*Existing tracking limitations, such as time filters and multiple events apply. | | ![experience_system_events_in_AE.png](https://knowledgebase.zetaglobal.com/__attachments/a_2e1eaf3c7a058f94ddddae6392ab9d8146bc02a1366b098af1df0c80ce7e765e/experience_system_events_in_AE.png?cb=c8cef6946df3d8b47b5b95f757a20bb4) | | Read More: * [Experience Options](https://knowledgebase.zetaglobal.com/kb/experience-options) * [Segments](https://knowledgebase.zetaglobal.com/kb/segments) | | **See All Models Used in an Account** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | A models list is now available providing a detailed overview of all AI models utilized in the platform, offering key insights into their underlying architecture and usage patterns. Located under "Data" in the main navigation, this comprehensive repository provides greater transparency into our AI-powered solutions. | | ![Screenshot 2023-10-13 at 12.58.44 PM (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_94ffc8384b16606521950d2bd8c8e2be25d1c8e5db400fe04b1d8e4976ecbc7e/Screenshot%202023-10-13%20at%2012.58.44%20PM%20(1).png?cb=408ecf087a60ae0468701059cb05c8df) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/model-list) | | **Enhanced Customization for In-Page Campaigns** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | New options have been added to the in-page campaign audience selection rules, giving you the power to finely customize content delivery to audience preferences. This update includes the addition of nested sub-rules, enabling more nuanced targeting. Additionally, the introduction of a "custom" recommendation strategy provides the flexibility to hand-pick eligible resources or select pre-defined resource groups, ensuring your content is precisely tailored to your specific audience. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/website-in-page-campaigns) | | **Resource Groups** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now save a set of resources with common characteristics as a Resource Group. Whether you're working with resources in the UI, via API, or through recommendation merge tags, this feature allows you to group resources together and filter by group. Use Resource Groups to streamline your operations, save time and reduce error, and improve productivity. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/Resource-Groups.2625733110.html) | | **Advanced Location-Based Segmentation** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We have enhanced audience segmentation capabilities by allowing you to exclude specific locations based on city, state, zip code, or latitude/longitude. This functionality is available for both customer and prospect location filters via text and map interfaces. Our platform accommodates combinations of inclusive and exclusive location filters, providing ultimate flexibility. You can input multiple locations, drag and drop a CSV, and get real-time estimated counts. Elevate your targeting with this powerful segmentation feature. | | ![Screenshot 2023-10-12 at 5.53.47 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_0bb4a59edf97caa7aaa940a9a442e644e02b95bd143dd6d152ec495c593288df/Screenshot%202023-10-12%20at%205.53.47%20PM.png?cb=6d174b9267c645143440d33b0d60b6e1) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/audience-explorer-advanced-location-targeting-requ) | September | **Stay on Top of Industry Developments with the News Feed Widget** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | This new widget in the ZMP Dashboard keeps you up-to-date with the latest news and trends in your industry. Easily access topical articles and information that will help you make more informed marketing decisions. Customize news sources and topics that are most relevant to your business. | | ![newsfeedwidget.gif](https://knowledgebase.zetaglobal.com/__attachments/a_ba919867c47f544bd6ed04806e74bd8eb2cc2425cd35421196d39ba4afa0dc6e/newsfeedwidget.gif?cb=2228ebbf9bfe873d6648097e9546c7af) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/widget-dictionary) | | **Revenue Recommendation Card in Calendar View** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Revenue Forecasting \& Recommendations is now available in Forecaster (in calendar view). Analyze vast amounts of data through advanced machine learning algorithms to forecast revenue, average order total, and total number of orders on a calendar view. This allows you to visualize your campaign-related revenue and make informed decisions based on real-time data. With **Revenue Lift Recommendations** ,predict the potential impact of recommended actions to identify new revenue opportunities and potential campaign optimizations. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/forecasted-calendar) | | **Zeta Scores are now in Forecaster!** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Zeta Customer Propensity Scores have been added to Forecaster (*in* calendar view). Bringing numerous advantages including data-driven insights and empowering decision-making at different stages of a campaign lifecycle*.*The addition of Zeta Scores also provides a robust, data-driven foundation for your marketing efforts and strategies. You'll be able to make more informed decisions, predict and better assess campaign outcomes, and efficiently allocate resources to maximize ROI. The new scores include: * Price Sensitivity - Low, Medium, High * Conversion Propensity - Low, Medium, High * Propensity to Purchase online - Low, Medium, High * Time to Next Purchase - Today, This Month, Next Month, This Quarter | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/forecasted-calendar) | | **\[BETA\] Data Flows -- Tabular View** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | This new tabular view displays all your inbound and outbound data flows to and from the Zeta Marketing Platform. This view complements the existing visual diagram, making it easier for you to understand the sources, vendors, channels, and locations associated with your data workflows, at a glance. ++Note++ :This feature is currently available in beta. If you would like it enabled on your account, please reach out to your Account or Client Services team. | | ![UCFTableView.gif](https://knowledgebase.zetaglobal.com/__attachments/a_f910bc0a30e24ad635f822e95cd063e2dec5a66d8821d9b15e40aeedc5978723/UCFTableView.gif?cb=a1630851bceca5cd6446a141e9870c14) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/beta-unified-connectivity-framework) | August | **Boost Productivity with Report Builder Templates** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Say goodbye to tedious report creation and hello to faster, more efficient data analysis! With 24 new Zeta Report Builder templates (organized by industry and report type) and the ability to create your own, your team can quickly and easily access the data they need to make informed decisions and optimize campaigns. Use this powerful new feature to save time and improve results. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/report-builder-templates) | | **Uncover New Insights with Test \& Control Group Reporting** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | When you create test and control groups within your campaigns, you can now begin tracking the performance of each group in Report Builder. This allows you to see how different segments of your audience respond to your marketing efforts, giving you valuable insight into what works and what doesn't. It also saves you time by unifying all data analysis in one consistent and user-friendly interface. Try this new feature today to measure the impact of your marketing campaigns more thoroughly. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/metrics-and-dimensions-dictionary) | | **Stay on Top of Industry Developments with the News Feed Widget** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We are excited to announce the addition of a news feed widget to the ZMP Dashboard. This widget allows you to stay up-to-date with the latest news and trends in your industry. Easily access topical articles and information that can help you make more informed marketing decisions. You can also customize the news sources and topics displayed to be most relevant for your business. | | ![image-20230918-105032.png](https://knowledgebase.zetaglobal.com/__attachments/a_216e842d2cc380ed2c3f68552cc85507c19b1f5ff44fc8e18f262f581a1915a4/image-20230918-105032.png?cb=830feba02f3c9c33631e51a3fee85598) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/widget-dictionary) | | **Enhanced Campaigns at a Glance Widget** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | This latest update will elevate your campaign analysis experience. The Campaigns at a Glance widget has been redesigned to provide you with more flexibility and convenience. With the redesign, we have combined three existing widgets into one, allowing you to track and analyze campaigns that are most important to you. Plus, with the ability to add as many widgets to your dashboard as desired, you can create a customized view of campaign performance, helping you optimize and drive better results. | | ![image-20230918-104901.png](https://knowledgebase.zetaglobal.com/__attachments/a_6105d4555c6190d7b055e42759f64289fed4e7dec2a72aff276ce6db49aab2d6/image-20230918-104901.png?cb=8f495d27a3adfb8f5f8a5cf5664f592f) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/widget-dictionary) | | **Report Previews in Custom Widgets** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Within the ZMP Dashboard, we are adding visual content previews for custom widgets with embedded reports from our Business Intelligence or Opportunity Explorer tools. We're thrilled to launch these powerful enhancements to elevate your dashboard experience. Happy exploring and visualizing! | | ![image-20230918-104924.png](https://knowledgebase.zetaglobal.com/__attachments/a_b784d8c190b255038ec5834e4d35a0db1986846b6e72d4f31f654370abdfa99d/image-20230918-104924.png?cb=d88afffd32dfd1816dab68f38d67b90d) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/dashboard) | | **Experience Builder Enhancements** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Three new enhancements have been added to Experience Builder to optimize your workflows: * You can now use **Behaviors**natively, which will allow you to listen for multi-faceted events such as triggers, events, and global exit criteria. You can combine account events using OR, AND, or FOLLOWED BY operators, and a user must satisfy all requirements before they can enter or move forward in the experience. * To match recent changes to activating experiences later, you can now **schedule the deactivation of an experience**. If you need to end an experience on a specific date, you can configure this anytime the experience is active. * You can also now **archive experiences** when you no longer need them. Archiving an experience will also archive all campaigns in the workflow. | | ![image-20230918-104941.png](https://knowledgebase.zetaglobal.com/__attachments/a_778627cc7de0829ab284cdc5769f300453193549361b535deddecd13fd5e8c25/image-20230918-104941.png?cb=e2f9e42367b03630d24b2aa72191a645) ![image-20230918-104946.png](https://knowledgebase.zetaglobal.com/__attachments/a_b9dca4c00a7bf6c20abc14408ce11d545c5003b0e76cbb0e0b29bb574b3ea634/image-20230918-104946.png?cb=4d33ee318f043029d9241ce0e66d71ce) | | Read More: * [++Behaviors++](https://knowledgebase.zetaglobal.com/kb/behaviors) * [++Trigger Node++](https://knowledgebase.zetaglobal.com/kb/trigger-node) * [++Event Node++](https://knowledgebase.zetaglobal.com/kb/event-node) * [++Experience Builder: An Overview++](https://knowledgebase.zetaglobal.com/kb/experience-builder-an-overview) | | **Split by Property Node Operator Enhancements** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We have enhanced the [Split by Property](https://knowledgebase.zetaglobal.com/kb/split-node#SplitNode-SplitByProperty) node in Experience Builder so you can target users by new data types and an expanded list of operators across existing data types. Most notably, we've introduced date data types, which allow you to segment based on properties that use timestamps, such as birthdate, purchase date, or creation date. Additional data types include negative operators (e.g., does not equal), partial match operators (e.g., starts with), and value exists/does not exist. | | ![image-20230918-104818.png](https://knowledgebase.zetaglobal.com/__attachments/a_69998bd9fb00b264a09a28ccce95f69fe6fadaae60af05d4543f7dfeea81c308/image-20230918-104818.png?cb=446831ddaba9d5b26619f8fb801c765a) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/split-node) | | **Dynamic Recipients for Email and SMS in Experience Builder** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now override the To: field in both triggered email and SMS campaigns created in Experience Builder. Use Zeta Markup Language to pull in alternate contact information derived from events to target users related, but not equal, to the person who completed the event. Previously only available in our legacy triggered campaigns editor, this feature allows you to target secondary contacts for events, such as friend referrals and hotel confirmations. | | ![image-20230918-104833.png](https://knowledgebase.zetaglobal.com/__attachments/a_a7f6cfcc626119f21180ee09aab804738fc6499998463d5770ce6eb0b3d1b75b/image-20230918-104833.png?cb=4ce3088cc54e976591c52c400413f732) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/triggered-campaigns) | | **People Search Qualifiers** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We now allow users to limit their search results on the People page to a specific field/identifier for cases where a single value may return many results due to the similarity of certain identifiers. Users can now search for first name, last name, full name, BSIN, contact values, email, user_id, or unique client ids, and results will be returned more quickly. | | ![image-20230918-104758.png](https://knowledgebase.zetaglobal.com/__attachments/a_ed84eace31728d84d1d95607824887f00d0bb5c1264783b0171eb928a9182b37/image-20230918-104758.png?cb=2c357fa5333d905af3ffe590068f78e1) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/people) | July | **Revolutionize Your Reporting: Introducing Report Narratives** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Creating reports can be a time-consuming task, especially when communicating complex data to stakeholders who may not have the same level of technical expertise. With the new Report Narrative feature in Report Builder, you can see a clear narrative for each of your reports, making it easier for your audience to understand the insights you're presenting. Simply select your report parameters, and the corresponding narrative will automatically generate. Try Report Narratives out for yourself and see how this tool can revolutionize the way you present data and communicate findings to your stakeholders. | | ![image-20230918-104606.png](https://knowledgebase.zetaglobal.com/__attachments/a_e9fd71b84b0e722c92ab9696f4b6eebf5bb0fca9e33f01d6dec8004359905c45/image-20230918-104606.png?cb=93fee7a41a4c9eaa8353726ce4792800) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/report-builder) | | **A/B/n Testing for Custom Channels** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We have expanded our A/B/n testing feature in broadcast campaigns to include any channel. This allows you to split the audience and send different content variants for both native channels (email, SMS/MMS, push) and any custom channel created via Channel Manager. | | ![image-20230918-104647.png](https://knowledgebase.zetaglobal.com/__attachments/a_05f62562d3fd3b335ca53dd216b5344c3e42a1bbd0efc6dd3c5c31907e485ba9/image-20230918-104647.png?cb=71f30b413c8e2ece4aec2ec330953c60) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/a-b-n-testing) | | **Streamline Your A/B Test Analysis with Report Builder** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We're excited to announce the addition of new A/B Test dimensions in Report Builder. Now, you can access all your A/B testing data in one convenient location, making it easier to understand and analyze campaign performance. Try it now and see the difference for yourself. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/metrics-and-dimensions-dictionary) | | **New Option to Skip De-Duping Rows in Campaigns** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | For situations where you need to send more than one message to a specific individual, the ZMP provides enhanced flexibility to do so. Both file-based and query-based campaigns now allow duplicate rows at the user_id level (vs. requiring multiple files) to qualify a customer to receive more than one message, thereby saving time and reducing opportunity for error. | | ![image-20230918-104709.png](https://knowledgebase.zetaglobal.com/__attachments/a_2b3fc0de773f8dd585983e0d8ffe7f7954cd606b5141422d6756576b303f0c16/image-20230918-104709.png?cb=0c4d41829a30222e0ce653114a96c1b2) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/broadcast-campaigns) | | **Channel Manager - Optional Form Fields** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Channel Manager now allows you to designate specific form fields as optional, providing more flexibility when setting up new channels and destinations. | | ![image-20230918-104729.png](https://knowledgebase.zetaglobal.com/__attachments/a_b4f0cd87c6102487b96197f3c81a04704beba603a00e72ec35bf976f77be213b/image-20230918-104729.png?cb=2ca500178eb78b7432ab64ede3163f43) ![image-20230918-104734.png](https://knowledgebase.zetaglobal.com/__attachments/a_93f3998b3e8e2bbc9dced6ea4e77cea23448d995f1d72d7dab2404eefa842831/image-20230918-104734.png?cb=be57ee8f0197a05b226603a1512f0616) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/channel-manager) | | **Access Website Tags (Formerly Zync Pixels) from Your ZMP account** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Within your ZMP account, you can now view, copy, and download your Website Tags (previously referred to as Zync Pixels). This new feature allows you to view the status of each tag (active versus passive) and obtain immediate feedback on crucial metrics such as number of tag fires and unique users observed. | | ![image-20230918-104623.png](https://knowledgebase.zetaglobal.com/__attachments/a_4bbd1335104781d99e85dd7ba3a4b5536e21812705547c43676a768f39896c99/image-20230918-104623.png?cb=8e6b8e4fb593564f441d221d66ba7b88) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/account) | | **Custom Contact-Level Properties** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now set properties for contacts using the new "contact_properties" object inside of the existing "contacts" object in your customer files. This feature makes it easier to associate data to an individual contact when that level of granularity is required. Note: Your account must have Contact-Level Activation enabled to use this feature. Please reach out to your Zeta Account Team if you need support. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/contact-level-activation) | June | **Collaborate More Effectively by Sharing Dashboards and Widgets with Your Teammates** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | With the new share feature in the ZMP Dashboard, you can now easily share dashboards or specific widgets, depending on your needs. As always, the Dashboard provides real-time updates, so recipients will always see the latest data when shared. Whether you're working with colleagues in different departments or sharing data within your team, the share feature helps you communicate more efficiently without compromising data security or privacy. Try it out today and see the benefits for yourself! | | ![image-20230918-104524.png](https://knowledgebase.zetaglobal.com/__attachments/a_8690944636bddd494f4ca7385f91fcc8bbe19d69879d64d587cf72f92a49d3f5/image-20230918-104524.png?cb=d1764fc1958436c7791647c6ae7bcbf5) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/dashboard) | | **Streamline Content Engagement Analysis and Share Insights More Effectively with Downloadable Link Maps** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Link Maps are visual aids that offer valuable insights into what content is driving clicks. With our new download options, sharing Link Maps is easier than ever. Simply download your Link Map as a PNG, PDF, XLSX, or CSV file and embed your findings into presentations and retrospectives. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/content-report) | | **Set Audience Selection as an Experience Trigger** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The new **Use an Audience** trigger in Experience Builder allows you to push an entire set of people into an experience at once, combining the power of journey orchestration with the control of audience selection and Broadcast Campaign functionality. After the audience is triggered, each person will move through the experience asynchronously so you can continue to provide personalized campaigns based on specific events they complete. | | ![image-20230918-104544.png](https://knowledgebase.zetaglobal.com/__attachments/a_818c21aead21970abaedc7fe9d001a1df1aa0e11fece579a977c6c406e066949/image-20230918-104544.png?cb=3d5c74a735c23938441bad5c268adf1a) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/trigger-node) | May | **DID YOU KNOW... ZMP Can Now Generate Subject Lines?** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Exciting news! The ZMP now has the ability to generate subject lines for your marketing campaigns. Using cutting-edge technology from OpenAI, our tool takes into account your campaign history and tone selection, as well as our advanced subject line scoring model, to suggest subject lines that are sure to inspire you. And if you're in a hurry, you can even use our pre-made subject lines straight out of the box. Give it a try and see how easy it is to create engaging subject lines that will grab your customers' attention! | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/subject-line-optimization) | | **Boost Your Marketing Productivity with Portable Experiences** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We are thrilled to announce a cutting-edge addition to the ZMP that will revolutionize how marketers manage their user experience journeys across multiple accounts. With Portable Experiences, marketers can now effortlessly replicate an entire user experience journey, including all associated actions and related objects, from one account to another. Moreover, this feature allows marketers to keep the experience linked to the source when shared from a live experience, meaning any changes made to the copied experience can be seamlessly applied back to the original. The benefits of Portable Experiences are game-changing for marketers who manage multiple accounts and want to ensure consistency and efficiency in their user experience journeys. It reduces the risk of manual errors or inconsistencies, simplifies the onboarding process, and ensures seamless experience management. Please contact our customer support team for more information or to schedule a demo. | | ![image-20230918-104431.png](https://knowledgebase.zetaglobal.com/__attachments/a_f28d63fc724b53e5f30b2d9df555dc388ae154338c36704a84cef843783d0091/image-20230918-104431.png?cb=8fd71ddee88a35318f873bef6ff1f73c) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/portable-experiences) | | **View All Your ZMP Data Sources and Destinations from a Single Location** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We have added a new unified view of all your incoming and outgoing data flows to/from the Zeta Marketing Platform. With this visual diagram, you can see the types of sources and vendors you are ingesting data from as well as the channels and locations where your data is ultimately activated. This connectivity canvas provides greater transparency and control over your data flows. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/beta-unified-connectivity-framework) | | **New Churn and LTV Dashboard Widgets** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | As marketing organizations mature, they seek more AI/ML-based insights to evolve their data strategy. To that end, Zeta has released new out-of-the-box churn and lifetime value (LTV) models to help you prevent churn and identify your most valuable customers. Available as widgets on the ZMP dashboard, these models refine audience segmentation and targeting. | | ![image-20230918-104350.png](https://knowledgebase.zetaglobal.com/__attachments/a_5ebc16e66535081ed0071ce65c915de9aac328c8ab3f8ceddfa465f4bdb0f9cc/image-20230918-104350.png?cb=cbefc6b47629d830d37b3cc90b6a1ac3) ![image-20230918-104358.png](https://knowledgebase.zetaglobal.com/__attachments/a_957c444779f1947e119005a99af79f6362865ae4e7423f5fe2facc041154320e/image-20230918-104358.png?cb=6274e7aca27f6155e0d33e601989b539) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/dashboard) | | **Manage Approvals for Your Experiences Directly in the ZMP** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Experience Builder allows you to build elegant and complex customer journeys, but they may require approval before deployment. With our Experience Approval Management workflow enhancement, you can now review experiences, change status, and leave comments directly in the ZMP without needing to manage the review/approval process elsewhere. Contact Support to have this feature and Campaign Approval Management enabled for your account. | | ![image-20230918-104331.png](https://knowledgebase.zetaglobal.com/__attachments/a_37c7771024225ab9552a12d0043d15ff47e60f1e487aca4884f7c56055bd47a6/image-20230918-104331.png?cb=762d57a45ea1592d2268f7a9f97ec3f0) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/experience-approval-management) | | **Message Frequency by Sender Domain** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We have expanded our options for setting message frequency to include sender domain. This allows users to set a limit of messages within X number of days for every user from each domain, providing marketers with finer control over email reputation and subscriber fatigue. | | ![image-20230918-104447.png](https://knowledgebase.zetaglobal.com/__attachments/a_a1fbae27b6f6c4ed8b127754564bd14793bc58625509376f583a26946c6c5331/image-20230918-104447.png?cb=9d0c00bbe8f7562d9df7a248d6ca9cb7) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/messaging) | | **Reference Resources from Audience Explorer** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We have expanded our audience creation and segmentation options to allow referencing Resources (e.g., products, stores, articles, etc.) when building audiences. This feature adds tremendous efficiency and scalability in targeting when recategorization or other updates happen to Resources. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/targeting-resource-metadata-in-events) | | **Audience Selection Enhancements in Proofing and Review** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've made several enhancements to our proofing and review processes including: * Users can now preview the first 100,000 rows in their audience for one-time campaigns * Automatically-generated previews are now based on your target audience * When generating proofs, users can now select any type of customer segment, enter specific user_IDs, and/or select seedlists as recipients | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/campaign-proofing) | April | **Audience Exclusion Based on Campaign Events** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now easily exclude people from your campaign audience based on their interactions with another campaign or set of campaigns. For instance, you can limit the audience of a follow-up email to those who did not open or click a link in a previous campaign. With this enhancement, simply select your audience inclusion/exclusion criteria under the Content \& Audience tab, eliminating the need to create one-time segments and simplifying the overall campaign creation experience. | | ![image-20230918-103712.png](https://knowledgebase.zetaglobal.com/__attachments/a_f802d1e1d598dd2732a6a3d8a57a6321fc579ecf23db7aefa15abb6af607cff3/image-20230918-103712.png?cb=67c3ec9368f4e71f42434eb982dfaf70) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/broadcast-campaigns) | | **New Propensity Audiences and Changes to Demographic Audiences** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Changes have been made to improve the clarity and findability of demographic and propensity segments in Audience Explorer. Former demographic segments focused on propensities have been moved to a new Propensities section, where each audience includes sub-segments for people who are most likely, moderately likely, and slightly likely to exhibit a behavior, ultimately giving marketers more control over the accuracy and reach of propensity targeting. In addition, Zeta's demographic audiences now include inputted demographic data to boost accuracy and reach. | | ![image-20230918-104303.png](https://knowledgebase.zetaglobal.com/__attachments/a_033345e1b5fc28957fae5a2cbb329f60e8f230fd2254b4eb908a4534bd14e6cb/image-20230918-104303.png?cb=698198d19520f2656f27948c2cbeeca5) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/prospect-audiences) | | **Make "Cents" of Your Marketing Forecast** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We are excited to announce that we've added a revenue forecast for each campaign tied to the Zeta Marketing Platform's calendar view, so you can easily see the financial impact of your marketing efforts. Use this new insight to set more realistic goals, track campaign performance, optimize your strategy for revenue generation, and determine the ROI of your marketing initiatives. | | ![image-20230918-104137.png](https://knowledgebase.zetaglobal.com/__attachments/a_7556332fd0cc99e54839e06f0b1a027d732d1e19201e2b552f0fef763b0472a4/image-20230918-104137.png?cb=f3ab79f94659ea9c833953da6475b179) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/forecaster) | | **New Options and Analytics Designed to Improve Your Experience Builder User Experience** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We're excited to share new updates to Experience Builder that give ZMP users more control over experience entry/exit criteria and campaign performance measurement. **Experience Options** gives you an unprecedented level of targeting control for your workflows. Set entrance criteria based on previous entrances (lifetime, simultaneous, and recent) and/or segmentation criteria (e.g., segment membership and people properties). And set global exit criteria that automatically eject people who complete an event that no longer qualifies them for your experience at any point in their journey. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/experience-options) | | Building on Experience Options, we're evolving **Analysis Mode** to provide new ways of viewing experience metrics. Track both early exits and node-level exits for more granular data, aggregate top-level metrics across activation periods, get channel-specific metrics at the campaign level, and switch to **People View** to measure the efficacy of workflows by person. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/analysis-mode) | | ![image-20230918-103740.png](https://knowledgebase.zetaglobal.com/__attachments/a_044cb2f10f89ccf71294c1efb0736d1d6e2036ece90f3451e6796d6ee45ff326/image-20230918-103740.png?cb=351ea45d5920956f44ddb9c220097b16) | | **Display Names for Profile Properties** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've added a new Display Name field within People Properties, which governs the property names shown within a customer profile. This optional enhancement gives marketers the ability to use friendly names for specific properties, making their data more transparent and intuitive. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/people-properties) | | **Schedule Your Experience Activations Ahead of Time** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Finished building an experience but still a few days away from launch? You can now schedule activation for a future date. While experience activations still default to "Now," you can adjust the scheduling by selecting "Later" and choosing a specific date/time. | | ![image-20230918-103916.png](https://knowledgebase.zetaglobal.com/__attachments/a_14b1349c54bf68227457882d60d1e3f578b832d56a30a5cd67fbe588950e3fab/image-20230918-103916.png?cb=d3f58e12330ffb7eb80ece02c2a19fdb) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/experience-builder-an-overview) | | **Campaign Throttling by Time** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now set the duration of campaigns by enabling the *Set throttling by time* toggle and inputting the number of hours under the *Launch \& Options*tab. With this enhancement, you no longer have to calculate the maximum send rate manually. | | ![202-7cb99d8ba0f58ac307ae852d75b523961e076c8c.gif](https://knowledgebase.zetaglobal.com/__attachments/a_b13d5f47711b76269ec92dc5f3d46e245c0739f88cae845f2d8144dffe1d84e6/202-7cb99d8ba0f58ac307ae852d75b523961e076c8c.gif?cb=b0fbf0b6bd91c97ba764125bcfb4bc18) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/faqs-campaigns) | March | **Get Immediate Visual Feedback on Data Transformations During Onboarding** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | When onboarding your data through Data Flows, the ZMP's low-code, industrial-grade rapid ingestion framework, you can now visualize the output of data transformations directly in the platform using sample data. This enhancement eliminates the need to create an external testing sandbox, thereby accelerating your development process and time to market. | | ![image-20230918-103048.png](https://knowledgebase.zetaglobal.com/__attachments/a_ab25528850f420321a6e6ef8f538849451b6090b0d69f01a45ab06b6b2d6976f/image-20230918-103048.png?cb=ec7dcab04c6a34191b3edc33994f65e3) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/data-conductor) | | **Copy Data Flows Between ZMP Accounts** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | After ensuring that your data flows transform and process data correctly in your staging or development ZMP account, you can now automatically copy the data flow (i.e., duplicate the connections and transformation nodes in the flow) to your production ZMP account. By eliminating the need to copy data flows manually, this enhancement saves you time and reduces the risk of error. | | ![image-20230918-103103.png](https://knowledgebase.zetaglobal.com/__attachments/a_59d817da2ad8fce3e398001c63478544645f28fe50cd3f393c7cbe8bdfff0f6b/image-20230918-103103.png?cb=c91c96b7c72310701d8bd8baa24d098f) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/data-conductor) | | **Set Maximum Send Volumes at the Campaign Version Level** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now limit the number of recipients at a contact level for each campaign version by enabling the *Set maximum send volume* toggle under the Content \& Audience tab. The campaign version will then be sent to eligible recipients and, once the maximum volume has been reached, deployment will cease and the remainder of the audience will not receive the campaign. This new feature allows you set audience volumes that align to budget or campaign requirements and eliminates the need to check counts manually, saving time in your workflows. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/how-can-i-limit-the-volume-of-the-audience-for-my-) | | **Audience Exclusion Based on Campaign Events**` ` | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now easily exclude people from your campaign audience based on their interactions with another campaign or set of campaigns. For instance, you can limit the audience of a follow-up email to those who did not open or click a link in a previous campaign. With this enhancement, simply select your audience inclusion/exclusion criteria under the Content \& Audience tab, eliminating the need to create one-time segments and simplifying the overall campaign creation experience. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/broadcast-campaigns) | | **Sent Email Campaign Preview** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now view sent email campaigns and see how they render to recipients. When hovering on the thumbnail of a deployed email campaign, a button now appears to open a preview screen where you can review and validate the content. | | ![image-20230918-103339.png](https://knowledgebase.zetaglobal.com/__attachments/a_6980346e806ce34c27eeb3be928c41dfc4485cc68ebaec1892411de758c072ec/image-20230918-103339.png?cb=49d7446dace7c63e7b35da823baf0931) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/campaign-columns) | | **A/B/n Testing Enhancements** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We have expanded the Zeta Marketing Platform's A/B/n testing tool for broadcast campaigns with the following capabilities: * For the email channel, optimization may be based on clicks or opens by default. However, if your account has been set up to track conversions and revenue, these two metrics may also be used as the basis for A/B/n testing. * In addition to email, you can now conduct A/B/n testing for SMS/MMS based on clicks and for push notifications based on clicks or opens. | | ![image-20230918-103008.png](https://knowledgebase.zetaglobal.com/__attachments/a_eba62ff8433594948daf22cc2be6a5e74056b6b6d04e39da13460a7afaaec9f1/image-20230918-103008.png?cb=f88e1be0d66cb73445995e90568795f4) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/a-b-n-testing) | | **Track Conversions and Revenue for Your Website's In-Page Activity** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Zeta has released conversion and revenue tracking for all website in-page campaigns so you and your team can more efficiently track performance across your assets and optimize where needed. If this is something you're interested in, make sure that your website in-page placements include click pixel data from recommendations and have a lookback window of at least 30 days. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/metrics-and-dimensions-dictionary) | | **SMS/MMS Sender Number Selection** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ZMP accounts can now have multiple sender numbers. You can select which number to send each SMS/MMS campaign from, allowing you to have separate message conversations with your customers. Please contact [hubsupport@zetaglobal.com](mailto:hubsupport@zetaglobal.com) to set this up on your account. | | ![image-20230918-103617.png](https://knowledgebase.zetaglobal.com/__attachments/a_b0b448cda9e154b8c69cc98f4a42a7ebc5198b022753cb38f9ec958255eaa303/image-20230918-103617.png?cb=bbdce854643cd15c4a30ad5770d3f401) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/sms-and-mms-campaigns) | February | **Configure Identity Rules for Your Customer Profiles with Identity Manager** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Identity Manager is an intuitive, marketer-friendly tool for configuring identity rules that consolidate disparate records from multiple sources into a single, accurate customer profile. It enables you to set and modify merging rules and exceptions, review rule changes and view key metrics at a glance---ultimately providing more transparency and control over identity resolution and customer record creation. Identity Manager is available for Zeta CDP clients. Please reach out to your account team if you have questions or would like more information on how to have Identity Manager enabled on your account. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/identity-manager) | | **Organize Third-Party Customer IDs with Ease using the Live ID Graph** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The ZMP now supports additional identifiers. Connect secondary keys to corresponding Zeta profiles as unique identifiers to easily manage and merge records into a single view within Zeta CDP+. If you have any questions or would like this enabled on your account, contact your Zeta Account Manager. | | [++Read More++](https://docs.zetaglobal.com/reference/identify-a-user) | | **New Transparent Alert System for Segments and Audience's Ineligible for Export** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | To provide greater transparency, we've introduced an alert system for segments and audiences that may not be eligible for ZMP export based on Zeta's data governance guidelines and our partners' audience targeting policies. When creating an audience in Audience Explorer, you'll now see upfront whether a particular segment is ineligible for export to certain destinations, along with a list of those destinations. This warning system will also apply to experiences that use the 'Split by Zeta Segment' and select a restricted segment. If you had planned to use an ineligible segment or destination for export, you can then decide whether to change your targeting parameters or use an eligible destination, such as Zeta's DSP. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/data-governance) | | **Search and Filter in the Dashboard's Activity Feed** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We're excited to announce that we've added a search and filter feature to the Activity Feed widget on the Dashboard. Gone are the days of scrolling through activities to find what you need. You can now quickly and easily search for specific activities or filter them by campaign, segment, file import, and more. | | ![image-20230825-070546.png](https://knowledgebase.zetaglobal.com/__attachments/a_f6c767ee59c26a94fa930cf3c1b16a486e8d0ed56830f4c75672972bda98de49/image-20230825-070546.png?cb=aa7dfbf7dc383ad58a186d361991a220) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/dashboard) | | **Microsoft Azure Blob Storage is Now Available as an Export Destination** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We have expanded our destinations for audience and report exports to include Microsoft Azure Blob Storage. | | ![image-20230825-070342.png](https://knowledgebase.zetaglobal.com/__attachments/a_47c6df2be8f559eb7f03a77065cc5774cec151ced1e0548e06367468811461dc/image-20230825-070342.png?cb=ce13fa4c8e6eec01055b004758302f7d) | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/exporting-audiences) | January | **Forecast and Plan Your Campaigns like Never Before with Forecasting Calendar** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The more we know about an audience and how past behavior defines it, the more precisely we can forecast the outcome of an individual or series of campaigns. New in the ZMP, Forecasting Calendar enables you to visualize multichannel campaigns across weeks, months, and even years based on forecasted metrics you define. Best of all, the Forecasting Calendar spans owned and paid channels for a true omnichannel calendar and forecast. * Forecast metrics that matter most, including opens, clicks, conversions, and spend * Apply modeling to improve churn, propensity scoring, and other identified KPIs * Share forecasted insights with C-level executives for strategic business planning If you would like this enabled on your account or have questions, please reach out to your account team. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/forecasted-calendar) | | **Contact Activation \& Filtering** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Activation just got easier and more precise for people with multiple contacts such as email addresses. With the new Contact activation and filtering functionality, you can filter and activate at a contact level. For example, If a person has both a work email address and a personal email address, you now have the option to select the preferred email for activation. This enables more targeted engagement to connect with the right contact, every time. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/contact-level-activation) | | **Contact Lists** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | An extension of the recent contact activation and filtering functionality, Contact Lists allows audience upload, creation, or generation from existing audiences of contact-based lists. These Contact List audiences can then be activated or exported. | | [++Read More++](https://knowledgebase.zetaglobal.com/kb/contact-level-activation) | | **\[Feature Sunsetting\] Text Block in the Visual Editor** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Announced last year, the title and paragraph content blocks will replace the text block in the Visual Editor (shown below). The text block will be removed at the end of January 2023. Existing text blocks in email templates will continue to work after this change. If you have any questions about this update, please contact your Zeta account team. | | ![image-20230825-065644.png](https://knowledgebase.zetaglobal.com/__attachments/a_00b34e3bc733ca6db129d5ee71a17c8f8956baa034a556dd2eecf3272f4ab1f2/image-20230825-065644.png?cb=82ec2f293e9188de2d05fc959ab79630) | --- language: "en" --- # 2024 \| Platform Release Notes ![image-20260514-110213.png](https://knowledgebase.zetaglobal.com/__attachments/a_201de9b2e1a26265f2be15d9812e7fa8d4755dacd9a98045a26a442e478fb8ee/image-20260514-110213.png?cb=1969196bedf4a1f2d299967cf3d2ed32) December | **Improved Controls for Scheduling Snowflake and Google BigQuery Data Ingestion Flows** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now control whether a data flow runs immediately upon activation or follows the schedule specified in the source card, with new features for Snowflake and Google BigQuery sources. By default, flows run immediately to ensure backward compatibility. However, you can adjust this setting during activation or reactivation. This feature is currently available on an opt-in basis. To enable it, please contact Zeta Support. | | ![catchUpFlag.gif](https://knowledgebase.zetaglobal.com/__attachments/a_ef7972eab4c26f84636a35234d7ade6687c2e25d53c8a825d37bad96acd0b62e/catchUpFlag.gif?cb=90ba331b4b75e78d6cd7576bb1a30055) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/data-conductor#DataFlows-VisualizeOutputData) | November | **Introducing Zeta Intelligent Mobile: Your AI-Powered Partner for Smarter Campaigns and Unmatched Customer Insights** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We're excited to announce the launch of Zeta's Intelligent Mobile solution, designed to empower marketers to predict, engage, and optimize more effectively than ever! By integrating identity, intelligence and messaging into a single unified solution, you can achieve cross-channel campaign success across all touchpoints with unmatched precision and agility. This new solution, part of the Zeta Marketing Platform, includes Mobile SMS, MMS, Push, Wallet, and soon-to-come features like In-App messaging and Mobile Inbox. **The innovative solution enables brands to:** * **Unify identity across devices and channels:**Unlike other mobile messaging and customer engagement solutions that lack a strong data foundation and identity resolution, the Zeta ID enables brands to track customers and prospects reliably across every device and every touch point, no matter where they are. Connect identity data across all customer touchpoints, get insights from a richer set of data and unlock your identity to activate more personalized campaigns. * **Predict Customer Actions and Optimize Campaign Performance**: By merging mobile engagement data with additional signal and enrichment data from the Zeta Data Cloud, markets can deliver timely, targeted campaigns that resonate and drive results across every interaction and touchpoint. * **Fine-Tune Your Campaigns in Real-Time**: With Zeta's Generative AI engine - the Zeta Opportunity Engine - brands can monitor mobile interactions as they happen and adjust your strategy on the fly. AI-driven insights and workflows let you enhance audience targeting and campaign performance with agility and accuracy. * **Activate goal-driven, intelligent cross-channel campaigns:**By applying a richer set of mobile behavioral data to customer profiles, brands can build smarter audiences. Additionally, through Zeta's master orchestration engine, brands can deliver targeted, cross-channel campaigns that engage and convert like never before. | | ![merging_split_nodes-20241121-134812.gif](https://knowledgebase.zetaglobal.com/__attachments/a_9241573f4e66c6bb393518551fc6fbe87cf89b555b51691acb9586caeee1434d/merging_split_nodes-20241121-134812.gif?cb=ebe17fd468b34656207272bb95c88418) | | Learn More: * * * * | | **Real-Time Data Flow Status Monitoring** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | With our new real-time data flow status feature, you can easily monitor the progress and health of your data flows directly within the Zeta Marketing Platform. Instantly check whether flows are not running, in progress, or completed (successfully or with failures). You can also filter past executions by status or keyword and view key metrics like row counts to streamline your workflow. These enhancements reduce dependency on IT support and improve operational efficiency for your marketing teams. To learn more, check out [Data Flows \| Execution History](https://knowledgebase.zetaglobal.com/kb/data-conductor#DataFlows-ExecutionHistory). | | ![execHistAnnouncement2-20241104-111453.gif](https://knowledgebase.zetaglobal.com/__attachments/a_de55c2db6783602fde13ad3f6b612b2093d1c5cd24934e3e701c9c93a1022c03/execHistAnnouncement2-20241104-111453.gif?cb=5fc7546c392d492f451920592420d635) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/data-conductor#DataFlows-ExecutionHistory) | | **Streamline Your Workflows with New Content Enhancements** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We're excited to announce three new features now available in the Zeta Marketing Platform: * Make content-related edits to a Website - In-Page Campaign without deactivation. * Duplicate a Website - In-Page Campaign for faster setup. * Save, copy, or rename Visual Snippets with a simplified process. These updates streamline your content development workflows, enabling you to work more efficiently and effectively. For more information, check out [Website - In-Page Campaigns \| Editing an Active Campaign](https://knowledgebase.zetaglobal.com/kb/website-in-page-campaigns#Website-In-PageCampaigns-EditinganActiveCampaign). | | ![in-page-campaign-live-editing-20241107-070210.png](https://knowledgebase.zetaglobal.com/__attachments/a_58787fc9fcfcdfd0935c15580fc69545ecdcbc4fbe9900ebb1b0f5e34dc91653/in-page-campaign-live-editing-20241107-070210.png?cb=d6d3ec26f808105fbe024747c7d3cc2b) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/website-in-page-campaigns#Website-In-PageCampaigns-EditinganActiveCampaign) | | **Optimize Experience Decisioning by Merging Split Nodes** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | For experiences with split branches in Experience Builder, you can now merge non-consecutive nodes into a single point. Simply click 'Merge' in the node menu, select the desired node or point, and any ineligible nodes will automatically be disabled. This enhancement optimizes workflows, reduces the time and effort required to build experiences, and minimizes the likelihood of errors. To learn more, visit [All About Nodes \| Merging Split Nodes](https://knowledgebase.zetaglobal.com/kb/all-about-nodes#AllaboutNodes-MergingSplitNodes). | | [Learn More](https://knowledgebase.zetaglobal.com/kb/all-about-nodes#AllaboutNodes-MergingSplitNodes) | October | **Zero Copy Data Updates** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've enhanced the Zeta Marketing Platform UI to clearly highlight where zero**-**copy data access is available. Zero-copy accesses data through a data warehouse connection or GET API, allowing the ZMP to process, aggregate, transform, and activate the data on the fly without materializing it. In short, zero-copy minimizes redundancy and replication, reducing data transfer costs, risks, and delays. Specific areas in the ZMP now indicating zero-copy data access in the UI include Data Flows, Unified Connectivity, Connections (under Settings), External Data Sources (under Settings), and Audience Explorer. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/external-database-explorer) | | **Programmatic Forecasting Metrics in Report Builder** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We're introducing Programmatic Forecasting Metrics as part of the latest upgrade to Report Builder's Media Activation Reports. Get a comprehensive view to help plan for future budget allocation, optimize resource management, and make informed decisions, based on forecasted outcomes. | | ![image-20241105-073615.png](https://knowledgebase.zetaglobal.com/__attachments/a_8810485c9ff55fe651f87b05b22e2479cd50d9bdbb4ed3e0f508408e55e274f1/image-20241105-073615.png?cb=6bd646f59b6bcaf53426ef8c08babcfa) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/report-builder) | September | **A/B Testing Enhancements \& New Campaign Builder UI in Experience Builder** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've enhanced A/B/n testing for triggered campaigns in Experience Builder to streamline your workflows and simplify experimentation. You can now create up to **10 variants** in a single campaign node, customize distribution, and choose the metrics you want to optimize for (e.g., clicks, opens, conversions, revenue). Plus, you now have the option to run tests on a sample audience. In addition, we've refreshed the Campaign Builder interface for both broadcast and triggered campaigns to improve overall usability. All existing campaign functionality will remain unchanged. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/a-b-n-testing) | August | **Event Management Enhancements** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The Events Mapping page within ZMP Settings has been updated and renamed to Event Management. The expanded functionality now allows you to list all events for a given account, add display names and descriptions to events, and edit event mappings. These enhancements provide greater transparency and control within the ZMP UI for managing events. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/event-management) | | **Bring the Power of Zeta Data Cloud to Your In-Page Campaigns** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Site visitors who view an in-page campaign may not be known to you but could be known to Zeta through our proprietary Data Cloud. In the Rules tab, you now have the option to target or suppress these Zeta Data prospect segments for in-page campaigns. Additionally, you can combine Zeta Data behavioral signals with properties, transient attributes, or customer segment membership for even more precise targeting. This enhancement enables you to deliver a more personalized experience to all site visitors, including prospects. | | ![Zeta Data Segments in In-Page Campaigns.png](https://knowledgebase.zetaglobal.com/__attachments/a_d8b95bfdc6e30d6c977d2e2db6bb7e3356847dbf54fa65c248c8cec6cfc62d51/Zeta%20Data%20Segments%20in%20In-Page%20Campaigns.png?cb=55ed236b2ada04793f36c9073236ae59) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/website-in-page-campaigns) | | **Optimize Retargeting and Channel Mix with the 'Split by Identity' Node** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The Split by Identity node in Experience Builder is a powerful feature that allows you to leverage both Zeta Data Cloud and AI to identify users and engage them on the most effective channels. Use Split by Identity to: * Target anonymous website visitors on paid channels. * Re-identify and target consented Known to Zeta users (e.g., users visiting your website while logged out) on owned channels. * Optimize your channel strategy by leveraging Zeta AI to test channels and move users to the most effective medium. To learn more, please contact your Zeta Account Manager. | | ![split by identity - re-identified.png](https://knowledgebase.zetaglobal.com/__attachments/a_bde69e4663db3f3e116e49c1ec8818f28648206f9cf3d9b7d7266ef008bfbcc2/split%20by%20identity%20-%20re-identified.png?cb=d2032cb10659d365a4df068803228438) ![automated channel optimization setup.png](https://knowledgebase.zetaglobal.com/__attachments/a_1d22504da40a04780bea402ad008d0e29349779a516d380ab9263722213b326f/automated%20channel%20optimization%20setup.png?cb=4f5b1276cc8f324506407dd0bef56341) | | Learn More: * [Split Node](https://knowledgebase.zetaglobal.com/kb/split-node#SplitNode-SplitbyIdentity) * [Automated Channel Optimization in ZMP](https://knowledgebase.zetaglobal.com/kb/automated-channel-optimization-in-zmp) | July | **Monitor Programmatic Campaign Pacing with New Metrics and Dimensions in Report Builder** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now track programmatic campaign pacing in Report Builder with 10 new metrics and dimensions available in both ZMP and DSP. The new metrics include Days, Days Elapsed, Days Remaining, Budget, Spend %, Impression Budget, Impression Delivery %, and Pacing %. Additionally, the new dimensions include Campaign and Line Item Status. These enhancements enable you to ensure that media campaigns are running smoothly and as expected. | | Read More: * [DSP: Metrics \& Dimensions Dictionary](https://knowledgebase.zetaglobal.com/pug/metrics-dimensions-dictionary) * [ZMP: Metrics \& Dimensions Dictionary](https://knowledgebase.zetaglobal.com/kb/metrics-and-dimensions-dictionary) | June | **Enhance Your Audience Management with Bulk Add/Remove Capabilities** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | A new **REST API integration** allows you to add or remove up to 1,000 individuals per request from your targetable Customer Lists in the ZMP. Make your audience management more efficient with this seamless and powerful feature. | | Read More: * [Getting Started with Zeta APIs](https://docs.zetaglobal.com/reference/getting-started) | | **Enhanced File Import Visibility** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The **Data** \> **Files** screen filters have been expanded to now display feed, unsubscribe, and purge files by default. This enhancement provides more visibility into files loaded into the ZMP. | | Read More: * [Files](https://knowledgebase.zetaglobal.com/kb/files#Files-ImportingaFile) | May | **Asset Library Enhancements: Batch Upload, Update and Archive, and Tags** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Digital media assets are core to designing a compelling content strategy, but over time, they accumulate and become increasingly complex to manage. That's why**Asset Library** now offers several new capabilities to improve efficiency, including batch upload functionality to add multiple assets at once, update functionality to update an asset (e.g., change an image from a blue car to a red car) without creating a new asset or changing all instances where the image is used, archive functionality for outdated or unused assets, and tagging functionality to categorize and sort assets. Collectively, these enhancements streamline your asset management workflows and boost productivity. | | ![2024-04-30_11-39-24 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_4b32dc9bca570a309b58ab664424aff110a91ecffac9e2264458c510e2c9278b/2024-04-30_11-39-24%20(1).gif) | | Read More: * [Asset Library](https://knowledgebase.zetaglobal.com/kb/asset-library) | | **Streamline Workflows with Direct Data Flow Access from the Connectivity View** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now view, edit, and manage data flows directly from the **Data** \> **Connectivity** interface without navigating to other places in the platform. This enhancement creates a more seamless data management experience and greater efficiency in your workflows. | | ![openDataFlows.gif](https://knowledgebase.zetaglobal.com/__attachments/a_b43fec943302cfb47e1ec8301ac814eb7c836f01464a3b0f48e5182747ee5dcc/openDataFlows.gif?cb=ac19486fb63a63f11e734ee8eabc3857) | | Read More: * [Connectivity](https://knowledgebase.zetaglobal.com/kb/beta-unified-connectivity-framework) | | **Experience Builder - Multi-Day Delivery Window** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Within Experience Builder you can now set up delivery windows on multiple days (or every day) to control when campaigns are sent. Specific updates under *Delay \> Delay Until a Specific Time*include specific day(s) and any day, and both delay types support overnight windows as well. These enhancements give you more control and flexibility over targeting and unlock additional use cases such as compliance and respecting users' quiet hours. | | ![Image from iOS.jpg](https://knowledgebase.zetaglobal.com/__attachments/a_4e9aa2d9fe361252b2e6b09a1666712c136c4a3e4323b4ae1a79924778dbfd6c/Image%20from%20iOS.jpg?cb=16985791e49774da201b93aeb555e278) | | Read More: * [Delay Node](https://knowledgebase.zetaglobal.com/kb/delay-node) | | **Gain** **Contextual Insights into the Performance of Experiences** | |----------------------------------------------------------------------| | **Gain** **Contextual Insights into the Performance of Experiences** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Experience Builder now provides both **historical** and **forecasted** performance for nodes. While an experience is in draft mode, you can see historical performance for unique users in triggers and events and forecasted performance for unique users across all nodes. When an experience is in active mode, marketers can see relative performance over time, forecasted performance for an upcoming period, and actual performance vs. forecasted performance to compare results. This exciting addition equips you with more intelligence and contextual tools to set up experiences as well as learn from them. | | ![Image from iOS (1).jpg](https://knowledgebase.zetaglobal.com/__attachments/a_3a84c9485ce3c5db87bbdc573717d42238fc0b2cc20508c8781b40a514df92d7/Image%20from%20iOS%20(1).jpg?cb=a712e923dd66c252a28029af7a45a92c) | | Read More: * [Node-Level Insights](https://knowledgebase.zetaglobal.com/kb/node-level-insights) | April | **Save Time with Asset Library's Powerful Search Functionality** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Over time, it becomes increasingly challenging to manage accumulated digital assets and locate them efficiently. With Asset Library's new search capability, you can now find assets quickly and easily. Simply enter a search term, and the Asset Library will return matches based on Zeta's AI-generated tags. This eliminates the need for adding tags manually and the potential for users to upload the same asset multiple times. It's never been faster and easier to find the assets you need to build engaging marketing campaigns! | | ![asset_library_search (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_120e5c08c3e3698065555e8775beed0ef31038f98197fde1b48efaee9e414b84/asset_library_search%20(1).png?cb=536f182f55c0c4843d714bbdd5eede8c) | | Read More: * [Asset Library](https://knowledgebase.zetaglobal.com/kb/asset-library) | | **Campaigns at a Glance Widget Enhancements** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | With new enhancements to the Campaigns at a Glance dashboard widget, you now have the ability to add unlimited metrics, choose how many metrics to view at once, and scale programmatic campaigns up or down (e.g., view all campaigns for one advertiser or drill down into a specific line item or tactic). Collectively, these upgrades allow you to further customize your ZMP Dashboard experience. | | ![image-20240229-133658 (2).png](https://knowledgebase.zetaglobal.com/__attachments/a_456712c4ff6938e67fb2e96e588bcfdcc54070e16aee136199528d24abb63825/image-20240229-133658%20(2).png?cb=7116fc9115d608967573db148a03c751) | | Read More: * [Widget Dictionary](https://knowledgebase.zetaglobal.com/kb/widget-dictionary) | | **New Broadcast Campaign API** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Zeta's new Broadcast Campaign API provides greater flexibility to integrate the Zeta Marketing Platform with your pre-existing content tools. This updated Campaign Creation API enables the full scope of campaign development currently available in the ZMP. By allowing your teams to use a familiar tool and interface, this API creates operational efficiencies and enables greater control over your campaign workflows. | | Read More: * [Create Email Campaign](https://docs.zetaglobal.com/reference/create-campaign) | | **Forecastable Metrics in Report Builder** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Take the guesswork out of campaign planning with a set of forecastable metrics now available in Report Builder! You can now easily generate reliable forecasts to inform budget allocation, resource management, and strategic planning for your marketing initiatives. Alongside the new forecasting feature, we are introducing a series of enhancements to further streamline the report-building process. These include a floating and resizable builder component and the ability to view up to three data visualizations at once. | | ![image (4).png](https://knowledgebase.zetaglobal.com/__attachments/a_20b6731e58d7d5ec3d51392c91ece6c965f97622e5dc0de5cadeb0e69940b923/image%20(4).png?cb=6f88384bb414d1a23c5069b8396556b6) | | Read More: * [Report Builder](https://knowledgebase.zetaglobal.com/kb/report-builder#ReportBuilder-Forecasts) | | **Generative Insights and Recommendations for CustomerPulse** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We are excited to introduce the latest update to CustomerPulse, generative insights and recommendations. This new function will take all the guesswork out of CustomerPulse. Instead of spending valuable time trying to identify key insights and recommendations the new generative feature will do this in seconds. This function is available for all CustomerPulse visual outputs. Please visit CustomerPulse and try it for yourself to understand the valuable information this new feature will generate. | | Read More: * [CustomerPulse](https://knowledgebase.zetaglobal.com/kb/customerpulse) | | **Zeta Clean Room** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We are excited to introduce Zeta Clean Room, a privacy-centric data-sharing solution that maximizes the value and addressability of first-party data. A new approach to traditional clean room infrastructures, our solution can be deployed quickly without engineering support---reducing setup costs and accelerating your time to value. This first phase of the clean room enables event data sharing for customer profile enrichment and more targeted segmentation. Future phases will unlock additional data types and use cases. To learn more, please contact your Zeta Team. | | ![clean_room_screen (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_e4f677ff4a17f26697a09bbfceaab82bca58d6ee5f04e727bee84415147d5f89/clean_room_screen%20(1).png?cb=09c226bb6bfa9e1563f554e618465cf7) | | Read More: * [Clean Room](https://knowledgebase.zetaglobal.com/kb/clean-room) | | **Enhanced Event Reporting** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | With the upgraded Events report type in Report Builder, you can now analyze more granular event data, including pixel data from Zeta DSP. Explore performance metrics such as order amount and order quantity split out by product ID, customer type, or your very own custom dimensions for a deeper dive into your insights! 🚀💥 | | Read More: * [Metrics and Dimensions Dictionary](https://knowledgebase.zetaglobal.com/kb/metrics-and-dimensions-dictionary) | March | **Experience Builder has a new look!** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | This exciting enhancement transforms the nodes into colorful cards that provide a sleeker, at-a-glance preview of events, actions, delays, and splits directly within an experience canvas. This is the first phase of the Experience Builder redesign is now live with more updates to come. If you have any questions, please reach out to your account or client services team. | | ![experience_builder_redesigned_nodes (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_7992be08d57e57e8df096e60d071f74a536bf5899d9f820b21f8761b5ad102a7/experience_builder_redesigned_nodes%20(1).gif) | | Read More: * [Experience Builder: An Overview](https://knowledgebase.zetaglobal.com/kb/experience-builder-an-overview) * [Analysis Mode](https://knowledgebase.zetaglobal.com/kb/analysis-mode) * [All About Nodes](https://knowledgebase.zetaglobal.com/kb/all-about-nodes) | | **It's now easier than ever to add Seed Lists to the ZMP** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Check out the new design enhancements to the Seed List UI in the ZMP. It's now easier than ever to add, update, and maintain seed lists in the platform. | | ![image-20240229-133658 (2) (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_332faf0900ae1cec9bdef3187ddcc31d650580ac97fab200c1edba83f464536a/image-20240229-133658%20(2)%20(1).png?cb=7116fc9115d608967573db148a03c751) | | Read More: * [Seeds](https://knowledgebase.zetaglobal.com/kb/seeds) | | **Increase Security with New REST API Authentication** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We have added a JSON Web Token (JWT) authorization which allows you to generate a refresh token in ZMP and use that to create a JSON web token for API authorization. This feature provides added security and more control over ZMP API access. Please reach out to your Zeta Account Team if you would like this feature enabled. | | Read More: * [Getting Started with Zeta APIs](https://docs.zetaglobal.com/reference/getting-started-v2) * [Authorization API](https://docs.zetaglobal.com/reference/zmp-authorization-api) | February | **Improve Productivity with the New Asset Library** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Effective digital asset management is essential for you to create compelling campaigns. Now easily accessible in the ZMP navigation, Zeta's new Asset Library allows you to upload images and manage your creative library with flexibility and ease. Streamline workflows, improve productivity, and leverage powerful content to make your campaigns shine. | | ![image-20240118-095726 (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_7afd7b96d4ce7a1235f21d4aae51568ebd7ef529d06fd24cb946986a8aad8ab8/image-20240118-095726%20(1).png?cb=2256bfbea3f6d973685e225d04ac4534) | | Read More: * [Asset Library](https://knowledgebase.zetaglobal.com/kb/Asset-Library.3104538734.html) | | **Gain Greater Transparency with the Forecast vs. Actual Widget** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | A new widget has been added to the Dashboard that compares actual performance against our forecasts. This innovative feature provides transparency into the accuracy of Zeta's predictions and recommendations and helps you, in turn, optimize marketing performance. | | ![Screenshot 2024-02-22 at 16.12.09 (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_ff8c20200abc0439937c3084c3b52857c17781843a3ec149665edbf9cd353a2c/Screenshot%202024-02-22%20at%2016.12.09%20(1).png?cb=2daf8a54293f2530d901b6afe8fffc13) | | Read More: * [Widget Dictionary](https://knowledgebase.zetaglobal.com/kb/widget-dictionary) | | **Elevate Your Data Management with Connectivity Canvas** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Now generally available, Connectivity Canvas streamlines data management by providing a unified view of all your data sources and destinations to/from the Zeta Marketing Platform in a visual butterfly diagram and tabular list format. From Connectivity Canvas, you can easily create new data flows, choose data mappings for prepared data, or design an ETL flow for data cleaning. Offering enhanced transparency and control, Connectivity Canvas simplifies your data journey in the ZMP so you can do more sophisticated marketing. | | ![UCFGARelease.gif](https://knowledgebase.zetaglobal.com/__attachments/a_713bd778cebe05f360635a776124b1c87680f0ce25a43ffffd2e236293162c30/UCFGARelease.gif?cb=1e01cc4fde9b787a112e1ccda84f6a83) | | Read More: * [Connectivity](https://knowledgebase.zetaglobal.com/kb/beta-unified-connectivity-framework) | | **Streamline Your Data Ingestion Workflow with Data Mappings** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Data Mappings allows direct mapping of fields from any imported file to ZMP-specific people properties, including custom fields. With this enhancement, you create a mapping one time in the ZMP (e.g., fname column mapped to the ZMP's first_name property) and any uploaded files automatically trigger those mapping rules (e.g., the values in fname column for every user will be stored as first_name in the ZMP). This capability eliminates the need to rename column headers in your datasets before file uploads, reducing manual work and ensuring seamless and accurate data alignment within the ZMP. | | ![dataMappingGA2.gif](https://knowledgebase.zetaglobal.com/__attachments/a_b6697efc00333468c3f9ae769c5394eab1f1742b76de94a97d3eaeb0b8db6e48/dataMappingGA2.gif?cb=0efc631a81059027637e2a1ff035174b) | | Read More: * [Data Mappings](https://knowledgebase.zetaglobal.com/kb/dats-mappings) | | **Enhanced Filtering on the Connections Page** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | When working with large volumes of integrations, it can be difficult to find specific connections quickly. With new powerful search capabilities on the Connections page (located under Settings \> Integrations), you can effortlessly filter by Type, Status, Created, and Modified criteria. Additionally, any integrations with issues will be flagged with a red ball icon and Failed status. Say goodbye to tedious scrolling and hello to speedier searches and better visibility when looking for the right connection! | | ![connectionsFiltering.gif](https://knowledgebase.zetaglobal.com/__attachments/a_fd17bb98b9890fb9993ae5955a1b933a08181355cb9c6b73b2d3946e58cba4c5/connectionsFiltering.gif?cb=f150cb762ed5eb7cb3b200a9a576172a) | | Read More: * [Connections](https://knowledgebase.zetaglobal.com/kb/connections) | | **Select Vanity Shortened Links for SMS/MMS** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | When a link is added and automatically shortened for an SMS/MMS campaign, you now have the option to select the domain of the shortened URL, plus the option to add a slug. This flexibility means that you can use your website domain and maintain consistent branding in your SMS/MMS messages. | | ![vanity-domain.gif](https://knowledgebase.zetaglobal.com/__attachments/a_ced1a94174a63408413d2c77073886ca1b8007dfd806a36e164889e94e23b9ce/vanity-domain.gif?cb=228769d31bc0407ff99f445963367fe1) | | Read More: * [SMS and MMS Campaigns](https://knowledgebase.zetaglobal.com/kb/sms-and-mms-campaigns) | | **Introducing Data Flows (*****For EU Customers*****)** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Data Flows, a low-code solution designed to simplify the onboarding and configuration of various data sources is **now** **available for all customers in EU**. With its marketer-friendly UI, setting up a diverse range of data sources and destinations is now more accessible than ever. This includes seamless integrations with external SFTP, Amazon S3, Google Cloud Storage, and many others. This capability exists for US customers, and we're excited to expand these capabilities further. | | ![euDataFlows.gif](https://knowledgebase.zetaglobal.com/__attachments/a_c4326aacbe87874b446636fc5520f3203e4292e7a1f08e54f619b2066b4ecb4c/euDataFlows.gif?cb=99555180a89c1aeb3b90bceb9076317b) | | Read More: * [Data Flows](https://knowledgebase.zetaglobal.com/kb/data-conductor) | January | **🚀** **Unveiling the Future of Email Deliverability Reporting!** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Introducing Report Builder's new deliverability template---a streamlined, customizable, and efficient solution to analyze your email deliverability metrics. Use this report to gain actionable insights, save time, and optimize your campaigns. **Please note** - With this new template addition in Report Builder, we have sunset the legacy deliverability report page in the Analytics section of the ZMP. If you have any questions or concerns, please reach out to your Zeta Account team. | | Read More: * [Report Builder Templates](https://knowledgebase.zetaglobal.com/kb/report-builder-templates) | | **Introducing Custom Attribution Models: Your Marketing Advantage** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We understand that every business is unique, and that's why we're giving you the flexibility to create attribution models tailored to your specific needs. With this feature's extended lookback windows, you can gain deeper insight into marketing performance and allocate resources more effectively. Plus, with increased transparency into how your attribution models work, be confident you're assigning credit for conversions accurately. | | Read More: * [Attribution Insights](https://knowledgebase.zetaglobal.com/kb/attribution-insights) | | **Improved Membership Checks and Audience Building for Prospect Segments** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Discovering and creating target audiences for your acquisition campaigns just got more efficient. With our latest enhancement, you can easily check membership for previously created prospect segments by navigating to ***Zeta Data*** -\> ***Prospect Segments*** -\> ***My*** ***Segments***. This means that if you have segments that performed well in the past, you can now reuse them in new targeting efforts and build upon them by layering additional criteria. | | ![Prospect-Segment-Membership.png](https://knowledgebase.zetaglobal.com/__attachments/a_0a7ebe0d5a93859115a413d2ed5620861f4351966b5f934ef8047b5759db7b43/Prospect-Segment-Membership.png?cb=d00682a9871633ee324d37b6afb92d0b) | | Read More: * [Prospect Audiences](https://knowledgebase.zetaglobal.com/kb/prospect-audiences) | | **People Page Filters** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The People page, located in *Audiences*, now allows you to filter people by status---known to customer, known to Zeta, and unknown. The page also hides unknown individuals by default, streamlining that view for accounts with many anonymous users. These enhancements support a variety of use cases and saves you time and effort. | | ![image-20230914-201605.png](https://knowledgebase.zetaglobal.com/__attachments/a_0fc17c5745b725621b9f3c90d3d907af49114497f01a500454e010aa9f9edcd7/image-20230914-201605.png?cb=9de18bc506dc43237a2a64db04060b37) | | Read More: * [People](https://knowledgebase.zetaglobal.com/kb/people) | | **Easily Access the ZMP with an Improved Single Sign-On Experience** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | A new Single-Sign On (SSO) button now appears for users who log into the ZMP via SSO and get timed out of the platform due to an inactive session. Previously, an inactive session would redirect to the standard user/password login page, forcing you to navigate to your app manager or a browser bookmark to log back in. This enhancement minimizes disruptions in your workflows and improves the overall experience. | --- language: "en" --- # 2025 \| Platform Release Notes ![image-20260514-110105.png](https://knowledgebase.zetaglobal.com/__attachments/a_bb399963f1bf74ffd07b19c250e88b3c4d78837ce1d655bae814fbbeae2408bd/image-20260514-110105.png?cb=ff7f7acdfd5d40a0b54eda6dbcaae1f4) November | **Enhance Journey Design with Dynamic Variables and UI Improvements in Experience Builder** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Experience Builder's *Add/Update Data on Profile* node now codelessly syncs with upstream event payloads and supports incrementing and decrementing counter data types, providing more dynamic and real-time information. In addition, a new *Split by ZML* node is available for advanced users to write ZML logic and rout users based on the outputs, offering expanded journey pathing options. Several UI enhancements are also available in Experience Builder to provide a more intuitive and flexible user experience. The Experience Builder canvas toolbar now uses a contextual floating design to support recent updates to contextual node cards, the Experience Templates page has been refreshed, and CTA buttons are in a new location to stay consistent with broader platform changes. These enhancements will be enabled on various accounts starting October 30 and will be fully rolled out by November 6. | | ![Set event value (1)-20251203-121017.gif](https://knowledgebase.zetaglobal.com/__attachments/a_3912986828ca7cd118508620aeb3de02d89ed16c6a86cb7c926f4abf4a11fad3/Set%20event%20value%20(1)-20251203-121017.gif?cb=a584853a5f1a3024ef8476918d5e4024) ![Split by ZML (1)-20251203-121017.png](https://knowledgebase.zetaglobal.com/__attachments/a_c2fd402ab4c18bac628eaa6a33d1fb8112b470fb74825ca609d208f48ea17ee8/Split%20by%20ZML%20(1)-20251203-121017.png?cb=b065888a9dca847be0ccdd8b3b1deeb7) | | Learn More: * * | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Deepen Message Customization with New Visual Editor Capabilities** | | We've enhanced the **Visual Editor** to give you even more creative control and flexibility when building campaigns and templates. These updates help you fine-tune your brand experience, improve accessibility, and deliver richer, more personalized communications. You can now: * **Customize your brand's look and feel** with new design options like rounded corners on images and shapes, plus custom favicons for "view online" versions---creating a more inviting experience that drives higher engagement. * **Enhance accessibility and engagement** by adding image titles that appear on hover, giving readers quick insights and reinforcing your brand. * **Structure content more precisely** with subheadings as deep as H6 in title blocks, ideal for providing clear readability with product specs and legal disclaimers. | | ![visual editor updates_cards_images_rounded corners (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_084ffcda08793ef9e035fae0b70eb357e4b07a37630a944ae36192ee1e0384fd/visual%20editor%20updates_cards_images_rounded%20corners%20(1).gif?cb=1cde3f4b0224fa6c4eac318c955cc397) | | [++Learn More++](https://knowledgebase.zetaglobal.com/kb/visual-editor) | | **UPDATE: New 'From' Address for Zeta Marketing Platform Notifications** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Starting Thursday, November 13, we are changing the 'From' address for Zeta Marketing Platform (ZMP) notifications from [++notifications@support.zetaglobal.com++](mailto:notifications@support.zetaglobal.com) to [++notifications@notify.zetaglobal.com++](https://notifications@notify.zetaglobal.com/). This update only affects notifications to ZMP users, not your customers. If you have email inbox rules set up for ZMP notifications, please make sure to update them accordingly. Otherwise, no further action should be needed. Should you have any questions, please contact your customer success team. | | **Keep Onboarding Moving: Easily Track Job Cards with the New "In Review" Status** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Onboarding Manager now makes it easier than ever to track work pending your review. With the new **"In Review" status** , you can instantly spot job cards awaiting your action across **Kanban, List, and AI Summary views.** By gaining immediate visibility into exactly where working is waiting for your input or signoff, you can reduce manual tracking and enjoy smoother, faster onboarding timelines. | | [++Learn More++](https://knowledgebase.zetaglobal.com/kb/align-via-onboarding-manager) | October | **Optimize Programmatic Media Planning with Enhanced Forecasting** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The Audience Explorer forecasting tool has been expanded to deliver deeper visibility and more precise insights for campaign planning and audience targeting. Marketers can now view programmatic media forecasts by channel, device, and geography for specific audiences, enabling smarter, data-driven decisions. Users can also choose their preferred level of forecast confidence, aligning projections with their risk tolerance and strategic goals. Forecasts can be downloaded and integrated into external systems, streamlining incorporation into broader marketing and analytics workflows. | | ![AE Forecaster (2).gif](https://knowledgebase.zetaglobal.com/__attachments/a_1c6191c373ef2673a9c6bf761d28579466530e6cf7486021f8c402b2f7edcaf4/AE%20Forecaster%20(2).gif?cb=f20dc84b92024318148ea208bb24b03a) | | [++Learn More++](https://knowledgebase.zetaglobal.com/kb/forecaster) | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Expand SDK Adoption with New React Native Plugin** | | Zeta now supports React Native, bridging apps built in React Native with the full power of our iOS and Android SDKs through native modules and seamless integration. Developers can connect directly---no rebuilds or custom workarounds required---reusing existing components across platforms. For marketers, this means broader campaign reach and consistent engagement across all mobile apps, including those built on React Native. This expansion accelerates adoption and ensures brands can connect with audiences across one of the fastest-growing developer ecosystems. | | [++Learn More++](https://docs.zetaglobal.com/docs/react-native-mobile-sdk-010) | | **Accelerate Mobile App Onboarding with AI-Powered Registration** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | A new conversational AI assistant now simplifies mobile app registration by automating setup, validating configurations in real time, and guiding users through each step with intelligent feedback. This eliminates manual errors, reduces setup time, and delivers a seamless, low-friction onboarding experience. By combining natural language interaction with AI-driven validation, marketers can launch apps faster with greater confidence and accuracy---unlocking smarter, more efficient campaign activation from day one. | | ![image (13).png](https://knowledgebase.zetaglobal.com/__attachments/a_1e60ee1949b22878718024638c96d789cd946befba305ad65a591b380d33669b/image%20(13).png?cb=a70abb9a850e75cd67fa0f66e66ca089) ![image (16).png](https://knowledgebase.zetaglobal.com/__attachments/a_c40ab4f85cc8015a101d88b3bf685ddede4de8e7ce5cd725b08da4a77cae5480/image%20(16).png?cb=5e355b381f581f7887909cafe6651f30) | | [++Learn More++](https://knowledgebase.zetaglobal.com/kb/mobile-app-registration) | | **Enrich Journey Design with Contextual Nodes in Experience Builder** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Recent enhancements to Experience Builder improve visibility, flexibility, and contextual control when designing customer journeys. The canvas now features a fluid configuration modal (replacing the side panel) for easier setup, and expanded node-level stats show sample users for active and audience-related nodes such as Split by Audience. These enhancements began rolling out on October 16 and became fully available on October 23. | | ![eb_contextual_nodes_oct_2025.gif](https://knowledgebase.zetaglobal.com/__attachments/a_2a0fdb0c9aa01c0cc5723d5ed9dc4870adf994f68adfe6e29a11a0b276d01112/eb_contextual_nodes_oct_2025.gif?cb=1caeae8eb0634f28bc91b9280ed10760) | | [++Learn More++](https://knowledgebase.zetaglobal.com/kb/all-about-nodes) | | **Test and Preview Personalized Push Messages with Confidence** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Marketers can now validate and preview personalized push messages in real time, ensuring active targeting, correct Liquid script rendering, and flawless user experiences before launch. This new enhancement allows up to 100 test recipients (via user IDs, emails, or CSV uploads) and supports testing by audience segments or external queries for complete accuracy. By simulating real recipient experiences, marketers can detect and fix personalization errors early, reducing launch issues and improving campaign precision without engineering support. | | [++Learn More++](https://knowledgebase.zetaglobal.com/kb/campaign-proofing) | | **Improved Clarity and Consistency on the People Properties Page** | |--------------------------------------------------------------------| | **Improved Clarity and Consistency on the People Properties Page** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've redesigned the People Properties (Data) tab in Profiles to align with modern design standards and address user feedback around the Flag Properties with Incorrect Type release. Key Updates include: * Streamlined Data tab with updated Ant-based components and simplified layouts (chart view removed). * Clearer status indicators and warnings in both panel and listing views. * New metadata fields (reviewed_on, reviewed_by) for enhanced transparency. * Refined hover-state messaging and a softer flagging experience for better usability. These improvements make property management more intuitive, consistent, and reliable. The rollout began on October 22 and became fully available on October 30. | | ![image (6)-20251104-161152.png](https://knowledgebase.zetaglobal.com/__attachments/a_2f31dab53a397a589fcdfc6024ebc0d74ad2619ac20011f0cd0164b9477d2598/image%20(6)-20251104-161152.png?cb=7643835c66ae73a228f1a809c98e896c) | | [++Learn More++](https://knowledgebase.zetaglobal.com/kb/people#People-SingleViewoftheCustomer) | September | **Unlock Richer Targeting with Custom User Properties** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Our SDK now supports custom user properties, enabling teams to define and track attributes unique to their business (e.g., plan type, interests, loyalty score). Developers can pass custom key-value pairs through the user identification API, and these are stored in contact_properties and synced with user profiles. Marketers can then use these attributes for personalization, segmentation, and analytics, unlocking richer profiles and more precise targeting. | | [++Learn More++](https://knowledgebase.zetaglobal.com/gswz/user-properties-in-mobile-sdk) | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Ensure Reliable Push Delivery with Sandbox \& Production Configuration** | | You can now explicitly set push notification environments as either sandbox or production during SDK initialization. This ensures device tokens and messages are always routed to the correct APNS host, reducing delivery errors and streamlining testing. By clearly separating test and live environments, you'll benefit from greater reliability, faster launches, and smoother mobile campaign execution. | | [++Learn More++](https://knowledgebase.zetaglobal.com/kb/mobile-app-registration) | | **Creative Workflow Enhancements** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've introduced several new updates across all ZMP email editors to improve flexibility and efficiency: * Minify HTML to reduce the email size and prevent clipping in certain clients like Gmail. * Export or copy email templates as HTML, with the option to minify the code. * Redesigned email template library aligned with ZMP's new design system. * Improved PDF handling in Asset Library, including thumbnails in listings and full-page navigation (applies retroactively). | | ![image-20250829-150653.png](https://knowledgebase.zetaglobal.com/__attachments/a_896ec57939e40a80f086498d8084cc0d3fc8afbf76059a82785db8feee6e9b98/image-20250829-150653.png?cb=cc026415f26f2a92f13eb54fb3a380c8) ![image-20250829-150829.png](https://knowledgebase.zetaglobal.com/__attachments/a_45578130c9e58e553f1dac8615568d87da2100ac224b555b52a9fab85606d579/image-20250829-150829.png?cb=7ee2e2881bc6e509a3fd4e6d93a457b6) | | Learn More: * [++Content Templates \| Exporting Templates++](https://knowledgebase.zetaglobal.com/kb/content-templates#ContentTemplates-ExportingTemplates) * [++Asset Library++](https://knowledgebase.zetaglobal.com/kb/asset-library) | | **Maintain Data Integrity with Read-Only Reports in Insights Studio** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Reports in Insights Studio can now be set as read-only, giving collaborators access to explore insights without the risk of accidental edits or misconfigurations. Ideal for executive dashboards, client-facing summaries, and high-stakes reports, read-only mode ensures consistency, trust, and presentation-ready insights. | | ![544-4cf4268c5f4cafdc0db173786e7790353b14362b.gif](https://knowledgebase.zetaglobal.com/__attachments/a_8405e0b13f88284d4474b5a40cb97c676b02f09ccd13c57305cde1e200ebb3cd/544-4cf4268c5f4cafdc0db173786e7790353b14362b.gif) | | [++Learn More++](https://knowledgebase.zetaglobal.com/kb/insights-studio) | | **Insights Studio Dashboards: In-View Filters** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now add "in-view" filters directly to Insights Studio Dashboards. This makes it easier for marketers and non-technical users to interact with data through seamless filtering. | | ![image-20250828-201417.png](https://knowledgebase.zetaglobal.com/__attachments/a_594fe28fc6cd0c2c54523a721b024d80a120aa02d4e344b20f19e0ecc2c1be81/image-20250828-201417.png?cb=f69092467bac3741eabf3ff380645739) | | [++Learn More++](https://knowledgebase.zetaglobal.com/kb/insights-studio#InsightsStudio-DoingMorewithDashboards) | | **Expand SDK Adoption with New Flutter Plugin** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Zeta now supports Flutter! Our new plugin connects Flutter apps with the full power of our iOS and Android SDKs through a simple Dart API. Developers can integrate quickly without duplicating logic, while marketers benefit from broader reach, richer engagement, and faster adoption across cross-platform apps. Installation guides and Zeta support ensure a smooth onboarding experience. | | [++Learn More++](https://knowledgebase.zetaglobal.com/gswz/zeta-flutter-mobile-sdk-0-1-0) | | **Deepen Your Data Analysis with Multi-Metric Visualizations** | |----------------------------------------------------------------| | **Deepen Your Data Analysis with Multi-Metric Visualizations** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Within Insights Studio, you can now plot multiple metrics side-by-side on the same chart, allowing you to generate better insights and conduct more sophisticated analysis. To leverage this feature, first create a multi-series or bar chart and set the chart style to "side-by-side." Then select multiple metrics such as CTOR and Opens, save your work, and the chart will automatically visualize both datasets. | | ![image-20250925-153448.png](https://knowledgebase.zetaglobal.com/__attachments/a_8ee41fcacd6b441c76c90fa80364bfc56e6b08f1c50b4fe6ab8c3e4c383217b8/image-20250925-153448.png?cb=f73b8ae2e084bc6736fa3586ea368c78) | | Learn More: * [++Bar Charts++](https://knowledgebase.zetaglobal.com/kb/charts-visualizations#Charts&Visualizations-Bar) * [++Multiseries Charts++](https://knowledgebase.zetaglobal.com/kb/charts-visualizations#Charts&Visualizations-Multiseries) | August | **Segment and Target Audiences Directly from Your First-Party Data---No SQL Required** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now segment and target audiences from your own first-party data in the Zeta Marketing Platform (ZMP) without writing a single line of SQL. With new enhancements to the external database UI, users can: * Group multiple tables for easy access within Audience Explorer * Select the primary User ID for each table group * Organize data by schema and database for improved clarity These updates make it easier for less technical users to flexibly connect to their data stores and build high-value audiences faster, enabling quicker campaign activation and more agile marketing execution. | | ![image-20250903-151347.png](https://knowledgebase.zetaglobal.com/__attachments/a_bb0458beddd6f8b990502c6474229e583aa79136afcc336f8edcebd27ecc1e75/image-20250903-151347.png?cb=e649e140cadae1982284763435329115) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/external-database-explorer#ZeroCopyDatabaseExplorer-CreatingGroups) | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Improved Compliance: updateUser API Now Honors User Preferences** | | We've enhanced the updateUser API to better support user preference compliance and eliminate the risk of unintentional resubscriptions. Previously, if the contact.status field was omitted in an update, the system defaulted that contact's status to "new," which could inadvertently resubscribe users who had previously opted out. Now, if a contact already exists and has a status, that status will remind unchanged unless explicitly updated. Only new contacts (those not previously seen) will default to "new." This change gives you greater control and confidence when managing consent and ensures your workflows align with best practices in data privacy and compliance To ensure proper handling, we recommend auditing your current use of the updateUser REST API and JavaScript method to ensure contact.status is being used correctly---especially in scenarios where you intend to resubscribe a contact. | | [Learn More](https://docs.zetaglobal.com/reference/update-user) | July | **Confidently Launch Error-Free Push Campaigns with Mobile Push Test Sends** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now test and preview Mobile Push campaigns in the Zeta Marketing Platform (ZMP) before deployment, ensuring every message looks exactly as intended and performs seamlessly. With Mobile Push Test Sends, you can confidently validate content and delivery on real devices through a simple, end-to-end workflow: 1. Select Mobile Push as your campaign channel. 2. Use the new "Send Test" option to preview the push without broadcasting to your full audience. 3. Choose specific test recipients to check rendering and personalization on real devices. 4. Experience the push notification exactly as your audience would. This feature removes the guesswork from mobile campaign execution. By validating message design, delivery, and personalization in advance, you reduce the risk of errors, ensure consistency across devices, and increase campaign performance. | | ![campaignproofingmobile-20250710-074541.gif](https://knowledgebase.zetaglobal.com/__attachments/a_f8cad870e668e92102c97973f892c34986269b2b5f293cc968229da15fae0725/campaignproofingmobile-20250710-074541.gif) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/campaign-proofing) | | **Introducing Campaign Templates: Your Solution for Accelerated Campaign Creation** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Building similar campaigns repeatedly? Now, you can save time and improve accuracy with the new Campaign Templates feature in the ZMP. Instead of cloning past campaigns or starting from scratch, you can now: * Create and save templates: Design once, reuse anytime. * Access a dedicated template library: Keep your campaign and template libraries organized separately. * Accelerate campaign creation: Streamline your workflow so you can focus on high-impact work. * Avoid data transfer errors: Prevent accidental configuration or audience carryover. Campaign Templates eliminate manual rework and help you scale faster with consistent, high-quality campaign setups. | | ![Screenshot 2025-06-17 at 5.08.48 PM-20250710-073343.png](https://knowledgebase.zetaglobal.com/__attachments/a_cefdcd732f61844c0ff5c94746a331623275c0f5abca50c729be182b398deea9/Screenshot%202025-06-17%20at%205.08.48%E2%80%AFPM-20250710-073343.png?cb=8efdc577d21e2841d3d6df27d515bb25) ![Screenshot 2025-06-17 at 5.07.22 PM-20250710-073345.png](https://knowledgebase.zetaglobal.com/__attachments/a_08d0c950a39685062e46c94e3e66e25a1af2b262e64c98e5a9a48e804b185072/Screenshot%202025-06-17%20at%205.07.22%E2%80%AFPM-20250710-073345.png?cb=0ab39fa2b32aa100dcbdb89c0622d670) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/campaign-templates) | | **Work Faster and Stay Organized with Content Template Version History and Archiving** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You now have full visibility and control over your email templates, with the introduction of version history and archiving across all template editors (Visual Editor, HTML Editor, and Visual Composer). With these updates, you can: * Track and restore past versions of standalone templates and campaign templates. * View a detailed history of changes---down to the millisecond. * Archive templates you no longer use, keeping your workspace organized without losing access. These enhancements give you greater transparency, control, and flexibility making it easier to manage creative changes, collaborate across teams, and maintain a clean, efficient template library. | | ![content_version_history-20250724-105957.png](https://knowledgebase.zetaglobal.com/__attachments/a_f4e52b53760b96da7fa8953978875d17112af961381804de8f7bffc48810f636/content_version_history-20250724-105957.png?cb=8336c4491301ea8b781d9ab0bc6e6e52) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/content-templates) | | **ZMP Navigation Enhancements** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've updated the main left-hand navigation bar in the ZMP with a refreshed design to make your experience smoother and more intuitive. Additionally, within the Settings menu, you'll now find the navigation reordering option under Profile, making it quicker and easier to personalize your workspace layout. | | ![image-20250623-160848-20250710-133703.png](https://knowledgebase.zetaglobal.com/__attachments/a_52928b3f543333d17dc9a7e171f7c3f2c38ba1b071000662e4240f1491f363ba/image-20250623-160848-20250710-133703.png?cb=08c104e06df8d9866f6581e52463d156) ![image-20250623-160957-20250710-133714.png](https://knowledgebase.zetaglobal.com/__attachments/a_6e01cdda5bfa3e695a5e1a51390a84ddbf06fe2a639e84ff33874ca395c576d6/image-20250623-160957-20250710-133714.png?cb=d9cd0ebcae3524a1ae559a0649a2ef1a) | | Learn More: * [Navigation](https://knowledgebase.zetaglobal.com/kb/navigation) * [Re-order your Navigation](https://knowledgebase.zetaglobal.com/kb/re-order-your-navigation) | June | **Top/Bottom N Filter Now Available in Insights Studio** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now spotlight the most impactful data points in your reports with the new Top/Bottom N filtering capability in Insights Studio. Whether it's the top 10 performing campaigns or bottom 5 underperforming products, this enhancement helps you zero in on the key contributors without changing global filters or dataset views. Apply these filters at the chart level across categorical (non-date) dimensions, tailored to any metric in your dataset. To further improve clarity, pie and donut charts now display the top 10 dimension values by default, enhancing legibility and responsiveness. These updates help you eliminate noise, surface outliers or key drivers faster, and build more focused, actionable dashboards. | | ![image-20250604-023032 (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_a9957addd50e03bdc150cc8174d4fd70091784d576d7382844c5fbc2fc5a8815/image-20250604-023032%20(1).png?cb=2e2c72603786e6db6b42cba2ca1d8e12) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/charts-visualizations) | | **SSH Authentication Now Supported for SFTP Connections** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now use SSH key-based authentication when configuring SFTP connections in the Zeta Marketing Platform, making file transfers more secure and setup more seamless. With Secure Copy Protocol now enabled by default, you'll benefit from added flexibility while still having the option to disable it as needed. | | ![sshKey.gif](https://knowledgebase.zetaglobal.com/__attachments/a_847a67315606e7d534026fba3568383460ea138f98cb96b4b034e89426c62f1d/sshKey.gif?cb=fe08b43cbb45981d8e0a8b9952dd46ab) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/connections) | | **Experience Builder Enhancements: Chaining Experiences + New Node Design** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Build more cohesive customer journeys with the ability to chain experiences together in Experience Builder. Use the new *Trigger Another Experience* action node and *From Another Experience* trigger node to connect experiences seamlessly, making your journey design more dynamic and efficient. Additionally, we've refreshed the canvas and node card design to display more hierarchy and context, helping marketers create and manage experience with greater clarity and speed. | | ![chaining_experiences.gif](https://knowledgebase.zetaglobal.com/__attachments/a_44db57de729d0abe22c511420e5c4e314c4c87a0051de83982a05a721f49c8c4/chaining_experiences.gif?cb=9c161addb06f58f0e169cb0fd91ce697) | | Learn More: * [Actions Node](https://knowledgebase.zetaglobal.com/kb/actions-node) * [Trigger Node](https://knowledgebase.zetaglobal.com/kb/trigger-node) | | **Aggregate Business Requirements Seamlessly in Onboarding Manager** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Say goodbye to scattered documents and disjointed handoffs. With our latest Onboarding Manager enhancement, you can compile all business requirements into a single streamlined document directly from the platform. 1. **Start Simply:** Click "Compile Reqs" from either Kanban or List view. 2. **Smart Selection:** Select from a clearly organized list of prior submissions, grouped by category and priority. 3. **Tailored Output:** Choose the inputs you need and generate a compiled PDF in your preferred order. 4. **Quick Access:** The latest compiled version is automatically pinned in Onboarding Manager for fast reference. This enhancement improves transparency, saves time, and accelerates collaboration during onboarding. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/compass-via-onboarding-manager) | | **Streamline Workflows with Self-Service Key Management** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Managing PGP or GPC encryption and decryption keys is now easier than ever. With our new self-service key management feature in the Zeta Marketing Platform (ZMP), you can upload and manage your encryption keys directly in the UI, and select them instantly for use in Data Flows. This eliminates dependency on external teams, ensuing faster, secure processing of incoming and outgoing files so you can move your workflows forward with confidence. | | ![keyMgmtAnnouncement3.gif](https://knowledgebase.zetaglobal.com/__attachments/a_9776cdad7b65c3ca7d43e9aa37394d6300f2ae4f3ebdf756d80d0c5a70b4a33d/keyMgmtAnnouncement3.gif?cb=74853bef804ab2c20682c34cfb1509de) ![keyMgmtDataFlows.gif](https://knowledgebase.zetaglobal.com/__attachments/a_ac048ae7063e9efffda13959d3e2bb4f90969d405b5bb4c96e14564e344babcf/keyMgmtDataFlows.gif?cb=0dc91d7439791acb97be2d3dd9294736) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/keys) | May | **Smarter Content Organization with Enhanced Assets and Snippet Management** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've made it easier to manage, find, and organize your content in the ZMP, helping you work more efficiently when building campaigns. What's new: * **Drag-and-Drop:** Rearrange folders and assets in the Asset Library with simple drag-and-drop controls. You can also rename items without breaking existing asset URLs. * **Smarter Search:**Quickly find what you need with natural language search. ZMP now intelligently scans and tags assets based on content---not just filenames or metadata. * **Organized Snippets:** Add tags to snippets and use filters on the Snippets listing page to locate them faster. * **Controlled Access:** Users with **view campaigns** permissions can now access Website Overlay campaigns in a view-only mode---enabling broader visibility while maintaining content integrity. Both the Asset Library and Snippets pages have a refreshed UI to align with recent ZMP design updates, making the experience more intuitive. | | ![asset_library_rename_reorganize (1)-20250529-094503.gif](https://knowledgebase.zetaglobal.com/__attachments/a_5c52f74b8937e718976b9bf974a0f915f49b06cdafd2560354d4a42072b2a09c/asset_library_rename_reorganize%20(1)-20250529-094503.gif?cb=fc4a37fe89de3d21bf14085759a293ca) | | Learn More: * [Asset Library](https://knowledgebase.zetaglobal.com/kb/asset-library) * [Content Snippets](https://knowledgebase.zetaglobal.com/kb/content-snippets) | | **Streamline Collaboration with Deep-Linked Job Cards in Onboarding Manager** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Managing onboarding tasks is now simpler and more collaborative with new deep-linking capabilities in Onboarding Manager. Each job card now has a unique, sharable URL---allowing you to share relevant cards directly with teammates without navigating through the entire dashboard. This enhancement helps with: * **Faster Access:** Quickly direct collaborators to specific job cards, eliminating time spent searching. * **Increased Transparency:** The platform tracks who generates and clicks shared links, promoting visibility and accountability. * **Improved Precision:** Minimize miscommunication and reduce the risk of missed steps or tasks. * **Accelerated Onboarding:** Streamline coordination to drive faster project completion and quicker time-to-value. | | ![deep link URL - shorter-20250529-094644.gif](https://knowledgebase.zetaglobal.com/__attachments/a_18421df6e82e5c6d27118e87c51e0fcecb7fc9388478245e4b5a973e4ab7d7eb/deep%20link%20URL%20-%20shorter-20250529-094644.gif?cb=9edc53f8bc664512db7ba953d8c86158) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/compass-via-onboarding-manager) | April | **Experience Builder: Enhanced User Insights and Control** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Gain deeper visibility into user behavior with new user lookup in Experience Builder. This feature allows you to chart user paths across all journeys, complete with timestamps for every node-level entry and exit. You can also manually exit individual users, either one at a time or in bulk, directly from the lookup view offering greater flexibility and control. You'll also notice enhancements to the user interface to streamline your workflow: Entrance and Exit Criteria buttons are now always visible, with a green indicator when active. These updates make it easier than ever to design, monitor, and optimize your experiences for maximum impact. | | ![image-20250328-202021 (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_eb4f00cd57ffbe348b20d6e2ebcd187be0752b52da53914304da59da0bf496b9/image-20250328-202021%20(1).png?cb=98a58fd2c495e4333025d3140103fd5d) | | Learn More: * [Analysis Mode \| User Lookup](https://knowledgebase.zetaglobal.com/kb/analysis-mode#AnalysisMode-UserLookup) * [Experience Options](https://knowledgebase.zetaglobal.com/kb/experience-options) | | **Improved Unsubscribe Cascade Enhancement for Better Compliance** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've enhanced our unsubscribe cascade logic to handle more than 10 profiles associated with a single email contact. A new asynchronous process allows the ZMP to process additional unsubs more efficiently, improving compliance management and reducing the risk of over-communication. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/subscription-management#SubscriptionManagement-Cascading) | | **Engage App Users with Toaster-Style In-App Messages** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Boost in-app engagement with our new "toaster-style" messages---personalized, non-intrusive notifications that appear automatically when users open your app. Ideal for promotions, reminders, and updates, these messages are easy to configure in the ZMP, with the SDK handling image rendering and delivery. Reach nearly your entire app audience without requiring opt-ins, while maintaining a seamless user experience. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/mobile-in-app-messaging) | | **Accelerate Time to Value with Onboarding Manager** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Introducing Onboarding Manager, an AI-powered workflow in the ZMP, designed to simplify and accelerate onboarding. It captures discovery inputs and proposed solutions that align to your business needs, creating a smoother onboarding experience and helping you realize value faster. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/compass-via-onboarding-manager) | | **Streamline Your Onboarding Management with Bulk Actions** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Manage onboarding projects more efficiently with Bulk Actions in ZMP's Onboarding Manager. Superusers can now update multiple job cards at once from the List View, with support for five key actions: assign watchers, assign client, assign Zeta lead, change scope, and archive. These enhancements help you: * **Streamline workflows:** By managing multiple job cards in one go * **Improve collaboration:** By assigning relevant team members in bulk * **Optimize resources:** By routing tasks to the right people faster * **Stay agile:** By easily updating the scope of several cards simultaneously * **Declutter your board:** With bulk archiving (coming soon) | | ![bulk actions (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_e6f6edc4339dd9613dee53a75897088434416a7118f0fa5b2b0c76e45cb0a1c3/bulk%20actions%20(1).gif?cb=085725f43a464e228c73005b9fadd4ba) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/compass-via-onboarding-manager#CompassviaOnboardingManager-BulkActionsforEfficientCardManagement) | | **Save Time with AI-Powered Onboarding Project Summary** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Stay informed and reduce manual effort with the new AI-powered project summary in Onboarding Manager. With a single click, Zeta's AI analyzes all active job cards and generates a downloadable summary that highlights pending approvals, delayed steps, and recent progress. This feature helps you: * Save hours of time by eliminating manual reporting * Gain real-time visibility into onboarding status * Improve communication with easy-to-share summaries * Accelerate onboarding, helping you see results sooner | | ![summarize.gif](https://knowledgebase.zetaglobal.com/__attachments/a_aab50a563f0b3f285a65683cbb7c56e949c69a92477336abc4df50ad87b9d70f/summarize.gif?cb=3465ee54dd6d287a4ff71ee012e43bab) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/people#People-SingleViewoftheCustomer) | March | **Revolutionize Your Marketing Analytics with Insights Studio** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Insights Studio, the next evolution of ZMP Report Builder is now available. A comprehensive business intelligence tool designed for data visualization and reporting. Insights Studio eliminates the need for third-party reporting tools by providing a unified, self-serve analytics interface within the Zeta Marketing Platform. With Insights Studio, you can: * Instantly access actionable intelligence: Centralize all your marketing data in one place and integrate your Snowflake instance for holistic reporting. * Elevate your reporting and visualizations: Leverage multiple chart types, explore new visualization styles like Area, Multi-Series, and Spark Lines, and customize visuals with labels and colors. * Save time with pre-built templates: Access scalable, standardized report templates. * Analyze data more effectively: Use advanced search, navigation and sorting tools for deeper insights. Take advantage of these powerful new capabilities today! | | ![image011.png](https://knowledgebase.zetaglobal.com/__attachments/a_c9727d78eb56f377d8439bbee8bab39b8ca0e6611db5be5967059bbae8773f58/image011.png?cb=bdc997ac2b9abb8e37f4de0e4511c6d6) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/insights-studio) | | **Fast Track Your Success with Zeta's AI Agents** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We're excited to announce that Zeta's AI Agents are now generally available! Integrated directly within the Zeta Marketing Platform, our AI-powered agents handle specialized tasks such as campaign quality validation, building audiences, and synthesizing insights about customers and prospect. By automating key tasks, AI agents help improve productivity, enhance customer experiences, and drive operational efficiencies---with the potential to save businesses 400 hours of work per month. With this release, the ZMP now empowers you to: * Quickly activate pre-built AI Agents to accomplish specific tasks. * Easily build custom AI Agents tailored to your unique business needs using a simple framework. To get started, please contact your Zeta Account Manager. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/your-own-ai-assistant) | | **\[BETA\] Agentic Workflows** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Agentic Workflows have now entered beta. This groundbreaking capability enables you to chain AI Agents together to create fully customizable workflows that accomplish more sophisticated tasks, such as: * Customer journey optimization * Marketing campaign execution * Data onboarding * Programmatic media buying By taking automation to the next level, Agentic Workflows create a deeper impact across the entire customer journey and transform your marketing efforts. If you are interested in joining the beta program, please contact your Zeta Account Manager. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/beta-programs) | | **Flexible Layouts: Switch Between Horizontal and Vertical Views for Data Flows** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You now have greater flexibility when designing and visualizing your data flows. A new segmented control in the top right of the Data Flows canvas lets you switch between horizontal and vertical layouts, making it easier to create flows in your preferred format. To enable this feature, please contact your Zeta Account Manager. | | ![image-20250403-081340.png](https://knowledgebase.zetaglobal.com/__attachments/a_58bbf12af410dc7411677f20ba0b582aa3c563d844deca7aab33ead2067ad20d/image-20250403-081340.png?cb=58d1abcc8dccb209506cfb7f74ac6566) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/data-conductor#DataFlows-ViewDataFlows) | | **Enhance Engagement with Visual-Rich Push Notifications** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can select images directly from the Asset Library when creating push notifications in the ZMP. This feature supports images for Android, while iOS users can leverage images, GIFs, and videos. After selecting and editing media, you can preview the notification in real time before finalizing the setup. Empowering you to create visually compelling push messages without developer assistance. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/push-notifications) | | **New Identity Tab in Single View of the Customer** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've enhanced the Single Customer View with a new identity tab, offering: * A nucleus visualization of all customer identifiers * A merged history timeline, showing how customer profiles are constructed * A breakdown of unique and channel-specific identifiers * A view of addressable channels through Zeta Data Cloud * A Zeta Known flag, indicating whether a profile exists in our proprietary dataset This update provides critical insights into identity resolution, helping you make more informed marketing decisions and troubleshoot more effectively. | | ![Screenshot 2025-03-18 at 7.23.40 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_4b6628d241bd5df2a9682495573fcfb13db502b456abb98e391a4524ce1be560/Screenshot%202025-03-18%20at%207.23.40%E2%80%AFPM.png?cb=7b04a79473fb2dcba094c1c7aa61a6a8) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/people#People-SingleViewoftheCustomer) | | **Prime Time -- New Control/Test Group Dimension in Customer Marketing Dataset** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've added a Prime Time Group dimension to the Customer Marketing dataset in Insights Studio, enabling: * Better KPI measurement * Distinction between control, test, and default groups when using Prime Time Send Time Optimization * More accurate reporting on campaign performance | | [Learn More](https://knowledgebase.zetaglobal.com/kb/metrics-and-dimensions-dictionary) | | **Improve Your Data Analysis with New Chart Types in Report Builder** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We have enhanced Report Builder with new chart types and improved configurations that empower you with more flexible and visually compelling ways to analyze and present data. With these additions, you can now: * **Better compare multiple metrics** with stacked and side-by-side bar charts * **Analyze trends over tim**e more effectively using area and stacked column charts * **Combine multiple tables within reports** for a more comprehensive view of data * **Customize existing charts** to align with specific reporting needs These enhancements collectively improve data storytelling, decision-making, and overall report usability, making it easier for you to extract meaningful insights from complex datasets. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/report-builder#ReportBuilder-Customizing:Charts&Visualizations) | | **Flexible Event Export Capabilities** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You can now export events directly to file-based destinations like SFTP, Amazon S3, and more within the ZMP. This new capability allows you to: * Schedule one-time or recurring exports * Set event date ranges * Modify export schedules * Review sent files Managing and exporting user behavior data is now simpler and more flexible than ever. | | ![image-20250318-062511.png](https://knowledgebase.zetaglobal.com/__attachments/a_feeea314cabe567340f51157dddd275fb6311e0cca15f533f3f05d86f5e8a570/image-20250318-062511.png?cb=19755f97fc3994b59e00c1f455195ddc) ![2025-03-18_12-00-58 (4).gif](https://knowledgebase.zetaglobal.com/__attachments/a_8db84c288985c1eabccbe3032aa8f206ea592eba670d220fac203c2510b336a6/2025-03-18_12-00-58%20(4).gif?cb=8de013a442299d40593a7df3a1c6979c) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/standard-exporting-of-events#StandardExportingofEvents-ExportingEvents) | | **Optimize Delivery \& Response with New 'Distribute Over Time' Send Option** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The ZMP now offers a 'Distribute Over Time' feature, allowing you to gradually send messages over a selected period rather than all at once. This helps: * Optimize delivery * Manage response rates more effectively * Improve audience management | | ![image-20250403-081232.png](https://knowledgebase.zetaglobal.com/__attachments/a_a0672ed47750df6087334cf777789d3db7f083902b3f2c26464b65e206598ede/image-20250403-081232.png?cb=ff0701747642a1433b190e8ab51ba4b1) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/broadcast-campaigns#BroadcastCampaigns-SchedulingOptions) | February | **Simplify Testing with Portable Content** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Easily share content templates and snippets across accounts without the need for manual rebuilding. Share them as a copy or a linked entity pointing to the same template or snippet. This new portable feature streamlines testing across development and production accounts for greater efficiency. Additionally, the redesigned email templates library offers a more streamlined and intuitive experience, further enhancing your workflows. | | Learn More: * [Content Templates](https://knowledgebase.zetaglobal.com/kb/content-templates) * [Content Snippets](https://knowledgebase.zetaglobal.com/kb/content-snippets) | | **New Self-Serve Custom Datasets and Enhanced Visualization Options in Report Builder** | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Introducing key updates to Report Builder to simplify ad-hoc reporting and streamline report creation, delivering more efficient and personalized insights: * **SQL-based self-serve datasets:** Zeta Admin and Analyst users can now generate custom datasets using SQL queries, defining their own metrics and dimensions based on available data sources. This provides greater flexibility for data analysis, making it easier to create reports tailored to your specific business needs. Both internal and external Report Builder users can leverage these custom datasets. This feature is currently available for US Accounts, an EU rollout is planned by the end of Q1. * **Revamped visualization:** Report Builder now offers expanded visualization capabilities, making report creation faster, easier, and more intuitive. Users can quickly select a dataset, define metrics, dimensions, and filters, then customize charts with x/y-axis selection, color settings, zoom, and more---all within a streamlined flow. Available to US and EU clients. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/report-builder) | | **Profile Properties: Flagging Incorrect Types** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The Zeta Marketing Platform now flags incorrectly typed profile properties (e.g., a property is set as a number but the value provided is a string). Making it easy to identify and correct misclassified data at the profile level, improving data quality and accuracy. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/people-properties) | | **Zeta Clean Room: Audience Sharing** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The Zeta Clean Room now enables secure audience sharing, allowing two parties to exchange audience data in a privacy-compliant manner to expand their addressable marketing universe. A key use case is audience acquisition: * A marketer runs an acquisition campaign using second-party audiences shared by another business unit. * The sender shares an audience of high-valuecustomers. * The recipient suppresses existing customers from the shared audience. * The recipient then expands the audience using Zeta Data Cloud and targets them with an acquisition campaign through Zeta's DSP. This update enhances collaboration, unlocking new audience opportunities while maintaining data security. | | ![image (2).png](https://knowledgebase.zetaglobal.com/__attachments/a_7e13f8ca3bb6da4b2e5b28f29f5c460fc4dd52287545014a93e58e5c036d6612/image%20(2).png?cb=145e0a6293086fc048fc4ea3430addfc) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/clean-room#CleanRoom-SharingControls) | January | **New Targeting Options in Experience Builder: Split by Propensity Score + 10 Branches** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Target customers and prospects more intelligently with the new Split by Propensity node in Experience Builder. This feature allows you to use propensity scores for more precise targeting. Additionally, all split nodes now support up to 10 branches per split, enabling more granular targeting across properties, channels, and scores. These enhancements help you deliver more personalized experiences for your end customers, driving higher engagement and improved campaign ROI. | | ![Split by Propensity Score (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_c6369e93c34a1beb2c7cba7f9419d473271b2529b2111908ae517fe651c55658/Split%20by%20Propensity%20Score%20(1).png?cb=3f3251acf171d25e3a0cf02204843d53) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/split-node) | | **Improve Your Data Quality with Expanded Inbound Data Controls** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've added inbound controls for four key data types---string, number, Boolean, and date---to ensure data sent to the Zeta Marketing Platform is in the correct type and format. These controls can be enabled per property and automatically reject incorrect values. Key enhancements include: * Defining acceptable values and formatting for data fields (e.g., setting decimal places or rounding rules for numbers) * Customizing how incorrect values are handled (e.g., setting a default value, nullifying, or rejecting it outright) These enhanced controls improve data quality, helping you achieve more accurate and effective marketing results. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/people-properties-data-controls) | | **Enhance Your Data Categorization with New People Properties Features** | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | We've updated the People Properties page with a refreshed UI and expanded metadata fields, making it easier to organize and catalog your data. The improved UI experience better supports nested properties and allows you to customize your list of fields for enhanced control and visibility. New metadata fields include: * Masking: Mask data across all views, including API responses * Categorization: Tag data with predefined values for easy organization * Source Party: Identify if data is first-party, third-party, or sourced from Zeta * Freeform Tags: Add custom tags, like elsewhere in the platform, to categorize data These updates provide deeper insights into each field, giving you more control and clarity over your data. | | ![image-20250122-164403.png](https://knowledgebase.zetaglobal.com/__attachments/a_fb444a09f7d1bab9346f93f54859789a45ffee23439dcdc3dcd32efe864d53af/image-20250122-164403.png?cb=d427142f8fb4eef9cabadc16f2ded3e9) | | [Learn More](https://knowledgebase.zetaglobal.com/kb/people-properties) | | **Zeta Visitation Report: Track Your DSP Campaign Impact on Store Traffic** | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Introducing the Zeta Visitation Report (ZVR) in Report Builder designed to help measure your DSP campaign's impact on store visits. With ZVR, gain actionable insights on campaign performance across creatives, line items, and tactics. Drill down to regional and store-specific trends, and track daily visit averages by campaign and region. Use these insights to optimize your marketing strategies and maximize ROI. | | [Learn More](https://knowledgebase.zetaglobal.com/kb/metrics-and-dimensions-dictionary#MetricsandDimensionsDictionary-MetricsandDimensions) | --- language: "en" --- # A/B/n Testing ![2021-11-15_20-16-55.png](https://knowledgebase.zetaglobal.com/__attachments/a_192d66cdc26bb3b71fbd75b83b07607d8208fee2a2c3f6884a66a4f236dff68a/2021-11-15_20-16-55.png?cb=ae214471294ba791bc476f88df22d161) Besides helping identify errors and subsequently remove them, testing also helps compare actual and expected results in order to improve quality. Ensuring that your expectations come to life, the **Zeta Marketing Platform** enables marketers with the ability to test subject lines and/or content both automatically and manually with up to ten variants across Broadcast and Triggered campaigns. ## Enabling A/B/n Testing To enable A/B/n testing for your Broadcast campaign, click on **+ Add****an****A/B test**option under the **Content \& Audience** tab. For Triggered campaigns, this is located on the main page. While A/B/n testing is enabled, it will run for every instance of the campaign, including any recurring type of campaign. This applies to both manual and automated tests. ![image-20240913-201010.png](https://knowledgebase.zetaglobal.com/__attachments/a_b5930a5e34a049b11c382dfaa6c39e3792234e92bcbd1d5c8adeb97aac3c9f8b/image-20240913-201010.png?cb=b7b8617158548203da9adde27ada074b) The A/B Testing option will not be available for enabling if the Prime Time is enabled. ## Managing Variants ### ++Adding a Variant++ To add an additional variant beyond the default **A**/**B** variants, click the **+** icon to the right of the **A** and **B**. You can add up to 10 variants (A-J). Each additional variant will be duplicated from the most recent variant (eg, C is a duplicate of B). You can return to each variant to edit by selecting the variant letter. ![image-20240913-201140.png](https://knowledgebase.zetaglobal.com/__attachments/a_5fc0b66c2a978365bfe5710da96cfffb12d723b8e775ec7f93ec8c7aaf23bf47/image-20240913-201140.png?cb=415c2eb11f6c7b3a78d9ad08ff668ac5) ### ++Removing a Variant++ To remove a variant, select the letter of the variant you want to remove and click **Remove Variant**. If you remove a variant in the middle of the letters (eg, remove B between A and D), then all variant letters will be shifted to the left (eg, removing B will make C become B and D become C). Once you remove a variant, it cannot be undone. ![image-20240913-201549.png](https://knowledgebase.zetaglobal.com/__attachments/a_8cbc154504d0a5d52f249669fe6ef526460facf9554f7c19fa0650d5d713e046/image-20240913-201549.png?cb=899fe83ddeb84f00a796321dff7d8fc2) ### ++Removing an A/B/n Test++ To disable A/B/n testing, remove each variant. Once all but one variant is removed, A/B/n testing will be disabled. ## Supported Channels For Broadcast campaigns, Manual Tests may be executed on any type of channel while Automated Tests may only be executed on native channels: * Email - By default, optimization may be based on Clicks or Opens. If the account has been set up to track conversions and revenue, then these two may also be used as the basis for A/B/n testing. * SMS/MMS - optimization may be based on Clicks only. * Push Notifications - optimization may be based on Clicks or Opens. Triggered campaigns only support A/B/n testing for email and SMS/MMS. ## Configuring A/B/n Testing Click on **Settings**to the right of the A/B/n variants. A menu will slide in from the right side of the window for further configuration. There are two primary types of tests available: **manual** and **automated**. These options are available for all launch types. Keep in mind that while A/B/n testing is enabled, it will run for every instance of the campaign, including any recurring type of campaign. This applies to both manual and automated tests. ![image-20240913-203531.png](https://knowledgebase.zetaglobal.com/__attachments/a_464fc4109c9676401e315a2c7d2e14496bd24edbbf8f179a075edfc804186005/image-20240913-203531.png?cb=5ea7316404798263b500838da8eb6b77) ### ++Manual Test++ Manual tests are typically used to run a longer-term test across multiple campaigns, instances of a recurring campaign, and/or multiple audiences. This is useful when a user wants to maintain control over what the winner ultimately ends up being. The platform will not select a winner using a manual test. The winner can be chosen by the user by duplicating the campaign used for testing and removing the variant(s) deemed by a non-winner. * Select the appropriate option to optimize from the first dropdown menu. **Clicks**are selected by default and **Opens** has no effect on the test. If your account has **Conversions** and **Revenue** configured, they are also available for selection. * Leave the **Run test on sample audience** option deselected. This is the setting that determines whether the test remains manual or automated. * Set the appropriate distribution for the test. The distribution should add up to 100%. ![image-20240913-203939.png](https://knowledgebase.zetaglobal.com/__attachments/a_34275831d744f8c742e69812eb1d4a5df451363800545aeb7ba3a8dce5690c90/image-20240913-203939.png?cb=fad338789aaa82f8aba114d93011bf76) ### ++Automated Test++ #### ++Broadcast Campaigns++ Automated tests are used to optimize the performance of a subject line or content for any given instance of a campaign. For file-based, API-based, or other recurring broadcasts, this means the test will run on a sample audience and choose a winner every time the campaign is deployed. Typically in these scenarios, a manual test is preferred instead of an automated test. For ad-hoc broadcast campaigns, automated tests can help decide the best subject line or content at a particular instance for which a winner can be automatically chosen from the remainder of that audience. The winner is chosen using null-hypothesis statistical significance. ![image-20240913-210507.png](https://knowledgebase.zetaglobal.com/__attachments/a_62ef93e67e63b92394f3bc291b7489e0a5d6a20bd61a6190381fd631feb448da/image-20240913-210507.png?cb=55c7f2a8ec643f70f120378dc274dceb) * Select the appropriate option to optimize from the first dropdown menu. **Clicks**are selected by default and **Opens** are used for testing subject lines. The Opens option also sets what criteria the platform should use to determine the winner. * Set the amount of time the automated test should run on the sample audience before determining a winner and deploying it to the remainder of the audience. * Set the distribution as per how the test should use the sample audience. This is the percentage of people, the test will be performed prior to selecting a winner. The largest sample audience available is 50% of the greater audience. The default Optimization time on the account level cannot be changed since it is standard across all accounts. #### ++Triggered Campaigns++ The nature of Triggered campaigns in Experience Builder means that we cannot hold out a portion of the audience since campaigns are time-sensitive and there are event dependencies downstream. Instead, you can configure a sample audience by specifying the minimum amount of time and/or minimum people evaluated before choosing a winner. All users who pass through the node after the test is completed will be sent the winning variant only. * Minimum time: The minimum length of the test. The clock does not start until the first person passes through the node * Minimum people: The minimum number of people required to receive the campaign If you only want to use one of these settings, you can clear the other. You can also choose to change the operator to AND so that both minimum time and minimum people must be satisfied before a winner is selected. ![image-20240913-210250.png](https://knowledgebase.zetaglobal.com/__attachments/a_0e4341fff1f79a68ade9dbbcb9988e244a7fb1f4d1c03b803913cf7c99dc3738/image-20240913-210250.png?cb=001c6130cccaa38f6caaead33b9a3fb4) In order to ensure statistical significance, you should have at least 1000 people per variant configured. If no winner is determined, the A variant will be sent by default. Once an automated test begins, you cannot make any changes to the test until it's over. To cancel a test, deactivate the experience and replace the campaign. If you deactivate an experience with an active test, the clock will stop and then resume at that point when the experience is reactivated. ## Validating Automated A/B/n Tests for Statistical Significance This is a deeply complicated topic, but validating your results doesn't have to be. In the ZMP, we start with a null hypothesis. This means we start with the assumption that the results from A and B are not different and that the observed differences are due to randomness. This is what we hope to reject. If we can't reject it, ZMP will default to A as the winner. ZMP has a set significance level of .05. This is an industry-standard level of risk we're willing to take for detecting a false positive. In other words, 5% of the time, you'll detect a winner that is actually due to randomness and/or natural variation. From here, there are many calculators online that can help you determine whether or not your test results are statistically significant. Here is a basic excel spreadsheet with the formulas already in place. Simply input your delivered and unique open rate for A and B to see a simple Yes or No output: [ab_test_validator.xlsx](https://knowledgebase.zetaglobal.com/__attachments/a_4388425375614da8c8b0b6a586301dd951550f07d3cf617efe8164eddf4d1de0/ab_test_validator.xlsx.md?cb=2552e48254252db424505f3c7e783988) --- language: "en" --- # Account ![photo-1544377193-33dcf4d68fb5.jpeg](https://knowledgebase.zetaglobal.com/__attachments/a_cff1fd943abf5eb3be06a16652d3a296336ddff136192b734b0422cc6c79d0bc/photo-1544377193-33dcf4d68fb5.jpeg?cb=bcb42453a82ec58b713848f42a492a82) From the Settings tab, select **Account** to set and modify the company profile for the account, including the account name, CAN-SPAM mailing address, and timezone. After adjusting the relevant values, click on **Save** at the bottom of the form. ![image-20251107-053936.png](https://knowledgebase.zetaglobal.com/__attachments/a_2cd22b4e52ea6aecda32dc21a40e6d707c0415c810fa7320a6779604928b4df4/image-20251107-053936.png?cb=98975687ba43c0eb080401fafc268b4a) ## ++Address++ The address entered here can be populated in your content automatically using {{account_company_address}} at the location where the address should be populated. ## ++Timezone++ Setting the appropriate timezone here will help those setting up campaigns to schedule them to deploy at the right time for the account. It will also adjust the time that timestamps display throughout the platform. Make sure you change the timezone of the account to`(UTC -04:00) EST5EDT`from the default `(UTC -05:00) EST`timezone. `EST5EDT`automatically adjusts to daylight savings time changes. *** ** * ** *** --- language: "en" --- # Data Flow \| Action Nodes ![image-20240710-090552.png](https://knowledgebase.zetaglobal.com/__attachments/a_878f24d7999d8eec296785caf5f095332077c99a7fe194e7de5ba06ed898da88/image-20240710-090552.png?cb=3e425c267a20b8a2a7cf21c21469ab97) Action Nodes are snippets of ETL configuration that can be applied to Standard Data Flows to help transform the data. They are the backbone of how Standard Data Flows work. To enable an Action Node in your account, reach out to [Support](mailto:support@zetaglobal.com). Here's the list of Action Nodes available in your account: | **Action Node** | **Description** | **Inputs** | **Outputs** | |------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Append Unique Id Property** | Appends an UUID as an additional property ![Screenshot 2024-07-19 at 9.12.12 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_abf8677d8a18073bf5a426c8edfebb76356a3ef9481b574c410327dfeffdabdd/Screenshot%202024-07-19%20at%209.12.12%E2%80%AFAM.png?cb=492b7d305a46941f07a8ff56c1520f89) | 1. Appends a new column with unique values in each row, using the name specified in the `property` field. ++Input++: ![image-20240119-105009.png](https://knowledgebase.zetaglobal.com/__attachments/a_71fa8c5b78d78ccf8a57835af73617ab8ef61a01c389c70cbffa6c6cfdfd7e2b/image-20240119-105009.png?cb=cf25daa686f873fa913bd6db3d81d34a) | For example, an input file with "Email", "first_name", "last_name" will have an extra last column added in the output file: "Email", "first_name", "last_name", "zetauniqueid" ++Output++: ![image-20240119-105031.png](https://knowledgebase.zetaglobal.com/__attachments/a_fa76f6f3ae95e924f2a913b5aab62e28058f9ad724b3e359b862f1db89aacee4/image-20240119-105031.png?cb=73c9007cae103d0208aea219387c7b1d) | | **Current Timestamp Property** | Append current timestamp attribute to a column in the format YYYY-mm-dd HH:MM:SS ![Screenshot 2024-07-19 at 9.15.28 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_bec8ff66b4dcd5015307d5b9cf81fc9a923f09de68084663429bb6eb4033bfca/Screenshot%202024-07-19%20at%209.15.28%E2%80%AFAM.png?cb=f6afd797750b55d4cd32a0f18ddf8c87) | 1. `Timestamp Column Name`: Enter the column name in which the timestamp needs to be added ++Input++: ![image-20240119-103921.png](https://knowledgebase.zetaglobal.com/__attachments/a_c2e03f7fc4ee31e33ffb8a39c8092ef51fc494548cafd55c02c9e7feb0d5ed89/image-20240119-103921.png?cb=a43e4074ab00d093d68e1d2ba57f6302) | The current timestamp will be added as an extra column into the output file with the column name entered in the action node. ++Output++: ![image-20240119-103928.png](https://knowledgebase.zetaglobal.com/__attachments/a_e88a92503e1c74915ad3b0766825b4cc852e7292817ec3a40550e9bd0908727d/image-20240119-103928.png?cb=d709ff3a162052f4dade148d0a9f2415) | | **Source File Name Pattern** | Define or alter the source file name pattern to manage which input files are chosen by the data flow. ![Screenshot 2024-07-19 at 9.18.29 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_238c8fda69acb420f2f1b0c138a720927928923b6437ca0bca19ad9410b33519/Screenshot%202024-07-19%20at%209.18.29%E2%80%AFAM.png?cb=6929ed7ce2fad4ffc787ade9a847bfb3) | 1. `Source File Name Pattern`: Define or alter the source file name pattern to manage which input files are chosen by the data flow. ++Input++: ![image-20240119-105815.png](https://knowledgebase.zetaglobal.com/__attachments/a_305eb10b35cb16faba3b75b1fcfe0d03848005474cf8c5b6310f7bb6d0eba588/image-20240119-105815.png?cb=c35147c7e59b49633468b85eb331cebf) | In the below screenshot, only those files in the source folder that match the pattern are copied to the destination. ++Output++: ![image-20240119-105831.png](https://knowledgebase.zetaglobal.com/__attachments/a_2ddbfa16416da7939ac07d0e86d0da354c4c7649cb4e0af46761aeabfa82d6b1/image-20240119-105831.png?cb=de1f1612a10ddfb82814d462f4ff34a6) | | **Rehash Column** | Replace column with its rehashed values using the rehash algorithm dropdown value. ![Screenshot 2024-07-19 at 9.20.20 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_abfe18a6fd23d95061ec708f5bdadfe3cb8b996caab539e97456cdc78e9b8ca4/Screenshot%202024-07-19%20at%209.20.20%E2%80%AFAM.png?cb=60152f10e676f8fe717a102e041a0e84) | 1. `Column Name`: The column name in the input file whose values need to be rehashed. 2. `Rehash Algorithm`: The rehash algorithm to use. Currently supported algorithms are `md5` and `sha256`. To add a new algorithm, please contact Zeta Support. ++Input++: ![image-20240118-092308.png](https://knowledgebase.zetaglobal.com/__attachments/a_ddc509e5601e4b4420773fd3d471f048ee0dca049c6657b9b11cffe7d19dcee1/image-20240118-092308.png?cb=c1a57fdd5552aea760a7f969398565d8) | The output file will have its `Column name` column's values rehashed to the algorithm chosen in the `Rehash algorithm` field. ++Output++: ![image-20240118-092315.png](https://knowledgebase.zetaglobal.com/__attachments/a_cda987563c06f19554bf4a363689160dd8320364643b3a6eed6316c806293d65/image-20240118-092315.png?cb=9e7374d55bfdc0d1743d4bfcf0438f68) | | **Trim Spaces** | This function trims spaces from the property values. ![Screenshot 2024-07-19 at 9.21.16 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_6980374cc502aa8a91cc0ffc20ada5c920a574ef2a55e58a418a252e17d21c14/Screenshot%202024-07-19%20at%209.21.16%E2%80%AFAM.png?cb=b88f37b8bb5806322f49e4181af7b2d3) | 1. `Input Property`: Choose the column name whose row values you want to trim spaces from, both before and after. ++Input++: ![image-20240119-105957.png](https://knowledgebase.zetaglobal.com/__attachments/a_133cb04a32952d36c7e52329509c7d6f66a47366e079f9c860eb7ae73f464191/image-20240119-105957.png?cb=2a261d755859697fecbc711b7bd359d7) | Removes spaces before and after the values of a specific column from a file. ++Output++: ![image-20240119-110015.png](https://knowledgebase.zetaglobal.com/__attachments/a_25053d3dcdaf9d21c62bc2198d81c5464ca27df301aa18454aa7b542a7e80500/image-20240119-110015.png?cb=7ebb0e6433b931dc8427c78557606ddf) | | **Input Filename Pattern** | Regular expression to match the input file names that need to be picked up by the Data Flow. ![Screenshot 2024-09-09 at 4.44.07 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_8bda0b7f9c89bf32dabe0321bf9bbb08dae08b0df8031484c793ab3cb75e626e/Screenshot%202024-09-09%20at%204.44.07%E2%80%AFPM.png?cb=5857a90b140e80e4f0093a481fed46f3) | `Filename Match Expression`: Enter the regex pattern to allow only specific files to be be picked up by the Data Flow. | The matched files are picked by Data Flow. | | **Output File Extension** | Changes the extension of an output file without changing the actual file contents. For example, rename "file.json" to "file.jsonl" ![Screenshot 2024-07-19 at 9.22.25 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_62850305b5e80372541d904f7186e5d1788c0bc13b396bbeef4a4d2ed223bf33/Screenshot%202024-07-19%20at%209.22.25%E2%80%AFAM.png?cb=6cdbd2b88a34f4cfc0a33402ea18303b) | 1. `Files with this extension ...`: The extension that needs to be changed. 2. `... are given this extension`: The replacement value ++Input++: ![image-20240119-103439.png](https://knowledgebase.zetaglobal.com/__attachments/a_c222f8c6f288d73cf939ed26a864ce1b18cb3691accfea5edb94962db006912a/image-20240119-103439.png?cb=fffcde62c566ec5d73e05030db520089) | File such as filename.json will be renamed to filename.jsonl when the input provided are .json and .jsonl for `Files with this extension` and `are given this extension` input fields respectively. ++Output++: ![image-20240119-103448.png](https://knowledgebase.zetaglobal.com/__attachments/a_d890201169ab9018906cdbb4563833eef4103a446b7f89009b8ebbf147ffc1a0/image-20240119-103448.png?cb=9a4c9350db8ffbfe2ebdda07f45ec17d) | | **Output File Format (advanced)** | ![Screenshot 2024-09-09 at 3.46.40 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_06692cf3059935e505046c73929d86b4fd99034702c0365046d314e822ca3854/Screenshot%202024-09-09%20at%203.46.40%E2%80%AFPM.png?cb=d9219f522def9814c1454b3a1ada7f4c) | 1. `File Needs Header Row?`: Sets the first row as a header if enabled. 2. `File Type`: Sets the type of the file. 3. `Column Separator`: Sets the column separator between data entries. 4. `Quote Style`: None, All, Minimal, Non Numeric. | | | **Concatenate a Fixed String With Property** | Select a property to append a fixed string to and define the new property name ![Screenshot 2024-09-09 at 3.47.35 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_2bb5b6d95e633c326bccb4f18ed0dbe1c905dde27956ff2cc1dfa6341fff010f/Screenshot%202024-09-09%20at%203.47.35%E2%80%AFPM.png?cb=4517a9026dc3e36062be6a28341c22ea) | 1. `Input Property Name`: The input property whose values you want to read before appending a string. 2. `Output Property Name`: The output property column name that contains the resulting concatenated string. 3. `Text to Append`: The text to append to each row of values in input 1 and display it in input 2 above. | | | **Remove JSON Attributes** | Removes JSON attributes from your JSON or JSONL file. ![Screenshot 2024-11-27 at 4.57.59 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_263df88d86039aa87ed77f3a6736f0f5fa8c0d41f7c2c1a8f58129505e096314/Screenshot%202024-11-27%20at%204.57.59%20PM.png?cb=dbfc8e2871b149369145f4986942498b) | 1. `Attributes to be Removed`: list the names of keys that need to be removed from the input file. 2. `Maximum Search Depth` is an optimization. If you know that your file has only N levels within which these attributes will reside, you can put the value N here. The data flow will ignore looking at data beyond levels N. 3. `Multiline JSON?` toggle allows the ETL to read pretty-printed JSONs that span multiple lines. | All key-value pairs matching the specified key name in the entered attributes field will be excluded from the output file. | | **Optional Global Property** | Adds a new column with the same static value for each row ![Screenshot 2024-09-09 at 4.20.59 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_1904880b0e422f8f4e78cc394f445bb38ed4421fe94920bf127765ee34f35087/Screenshot%202024-09-09%20at%204.20.59%E2%80%AFPM.png?cb=382502350a0a7b6713a8dfa273514410) | 1. `Global Property Name`: The new added column name. 2. `Global Property Value (Optional)`: Default value is `""` | Adds a new column with the name from Input 1, where each row's value is populated from the Input 2 field. | | **Recursive Source Search** | If `enabled?` is set to true then the data flow will recursively search for files in the folder selected within the source card. ![Screenshot 2024-09-09 at 3.52.47 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_5ef6a9f45a85460b3a25f5e7e6a2ca8582a0aa79596236d1f7f4a6b6a9c1a534/Screenshot%202024-09-09%20at%203.52.47%E2%80%AFPM.png?cb=2a5325ae07825819c3e1c45684f6fa2e) | `enabled?` toggle: allows the data flow to recursively search within the folder selected in the source card. | Enable data flows to recursively search in the source folder selected within the Source card. | | **Define/Rename/Omit/Copy Columns** | Define, rename, omit, and copy columns in the output file. This action works for both CSV and JSONL files. ![Screenshot 2024-09-09 at 4.01.44 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_73e7feeef7b2d141c20c707ff5a635487816148b04257b6d7c598221d0dbcc77/Screenshot%202024-09-09%20at%204.01.44%E2%80%AFPM.png?cb=7fe740441ae9e5f1fbe80f6a9243a210) | Define all columns with one comma-delimited string: `column_name1:action:new_name,...` "action" and "new_name" are optional. Enter `ALL` column names even if these columns are not being edited. Example - omit column from output: `column1:omit` Example - rename column: `column1:rename:user_id` Example - copy column: `column1:copy:user_id` ![Screenshot 2024-09-09 at 4.14.58 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_f23a40d00331ae52e78f41150bf0b7c2c071c156811e85806709d1d5acbaa8db/Screenshot%202024-09-09%20at%204.14.58%E2%80%AFPM.png?cb=83745a3acf3385f08c1bfdda18cd29c2) Example String: `user_id, firstname:rename:first_name, middle_name:omit, last_name: copy:family_name` | Output file will contains the columns as determined by the input string. ![Screenshot 2024-09-09 at 4.16.32 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_5939389b2497b3fc3c3c028a13891521d75691acb8c270de93ace5411162d85e/Screenshot%202024-09-09%20at%204.16.32%E2%80%AFPM.png?cb=3bed0b790375b62905e67f2681d410ad) | | **Define 2 File Columns, Define 3 File Columns, ..., Define 26 File Columns** | Use for CVS files that contain exactly x columns. Columns must be defined in the correct order. \*Combined 20 action nodes for the exact number of output fields. Items 48-67 were moved to the bottom. Here is how that column definition node works: * If a column needs to be copied to a new name * then set `Output File Column Name` to the new name * if the column doesn't need to be copied, then you can set `Output File Column Name` to `nil` * If a column needs to be removed * then set `Omit From Output File` to `true` * If a column needs to be renamed * then set `Output File Column Name` to the new name * and set `Omit From Output File` to `true` * this will copy the column and remove the original ![image-20240119-210714.png](https://knowledgebase.zetaglobal.com/__attachments/a_e3d480865628f42740b0135504bccdcd34822f6d4ff87c162549da74d0403a9d/image-20240119-210714.png?cb=fa835100d77aac20b83f284043483d8b) | 1. `Column n: Name`: Case-sensitive 2. `Column n: Data Type`: Choose from the dropdown 3. `Column n: Maximum Length`: Zero for no limit 4. `Column n: Nullable?` toggle: On/Off 5. `Column n: Omit from Output File` toggle: On/Off 6. `Column n: Output File Column Name`: Put the input file's name or use a new one if you want to rename 7. `Column n: Validation Pattern` | Output file will be based on the inputs entered by you for each column. | | **Multi-file Snowflake Export** | Additional Snowflake Properties. ![Screenshot 2024-07-19 at 9.23.33 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_03ab0b77e5645413db1547b3510e43add60dfa3df1cf0a523a7833a28ab57795/Screenshot%202024-07-19%20at%209.23.33%E2%80%AFAM.png?cb=f14599e453aa9184b6c8811d4989b1de) | 1. Turn the `Export to Single File?` toggle on/off based on your desired output 2. `Maximum File Size?`: Total size of the multiple files the Snowflake export will be split into. ++Input++: ![image-20240119-105405.png](https://knowledgebase.zetaglobal.com/__attachments/a_7369c25a939898d311cb06883358dc76275037fd37782bf81f29881785219d3c/image-20240119-105405.png?cb=0fe881c43ee142b77cc712fdf818b0e5) | This action node splits the export data from a snowflake connection into multiple files. This action only works with snowflake direct export ++Output++: ![image-20240119-105444.png](https://knowledgebase.zetaglobal.com/__attachments/a_d6a76d3210f0abb80ad58a07a6f5ff2e9f62126608172e5fed89d53037430233/image-20240119-105444.png?cb=282b336199cb87c1657fd39469c717dc) | | **GPG Encrypt** | GPG Encryption. Key Password is required. Please reach out to [Support](mailto:support@zetaglobal.com) to set this action node. ![rZp-zg-.jMDi?a=2623&x=7379&y=-2929&w=1783&h=1414&store=1&accept=image/*&auth=LCA 959e08655fc28c38508e1e04bfb49a331caa9656c9128f581dd31d597322361d-ts=1706820718](https://knowledgebase.zetaglobal.com/__attachments/a_485c6f636b32f5b8ff5034dc906ecde1db1cddace7e41987ba851b1a6b5380f3/rZp-zg-.jMDi%3Fa=2623&x=7379&y=-2929&w=1783&h=1414&store=1&accept=image/*&auth=LCA%20959e08655fc28c38508e1e04bfb49a331caa9656c9128f581dd31d597322361d-ts=1706820718?cb=d55d26ad00e4fec023f2676f90ba21a1) | 1. `Key Path`: Provide the path to the S3 location where the key is stored. 2. `Key Password`: The password to encrypt the input file 3. `Recipients`: If there is no recipient email to be added, use an 8-digit key id (last 8 of the 16-hex key ID). For e.g., `75BB47D0` | Once you have the input path to the Key, the Key Password and the Recipients list, the output file will be encrypted. Output file type will be GPG. | | **GPG Encrypt (passwordless)** | GPG Encryption. Key Password is not required. Please reach out to [Support](mailto:support@zetaglobal.com) to set this action node. ![image-20240119-210404.png](https://knowledgebase.zetaglobal.com/__attachments/a_d4eaf5802a39feb4a7dc761cc7c8847a67170449b50fb1db5d79a2242894f56f/image-20240119-210404.png?cb=c1837753a776af2ea12b49b1ef6f0843) | 1. `Key Path`: Provide the path to the S3 location where the key is stored. 2. `Recipients`: If there is no recipient email to be added, use an 8-digit key id (last 8 of the 16 hex keyid). For e.g., `75BB47D0` | Once you have the input path to the Key, the Key Password and the Recipients list, the output file will be encrypted. Output file type will be GPG. | | **GPG Decrypt** | GPG Decryption. Key Password is required. Please reach out to [Support](mailto:support@zetaglobal.com) to set this action node. ![image-20240119-210330.png](https://knowledgebase.zetaglobal.com/__attachments/a_d3d2b617df1474ae9e6597a5f5ee99c4260e6be37579a96825f2d57a4d589850/image-20240119-210330.png?cb=fdcbd256bf86488b2a0066fce971e13d) | 1. `Key Path`: Provide the path to the S3 location where the key is stored. 2. `Key Password`: The password to decrypt the input file | Once you have the path to input in the Key Path field and Key password, the output file will be decrypted | | **GPG Decrypt (passwordless)** | GPG Decryption. Key Password is not required. Please reach out to [Support](mailto:support@zetaglobal.com) to set this action node. ![rZp-zg-.jMDi?a=2623&x=3958&y=-2890&w=1811&h=1425&store=1&accept=image/*&auth=LCA b6713f4a31171174ac5c56d892aa50b62e1cb2ca1d21c89d4374e273f9551a5f-ts=1706820718](https://knowledgebase.zetaglobal.com/__attachments/a_2ef510ca1072e63c978c34efb1d930f2f8792ae7b734af1efad3fd68a0f2beca/rZp-zg-.jMDi%3Fa=2623&x=3958&y=-2890&w=1811&h=1425&store=1&accept=image/*&auth=LCA%20b6713f4a31171174ac5c56d892aa50b62e1cb2ca1d21c89d4374e273f9551a5f-ts=1706820718?cb=e67235217769de434e02c59d2402b30d) | 1. `Key Path`: Provide the path to the S3 location where the key is stored. | Once you have the path to input in the Key Path field, the output file will be decrypted | | **Input Compression Type** | Select the compression type of your input file so that the Data Flow can correctly uncompress it and read the file contents. ![Screenshot 2024-09-12 at 10.43.40 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_8fc351c593b851120463923bf5eb2ac7f94364a51532c16f4322302031b21402/Screenshot%202024-09-12%20at%2010.43.40%E2%80%AFAM.png?cb=a577bb63765e8d6f3ba11bc0dee62844) | Compression Type: zip or gzip | Uncompressed file | | **Concatenate Timestamp With Property** | Select a property to append a unique timestamp to and define the new property name. ![Screenshot 2024-07-19 at 9.24.24 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_3da26820dc94dc150685846c036888a7fa8c4e5087d1b73dfa28b30a53add00e/Screenshot%202024-07-19%20at%209.24.24%E2%80%AFAM.png?cb=262a0eed223a0fd30b0c4d730c747455) | 1. `Input Property Name`: Select a property to append a unique timestamp to and define the 2. `Output Property Name`: new property name ++Input++: ![image-20240119-105909.png](https://knowledgebase.zetaglobal.com/__attachments/a_6aef1cee0c575bdc5cae156e683c76d15f482973e344ce3ad2f31878fabdb11c/image-20240119-105909.png?cb=6de851b202af30e633f2b1d5c7472ea5) | Output file will have a new column added with the new property name ++Output++: ![image-20240119-105928.png](https://knowledgebase.zetaglobal.com/__attachments/a_427ef7a99dd14815dad1543d1f135ff49b1ff83aabbac550a1764a27d45d9dab/image-20240119-105928.png?cb=bb8ffc4549d2ec9da314f1f6b53a48f1) | | **Input File Format** | Sets input file type, quote character, row separator, and column separator values to ensure the data flow correctly reads the input files. ![Screenshot 2024-07-19 at 9.26.15 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_069bc4db260f3b8bd707bd71df1ff013eaeb8647746098169ce64f1682ab1b78/Screenshot%202024-07-19%20at%209.26.15%E2%80%AFAM.png?cb=7eda1f93541278b53af027285b4be142) ![image-20240117-185858.png](https://knowledgebase.zetaglobal.com/__attachments/a_b67937456bf72b5abe8574a0923566c4599a174f0e2105a87e2572b60d7f75ff/image-20240117-185858.png?cb=57c521fa37563eae023b2e027518a9bf) | 1. File Type: the type of file such as csv, JSONL 2. Quote Character: the character to represent quotes. Eg: double-quote (") or single quote (') 3. Row Separator: character that separates the rows. Eg: newline ("\\n") 4. Column Separator: the column separator character, such as pipe (\|) or comma (,) ++Input++: ![image-20240119-104736.png](https://knowledgebase.zetaglobal.com/__attachments/a_ac110e8cd52d2efa59c2db1b60c575bdc34f0496542cb879149b815ce5cabb79/image-20240119-104736.png?cb=b365fdf163610a852882a4ae561ebc4a) | For any input file with values pipe-delimited will retain the pipe delimiter in the output file with an addition of double-quote field frames. ++Output++: ![image-20240118-092207.png](https://knowledgebase.zetaglobal.com/__attachments/a_3396b0e723e941683cf16adeb7788aee10e4a805ff9f1cfdaaa339f35218f551/image-20240118-092207.png?cb=4b30112043f25c04c97a1e21f4076f20) | | **Input File Format (advanced)** | Advanced version of the Input File Format node to inform the Data Flow of the content of the input file. ![Screenshot 2024-09-12 at 10.45.48 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_4213a2db4f301af0e0b989555092c09856d1c88381dbc082d1432caa239a5ee5/Screenshot%202024-09-12%20at%2010.45.48%E2%80%AFAM.png?cb=475452959151e8a74ba6f32fb8cad2c2) ![Screenshot 2024-09-12 at 10.45.57 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_3891ca2f1244a35a8cc0e670749b1f8fbee729224d8b67ac7c3db9e822e3a8ee/Screenshot%202024-09-12%20at%2010.45.57%E2%80%AFAM.png?cb=80ee1dbfa7d997b06de84afc13e3d275) ![Screenshot 2024-09-12 at 10.46.09 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_bf561e00a9b0fb4ed6b6fd01f98c4095b05a75132155cbd68d8e69fc32c42fee/Screenshot%202024-09-12%20at%2010.46.09%E2%80%AFAM.png?cb=fbb07a2107f17ec946659ffe8f19c4b6) | Has Header Row: whether the first row is a header row. File Type: the type of file such as csv, jsonl Column Separator: the column separator character such as pipe (\|) or comma (,) Quote Character: the character to represent quotes. Eg: double-quote (") or single quote (') Row Separator: character that separates the rows. Eg: newline ("\\n") Encoding: the encoding of file. Eg: UTF-8-SIG Required Encoding: the encoding this file should comply with. Eg: UTF-8-SIG Extension: The extension of the file, that appears after the dot after the file name. Eg: csv, jsonl | | | **Source Archive Path** | Source files will be moved to this path once they have been retrieved. ![Screenshot 2024-07-19 at 9.28.13 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_053897696051e28684822ac75420069e342a97ec97e24ef66f10959b9553627a/Screenshot%202024-07-19%20at%209.28.13%E2%80%AFAM.png?cb=e38286fa71a89cca04a405f677b33390) | 1. `Source Archive Path`: Location and name of the archive folder the source file is to be moved to | This node allows you to move the source file into an archive folder. Please note that the folder should be located inside the source folder selected in the Source card. ++Output++: ![image-20240119-105746.png](https://knowledgebase.zetaglobal.com/__attachments/a_8b982ebb579994b17e01a0760b21085ee72262760e030004e983de13374ce201/image-20240119-105746.png?cb=5ab2c073253fc51986d8a129d3e607cd) | | **Custom Input File Type** | A text field to inform the data flow of the input file content type. By default, all files are considered to be of type CSV by the data flow. ![Screenshot 2024-09-12 at 10.57.58 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_32ecc6db086cf222e8316674942edfd05a7fdc85e41e69fc7870c6fbb9499a5e/Screenshot%202024-09-12%20at%2010.57.58%E2%80%AFAM.png?cb=3c3c7b47acd52896e225c89faaa8f955) | File type: The input file type such as csv, json, jsonl, txt, pdf, etc. | Input file is passed as is to the next node in the flow. | | **Input File Type** | A dropdown to inform the data flow whether the input file content is CSV or JSON. By default, all files are considered of type CSV by the data flow. ![Screenshot 2024-07-19 at 9.43.07 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_eb36e37b7877c0001e9810c39c8e0ae55713c162caa86d4fff85a61b9b2ca23a/Screenshot%202024-07-19%20at%209.43.07%E2%80%AFAM.png?cb=59731f8c6d6bb988aae68042b467ccd2) | 1. `Input File Format`: Select wither CSV or JSON based on your input file type. | Input file is passed as is to the next node in the flow. | | **Output File Type** | JSONL support only (CSV is default) ![Screenshot 2024-07-19 at 9.45.09 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_2518472a27ef48808868347b8c236e3bbeba2d44e166c58eccd9a836fb377bb1/Screenshot%202024-07-19%20at%209.45.09%E2%80%AFAM.png?cb=8d4b14b8be5370fac75724c621547dd3) | 1. `Output File Type`: A dropdown to inform the data flow whether the output files should be of type JSONL. Note that by default, all output files are considered to be of type CSV. ++Input++: ![image-20240118-092239.png](https://knowledgebase.zetaglobal.com/__attachments/a_16d969b64a55a5266fd4ed66141fe2c62bd052f664713e53d3959f9d9e0aaaff/image-20240118-092239.png?cb=13b446446f615da229895618f7317438) | The output file type will be based on the value chosen in the dropdown of `Output File Type` ++Output++: ![image-20240118-092247.png](https://knowledgebase.zetaglobal.com/__attachments/a_5702ab4601e59b57215dced16a5b7c0f5cbb5c816972be4af25ebd2a8652ba3e/image-20240118-092247.png?cb=2fd6b3c88c03c35fc88e90ead93cf473) | | **Split by Line Count** | Split into multiple output files by line count. ![Screenshot 2024-07-19 at 9.53.54 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_85d2941a31f8959600652e43f6f6dcdcaa382a4c291be613f9e1b2b8e65196bf/Screenshot%202024-07-19%20at%209.53.54%E2%80%AFAM.png?cb=6465aa74c37dc60f3399ea74cfd14d30) | 1. `Lines per File`[:](#)A integer that determines how many rows a file can contain. When the output file has more rows, the file will be split. ++Input++: ![image-20240119-103642.png](https://knowledgebase.zetaglobal.com/__attachments/a_df3885bfb6cb67157b071a91c018cd4624117a3f0d961f6a903a93f55d50e7f1/image-20240119-103642.png?cb=d61f72c3726ab312662803b1013d5fd9) | Multiple output files in which all files will contain at most `Lines per File` lines. Note that the last file may contain fewer lines. ++Output++: ![image-20240119-103651.png](https://knowledgebase.zetaglobal.com/__attachments/a_92f81dcbddf4e9dbb73bc97b4306ddce1aa96380528a29e1fdcf7799dd13c1bd/image-20240119-103651.png?cb=cfb3dadd145e0b5fac82adc5a7a2198b) ![image-20240119-103659.png](https://knowledgebase.zetaglobal.com/__attachments/a_978ed90bad77a1cf85a1c88c89802a8e87ac0946ee59f72735c412c26e40a5e3/image-20240119-103659.png?cb=35ccce638574f9955cec50d0681a3aeb) | | **Split File By Column Value** | A file is created for each distinct value in the column. ![Screenshot 2024-07-19 at 9.54.28 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_44b443b8c4448068546083eb843921e452c0d317e6c5da6d43db33080a89017f/Screenshot%202024-07-19%20at%209.54.28%E2%80%AFAM.png?cb=3a88854b485f90975e46197cdc331383) | 1. `Column Name`: the column name that you want to use to split the file 2. `Max Column Distinct Values`: the maximum number of distinct values expected in the `Column Name` column ++Input++: clean_test_records_out.csv ![image-20240119-104344.png](https://knowledgebase.zetaglobal.com/__attachments/a_f77d564e28a6061f75a23b41f9e16175046ad580076d11952b1cfaa9a89c8b9f/image-20240119-104344.png?cb=683895266df210f759b57b5e1e7b2119) | For each unique value in `Column Name` column, a file will be created. Please ensure that the number of distinct values are less than the `Max Column Distinct Values` value. ++Output++: clean_test_records_out.csv_NY_14638922748329.csv clean_test_records_out.csv_NY_14638922748330.csv clean_test_records_out.csv_MN_14638922748335.csv clean_test_records_out.csv_GA_14638922748346.csv clean_test_records_out.csv_OK_14638922748351.csv | | **De-dupe File** | De-duplicate records by unique values of selected properties. ![Screenshot 2024-07-19 at 9.55.35 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_13fe517f8b05e1decb4a2043acd99aed7736c46330090c015d5c16c7b9220948/Screenshot%202024-07-19%20at%209.55.35%E2%80%AFAM.png?cb=90bc699d414a7b574601804e90843c32) | 1. Choose one column from the input file to dedupe, and this action will keep the first tuple that has the data and delete all others. 2. property_names: Email 3. input_file_type: `CSV` 4. output_format: `CSV` ++Input++: ![image-20240119-104938.png](https://knowledgebase.zetaglobal.com/__attachments/a_b4f1586feea59fb33ad9347993eb19ded15ba916c92bbe49033f58c5a08c5992/image-20240119-104938.png?cb=4e37ff1e8ad4820b6ba318ad285bc10f) | The output file will have no duplicate rows ++Output++: ![image-20240119-104956.png](https://knowledgebase.zetaglobal.com/__attachments/a_585e24a495f8258cf9e15693365f274e51fb02d384e805e5df604fe9534c31b6/image-20240119-104956.png?cb=0c009804472f15f9ceaf04551c4c0d20) | | **Single Output File** | Merge multi-file output to a single file. ![Screenshot 2024-07-19 at 9.56.04 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_2cd53f343c8e6c7248521eca600979ab6b2366ebf78d3e99c2432e564780ca15/Screenshot%202024-07-19%20at%209.56.04%E2%80%AFAM.png?cb=f8c89ad80b597cfd2c3185b388618ec5) | 1. `Single Output File`: a toggle when switched ON, means that multiple files will give out only a single success email. ++Input++: ![image-20240119-103354.png](https://knowledgebase.zetaglobal.com/__attachments/a_f59a93229f64a165e1bd430ad4afd9389082b39f8a96dbd0bea6000a4f4c0186/image-20240119-103354.png?cb=7ffde886bd317d5d753ce24bcccb1469) | When the `Single Output File` toggle is switched on, the output of multiple input files will be merged into one. ++Output++: ![image-20240119-103403.png](https://knowledgebase.zetaglobal.com/__attachments/a_97da8920ee05658721be018520b64b66d21ce2bbfe2a20fd52c32428d151fd3e/image-20240119-103403.png?cb=c3f6013fff6b92712077fbb698c9b76f) | | **Non-Standard UTF-8 File Encoding** | Uses UTF-8-SIG encoding to reduce the likelihood of parsing errors in the input files. ![Screenshot 2024-07-19 at 9.56.40 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_8e6739b60ae24a7d6180db449e9972c61057704599b621b83bd4168ebefaf9f9/Screenshot%202024-07-19%20at%209.56.40%E2%80%AFAM.png?cb=ae3a155c335aac327baec273e4e3015a) | 1. Input Data Flow Name: `UTF_8_Test` ++Input++: ![image-20240119-104618.png](https://knowledgebase.zetaglobal.com/__attachments/a_d7d33949d4251be8581c290bc1712a4bb5b14779b1c91750e145e76598db5565/image-20240119-104618.png?cb=80463a730ce817858fb9750d9a17bbd6) | File such as `UTF-8-BOM` will be converted to `UTF-8` when the input goes through a non-standard UTF-8 File Encoder ++Output++: ![image-20240119-104627.png](https://knowledgebase.zetaglobal.com/__attachments/a_2dbc1a21da9d898826f8024dee52b4fa76b2ae6f9b6a3d3b449e90481a3966f4/image-20240119-104627.png?cb=75535d3c4ddaafad9d954db85979837a) | | **JSON Columns Re-serializer** | Only relevant for BQ-\>JSONL exports with JSON column values (multiple columns) ![Screenshot 2024-07-19 at 9.57.20 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_91b6fc9228161ec6a1f297f90c0a507773acf501748d6273860b0e29bdabcdfa/Screenshot%202024-07-19%20at%209.57.20%E2%80%AFAM.png?cb=ad39232701614b590abed1d742cd0548) | BigQuery refers to querying Snowflake or another external database using SQL to obtain the data used in an audience or data flow. If your desired data flow that you're trying to test is not using such a query, there is no impact on your testing for that message. [Learn More](https://knowledgebase.zetaglobal.com/zmp/data-conductor) | | | **Add Single Column Header** | Set first column header name. ![Screenshot 2024-07-19 at 9.58.19 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_dba9a87e3c72aebf45ff905dd343af12c67fcc6f84310f61f62d7fe2d6c51336/Screenshot%202024-07-19%20at%209.58.19%E2%80%AFAM.png?cb=2ae0c4dc750c817369c0a1af49016ba2) | 1. `New Column Name`: All the column names in the input file whose values need to be distributed into different columns. ++Input++: ![image-20240119-104042.png](https://knowledgebase.zetaglobal.com/__attachments/a_d12f25c0f1977f611de01eed5936ab785354df51e16e9cc9a2d805c2c9b81ae9/image-20240119-104042.png?cb=58b2c658c4fca528acb1abea79bbb723) | Every unique value in `Column Name` column separated by commas will become individual columns. ++Output++: ![image-20240119-104102.png](https://knowledgebase.zetaglobal.com/__attachments/a_f1c671e3b8bf3472ebc4a58d4c72cdf34b13bc9fd722baa75f221432f44f4738/image-20240119-104102.png?cb=e1345256ef444484ef7abba8063213a2) | | **Use CSV Implicit Header** | ![Screenshot 2024-07-19 at 10.15.57 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_61e47e09b91a8643297b2be8e672f186470e1703e5df7ed15f0b5d9cada43709/Screenshot%202024-07-19%20at%2010.15.57%E2%80%AFAM.png?cb=2c7f02421c28a035fa376aad3cf296ca) | 1. Enabled: `True`/`False` ++Input++: ![image-20240119-103751.png](https://knowledgebase.zetaglobal.com/__attachments/a_d0529bcf68eaa479b5bad903676753231b583e618db03ebacd89f749b1c2af13/image-20240119-103751.png?cb=2b53a7e986457e9966b4edfcc8faff6d) | This action node adds 'double quote comma' to the output file. The same action takes place to both the input files with and without headers. ++Output++: ![image-20240119-103804.png](https://knowledgebase.zetaglobal.com/__attachments/a_4da6c8341d14b3e4abf0bb884920a5bbaba5a51abdeec0a73da6b36f81cfc97c/image-20240119-103804.png?cb=9ac89bfd6fc056e60a02baf3a72ca4ea) | | **Enable/disable header validation** | Header validation should only be enabled if required. ![Screenshot 2024-07-19 at 10.17.16 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_b0433d95a9f85703f6039662c8e332fa6f2c88dd1a30875492305bb655b1251b/Screenshot%202024-07-19%20at%2010.17.16%E2%80%AFAM.png?cb=7fde31d239e293f5a4b9f2109118d856) | 1. `Enable/disable header validation`: a toggle, when switched ON means that the headers of the input file will be considered when applying the action workflow. ++Input++: ![image-20240119-103814.png](https://knowledgebase.zetaglobal.com/__attachments/a_5b13ff07027ebb80baebee4f2e7bd7d50f37480121835bc2cf7a56ecbe137cfe/image-20240119-103814.png?cb=4094ded0f2a1e0b59f5b2a0ded182513) | In both cases of the `Needs header validation?` toggle being switched on or off, the action node adds 'double quote comma' to the output file. ++Output(when enabled)++: ![image-20240119-103822.png](https://knowledgebase.zetaglobal.com/__attachments/a_e43ad1233b7786161fe4c97570aa1aa2d0482387a283bbba2e352862a2a21831/image-20240119-103822.png?cb=cccbfa095df3bfe36a0ae6c954dd63e4) ++Output(when disabled)++: ![image-20240119-103830.png](https://knowledgebase.zetaglobal.com/__attachments/a_c6be757bbc1caa66b10599607992dca2e1b2864cfb9aaf7921401cc69289cf5e/image-20240119-103830.png?cb=f2f450aa4114f9399bb15234df8c339a) | | **Override Start Date** | Can be used to override a flow's start date, particularly for file-based data flows such as those using sources like SFTP, Amazon S3, etc. Note that this node is not necessary for Snowflake and BigQuery, as they already support this feature. ![Screenshot 2024-07-19 at 10.18.32 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_7984cae6bdf7184ab23f252bf0f02bc9ba73bed5f5bf54ddfbb3d79a4cfad284/Screenshot%202024-07-19%20at%2010.18.32%E2%80%AFAM.png?cb=4f396b053db009e82fda8d2bd320f652) | 1. `Start Date`: Use this node to set the start date of a data flow. | You can use the `Override_Start_Date` to set the dates for file-base flows just like for the database-based flows. | | **Run Frequency/Schedule** | Sets the Flow's run frequency to either Daily or Hourly ![Screenshot 2024-09-12 at 11.00.39 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_f9b7e525eadb755eb2d3837c30f81ea39e9da2662189d5b728f777f41b1359cd/Screenshot%202024-09-12%20at%2011.00.39%E2%80%AFAM.png?cb=2cecf6817964323b879754f318ad7b23) | Run Schedule: Choose the schedule between Daily and Hourly. | The Flow will be executed at the chosen frequency. | | **Cron-based Run Frequency/Schedule** | Sets the Flow's run frequency with a cron string. ![Screenshot 2024-07-19 at 10.20.53 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_4439f6b15cfaa36d0d3116526fcb0ff22a89e348a0154149077f59fec2f37827/Screenshot%202024-07-19%20at%2010.20.53%E2%80%AFAM.png?cb=769e15aa51cd474e15776a479a93577c) | 1. `Cron String`: Uses cron syntax when scheduling the data flow | For example, `0 12 * * * `: Fire at 12:00 p.m. (noon) every day `15 10 * * * `: Fire at 10:15 a.m. every day `0-5 14 * * * `: Fire every minute starting at 2:00 p.m. and ending at 2:05 p.m. every day | | **Success Email Notifications** | Receive Success Notification Emails when the Data Flow execution has succeeded. ![Screenshot 2024-07-19 at 10.22.33 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_cfa5e64e679e61d028342f84c1a8de7645b581034186f560138fff11f3627d7e/Screenshot%202024-07-19%20at%2010.22.33%E2%80%AFAM.png?cb=5c5fa899f714976934cae33eb0a6748c) | 1. `Success Notifications`: A multi-value list that can accept multiple email addresses that will receive an email when this data flow is successfully executed. | Success email notification to the email addresses entered in the `Success Notifications` input field. ![image-20240118-092340.png](https://knowledgebase.zetaglobal.com/__attachments/a_845479465632e641859905d559501b08f67056cb01bb2780c1758bfac0431c90/image-20240118-092340.png?cb=88122f2734f83d9fae575172903b76b6) | | **Failure Email Notifications** | Receive Failure Notification Emails when the Data Flow errors. ![Screenshot 2024-07-19 at 10.23.14 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_f36e3304987e69be4e52c4a67cd06b225e93703d64180c7295ba012dcf054e01/Screenshot%202024-07-19%20at%2010.23.14%E2%80%AFAM.png?cb=7458943f405eb47bf911a5b4a460375c) | 1. `Failure Notifications`: A multi-value list that can accept multiple email addresses that will receive an email when this data flow fails to execute. | Failure email notification to the email addresses entered in the `Failure Notifications` input field. ++Output++: ![image-20240122-160822.png](https://knowledgebase.zetaglobal.com/__attachments/a_ac3ebc5fa5154542ce574ec6ac66b0a488ee38672654f5475aa3431f72658a28/image-20240122-160822.png?cb=071669e5dc5cd7950c156249d5bb7ab4) | | **Add Global Property to file** | Define a new property with a static value that is the same for all records in the file. ![Screenshot 2024-07-19 at 10.24.24 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_e890c9ca8d1fa4a617198181073713b816dc46faaf25a69fa2af73a08bc70cfb/Screenshot%202024-07-19%20at%2010.24.24%E2%80%AFAM.png?cb=19c754054f92876b72c30cad317b7c35) | 1. `Global Property Name`: The property's name that will be added as a global property. 2. `Global Property Value`: The static value that the property should take. ++Input++: ![image-20240119-103537.png](https://knowledgebase.zetaglobal.com/__attachments/a_f7746f828d6859b3511d91264175d0d214ff730eab6fe457ec5b01934a063d62/image-20240119-103537.png?cb=82d8ad67e0c73290481a12ca44d94f7a) | A file will be generated with an additional column whose name will be same as the value entered for `Global Property Name` field and value on each row will be the value entered in `Global Property Value field.` ++Output++: ![image-20240119-103601.png](https://knowledgebase.zetaglobal.com/__attachments/a_1086d7c006ac24825c6dcdc0de6e7149a33f81992dc93744a16635c58ca07be4/image-20240119-103601.png?cb=fa562dcb0fa153fdaab88aca16b88b8f) | | **Rename Output File** | Set final file name based on regular expression pattern. ![Screenshot 2024-07-19 at 10.26.39 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_7d28cbed08edd2e582c8391edefc113703c4150accae7dc98ec009b9bca440d9/Screenshot%202024-07-19%20at%2010.26.39%E2%80%AFAM.png?cb=6b78399fb84ec77b5c1e3b7a6c778972) | 1. `File Name Match Pattern`: The file name that needs to be changed 2. `File Name Replacement Value`: The name you want the output file to have ++Input++: ![image-20240119-104859.png](https://knowledgebase.zetaglobal.com/__attachments/a_356c42eaa1ecf04ea2020b1322a69d779068f650521c3aeaab79bab85f2442a0/image-20240119-104859.png?cb=83a5409359e9c349a09fc0d42932f903) | File with match pattern `Test_Data_flow02142023_7v13_result_Rename_output_file.csv `will be renamed to `Test.csv` when the replacement_value entered is `Test`. ++Output++: ![image-20240119-104850.png](https://knowledgebase.zetaglobal.com/__attachments/a_48c4a7489ab4627553475ae43d25e9d989e108e4cc9ea0619ad8e15de93874b4/image-20240119-104850.png?cb=05250bb2b51558efdea737239107606d) | | **Validate Source Row Count (jsonl)** | This function validates whether the number of rows matches the count value mentioned within the same JSONL file. ![Screen Shot 2024-01-24 at 12.25.21 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_55eefc5b01a0846e739ebf58142b6b5e3c310e8aed90d7b38167db47b17e4c7e/Screen%20Shot%202024-01-24%20at%2012.25.21%20PM.png?cb=40a422faec2a22c668813679e5a555ae) | 1. `Expected Count Attribute Name`: the row count entity name 2. `Notify on Failure Emails` : DL that receives email when this row verification process fails. 3. `Notify on Success Emails`: DL that receives email when this row verification process succeeds. ++Input++: ![Screen Shot 2024-01-24 at 12.33.59 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_5c467cf6db8090ba7b1dcfe97261213db97cc60b0ddf81723f4bb31bdc7788f3/Screen%20Shot%202024-01-24%20at%2012.33.59%20PM.png?cb=e51f0b07873854d50a231697d00cb0f2) | The output file generated will be named validated_\ where \ is the input file that validation was performed upon, if the validation succeeds. If the validation fails, output file will NOT be generated. In either case emails that were entered in input fields 2 and 3 will get emails. ++Output++: ![Screen Shot 2024-01-24 at 12.35.03 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_c2564ba04c3778b6f430f05c306483be076b5edae64c9c6592934e8c4ac004d1/Screen%20Shot%202024-01-24%20at%2012.35.03%20PM.png?cb=f2d1bc2b943f86f08fe72e0974a2ce1e) | | **Validate Source Row Count (csv)** | This function validates whether the number of rows matches the count value mentioned within the same CSV file. ![Screen Shot 2024-01-24 at 12.27.08 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_9bb564760565156780472ba6921a2f5b125c8d0487dfb19ba457fe52cf9bf2b5/Screen%20Shot%202024-01-24%20at%2012.27.08%20PM.png?cb=b873a3df1f80d66c0ea4f6424519c15a) | 1. `File Contains Headers` : toggle to inform the ETL whether the first row in the CSV file is a header. 2. `Include Header in Count` : toggle to decide whether you want to count the header row. Note that this toggle will have an effect ONLY IF the toggle in point 1 above was switched ON. 3. `Row Count Position`: 0-based position of where the row count value exists in the CSV file. For example, if the count is in column C in Excel, you will enter 2 (and NOT 3) 4. `Notify on Failure Emails` : DL that receives email when this row verification process fails. 5. `Notify on Success Emails` : DL that receives email when this row verification process succeeds. ++Input++: ![Screen Shot 2024-01-24 at 12.35.38 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_b80e076600d24216302cd28ab37cb02e0dc9b501f840a235da7c13ede4018007/Screen%20Shot%202024-01-24%20at%2012.35.38%20PM.png?cb=c0b322cd01f319547220cfa058388b5f) | The output file generated will be named validated_\ where \ is the input file that validation was performed upon, if the validation succeeds. If the validation fails, output file will NOT be generated. In either case emails that were entered in input fields 4 and 5 will get emails. ++Output++: ![Screen Shot 2024-01-24 at 12.35.38 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_b80e076600d24216302cd28ab37cb02e0dc9b501f840a235da7c13ede4018007/Screen%20Shot%202024-01-24%20at%2012.35.38%20PM.png?cb=c0b322cd01f319547220cfa058388b5f) | | **Add Row Count Metadata (jsonl)** | This function adds a new entry as the last row to represent the number of rows in the file. ![Screen Shot 2024-01-24 at 12.27.32 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_6b06c64641aeabbbed0b7e3cde09a48eb1248b2ff53f2bfc05ac79918695f9e3/Screen%20Shot%202024-01-24%20at%2012.27.32%20PM.png?cb=c3eff6f5fb938211f7de9b9cb49c7cb4) | 1. `Expected Count Attribute Name` : the name of the row count property in the JSON file. ++Input++: ![Screen Shot 2024-01-24 at 12.36.16 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_553e2e306d473c24b49794b6a081e3f044343622e08964a0d7e8af7593488130/Screen%20Shot%202024-01-24%20at%2012.36.16%20PM.png?cb=aaf8d50a2a691d8709aaf2f7161b0947) | The output file generated will be of same name as the input file. Of course, the output file will have a new row representing the count value. ++Output++: ![Screen Shot 2024-01-24 at 12.39.04 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_e78f5ec3bb5544f13e1e701b1de758361f9192d459be0fea1f04da473dde941e/Screen%20Shot%202024-01-24%20at%2012.39.04%20PM.png?cb=878dadb5b6cc12d48ea0049ff177940f) | | **Add Row Count Metadata (csv)** | This function adds a new entry as the last row to represent the number of rows in the file. ![Screen Shot 2024-01-24 at 12.38.35 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_73c0ac39598a48461f1ed5c10f20cc21455452256208cf39afea65633135ca26/Screen%20Shot%202024-01-24%20at%2012.38.35%20PM.png?cb=b864ce7d36b6a295b54ab4678f312fcf) | 1. `Include Header in Count` : Toggle to inform ETL on whether to count the header row or not. 2. `Row Count Position` : The position in CSV file where the row count should be entered. Note that the position is 0-based. For example, if you want the count to appear in column C in Excel, you will enter 2 (and NOT 3) ++Input++: ![Screen Shot 2024-01-24 at 12.36.35 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_42acc33a0eaa0c2e30fadc52179b27a511cb0036aa56468de32c3b412984334a/Screen%20Shot%202024-01-24%20at%2012.36.35%20PM.png?cb=321f3f041112255a142b023c2040a638) | The output file generated will be of same name as the input file. Of course, the output file will have a new row representing the count value. ++Output++: ![Screen Shot 2024-01-24 at 12.38.03 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_2e89cd2d049d985c3d1bcffba2c557dff7b19619919567ee8c9b6851789e41be/Screen%20Shot%202024-01-24%20at%2012.38.03%20PM.png?cb=ae3c343104b95e10bfe0ff6f5aca5e1e) | | Custom Python Transformation (UDF) More information available in the section below | Create your own transformations in Python 3.11 (row-based or DataFrame-based). Powerful editor with validation, preview, and 200+ approved libraries. *See the "Custom Python Transformations (UDF)" section for examples \& agent tools.* ![image-20251008-075431.png](https://knowledgebase.zetaglobal.com/__attachments/a_3190e910980bfc8f1e95b18881513c90d93f573018f59031047ab0d36be1b94d/image-20251008-075431.png?cb=18c4ff7a153d05e203b8e953ce4cf443) | Mode (Row/DataFrame); Python code; optional failure threshold; continue-on-failure toggle. | Transformed output file(s); optional error file with failure reasons; job logs. | ## Custom Python Transformations (User-Defined Functions) Let advanced users write and run Python 3.11 inside Data Flows to perform custom row- or DataFrame-level transforms, beyond the prebuilt nodes. Editor includes syntax highlighting, linting/validation, sample-input preview, and side-by-side input/output. 200+ vetted libraries are available (e.g., `pandas`, `numpy`, `hashlib`, `datetime`, `requests`, `cryptography`). ### Processing models * **Row-based** -- simple, per-record logic. * **DataFrame-based** -- column or aggregate operations (faster on large sets). ### Failure handling * Threshold (e.g., fail if \>50% of rows fail) or continue and skip failed rows. * Error file produced with reasons (UI surfacing planned). ### Examples |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **DataFrame-based** | | Python import hashlib output_df['email_md5'] = input_df['email'].apply(lambda x: hashlib.md5(x.encode()).hexdigest()) output_df.drop(columns=['email'], inplace=True) | |----------------------------------------------------------------------------------------------------------------------------| | **Row-based** | | Python import hashlib def transform_row(row): row['email_md5'] = hashlib.md5(row['email'].encode()).hexdigest() return row | ### Best Practices * Use**DataFrame mode** for transformations that affect multiple columns or require aggregations --- it provides full-table context and better performance on large datasets. * Use**Row-based mode** for lightweight, record-level operations such as combining or cleaning individual fields --- it's simpler to read and easier to debug. * For small datasets or quick adjustments, **Row-based mode** remains the most efficient choice. ## Code-editor Agent (validation \& suggestions) follow-on capability This follow-on functionality allows you to invoke an AI agent from the editor console to improve code quality and speed. ![image-20251008-075900.png](https://knowledgebase.zetaglobal.com/__attachments/a_d4f5203ea8e03cbd9db23a6a0ea42177e050f9ec96fc2e61c4940b480dd9fcce/image-20251008-075900.png?cb=186a37e9715a681bad318b900e493b36) ### Capabilities * **Validate code**: highlight edge cases, unsafe ops, and library misuse. * **Suggest edits**: refactor to DataFrame ops, vectorize, or add guards. * **Generate test data**: create synthetic samples or pull sample inputs from source folders to preview outputs. * **NL → Python**: draft a first pass from a natural-language description. ### How to use (editor console) **1.** Click on **Agent** \>**Validate code** to run checks and receive inline comments. **2.** Click **Agent** \>**Suggest improvements** to get a patch-style diff. **3.** Click **Agent** \>**Generate test data** to attach/preview sample input. *(If enabled in your account.)* *** ** * ** *** --- language: "en" --- # Actions Node ![actionsnode.png](https://knowledgebase.zetaglobal.com/__attachments/a_436429fa51a1dc22d2ee0c587e931459d9787598c63e3bfdb351f3d2bc618ba9/actionsnode.png?cb=24034cee8c45c8e6ae5007496406ff15) Once a person enters an experience, you can set up events, delays, splits, and actions to move that person along in the workflow. The Actions node allows you to send the user campaigns on owned channels, as well as add them to audiences to be targeted on paid channels or update data on their ZMP profile. ![image-20251028-193806.png](https://knowledgebase.zetaglobal.com/__attachments/a_b57c3e989910dcef7a1bfd849c46511596f03c7f12c924b089aa7dc90c5bad81/image-20251028-193806.png?cb=3ce85cc0a74ca1a309c09fd97dd64fb7) The Action types available are: * Add Campaign * Add/Update data on the profile * Sync * Sync to List * Sync to Programmatic * Sync to Facebook * Sync to Google Ads * Sync to Yahoo DSP * Trigger Another Experience ![image-20251028-193857.png](https://knowledgebase.zetaglobal.com/__attachments/a_31ec6d243147e0b73ce8fcead2d3fbe3bde1468ace8b471b02a32641f2873dd2/image-20251028-193857.png?cb=46cfb8d540aed7e5c16071afc766e8aa) The Actions menu allows you to select how you want to reach the people in your experience. ## Send Action The Send action allows you to deploy a message across email, push, SMS, or webhook channels to a user as part of the experience. The view in campaign creation is similar to that of a broadcast campaign. However, on the right side, instead of an audience selection, you are shown where within the experience the current campaign you're working on, is. Any content to be used within an Experience should be created in a test campaign first and then migrated to the **Send Action**once it's tested and ready. ### ++Add a Campaign++ **1.** To add a campaign to your experience, select **Actions** from the node menu to open the Actions panel. **2.** Click on **Add Campaign**. **3.**You can either duplicate an existing Triggered Campaign from your account or choose to build one from scratch. You can search for your campaigns using the search bar (hit enter to execute a query). ![image-20251028-201651.png](https://knowledgebase.zetaglobal.com/__attachments/a_9ac6fa7fb3dd293027e2dcf5b8aef0b36ccff89c6889b8d335666d1f3cf139e5/image-20251028-201651.png?cb=c351e1325cad266db98e3555846e4dea) ![image-20251028-201858.png](https://knowledgebase.zetaglobal.com/__attachments/a_74e1f06411e78044eb7575b4f67f3645b0c3b467f06774420ce2abf18861ae48/image-20251028-201858.png?cb=4e6eb84cc5844546114ab7ef415ae0fc) **4.** Once you make your selection, give it a unique name and click on **Create Campaign**. ![image-20251028-202013.png](https://knowledgebase.zetaglobal.com/__attachments/a_2115f046544858c3d8e522dcb5bd656fd11d0000351bdc6ed94feecff748eed3/image-20251028-202013.png?cb=dd2b6b268240f03d660aa95c3e184a0b) * You will be redirected to the Campaign Builder page to make edits. If you choose to duplicate an existing campaign, everything about the campaign will be copied over, from the subject line to body content to tags. Make sure to review your campaign before sending. * You will also see **Forecasted Performance** metrics for email and SMS/MMS. **5.** When you're finished, click on **Done** to return to the experience. All your changes are auto-saved. |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![info](https://knowledgebase.zetaglobal.com/__attachments/a_884d7ff6d71a3bc9f376b4711d9a31f7c0e743f18e5ee7fdfcf3c095ba725e0f/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) If you have the [Campaign Approval Management](https://knowledgebase.zetaglobal.com/kb/campaign-approval-management) feature enabled, you'll need to set the campaign to **Approved** before activating the experience or else the campaign will be skipped. ![image-20251028-202124.png](https://knowledgebase.zetaglobal.com/__attachments/a_60d7e30648c158ac21e0f961ffddca660cdd9d7352bb94e7652d63b9805eb21b/image-20251028-202124.png?cb=de0ea83a45af6012858ae6b7671a4e78) | ++**A/B/n Testing in Experiences**++ Learn more about native campaign experimentation tools in Experience Builder: [A/B/n Testing](https://knowledgebase.zetaglobal.com/kb/a-b-n-testing) and [Automated Channel Optimization in ZMP](https://knowledgebase.zetaglobal.com/kb/automated-channel-optimization-in-zmp). For most use cases, you can use the native A/B/n testing tool in Triggered Campaigns to set up your optimization metric and distribution. But if you want to test variables such as time of send or use a holdout group as your control, you can set this up using a combination of nodes. **1.**At the point of a test, add a Split Randomly node and configure your branches (up to 5) and the percentage of people that should go to each branch. * If you want, you can name the branches. Otherwise, the branch names will default to **Split A, Split B,**etc. **2.** Add a campaign (or any relevant action) to your control branch. **3.** In the next branch, leverage the duplicate campaigns feature to make a copy of the control campaign and then make the necessary content changes that you're testing. * You can substitute any type of treatment here, such as delays for the testing time of day or other actions, if you want to test by channel. If you're testing time and not content, you can duplicate the control campaign in a few clicks and move on quickly without having to build from scratch. ### ++Edit a Campaign++ Prior to activating an experience, you can make unlimited edits to your campaign and other nodes. However, once you activate an experience, you are not able to deactivate it to make edits without ejecting the people who are in flight at that time. The one exception is the campaign node. You can edit a campaign in an activated experience from two different places: **1.**Click on the campaign node in the experience canvas. **2.** Go to **Campaigns** \>**Triggered** to find your campaign. ![image-20251028-202241.png](https://knowledgebase.zetaglobal.com/__attachments/a_b5422765f116589f72079d1c62980f90303104b7c07d8d5cb8712d3b7a8b235a/image-20251028-202241.png?cb=aee55628cde8ea0af6af640812184dbd) If your account uses the [Campaign Approval Management](https://knowledgebase.zetaglobal.com/kb/campaign-approval-management) feature, then you will need to set the status to **Draft** in order to make changes. Once you make your edits, set the campaign status to **Approved** and click on **Done** to confirm your changes. It will take about 1 hour for your changes to take effect due to the caching of the activated experience. ### ++Replace Campaign++ If you decide to replace a campaign at a node entirely, you can do so while also updating the downstream dependencies so that the events in the later experience point to the replacement campaign. **1.** Click on the campaign node to open its menu. Select **Replace Campaign**. ![image-20251028-202339.png](https://knowledgebase.zetaglobal.com/__attachments/a_53fbc5aef181e633820ece7fa904c25a6b8f8d3b731dd713e3058b3356deb37c/image-20251028-202339.png?cb=807433b8b323e854c6cb55e96cf8d37b) **2.**The panel will reopen so that you can replace it with a duplicate of an existing campaign or a brand-new campaign. ![image-20251028-202432.png](https://knowledgebase.zetaglobal.com/__attachments/a_ef98a67706e04d3e51ab0a26599eb31764463de7fa34a648ef3719cc78582fbc/image-20251028-202432.png?cb=a4574f85e24d23569464d80c512b0570) ### ++Delete Campaign++ A campaign cannot be moved from one experience to another, nor can it be used in more than one experience. When you delete a campaign node in an experience thathas never been activated, you will have the option to keep the campaign to be duplicated later or let it be deleted. ![image-20251028-202540.png](https://knowledgebase.zetaglobal.com/__attachments/a_66356f1a391e3906001e0bba49ee2e25f19c470bfe3dd5cdb54e84b099d6e878/image-20251028-202540.png?cb=e5bfce4f4d091222bc8b263416828e6d) Only campaigns that are not attached to an experience (orphans) can be deleted from the Triggered Campaigns page. ![image-20251028-202624.png](https://knowledgebase.zetaglobal.com/__attachments/a_0d95ef1a1fdb89f11d9487137faccb0e64cd8ab34c554e9163b2d9fbea033674/image-20251028-202624.png?cb=f9e9163dd76076be29abdbb3ae5f1e9a) ![image-20251028-202658.png](https://knowledgebase.zetaglobal.com/__attachments/a_9763d6f40f57639a69ed44fbe644d659ae74f0e3f5f9caad1c3d797b78ab242a/image-20251028-202658.png?cb=19b4fcfa676c85ad66697fe66c0502a3) ## Add/Update Data on the Profile This node type can update people properties per user, either by setting a static value, a value from an upstream event, or clearing the value altogether. If a property doesn't yet exist on a user's profile, then it will be created with the specified value when they pass through the node. * Selecting **Set Value** will update the property based on a static value. This field does not currently support ZML tags. * For counter data types, you can select whether to increment or decrement by a numeric value. To decrement, enter a negative value. * Selecting **Clear Existing Value** will reset the property. * Selecting **Set Event Value** will update the property based on the value of a property in an upstream event. The data types of the profile property and event property must match to sync. ![image-20251028-194247.png](https://knowledgebase.zetaglobal.com/__attachments/a_5040f7d30a16770f58489ed540c37a33b510a180fe7ad495f5cbd133b720e744/image-20251028-194247.png?cb=824eadc7e3ce971d7f938cf81047da58) ![image-20251028-194935 (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_7785e0b63f0f985086abaeb506c6fb218b4a28d493e099acc3a87f55845057ba/image-20251028-194935%20(1).png?cb=7da1229b7ea6b69de7e88bc2cb399f97) ## Sync Action This node type can add or remove users from lists in ZMP, Zeta DSP, or third-party ad networks. ### ++Sync User To a List++ You can sync users to Customer Lists in your account. If you want to create a new one, simply type in a name and save it. ![image-20251028-195121.png](https://knowledgebase.zetaglobal.com/__attachments/a_b2fcd3a6b3c4feafde06c7c3baa7c44307281bf6eb440a28bf16d9c01818a4ae/image-20251028-195121.png?cb=ad96393a542a519e0722cffb7337609e) Once the node is saved, you can view the segment in a new tab by clicking `View Segment` in the node menu tab, which will open the **Segments \& Lists** page with a prefilled search result. ![image-20251028-195236.png](https://knowledgebase.zetaglobal.com/__attachments/a_45b55afd6dfb80f7286f72e62c3cfba514fd23c5c83c983ba8c21bd12c6e466c/image-20251028-195236.png?cb=ecf15b1eea1479f2a0a693b40dc3ebb3) Clicking `View Users` will give a sample of the users already in the audience without having to leave the experience. ![image-20251028-195738.png](https://knowledgebase.zetaglobal.com/__attachments/a_7a80ded474f6fdc927b5d78289e4d96efbe74d623ac308108ee2e353658f60a8/image-20251028-195738.png?cb=83e2c617ab4fc0d921b787221d7a9da4) Once a user enters the experience, it is not possible to suppress that specific user. However, if you wish to prevent a particular user from receiving the email, you can add them to the global suppression list. Once the user completes the journey, you will need to add them to the suppression segment. This will ensure that the user is excluded from future email communications. ### ++Sync to Programmatic++ You can sync users to Zeta DSP via Customer Lists. Every Customer List is also available to be used on Zeta DSP, and you can choose to add or remove people via experiences. ![image-20251028-200014.png](https://knowledgebase.zetaglobal.com/__attachments/a_150ffc730d4a339e5ce0d76dfb22da851f7c705347c3dfd365f2b8dfde959787/image-20251028-200014.png?cb=39a59a3410dc98b61205002e53ae074b) ### ++Sync to Google Ads++ This Sync Action allows you to add or remove users from an existing or new Google Customer Match Audience for further treatment. This option requires you to authenticate your Google account on the [Connections](https://knowledgebase.zetaglobal.com/kb/connections) page to be used. ![image-20251028-200451.png](https://knowledgebase.zetaglobal.com/__attachments/a_dff5b1e7c922341aaef103f2226172dc98bef7bb9baa466f1cf2471391c17073/image-20251028-200451.png?cb=a4e7591e39815ed11c3a3041f74d2318) ### ++Sync to Facebook++ This Sync Action allows you to add or remove users from an existing or new Facebook Custom Audience for further treatment. This option requires you to authenticate your Facebook account on the [Connections](https://knowledgebase.zetaglobal.com/kb/connections) page to be used. ![image-20251028-200826.png](https://knowledgebase.zetaglobal.com/__attachments/a_6cb28c2c254c3a3762e689bb215d97bff86a8ffff6a6620be2d9c4d7d989abb2/image-20251028-200826.png?cb=41be7db7a7890473b7fd7be0758474dd) ### ++Sync to Yahoo DSP++ This Sync Action allows you to add or remove users from an existing or new Yahoo DSP audience for further treatment. This option requires you to authenticate your Yahoo DSP account on the [Connections](https://knowledgebase.zetaglobal.com/kb/connections) page to be used. ![image-20251028-201109.png](https://knowledgebase.zetaglobal.com/__attachments/a_ca68798b7d1d8dd91623bb072487d7de088fba76a40cbcbc52edd86d9de3d451/image-20251028-201109.png?cb=a7df8f3c3001c55f597dee59522b7751) *** ** * ** *** ## Trigger Another Experience Experiences with unknown users will be sent as unknown users to the new experience(s). To chain experiences together, connect them via the **Trigger Another Experience** action node in one experience and the **From Another Experience** trigger node in the second experience. This feature allows you to configure users to travel seamlessly between workflows. **1.** From the actions panel, select **Trigger Another Experience**. **2.** Select an experience from the dropdown list. This list consists of experiences that begin with the **From Another Experience** trigger node. **3.** Click **Add to Experience** to save. **4.** This experience will now appear in the **From Another Experience** trigger node in your destination experience. You can view the name, ID, node ID(s), and status of this experience, as well as a link. **5.**There is no limit to the number of experiences that can be triggered from a single source experience, including multiple touchpoints to the same destination experience. **6.** By default, a user triggered to another experience will continue its journey in the source experience simultaneously. If you want to exit a user from the source experience so that they are only in the destination experience, don't put a node after the **Trigger Another Experience** action node so that it appears as the final point in the experience path. If you put a node after the **Trigger Another Experience** action node, the user will be in both experiences and continue until they meet exit criteria or finish their journey normally. ![image-20251028-201311.png](https://knowledgebase.zetaglobal.com/__attachments/a_372afbf66c08bc510244969439f4f5616e1696a82204c8e92ebd9f446706d04c/image-20251028-201311.png?cb=e9d0b75b460810ef0178a2b696a9b36a) ![image-20251028-201511.png](https://knowledgebase.zetaglobal.com/__attachments/a_359a63a329ad3f933f67810ae0ff695e0ccfef4074269cf0420e8f9b108bcb7b/image-20251028-201511.png?cb=61be9f335de0d3e9cd972646268a46ba) *** ** * ** *** --- language: "en" --- # Activity by Day and Hour ![2022-05-06_14-01-06.png](https://knowledgebase.zetaglobal.com/__attachments/a_df0bcf663963bcc4d1ee3990d3e41e20d678b0b671673e9821f24830ac40868c/2022-05-06_14-01-06.png?cb=776af5ee90ecffc8d5b072e99a5b829d) The Activity by Day and Hour Report gives an aggregate snapshot of when people are most engaged with their email programs. You can also filter quickly by various device types to observe varying trends. This shows you a view of what days of the week and times of day had the highest engagement across device types. View this report to better understand when your customers interact with your email marketing communications. ## Unique vs. Total Unique vs. Total views can be selected in the left-side navigation. ## Device Type Views Device Types can be filtered easily via the checkboxes at the top of the report. ![:info:](https://knowledgebase.zetaglobal.com/__attachments/a_884d7ff6d71a3bc9f376b4711d9a31f7c0e743f18e5ee7fdfcf3c095ba725e0f/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) Certain less common device types such as Console, may or may not show depending on whether or not any data exists for that device type. ## Prompts vs. In-Report Filters The Prompt allows a user to select the top-level dataset that the report will report on, while the in-report filters allow for fine-tuning after the report is compiled. To Re-prompt a report, click on the **paper icon** (with a question mark on it) and select **File**\>**Reprompt**. | **Prompt Option** | **Description** | |-------------------|----------------------------------------------------------------------------------------------------------------------------------------------------| | Sent Date | Filtering based on the day/time that a campaign was sent rather than when the response (open/click/conversion/etc) from the subscriber was logged. | | Sent Time Zone | This provides the ability to adjust the time zone of the sent date/time. | | Event Date | Filters based on the day/time of when the response (open/click/conversion/etc) from the subscriber was logged. | | Event Time Zone | This provides the ability to adjust the time zone of the event date/time. | | Campaign Type | Marketers can choose between Broadcast and Trigger type campaigns. | | Campaign | It allows a user to search and pre-select some set of campaigns to include in the report. | | Campaign Tag | These can be used to filter down campaigns by any existing campaign categorization tags. | You can enable in-report filtering by clicking on the **filter (funnel) icon**in the top-right corner of the report. ## Saving a Report When closing a report, you will be prompted to save a variant of the report. Reports can be saved in the Shared Folder to allow for easy re-use of filters and slicing for various needs. You can create multiple saves off of one report for varying reporting use cases. You can save a new variant of a report, by clicking on the **Save**icon and selecting **File**\>**Save As**. ## Quick Tips |------------------------------------------------------------------------------------------------------------------------------------------------------------| | Many of the reports are highly interactive, and right-clicking will display a number of actions that can be taken. | | Columns can be easily dragged \& dropped for re-ordering. | | Clicking on various aspects of the chart may enable some in-report filtering. | | Save a variation of the report after you've made the filters you often make to increase operation efficiency. | | You can multi-select cells of the table and right-click to be given options around excluding and keeping only certain line items of the report for review. | --- language: "en" --- # Adobe Campaign ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with Adobe. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## Adobe Campaign Documentation * [Campaign Standard documentation](https://experienceleague.adobe.com/docs/campaign-standard/using/working-with-apis/get-started-apis.html?lang=en) ## What does the Zeta Integration for Adobe Campaign do? This channel manager integration with Adobe Campaign allows for the creation and syndication of customers from the Zeta Marketing Platform to Adobe Campaign. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Adobe Campaign is necessary and what to syndicate. ## Prerequisites * Set up Adobe Campaign Standard API access: [Setting-up API access \| Adobe Campaign](https://experienceleague.adobe.com/docs/campaign-standard/using/working-with-apis/about-campaign-standard-apis/setting-up-api-access.html?lang=en) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e., source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager) template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note that you can save multiple Adobe Campaign Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | --- language: "en" --- # Agent Studio ![image-20251106-053906.png](https://knowledgebase.zetaglobal.com/__attachments/a_355b1bb1b14a54e643efe0e84b8f6ae46017f3368ffcf26fd2137e70d0f4d3c2/image-20251106-053906.png?cb=6ecbfea417281a896b4b17d7cb73820c) Agent Studio enables the creation, configuration, and management of generative AI Agents within the Athena ecosystem. These agents evolve from simple assistance capabilities to highly specialized, collaborative, and domain-specific roles. Each agent in Agent Studio functions as an SME in its designated area, capable of guiding users through related tasks, workflows, and queries with precision. Navigate to **AI Studio** \> **Agent Studio** from the menu on the left. ![2025-10-07_12-06-21 (1)-20251007-063637.gif](https://knowledgebase.zetaglobal.com/__attachments/a_3e825d114cc0bd2733641987e13dd12efb24682fede66aeeb9331300c31636f5/2025-10-07_12-06-21%20(1)-20251007-063637.gif) The Agent Studio is grouped into three primary categories: * AI Agent Solutions * AI-Powered Prediction Workflows, and * Smart AI Models, each serving a distinct purpose within Athena's intelligent automation framework. *** ** * ** *** ## Agents **AI Agent Solutions** are configurable, domain-specific assistants built to perform focused tasks across automation, analysis, and intelligent assistance. Each agent acts as an SME, offering contextual insights and real-time guidance to streamline workflows, analyze data, and improve operational efficiency. ![2025-10-07_12-35-37 (1)-20251007-070614.gif](https://knowledgebase.zetaglobal.com/__attachments/a_8564b2f03857578247ad1f09e040fe885204f2a8726bea2eef053e4fa27f78a4/2025-10-07_12-35-37%20(1)-20251007-070614.gif) Click **View All** to see all available AI Agents, or select the **My Agents** tab to view the ones you've created. ### ++Using Agents++ To try an existing agent, click **Try It Now** beside the desired agent card, or select it directly from the **My Agents** list. ![2025-10-07_13-28-09 (1)-20251007-080026.gif](https://knowledgebase.zetaglobal.com/__attachments/a_7a3cdb7273f75356d2dc4a9606481fd074080f4efcd02e959c91f4bbe5237726/2025-10-07_13-28-09%20(1)-20251007-080026.gif) If you have the appropriate permissions, you can also use the **Copy \& Edit** option to modify the agent's configuration. ![2025-10-07_13-31-09 (1)-20251007-080126.gif](https://knowledgebase.zetaglobal.com/__attachments/a_cd840bbf1177e0205ebb14d75cc95c55e64effc13fbf310dbb74af583396d00a/2025-10-07_13-31-09%20(1)-20251007-080126.gif) The action menu also provides additional options, including **Reset Thread** to start a new conversation and **View Thread History** to review previous interactions. ### ++Creating Agents++ Click on the **Create** button on the top-right and select **Agent** from the dropdown. ![2025-10-07_13-41-18 (1)-20251007-081437.gif](https://knowledgebase.zetaglobal.com/__attachments/a_5701293ea919f9bb2a019bbad0064f83a8a7ccb71edc007aa741e9bf21c49c39/2025-10-07_13-41-18%20(1)-20251007-081437.gif) Complete the configuration form by entering the required details for your new agent. | **Field Name** | **Description / Purpose** | |--------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Agent Name** | The unique name identifying your agent. Use a descriptive title that reflects the agent's purpose (e.g., "Subject Line Generator," "Campaign Optimizer"). | | **Business Goals (Optional)** | Define the primary objectives or outcomes the agent should focus on, such as improving engagement, automating tasks, or generating insights. | | **Instructions** | The main system prompt for the agent. Describe its role, behavior, and how it should respond to users. This defines how the AI interprets inputs and produces outputs. | | **Description** | A short summary explaining what the agent does. This appears in agent listings and helps users understand its purpose at a glance. | | **Conversation Starters (Optional)** | Predefined sample prompts to help users start interactions with the agent effectively. Used to demonstrate capabilities or guide usage. | | **Best Practices (Optional)** | Guidance or recommendations for users on how to phrase prompts for optimal results. Helps improve response quality and consistency. | | **How to Use** | Instructions or examples that show how users can interact with the agent. Can include scenarios, input examples, or step-by-step workflows. | | **Reference Documents** | Upload supporting materials (e.g., PDFs, briefs, guides) that the agent can reference for contextual knowledge. | | **Read Permissions** | Defines who can access and use the agent: **Self** , **Selected Account** , or **All Accounts**. Controls visibility. | | **Edit Permissions** | Defines who can modify or manage the agent's configuration: **Self** , **Selected Users** , or **Anyone**. | | **Capabilities** | Select specific AI features or integrations the agent can use, e.g., Image Generation, Campaign Information, Insights, Web Search, Forecasting, etc. | | **Actions** | Create or define new custom actions the agent can perform, such as "Generate Report," "Summarize Feedback," or "Analyze Campaign Data." | Once the agent is saved and published, you can test and interact with it directly in the preview panel. ![2025-10-07_13-41-18 (2)-20251007-081645.gif](https://knowledgebase.zetaglobal.com/__attachments/a_210ae6333993d4a4799a99adde036b31c5ec1bb9358b228cf7e96650e548f4bb/2025-10-07_13-41-18%20(2)-20251007-081645.gif) *** ** * ** *** --- language: "en" --- # Agents \| Capabilities ![image-20251106-055525.png](https://knowledgebase.zetaglobal.com/__attachments/a_f6626d0581e3f2bbe13cc60e55e6c9e9b8b36cf4afb879162fece0087674bb36/image-20251106-055525.png?cb=cc5a490f15ef201dfdd3b0c19af3fd90) When building an agent in the AI Studio, creators can enable Capabilities to give AI Agents access to specific ZMP information and actions. These Capabilities define what an agent can access, analyze, create, update, or generate. Each section below corresponds to a Capability in Agent Builder. The tools listed under that Capability explain what the agent can do once it is enabled. ![image-20260130-062215.png](https://knowledgebase.zetaglobal.com/__attachments/a_36d5fd9951369b320ab91166df275f4e3f92a1072b40915af114703286e2a5b5/image-20260130-062215.png?cb=e10ea827234b68c608ad446217c16b9f) ## Campaign Information Allows your agent to retrieve marketing campaign information by ID, name, keyword, or in bulk so you can inspect what is running and use campaign details in follow-up workflows. |-------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Campaigns Fetcher | Fetches marketing campaign information by campaign ID, name, or keyword. If no specific campaign is provided, it can return available campaigns for review. | *** ** * ** *** ## Campaign Management Allows your agent to build, configure, and test multi-channel campaigns across email, SMS/MMS, and push. |----------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Campaigns Creator | Creates and configures marketing campaigns, including launch type, schedule, audience or seed list, send-rate limits, per-version volume caps, and message templates. | | Campaign Proof Sends | Sends test or proof messages before launch. Supports email and SMS proofs with automatic recipient-type detection. | *** ** * ** *** ## Segment Information Allows your agent to understand audience data structures and manage segments. |--------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Activities and Events Fetcher | Retrieves available activity/event names and event-level properties for building activity-based segment conditions. | | Audience and User Properties Fetcher | Retrieves available audience/user properties for segmentation, filtering, and audience logic. | | Contact Property Fetcher | Retrieves contact-level properties such as email, phone, status, preferences, and other contact attributes. | | Resources Schema Fetcher | Retrieves resource schema information for building resource-based segment conditions. | | Segment Lister | Browses, searches, and lists segments with pagination, sorting, and filters. | | Segment Fetcher | Retrieves details for a specific segment by ID, name, or keyword. | | Segment Creator | Creates a new segment or generates a segment payload using user, event, campaign, experience, contact, audience, score, and prospect audience conditions. | | Segment Modifier | Updates an existing segment's name, status, conditions, or CDP conditions. | *** ** * ** *** ## User Segment Tables Allows your agent to inspect mapped user segment tables and understand external data structures before downstream audience or query workflows. |------------------------------|---------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Segment Table Schemas Lister | Lists mapped user segment table schemas for an external data source, including table names, IDs, descriptions, and identity metadata. | | Column Definitions | Retrieves column names, data types, descriptions, and identity-key indicators for selected user segment tables. | *** ** * ** *** ## Experience Information Allows your agent to search for and retrieve existing experiences/journeys so you can audit, reuse, or refine customer flows. |--------------------|------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Experience Fetcher | Fetches an experience by ID or searches experiences by keyword, with sorting and pagination options. | *** ** * ** *** ## Experience Management Allows your agent to create automated customer journeys and experiences using triggers, delays, splits, and actions. |--------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Experience Creator | Creates customer journeys/automations by defining trigger, delay, split, and action nodes, such as sending a campaign, updating profile fields, or adding users to segments. | *** ** * ** *** ## Template Information Allows your agent to find and retrieve marketing templates by ID or keyword. |-----------------|--------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Template Finder | Fetches a marketing template by exact template ID or searches templates by keyword, with sorting and pagination options. | *** ** * ** *** ## ZML Syntax Validator Allows your agent to check Liquid/ZML code so that dynamic content and personalization can be validated before use. |-----------------------|---------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Liquid Code Validator | Checks Liquid template code for correctness, including supported custom tags, and reports issues. | *** ** * ** *** ## ZML Snippet Allows your agent to create and update reusable HTML snippets/content blocks. |----------------|------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Create Snippet | Creates a reusable HTML snippet/content block with optional metadata, status, and editor type. | | Update Snippet | Updates an existing snippet's HTML/content, metadata, status, or editor type. | *** ** * ** *** ## Media Assets Allows your agent to search and retrieve media assets from the media library. |---------------------|--------------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Media Asset Fetcher | Searches media assets by keyword and supports filters such as status, file type, folder, tags, recursive folder search, sorting, and pagination. | *** ** * ** *** ## Image Generation Allows your agent to create or edit images from text instructions. |------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Image Generation | Creates new images from text or edits existing images using OpenAI image generation. Supports size, quality, output format, background, and related image options. | *** ** * ** *** ## Analytics \& Reporting Allows your agent to run custom performance analysis across campaigns, segments, dimensions, and date ranges. |----------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Report Builder | Retrieves marketing performance data across dimensions such as campaign, segment, channel, device, subject line, sender, recipient domain, recommendation type, and time period, with metrics such as sends, delivered, opens, clicks, conversions, revenue, bounces, complaints, and unsubscribes. | *** ** * ** *** ## Forecasting Allows your agent to forecast campaign efficiency metrics for ZMP and DSP campaigns based on budget, duration, and targeting inputs. |----------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Campaign Metric Forecaster | Forecasts performance for ZMP email/SMS and DSP campaigns using inputs such as platform, budget, duration, demographics, locations, user properties, events, ZMP segments, DSP audiences, devices, brand safety categories, and direct deals. | *** ** * ** *** ## Insights Allows your agent to query pulse reports directly and answer questions using report-backed data. |-----------------------------|---------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Pulse Report Data Retriever | Retrieves pulse report data using natural-language questions and optional vertical filters. | *** ** * ** *** ## Guidance Model Allows your agent to generate, retrieve, manage, and evaluate optimization recommendations and account deficiencies. |------------------------|------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Atomic Recommendations | Calculates, lists, retrieves, and updates granular optimization recommendations for accounts, campaigns, line items, tactics, and goals. | | Card Recommendations | Calculates, retrieves, and updates higher-level recommendation cards across one or more accounts. | | Performance Metrics | Retrieves performance metrics associated with a recommendation card. | | Account Deficiency | Retrieves account or campaign deficiency analysis by source, account, campaign, and goal. | *** ** * ** *** **MTA Attribution** Allows your agent to retrieve ZMP-based MTA Attribution reporting data. |-------------------------------------|---------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | MTA Datasource Information | Finds the data source metadata needed to access the correct attribution report. | | MTA Datasource Schema Information | Retrieves available attribution dimensions, metrics, and data structure for the selected report. | | MTA Attribution Report Data Fetcher | Retrieves attribution report data using selected dimensions, metrics, filters, sorting, and pagination. | *** ** * ** *** ## Data Cloud Prospect Audiences Allows your agent to explore Zeta Data Cloud prospect audience taxonomies so it can find relevant audience categories and entries for targeting, segmentation, and planning. |----------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Available Taxonomies | Lists supported Data Cloud taxonomy categories, such as interests, demographics, psychographics, locations, transactions, propensities, and Zeta scores. | | Taxonomy Details | Searches and retrieves specific taxonomy entries using a query, optional taxonomy filters, and result limits. | *** ** * ** *** ## Data Cloud Insights Allows your agent to answer natural-language questions using CustomerPulse and Zeta Data Cloud Insights. |--------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Zeta Data Cloud Insights | Answers questions about CustomerPulse-based insights, including acquisition, demographics, income, state segments, browsing and transaction interests, visitation, household traits, CTV usage, retention, preferred channels, life events, competitive dynamics, and reachability. | *** ** * ** *** ## Media Campaigns Allows your agent to create and inspect DSP media campaigns, including campaigns, line items, targeting, flights, settings, costs, ads, pixels, audiences, and inventory objects. |----------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | DSP Campaign Fetcher | Retrieves detailed information for a DSP media campaign. | | DSP Campaign Creator | Creates a new DSP media campaign with setup options such as name, currency, timezone, billing configuration, assigned team members, cross-device targeting, and goal type. | | DSP Line Items Fetcher | Retrieves line items and tactics for a campaign, including budgets, pacing, goals, pricing, and delivery setup. | | DSP Flights Fetcher | Retrieves flight dates, budgets, delivery status, and line-item assignments. | | DSP Settings Fetcher | Retrieves campaign settings such as frequency caps, viewability settings, cross-device configuration, and contact assignments. | | DSP Cost Constraints Fetcher | Retrieves cost constraints, margin rules, external costs, and fee assignments. | | DSP Targeting Fetcher | Retrieves campaign targeting and exclusion settings across audiences, apps, sites, geography, devices, schedules, languages, and traffic quality. | | DSP Ads and Pixels Fetcher | Retrieves assigned ads and conversion pixels for a media campaign. | | DSP Audience Fetcher | Searches DSP/media activation audiences and returns matching audience definitions and IDs. | | DSP Direct Deals Fetcher | Searches available DSP direct deals by name. | | DSP Traffic Quality Categories Fetcher | Retrieves brand safety or traffic quality categories. | | DSP Locations Fetcher | Searches available geographic targeting locations. | *** ** * ** *** ## Web Search \& Visit URLs Allows your agent to gather external information from the web and retrieve content from specific URLs. |-------------|-------------------------------------------------------------------------------------------------------| | **Tool** | **Description** | | Web Search | Searches the web for current information and returns source-backed results. | | URL Request | Retrieves and extracts content from a specific URL so the agent can summarize, analyze, or verify it. | *** ** * ** *** ## Model Workbench Allows your agent to discover available machine-learning model targets from the Model Workbench registry. |-------------------|---------------------------------------------------------------------| | **Tool** | **Description** | | List Model Target | Lists available ML model targets from the Model Workbench registry. | *** ** * ** *** --- language: "en" --- # AI Studio ![image-20251106-052356.png](https://knowledgebase.zetaglobal.com/__attachments/a_a71810192cd19648af2ca273c6b2ba73d59791d1771dd86516e6ffabb60e6174/image-20251106-052356.png?cb=17020c88ea9a399f3b205f3e2347c225) AI continues to transform how marketers connect data, insights, and action --- and **AI Studio** is at the center of this evolution. It's Zeta's integrated environment for developing, managing, and deploying AI-driven solutions within the Zeta Marketing Platform (ZMP). Serving as the foundation for Zeta's intelligence capabilities, AI Studio enables teams to operationalize predictive, prescriptive, and generative AI across marketing workflows. Through AI Studio, users can configure and apply Zeta's proprietary AI models --- including churn prediction, customer lifetime value, prime-time optimization, and product recommendations --- to make smarter, data-driven decisions. The platform centralizes model access, configuration, and performance monitoring, ensuring accuracy, transparency, and scalability across use cases. This section of the Knowledge Base will guide you through everything you need to know about AI Studio --- from understanding its core features to activating intelligent solutions that enhance marketing efficiency and business outcomes. *** ** * ** *** Navigate to **AI Studio** directly from the left-hand nav. ![image-20251106-055122.png](https://knowledgebase.zetaglobal.com/__attachments/a_d27df11247d6c201b1ff20c6aba995b11719ed660fd0ee8d229642ff4beac657/image-20251106-055122.png?cb=99500c9693bcf1fce908fbb50c77cc5b) *** ** * ** *** * [Agent Studio](https://knowledgebase.zetaglobal.com/kb/agent-studio.md) * [Performance Advisor](https://knowledgebase.zetaglobal.com/kb/performance-advisor.md) * [FAQs (AI Studio)](https://knowledgebase.zetaglobal.com/kb/faqs-zeta-ai.md) --- language: "en" --- # Aircall ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with Aircall. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## Aircall Documentation * [Aircall API Reference](https://developer.aircall.io/api-references/#rest-api) ## What does the Zeta Integration for Aircall do? This channel manager integration with Aircall allows for the creation and syndication of customers from the Zeta Marketing Platform to Aircall. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Aircall is necessary and what to syndicate. ## Prerequisites * Set up your Aircall token: [Aircall for Developers ﹣ API References - authentication](https://developer.aircall.io/api-references/#authentication) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e. source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager) template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note you can save multiple Aircall Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | --- language: "en" --- # Airline Example ![image-20251031-083729.png](https://knowledgebase.zetaglobal.com/__attachments/a_58b83e7a0ecc74578db1ea702833ecc6c198cc77f3067cedb033306ab0020f61/image-20251031-083729.png?cb=e6d349bb278679e1e9ee610af8b1e159) A leading global airline uses the Zeta Marketing Platform (ZMP) to gain a unified, 360° view of its passengers, loyalty members, and corporate clients across travel products, booking channels, and service experiences. By integrating data from flight reservations, loyalty programs, check-in systems, and digital interactions, the airline can better understand passenger behavior, anticipate travel needs, and deliver personalized, compliant experiences that increase loyalty and maximize revenue opportunities. Please review [Onboarding the Zeta Way](https://knowledgebase.zetaglobal.com/kb/onboarding-the-zeta-way-discovery) for additional context prior to diving into this example. ## Accounts ![image-20251031-084148.png](https://knowledgebase.zetaglobal.com/__attachments/a_93fd27382e71976ad85d4682fd405aa677d909617b247ca3a751ad7c0553e35c/image-20251031-084148.png?cb=1e2ffd06b1c77efd45e2801fecdcd052) The airline operates multiple divisions, so they load data into two separate ZMP Accounts (e.g., Airline Domestic and Airline International) that are distinct and do not share customer-level data. A parent account (Airline Parent) enables a unified master view across divisions for the purpose of analyzing KPIs such as passenger engagement, route profitability, loyalty performance, and cross-channel marketing outcomes. *** ** * ** *** ## People The airline gathers traveler-based data from a wide variety of systems --- including reservation platforms, loyalty programs, check-in kiosks, and mobile applications --- unified into a consistent single customer view. ### ++Identifiers++ As multiple systems within the airline rely on different identifiers, the ZMP Identity Manager Service consolidates disparate passenger and corporate records into a single traveler identity. Identifiers are linked using loyalty IDs, booking references (PNRs), and contact details such as email, phone, and passport number. JSON { "traveler_id": "T1234567", "loyalty_id": "SKY987654", "booking_reference": "PNR445566", "corporate_client_id": "CORP00123", "email": "alex.flyer@airline.com", "email_md5": "e13743a7f1db7f4246badd6fd6ff54ff", "email_sha256": "c3b2f8a5d01a9f6b7e9d4450c4a6b8e97d3c01f40d2b10b5a87f2a1d3e6c5b4f" } ### ++Contacts++ The airline maintains contact data for both passengers and corporate clients to support multi-channel engagement --- including flight updates, service notifications, and personalized offers. JSON { "email": "alex.flyer@airline.com", "phone": "+1-212-555-4567", "preferred_contact_channel": "Email", "secondary_phone": "+1-917-555-2345" } ### ++Properties++ The airline enriches passenger and loyalty profiles with demographic, behavioral, and travel history data sourced from multiple operational systems. This enables advanced segmentation, route preference analysis, and personalization of flight and ancillary offers. JSON { "first_name": "Alex", "last_name": "Flyer", "gender": "Male", "age": 38, "loyalty_status": "Gold", "loyalty_points_balance": 48000, "tier_expiry_date": "2025-12-31", "preferred_airport": "JFK", "preferred_destination": ["LHR", "SFO", "DXB"], "seat_preference": "Aisle", "meal_preference": "Vegetarian", "last_flight_date": "2025-07-20", "lifetime_miles": 365000, "total_flights": 122, "corporate_traveler": false, "preferred_channel": "Mobile App" } *** ** * ** *** ## Events In addition to standard marketing events (e.g., campaign sends, opens, and clicks), the airline captures the following events to guide personalization, enhance the travel experience, and optimize operational engagement. | **Event Type** | **Description** | **Sample Event Properties** | |--------------------------|-----------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | `booking_created` | A passenger books a new flight via web, mobile app, or travel agent. | JSON { "booking_reference": "PNR445566", "customer_id": "T1234567", "timestamp": "2025-05-10T10:32:00Z", "origin": "JFK", "destination": "LAX", "fare_class": "Economy Plus", "channel": "mobile_app", "total_amount_usd": 450.00 } | | `check_in_completed` | Passenger completes online or airport check-in. | JSON { "booking_reference": "PNR445566", "checkin_timestamp": "2025-06-01T06:45:00Z", "checkin_channel": "mobile_app", "seat_number": "14A", "boarding_group": "2" } | | `flight_departed` | A flight departs on schedule, linked to passenger and crew manifests. | JSON { "flight_number": "AI102", "departure_airport": "JFK", "arrival_airport": "LHR", "departure_time": "2025-06-01T08:00:00Z", "aircraft_type": "Boeing 777-300ER", "status": "departed" } | | `flight_delayed` | A delay is registered and communicated to impacted travelers. | JSON { "flight_number": "AI102", "delay_minutes": 120, "reason": "Weather", "notified_passengers": 253, "communication_channel": "SMS" } | | `loyalty_points_updated` | An update to earned or redeemed miles in the loyalty system. | JSON { "loyalty_id": "SKY987654", "points_earned": 1200, "points_redeemed": 500, "balance": 48000, "transaction_date": "2025-07-05T14:00:00Z", "source": "flight_activity" } | | `feedback_submitted` | A traveler submits post-flight feedback. | JSON { "source": "airline.com", "event_timestamp": "2025-07-10T17:15:00Z", "url": "airline.com/feedback", "score": 9, "comments": "Excellent service and smooth flight!" } | *** ** * ** *** ## Resources The airline manages several reference data sets that power analytics, personalization, and service consistency across touchpoints. | **Resource Type** | **Sample Resource Schema** | **Description** | |-------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------| | `aircraft` | JSON { "resource_type": "aircraft", "aircraft_id": "ACFT777", "model": "Boeing 777-300ER", "capacity": 350, "crew_count": 12, "range_km": 13649, "wifi_enabled": true, "status": "Active" } | Represents aircraft details used for operations and flight assignment. | | `route` | JSON { "resource_type": "route", "route_id": "RTE001", "origin": "JFK", "destination": "LHR", "distance_km": 5540, "average_load_factor": 0.89, "route_category": "International" } | Defines flight routes, used in event tracking (bookings, departures) and revenue analytics. | | `crew_member` | JSON { "resource_type": "crew_member", "crew_id": "EMP1001", "firstname": "Jordan", "lastname": "Lee", "role": "Pilot", "base_airport": "JFK", "hire_date": "2018-04-10", "status": "Active" } | Represents flight crew and service staff; referenced in flight and operations events. | | `offer` | JSON { "resource_type": "offer", "offer_id": "OFR2025SUMMER", "offer_name": "Summer Fare Sale", "offer_description": "Up to 25% off on select destinations.", "start_date": "2025-06-01", "end_date": "2025-08-31", "discount_type": "Percent", "discount_value": 0.25, "channels": ["Email", "Website", "Mobile App"], "status": "Active" } | Represents fare and promotion offers used for campaign targeting and booking personalization. | *** ** * ** *** ## Data Connections The airline connects data from a variety of operational and marketing systems within its enterprise to create a unified, actionable traveler and operations view. ![image-20251031-073624.png](https://knowledgebase.zetaglobal.com/__attachments/a_46b871f82d8e888e2b7c8b6332377dd8bf810870637ebcf704a08d1f3202c1bb/image-20251031-073624.png?cb=c35eab270cc1921ed5aa60c278752367) | **Source** | **Formats** | **Data Types** | **Description** | |---------------------------|--------------------------|----------------|--------------------------------------------------------------------------------------------------| | Reservation System (PNR) | XML | People, Events | Contains booking, passenger, and itinerary data from all reservation channels. | | Mobile App | SDK Events | People, Events | Captures mobile activity including flight check-ins, upgrades, and push notification engagement. | | Loyalty Program Platform | CSV / API | People, Events | Provides member points, tier status, and redemption history. | | Operations System (OCC) | JSON API | Events | Tracks flight statuses, delays, and aircraft assignments. | | CRM Platform | CSV | People, Events | Manages communication preferences, support interactions, and marketing campaigns. | | Payment Gateway | Pipe-Delimited Text File | Events | Records booking payments, refunds, and wallet transactions. | | Human Resources System | Pipe-Delimited Text File | Resources | Maintains employee and crew data including roles, certifications, and schedules. | | Enterprise Data Warehouse | PostgreSQL Database | Resources | Central repository for routes, aircraft, offers, and performance analytics. | *** ** * ** *** --- language: "en" --- # Align via Onboarding Manager ![image-20250210-120744.png](https://knowledgebase.zetaglobal.com/__attachments/a_fc7d6f81ae68dc57b998293854f741b74e0c1ff9060e4d6e23e2a0f042540e1a/image-20250210-120744.png?cb=cd85c385d9d799d1265d1109a298734e) Getting started with Zeta is an exciting milestone --- but onboarding to a new platform can sometimes feel complex. At Zeta, we've designed Align to make that process effortless. Align helps you collaborate seamlessly with our teams while keeping your business operations running smoothly. Align is a powerful solution that streamlines your entire journey --- from onboarding to long-term success on the Zeta Marketing Platform (ZMP). ## What is Align? Align is Zeta's proprietary system for orchestrating and managing your onboarding through the Onboarding Manager in the ZMP. It brings together what was once a fragmented, manual process into a unified, AI-supported workflow that connects you with Zeta's teams in one collaborative space. Align ensures every requirement, decision, and milestone is clearly documented and visible throughout your onboarding journey. The Onboarding Manager gives you a modern, transparent experience --- helping you track progress, provide inputs, and stay informed every step of the way. Using Align accelerates your setup and ensures a smoother, faster transition onto the Zeta platform. ### Key Purpose Align helps you: * Accelerate onboarding by standardizing workflows and automating setup actions. * Maintain continuity across phases and teams by storing decisions, documentation, and progress in one place. * Improve collaboration and transparency through shared visibility and tracked communications. * Leverage Zeta's Athena AI for intelligent summaries and actionable workflow insights. ### Why Align Matters * Keeps your onboarding transparent, structured, and auditable. * Ensures that your expectations and Zeta's delivery timelines are always synchronized. * Reduces onboarding time by up to 30%, based on aggregated onboarding performance data. ## Align Components Align is built around three core components that each play a vital role in delivering exceptional results: ### Align: Goals Align Goals collects and documents your business requirements during the pre-sales phase, setting the stage for a smooth project kickoff. If you're working with tight migration deadlines, our Strategic Blueprint offers valuable market, competitor, and customer intelligence to help you reach better outcomes and faster success. ### Align: Solution This collaborative tool helps ensure that every detail of your functional requirements is captured accurately. Align Solution also provides modern, transparent documentation that leaves no room for miscommunication, so you never have to wonder, "But you didn't tell me that!" ### Align: Outcomes This prescriptive framework helps you gobeyond implementation to achieve tangible ROI. Align Outcomes fosters technology adoption, optimizes your technology stack, and supports program growth---helping you maximize the value of your investment. ++**Note**++ **:** Onboarding Manager primarily corresponds to what's mentioned within the **Align: Solution** section. **Align: Outcomes** will map to [Performance Advisor](https://knowledgebase.zetaglobal.com/kb/performance-advisor). Goals will be logged in Performance Advisor during **Align: Goals**, and progress toward each goal, along with recommended next actions, will be available in Performance Advisor from that point on. ## How to Use Align via Onboarding Manager ### How to Set Up * To enable Align via Onboarding Manager for your ZMP instance, please reach out to [Zeta Support](https://zetaglobal.atlassian.net/servicedesk/customer/portal/14/group/51/create/155). * For Product Feedback, please file an [enhancement](https://zetaglobal.atlassian.net/servicedesk/customer/portal/14/group/51/create/155) ticket through the service desk. * Refer to [Zeta Hub Support Ticket Submission](https://knowledgebase.zetaglobal.com/kb/zeta-hub-support-ticket-submission)to learn more about the process of submitting or filing support tickets within the Zeta Marketing Platform Support Portal. ### Navigation To access Align within the ZMP, you must have the appropriate site-level flag and user-level permissions configured. Reach out to Support if you don't see **Onboarding** in your left-hand menu. Navigate to **Onboarding** from the left-hand navigation. ![Screenshot 2025-12-03 at 1.45.37 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_45aa261613f12e5cdbc8355bf42076f6664aed19be2918359847ba0d4fbf2be3/Screenshot%202025-12-03%20at%201.45.37%E2%80%AFPM.png?cb=ce4692be893eace255481b071ac1cbdb) #### Views * **Kanban View:** Displays job cards organized into four columns: To Do → In Progress → In Review → Completed ![Screenshot 2025-11-10 at 12.26.27 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_aa788b2abfeef9c9b41716d644cff905e5b6b57d455287d3a4ffc677dd92d450/Screenshot%202025-11-10%20at%2012.26.27%E2%80%AFPM.png?cb=f8f3c5f575a7e2f048a036c59763fb5b) * **List View:** A condensed table layout that allows sorting, filtering, and bulk management of job cards. * After defining the list via search, sort, or filters, you can click **Export**, enter a destination email, and receive a confirmation that the CSV has been generated and sent to your inbox. ![Screenshot 2025-12-04 at 11.55.52 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_ace745ba0842656310aa5cb85516c1ab9e596db11ef14d70b82ab8aa3e9f563f/Screenshot%202025-12-04%20at%2011.55.52%E2%80%AFAM.png?cb=dcbc659dfbe544d43408fac55cf87151) #### Sorting and Filtering * Use the search bar to find cards by keyword or title. * Apply filters to narrow down cards by status, owner, or project. * Sort by creation date, due date, or priority to customize your workspace. ![Screenshot 2025-11-10 at 12.27.33 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_1d2a5cf56065f807bf876a79b471fecddbaaeb3f2ede1a0eb584e65f8dc48ea1/Screenshot%202025-11-10%20at%2012.27.33%E2%80%AFPM.png?cb=0dc4c305953d08aa12686a96e037f60f) **Quick Filters** Quick Filters are available in the Actions menu, providing one-click access to high-priority job cards. ![Screenshot 2026-01-08 at 1.13.40 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_62b4e31569c844b02c24775162b92d5741c627dad77fa871f16ee1a26afa4bc1/Screenshot%202026-01-08%20at%201.13.40%E2%80%AFPM.png?cb=b475704e3a83db0ac3cf3d6d901ca970) * Overdue -- Cards with at least one task past its due date * Your Turn -- Cards with tasks currently assigned to you * Educational -- Cards requiring client review but no action * Recently Updated -- Cards updated within the last 7 days * Stale -- Cards that haven't changed in 14 days Quick Filters can be combined with search and column filters for more precise views. ### Managing Job Cards Each job card represents a specific onboarding requirement or task group. Cards can be moved across stages as tasks progress. #### Getting Started **1.** Select a card from the **To Do** column. **2.** Click **Get Started** to activate it; this moves it to **In Progress**. **3.** Use the right-hand rail to view: * Task history * Assigned members * System metadata (from ZMP or Jotform integrations) ![Screenshot 2025-11-10 at 12.34.43 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_117b43fe21ab3dd030332886ef5808c76c689d1454232c6a516eefc54b82fdc6/Screenshot%202025-11-10%20at%2012.34.43%E2%80%AFPM.png?cb=7c4dc993a1c1a804ea2cd4006b520f26) #### Members and Permissions * By default, only the assignee and card owner can edit or view details. * To invite others: * Open the action menu (**...**) for More Options. * Select **Add Members** and enter their ZMP credentials. * Tasks can be reassigned by hovering over the assignee's name. ![Screenshot 2025-01-13 at 10.40.54 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_06ccb4c53729df7da65ae85f2ecf64cb2862bef65b088ad930d09a2cb8e15baf/Screenshot%202025-01-13%20at%2010.40.54%E2%80%AFPM.png?cb=3863406d3bbe98bf4f7f6fd60b9a57cb) **Teams Integration** You can now assign onboarding tasks to teams, not just individual users. This works for both internal teams (for example, the Zeta Implementation Team) and client-side teams (such as a Client IT Team). ![Screenshot 2026-01-07 at 1.23.34 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_f645b66a3973cb8d7f9263beff205426b71be87fa9a4e0439167a964e4ddbd9c/Screenshot%202026-01-07%20at%201.23.34%E2%80%AFPM.png?cb=f365db757d10fcc878d8c7b78d6f9fe2) * Assign a task to a team when the exact owner hasn't been determined yet. * Any member of the team can pick up the task. * Once a team member accepts it, the task is automatically assigned to them, ensuring clear ownership and accountability. This approach reduces manual reassignments, supports real-world onboarding workflows, and keeps projects moving forward even when roles are still being finalized. #### Archiving Old or completed workflows can be archived via the **Settings** menu. ### Using Forms, Summaries, and Bulk Actions #### Collecting Requirements Each job card has an associated **Collect Requirements** task, which links to a dynamic form: * Opens in a new browser tab. * Allows multiple saves before final submission. * Once submitted, the form is locked and generates a PDF summary within \~30 minutes. * The submission triggers a ZMP event named: `jobcard_form_submission` * This event can initiate automations like: * Jira ticket creation * Account configuration updates * Other backend integrations ![Screenshot 2024-09-19 at 12.43.25 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_34a7cfa05d1317a826da0ae631f2bbe3b40445951b2fc583db5c21c13d484c10/Screenshot%202024-09-19%20at%2012.43.25%E2%80%AFPM.png?cb=578bf384dc058b1955cfd11f8b31ca2b) ![Screenshot 2024-09-23 at 4.23.07 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_6e88f872d62317afe162d61388c1e351131b3fcf384c8864a793131bf59bc816/Screenshot%202024-09-23%20at%204.23.07%E2%80%AFPM.png?cb=8ec8565c792c53b001f394062d6935f0) #### AI Project Summary At any time, click **Summarize** on the top-right of the dashboard. Zeta's Athena AI will: * Analyze all active job cards. * Generate a concise, project-level summary showing: * Pending approvals * Delayed steps * Recently completed milestones * Optionally download as a shareable PDF. ![Screenshot 2025-11-10 at 12.34.43 PM (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_d45b8b5f05b5d7ade8eb4a84a305db5872f89d4d68ce36123379e9b9676d0114/Screenshot%202025-11-10%20at%2012.34.43%E2%80%AFPM%20(1).png?cb=7c4dc993a1c1a804ea2cd4006b520f26) #### Bulk Actions Available only to Admin users in **List View**. Once the job cards have been created, you can streamline workflows by making updates in bulk using the **Bulk Actions** feature, available directly from the List View. This powerful tool helps reduce manual effort and maintain consistency across multiple cards. The following five bulk actions are supported: ![Screenshot 2025-11-10 at 12.30.07 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_2696bd59a46527f06a928eba2ecd3e5dfc80869f59cd8470efb70c54ce1a0cdc/Screenshot%202025-11-10%20at%2012.30.07%E2%80%AFPM.png?cb=eefa19224601416caef92816d9cf3c32) * **Assign Watchers:** Watchers can monitor job card progress and collaborate on requirement forms. * **Assign Owner:** Designate a primary owner for review and approvals. * **Assign Zeta Lead:** Assign a Zeta Lead responsible for managing key deliverables. * **Change Scope:** Mark a card as *In Scope* or *Out of Scope* to focus only on relevant tasks. * **Archive:** Archive cards that are no longer active. ### Compile Requirements The **Compile Requirements** feature allows Admin users to consolidate all approved and submitted forms into a single, shareable document. #### How to Compile **1.** Within Onboarding Manager, click **Actions** →**Compile Requirements** on the top navigation bar. **2.** Select the **job cards** you wish to include. * Only cards with completed form submissions will be selectable. **3.** Click **Create** to generate the compiled document. **4.** Once ready, download the latest version by selecting **Download Latest Requirements**. ![Screenshot 2025-11-10 at 12.42.31 PM (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_6e12509b4d0ce74c22acd7bc6e9050abd4f1c2185e97263430d23ee0598eec98/Screenshot%202025-11-10%20at%2012.42.31%E2%80%AFPM%20(1).png?cb=2f7767a49793a3054f31a8401a2f1226) ![Screenshot 2025-11-10 at 12.43.35 PM (1).png](https://knowledgebase.zetaglobal.com/__attachments/a_dcda7ba419198566104228181d19833d222960ba2ad2f54c0c15b0884a3b3de9/Screenshot%202025-11-10%20at%2012.43.35%E2%80%AFPM%20(1).png?cb=4ec25ef0c914482aa15e512a5849adcd) * The compiled document includes each submission's data, structured in order of project workflow. * A timestamp and site ID are automatically included in the header for traceability. * The document can be downloaded as a PDF and shared internally or with your team. ### Duplicating Cards **1.** Open the action menu (**...**) on a card. **2.** Select **Duplicate Card**. **3.** The system creates a new card in *To Do* status, inheriting metadata and structure. **4.** Reassign Zeta Lead, Owner, and Watchers as needed. **5.** Rename the card using the pencil icon next to its title. ![duplicate card.gif](https://knowledgebase.zetaglobal.com/__attachments/a_f23a1678447118487c6155507795363eb9aa731a673a70d29296e97207a862f0/duplicate%20card.gif) ++**Note**++: If you don't have view permissions for a card, ask an authorized user to add you as a watcher first. ### Managing Projects If you're managing multiple onboarding initiatives under the same site ID: **1.** Use the top-banner Project Dropdown. **2.** Select **View All Projects**. **3.** Create a new project or switch to an existing one. ![Screenshot 2025-11-10 at 12.51.14 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_912ce7a43c1457a344e7e6e41e83e60fda1c83a82d4e8be3c3ff6510a59a23c4/Screenshot%202025-11-10%20at%2012.51.14%E2%80%AFPM.png?cb=2f8b623bdc5545b10e1dfe33f598b34f) ![Screenshot 2025-11-10 at 12.56.32 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_e91189ad2cc3e6c660d94a62fdd8b14b7ce407c3e1db8fe325e0b73ead86ff42/Screenshot%202025-11-10%20at%2012.56.32%E2%80%AFPM.png?cb=8cbb04657f1088ecf9ce5201e7042d26) ![Screenshot 2025-11-10 at 12.56.42 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_c0c6fea351b440b27480905401b3c4450f4da0613eb891e45abfada250130b90/Screenshot%202025-11-10%20at%2012.56.42%E2%80%AFPM.png?cb=1377c5c8d41b3eed21e855b77fcec05c) *** ** * ** *** --- language: "en" --- # Nodes ![Node general.png](https://knowledgebase.zetaglobal.com/__attachments/a_5b74c4422c16fd6154de7b8b6d9ff1bb4b4a5bf151d2523975307170a0ce10f6/Node%20general.png?cb=c7167def4bd43055f95878248bebfd1f) You can create experiences from scratch, from a template, or by duplicating an existing experience. We'll walk through creating one from scratch. **1.** From the Experiences page, click on **Create Experience** to open a new canvas. ![image-20260623-201958.png](https://knowledgebase.zetaglobal.com/__attachments/a_7106377071da3461d6d9441a6bab2dc2a6c67eeb3c81aafcf0930dfde88f2e98/image-20260623-201958.png?cb=cb35c1e887c80cf98aed37ab31c3df11) **2.** Give your experience a unique name and add an optional description. Click the **Add a Trigger**button to show a list of all available trigger nodes. ![image-20260623-202106.png](https://knowledgebase.zetaglobal.com/__attachments/a_7ab2b7dea09955c2b2feb400bc6b410bce1fd04fc1821270d1c13dd6535c2909/image-20260623-202106.png?cb=3e667c24a94662568af3cfb78a195d2e) **3.** Select a trigger and configure it to your experience's unique needs. **4.** Click on **Add to Experience** to create your experience. You can then add Event, Delay, Action, and Split nodes to build out your workflow. ![image-20260623-202221.png](https://knowledgebase.zetaglobal.com/__attachments/a_0d0137a62cb332dec95e7845e0d40c30416119952d2ee9d35bbd2d32906ad7a8/image-20260623-202221.png?cb=6d7fc989fb20881315746fd60426b9ca) Experience nodes are what make up an experience. Without any further ado, let's learn more about how each type of node is used: * [Trigger Node](https://knowledgebase.zetaglobal.com/kb/trigger-node) * [Event Node](https://knowledgebase.zetaglobal.com/kb/event-node) * [Delay Node](https://knowledgebase.zetaglobal.com/kb/delay-node) * [Actions Node](https://knowledgebase.zetaglobal.com/kb/actions-node) * [Split Node](https://knowledgebase.zetaglobal.com/kb/split-node) * [Template Snippets](https://knowledgebase.zetaglobal.com/kb/experience-builder-template-snippets) *** ** * ** *** ## Merging Split Nodes When you create splits in an experience through a **Split Node** or an **Event** **Node** with a time filter, you can merge certain branches back together so that users who qualified for one branch can rejoin the rest of the flow. ![:info:](https://knowledgebase.zetaglobal.com/__attachments/a_884d7ff6d71a3bc9f376b4711d9a31f7c0e743f18e5ee7fdfcf3c095ba725e0f/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) A node is eligible if it doesn't share an ancestral split or create circular loops. **1.** If there are splits in your experience and at least one eligible node is available, a new option to **Merge** will appear in your node menu. ![image-20251013-223938.png](https://knowledgebase.zetaglobal.com/__attachments/a_20e6f64e74e1d18c46039eb72449f02a49ece6fb3845ff4e3ca41566f7cb0c1d/image-20251013-223938.png?cb=eb71cebbf23b8138320fb9a9b0725e89) **2.** Clicking **Merge** will highlight all eligible nodes to be connected. You can either select an existing node to merge into or select the end of a branch to merge into. Hovering on the lines will show you a direct path and allow you to select a destination. ![image-20251013-224108.png](https://knowledgebase.zetaglobal.com/__attachments/a_d89fcc05e6a7f39fd71e76c2e95830c3b9bea201380c155a15b2a14b989f83ca/image-20251013-224108.png?cb=a67f95eff1f821687105c3e4dfdece10) **3.**Selecting a node will create a new connection between non-consecutive nodes, after which you can continue to build out the experience. There is no limit to the number of nodes that can merge into a single point. ![image-20251013-224607.png](https://knowledgebase.zetaglobal.com/__attachments/a_1cffeb89468f3d3b6c111a66587dccdcde574a2e6874c02ff3675257dc5c7a64/image-20251013-224607.png?cb=a8f1bf55997104fb8337976d80a0dd8c) **4.**To delete a non-consecutive connection, hover on the merge point and click the X that appears. ![image-20251013-224636.png](https://knowledgebase.zetaglobal.com/__attachments/a_d3c50c3005af72b110ff993cf7237bdfd74bb89ce660a35577192363564dd8a1/image-20251013-224636.png?cb=d1909f765a1bc81b53cdd2d4e12e9403) **5.**When deleting the connection, you'll have the option to delete the connection for a single branch or delete the entire connection, which will delete downstream nodes. Once you're down to 2 branches, you will have the option to select the branch you want to keep downstream nodes on. ![image-20251013-224716.png](https://knowledgebase.zetaglobal.com/__attachments/a_fd6520a779009e5df3ee042a649a713ab23d6870ebcb48b892cad3ddc79b04e6/image-20251013-224716.png?cb=89d293a5946cc50ce75af8f863508d47) ![image-20251013-224738.png](https://knowledgebase.zetaglobal.com/__attachments/a_9797ce9c7bee56a7d2928953cbd4ff7efb6c2aea8e804327b5f67d01e30954f2/image-20251013-224738.png?cb=0577aaf6f35fd9ffd1c3aa658c3508ed) ![image-20251013-224809.png](https://knowledgebase.zetaglobal.com/__attachments/a_edb84d020e79afb980025dc43e37e91a1d00fd224c4d602779388fee4fc521c7/image-20251013-224809.png?cb=5ee7edb08246a329d00fc579f5f13ca8) ![image-20251013-224837.png](https://knowledgebase.zetaglobal.com/__attachments/a_2ed5287c1d0f9698abf47f2a062fc0927f90cf218a627016e6a4949c6f9464cb/image-20251013-224837.png?cb=946d8b538eccf3af90b2d02d8c97d9f0) **6.**You can continue to add nodes along a non-consecutive connection as you normally would a regular branch. ![image-20251013-224914.png](https://knowledgebase.zetaglobal.com/__attachments/a_d159b0ad3919b88eb0be6efb16f2de851f71177b2bbc82ae88d2018c20b7e322/image-20251013-224914.png?cb=87b299f99162a0d9c9dfdc0f7a3eedda) ++**Points to Remember**++ * This feature does not support **Split by Identity** at this time. * If there are no eligible nodes, then the **Merge** button won't appear in your node menu. * There needs to be at least one full node between a branch node and a merge point. For example, a **Split by Property** node that has an `equals true` branch needs to have at least one node between `equals true` and a merge. The reason is that `equals true` is part of the **Split by Property** node and not a standalone node in the logical expression. * This also applies if you try to delete a full node between a branch node and a merge point. You won't be able to select **Delete** in the node menu. * If you add a node that references an upstream node, then only nodes that were passed through by all users will be eligible to be selected. * For example, if a branch with an `add_to_cart` event node merges with a branch that did not have an `add_to_cart` event node, then `add_to_cart` cannot be referenced later in the merged flow because that event only applies to some of the users being evaluated at the current node. ![image-20251013-225239.png](https://knowledgebase.zetaglobal.com/__attachments/a_2b031f421b89809d36f5b5a8e0a5c014869782afe462e03f997f4fbd0b195247/image-20251013-225239.png?cb=3714324626621c4603c0d5cc6fe54353) ## Swapping Node Positions Sometimes, merging non-consecutive nodes can result in large loops that can become confusing. If your new connection is between nodes that are far away from each other, you will be prompted to move the positions of the branches to be closer to one another without affecting the underlying logic that powers the experience. **1.** Click **Merge** on the node menu and select a destination point to connect the current node. ![image-20251013-225448.png](https://knowledgebase.zetaglobal.com/__attachments/a_719d61fc8f0fe2cb8e702f6176d0a6ee732daba8b6a1b6be2ed2f823f195fe6d/image-20251013-225448.png?cb=06045fd26debd7f3c292d55847e7f6dc) **2.** When you select the destination node, you will be prompted to confirm if you want to swap branch positions in the destination node's most recent split. In this example, the **Add User to Facebook** node is in the furthest-left position of a **Split Randomly** instrumentation. To move it closer to the **Delay 30 Minutes** node, the ZMP is proposing that you move the **Split A \> Add User to Facebook** branch to the further-right position of the **Split Randomly** set. The original branch position is noted in light green and the proposed position in green. If you do not swap them, the canvas will stay as is, but it may be difficult to discern the path and placement of the nodes. ![image-20251013-225523.png](https://knowledgebase.zetaglobal.com/__attachments/a_7c246f88cc2a3019f338a9835fe69097b869594a6e0d1a9a4793b40769c5c83d/image-20251013-225523.png?cb=b313c68b437656d04246b2b718351fa6) **3.** If you click **Move Branch** , then the new positions will take effect. In this example, the **Split A \> Add User to Facebook** is now where the **Split C** branch used to be, so that it's closer to the **Delay 30 Minutes** node that it is merging with. As a result, the **Split B** and **Split C** branches each moved one position to the left. ![image-20251013-225615.png](https://knowledgebase.zetaglobal.com/__attachments/a_2c2e9e98ad8b02dd0781b6359758ef88db25a793219ff9d81df807064b024f94/image-20251013-225615.png?cb=625aaf224a4afe9ebd7e667026229631) **4.** Moving branch positions is still possible even without a merge. In this example, the **Did Not \> Delay 30 Minutes** node could be moved closer by swapping with the **Did \> Did Abandoned Cart** branch. Hover on the split to reveal an arrow that will let you swap to the furthest position in the direction of the arrow. For 2-branch splits, the arrows will point in the opposite direction of the branch position. For splits with 3+ branches, the arrow will point to the left. ![image-20251013-225649.png](https://knowledgebase.zetaglobal.com/__attachments/a_8cbf077d5651418649a02ee00c127a2fc916fabd9cac7eed51a1f3342cb5b250/image-20251013-225649.png?cb=dbc88dace3ba282bd3b7c414afd740c6) **5.**Now, the two nodes that are merging together are next to one another for a more organized canvas. ![image-20251013-225726.png](https://knowledgebase.zetaglobal.com/__attachments/a_fd1e10d004d1f6ff1b8c17f735ba1dbbe0a0152769f3849d7b32e943ec1e4a67/image-20251013-225726.png?cb=969d2d9b982af697bd429c3b6d25e5c8) ## Deleting Nodes **1.** To delete a single node, click the `...` button on the node to delete it. ![image-20260227-220503.png](https://knowledgebase.zetaglobal.com/__attachments/a_a8d182299c0b03c9e882b2a3644d3b30c7e198aca1257c527fb1b54e2bab78f0/image-20260227-220503.png?cb=8ec10a5055ee31b078d95dc3a2e7c92b) **2.** To delete multiple nodes, click the `...` button on the action bar at the bottom of your screen, then select **Delete**. ![image-20260227-220230.png](https://knowledgebase.zetaglobal.com/__attachments/a_491ac2854ad9b66efb0fc79bd6b7f32e2983c8ee758fe76b735bb07aa0117777/image-20260227-220230.png?cb=3c3db087eafe9f65e2a0d088f6ab577d) **3.**Select the nodes you want to delete. They must be consecutive, and you cannot partially select split nodes. ![image-20260227-220316.png](https://knowledgebase.zetaglobal.com/__attachments/a_6ff49aa42f3dc1270eda7231bfe39f17bedc1d8cecea6964eadb74c26c80731e/image-20260227-220316.png?cb=c97318cde48177837ee0b8824e5ca7b1) **4.** Click **Delete Nodes** to finish. You will be asked for confirmation before the nodes are deleted. ![image-20260227-220408.png](https://knowledgebase.zetaglobal.com/__attachments/a_8eb93c2878417057a6412fee1544828cbe8cb51e29f3e1e088869445bf1e96ed/image-20260227-220408.png?cb=2af8a8ebb0de4f7d3286279876514f97) *** ** * ** *** --- language: "en" --- # Amazon S3 ## Overview The Amazon S3 integration is Zeta's Cloud storage solution for specific Zeta Marketing Platform use cases. ## Amazon S3 Documentation * [Amazon S3 Documentation](https://aws.amazon.com/s3/) ## What does the Zeta integration for Amazon S3 do? Amazon S3 is being used as a source in Dataflow, which allows you to read files from S3 with specific options to take action on. Some of the flexibility with this type of integration is the ability to message files, clean files, delete columns, add columns, delete rows, and add rows. With these options, you can then send your cleaned file/files to either ZMP, your own SFTP, your own S3, or even your own cloud storage. ## Use Cases | **Use Case** | **Description** | |-----------------|---------------------------------------------------------------------------------------------------------------------------------------------------------| | Data Flows | Can be used as a source or destination | | Audience Export | Can be used as a destination from ZMP customer audiences/segments list (via CSV/JSON file) in ZMP to Amazon S3 | | Report Export | From the ZMP report builder, we allow for reports to be created with views to specific dimensions and measures, which then can be exported to Amazon S3 | ## Prerequisites * [Managing Access key for Identity Access Management](https://docs.aws.amazon.com/IAM/latest/UserGuide/id_credentials_access-keys.html) --- language: "en" --- # Amplitude ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with Amplitude. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## Amplitude Documentation * [Amplitude API Reference - Identify](https://www.docs.developers.amplitude.com/analytics/apis/identify-api/) ## What does the Zeta Integration for Amplitude do? This channel manager integration with Amplitude allows for the creation and syndication of customers from the Zeta Marketing Platform to Amplitude. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Amplitude is necessary and what to syndicate. ## Prerequisites * Set up your Amplitude access token: [Identify API - Amplitude Developer Center](https://www.docs.developers.amplitude.com/analytics/apis/identify-api/#authorization) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e., source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager) template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note that you can save multiple Amplitude Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | --- language: "en" --- # Analysis Mode ![image-20230405-074300.png](https://knowledgebase.zetaglobal.com/__attachments/a_273085866790ece6ed41bb14b379053c42d18f185cf6f8215547087ab8aacbab/image-20230405-074300.png?cb=41b949ea1f6695c0dd4a796bb0b43f76) The Experience Builder Analysis Mode gives marketers insight into how their experiences performed. See how users entered, continued through each decisioning node, exited early, and completed the experience --- from both total and unique dimensions. Analysis Mode is only available upon activation of an experience. *** ** * ** *** ## How to Access Analysis Mode Upon activating an experience, you'll be able to see the Analysis Mode for your active and inactive workflows. When you return to that specific experience's page, you'll automatically view Analysis Mode. For inactive experiences, you can toggle between Analysis Mode and the default editing state by clicking on the corresponding icon in the top navigation. ![analysis_mode_new_node_format.gif](https://knowledgebase.zetaglobal.com/__attachments/a_1bb5bf8fb465749bc9a155bdeba51749fc5f6374d5a933fad6800cee0694f48d/analysis_mode_new_node_format.gif?cb=7658bc3ad7913fb26f5df46bd55e1124) For active experiences, you will only be able to access Analysis Mode; there is no toggle available to return to editing. *** ** * ** *** ## Types of Views **People View** is only available for experiences that were activated after **April 13, 2023**. To enable it for an existing workflow, deactivate and reactivate your experience. You can view your metrics in two ways: **Experience View** and **People View**. * Experience View is the traditional version of Analysis Mode and counts total events across all nodes and journeys in a given experience. Since experiences allow people to enter multiple times, it gives you a full picture of how often events are triggering. * People View is a new feature that allows you to analyze your experience's performance from a unique user level. This means that you can measure how many people your experience is reaching without accounting for repeat visitors. While Experience View is the default setting, you can easily switch between the two views and your selection persists across every experience in your account until you change it again. This is specific to the ZMP user and doesn't affect other users in your account. ![image-20240304-200441.png](https://knowledgebase.zetaglobal.com/__attachments/a_7e187f1b30413da43cd3475d288012c24ac88641742b7a562df810c8c983875f/image-20240304-200441.png?cb=f226d48d0bfd625ebe1aff8ea440401b) *** ** * ** *** ## Experience-Level Metrics The top banner of metrics for any given experience is aggregated across all activation periods and the type of metric depends on your current Analysis Mode setting. ### ++Experience View++ | **Metric Name** | **Definition** | |--------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------| | Experiences Triggered | Number of total times any user has entered this experience by doing the Trigger Event (not de-duped per user). | | Experiences Exited Early | Number of total times any user has exited this experience early (eg, they triggered the Exit Criteria). | | Experiences Completed | Number of total times any user has completed this experience by coming to a natural end in the node tree. | | Campaigns Sent | Number of total times any user was sent a campaign from this experience. If a user has multiple contacts, they will each count as a campaign. | | Experiences in Flight | Number of total times any user is currently moving through this experience. If a user has simultaneous journeys, they will each count toward this total. | ### ++People View++ For people who re-enter an experience, the top-banner metric always refers to the user's most recent journey. | **Metric Name** | **Definition** | |-----------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------| | People Entered | Number of unique users who have entered this experience. | | People Exited Early | Number of unique users who have exited this experience early (eg, they triggered the Exit Criteria). | | People Completed | Number of unique users who have completed this experience by coming to a natural end in the node tree. | | Unique Campaigns Sent | Number of unique campaigns sent to users who have entered this experience. If a user has multiple contacts, they will each count as a campaign. | | People in Flight | Number of unique users who are currently moving through this experience. If a user has simultaneous journeys, only the most recently entered one will count. | *** ** * ** *** ## Node-Level Metrics While the top banner of metrics for any given experience is aggregated across all activation periods, node-level metrics will always refer to a single activation period. By default, the most recent activation period will be shown when you open an experience in Analysis Mode. ### ++Experience View++ There are three node-level metrics to measure your performance: * Triggered: Number of times this node has been triggered * Exits: Number of times a user exited while at that node * Waiting: Number of users waiting to be resolved. You can click on either Triggered or Early Exits to open a panel that shows the node's performance over time. The Waiting metric only accounts for people currently waiting at the node. ![image-20240304-200655.png](https://knowledgebase.zetaglobal.com/__attachments/a_10c1a47a6d2001fa6e4e7e1befc3c6c6b27d95fbefc1dfd221821f561c3611b1/image-20240304-200655.png?cb=809776d3fb0177529539941f7fd119f9) ### ++People View++ There are three node-level metrics to measure your performance: * Triggered: Number of unique people who have triggered this node * Exits: Number of unique people who have exited while at that node * Waiting: Number of unique people waiting to be resolved Like Experience View, you can click on either Triggered or Early Exits to open a panel that shows the node's performance over time. The Waiting metric only accounts for people currently waiting at the node. ![image-20240304-200755.png](https://knowledgebase.zetaglobal.com/__attachments/a_40a9a7fcf9b2f8769459803951276e45e43a39c932acd9656d365e12aec92fc2/image-20240304-200755.png?cb=52d8ebd86a055a3127319bedeefb3902) ### ++Campaign Metrics by Channel++ Each campaign will have its own set of metrics depending on its channel. In Experience View, these are calculated as rates. In People View, these are provided as unique absolute counts. | **Channel** | **Metrics in Experience View** | **Rate Formula** | **Metrics in People View** | |----------------|---------------------------------------|------------------------------------------------------------|----------------------------| | Email | Open Rate Click Rate Unsubscribe Rate | Opens/Deliveries Clicks/Deliveries Unsubscribes/Deliveries | Opens Clicks Unsubscribes | | SMS | Click Rate Unsubscribe Rate | Clicks/Deliveries Unsubscribes/Deliveries | Clicks Unsubscribes | | Push | Open Rate Click Rate | Opens/Deliveries Clicks/Deliveries | Opens Clicks | | Webhook | Error Rate | Errors/(Errors + Deliveries) | Errors | | Custom Channel | Error Rate | Errors/(Errors + Deliveries) | Errors | *** ** * ** *** ## Using Date Ranges By default, Analysis Mode will display experience-level metrics aggregated across all time and node-level metrics to reflect all data since the last activation. You can change the date range by selecting from the dropdown list in the top navigation. ![image-20240304-200934.png](https://knowledgebase.zetaglobal.com/__attachments/a_097e42489347400a745c0753b20b96d634c76e4a9a2a78ede58b2007c8c88c91/image-20240304-200934.png?cb=a7004d4fdaaf0aced4319513b77d607d) |-----------------------------------------------------------------|----------------------------------------------------------------------------------------| | **Date Range Selection** | **Options** | | All Time | All Time | | Predefined Date Ranges | Today Last 7 Days Last 30 Days Last 90 Days | | Select Date Range This is only available in **Experience View** | You can select any set of dates on or after the first activation date. | | Activation Periods | All activation periods will be available for selection and are listed chronologically. | ![image-20240304-213755.png](https://knowledgebase.zetaglobal.com/__attachments/a_d1788ac8ef474cc3b25abac83b56300c289f083c11310badb0cede868cd310f5/image-20240304-213755.png?cb=6c712367b7d64ab21e26c0fd8353d11a) *** ** * ** *** ## User Lookup Beyond aggregated metrics across nodes and experiences, you can also look up individual users to see their paths across all journeys in a given experience. A journey refers to a single time a single user is triggered into an experience. By default, users can enter an experience as long as they meet the trigger node logic. To add more granular targeting, you can configure Entrance Criteria to control how often a user enters the experience, even if they do the trigger node logic again. **1.**While in an active or previously active experience, click the people icon in the top nav. Add a ZMP identifier (eg, `user_id`, `email`, `bsin`) and press Enter. ![image-20250327-191452.png](https://knowledgebase.zetaglobal.com/__attachments/a_4148eb62e9fde51923eec4c5a3a87425b94cafa45f309d3f1dd82ceaf5d4ec53/image-20250327-191452.png?cb=46be48700ba69fa5eb0aaa89c80287a1) **2.** For each user in an experience, you will see a list of their journeys, organized between active and past journeys, as well as the activation period. Expand each journey to see a list of nodes visited by the user and timestamps of node entry and exit. Hover on a node in the list to see their path and click on event nodes to see the payload that triggered the user. ![image-20250327-191427.png](https://knowledgebase.zetaglobal.com/__attachments/a_cbacb769a6961c78cc7763e84cb8e0465bef8f5e24b62f602ec9e91ef7e95e0b/image-20250327-191427.png?cb=601bc5b52bbccf6b748904f9da76e886) **3.** You can also look up past journeys for a user by navigating to an earlier activation period. ![image-20250327-192215.png](https://knowledgebase.zetaglobal.com/__attachments/a_09421183ca7206fc736b995a7730f5a4f5fabc79f6137fcde80ed14bbeeda7f6/image-20250327-192215.png?cb=542800e2474fb9fdb0e6776651e83dd1) **4.**If a user is currently in the experience, you can choose to manually exit this user by clicking **Exit User**. Note that this will remove the user from all active journeys and cannot be undone. If a user does not have any active journeys in this experience, this button will be hidden. ![image-20250327-201252.png](https://knowledgebase.zetaglobal.com/__attachments/a_221a814ca31dbf39949e87f9659ca912f762f65a67436171847c1676aaf374b7/image-20250327-201252.png?cb=ce2268ed7f2f5d7ccfd483b0d0327850) --- language: "en" --- # Analytics ![2022-01-18_13-02-55.png](https://knowledgebase.zetaglobal.com/__attachments/a_29cb200e3d49dfea89c9271f09f4c1f1493bb7ff3f4d0e0c0c302f91b0e96ad0/2022-01-18_13-02-55.png?cb=26d068ac95a29b0f0c50b67b477cdbc2) Data has witnessed a lot over the past decade to become big, and just like that, business intelligence revolutionized, enabling us to access the cloud. While insightful and actionable data visualizations in the form of interactive business dashboards took the driver's seat, the data product chain was democratized with the rise of self-serve analytics. Sooner than we knew, advanced analytics was no longer just for the analysts. Companies of all shapes and forms no longer ask *whether or not they need increased access to analytics* ; rather, *what is the best analytics solution for them and their customers?* While data visualizations improve analyses, Zeta has always sought the best way to tell each data story, especially with the help of its unified dashboard. This section of the ZMP Knowledge Base provides details on the available reporting features in ZMP, covering: * [Insights Studio](https://knowledgebase.zetaglobal.com/kb/insights-studio.md) * [Attribution Insights](https://knowledgebase.zetaglobal.com/kb/attribution-insights.md) * [Deliverability](https://knowledgebase.zetaglobal.com/kb/deliverability.md) * [Content Report](https://knowledgebase.zetaglobal.com/kb/content-report.md) * [Prime Time Report](https://knowledgebase.zetaglobal.com/kb/prime-time-report.md) * [Embedded Reports](https://knowledgebase.zetaglobal.com/kb/custom-report.md) * [Zeta Insights - Report Builder](https://knowledgebase.zetaglobal.com/kb/zeta-insights-report-builder.md) * [FAQs (Analytics)](https://knowledgebase.zetaglobal.com/kb/faqs-analytics.md) The **Campaigns**and **Campaigns Beta** reports have been deprecated from the Zeta Marketing Platform as of April 15, 2021. The features are available in the [Insights Studio](https://knowledgebase.zetaglobal.com/kb/Report-Builder.1460503632.html) which is available to all users as of March 30, 2021. --- language: "en" --- # Annex Cloud ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with Annex Cloud. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## Annex Cloud Documentation * [Annex Cloud API Reference - Customer Loyalty](https://www.annexcloud.com/api/documentation/Loyalty/) ## What does the Zeta Integration for Annex Cloud do? This channel manager integration with Annex Cloud allows for the creation and syndication of customers from the Zeta Marketing Platform to Annex Cloud. Marketers in the ZMP can use the Experiences decisioning to determine when to create a new customer in Annex Cloud and what to syndicate. ## Prerequisites * Set up your Annex Cloud access token: [Annex Cloud API Documentation](https://www.annexcloud.com/api/documentation/Loyalty/) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e., source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager) template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note that you can save multiple Annex Cloud Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | --- language: "en" --- # Appcues ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with Appcues. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## Appcues Documentation * [Appcues Public API](https://docs.appcues.com/article/745-appcues-public-api) ## What does the Zeta Integration for Appcues do? This channel manager integration with Appcues allows for the creation and syndication of customers from the Zeta Marketing Platform to Appcues. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Appcues is necessary and what to syndicate. ## Prerequisites * Set up your Appcues access token: [Appcues Public API](https://api.appcues.com/v2/docs#authentication) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e., source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager)template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note you can save multiple Appcues Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | --- language: "en" --- # Applications ![image-20260511-092304.png](https://knowledgebase.zetaglobal.com/__attachments/a_8fbaedcf5014fcea90e36e652c526a8f418b7540fe91bb001da31636a3a29ff3/image-20260511-092304.png?cb=b68a8fc229d74216d142f4ab9035a970) Apps isn't available to everyone yet, so if you can't see it, you're not the only one. Please reach out to Support or your account team to learn more about availability and access. Applications is your dedicated space in ZMP to discover, open, and work with the apps your team relies on, whether you are steering the program or day‑to‑day in the tools. Applications bring those experiences together in one place so marketers and admins can move from the core ZMP platform into specialized workspaces without losing context or starting from scratch elsewhere. Within ZMP, navigate to **Applications** from the menu on the left. ![image-20260511-094059.png](https://knowledgebase.zetaglobal.com/__attachments/a_a0344e8e2212edb2273bad7aa6d031dbdac459edfba592aaade1ee87c25aa4ac/image-20260511-094059.png?cb=0c1785e327b0b34e47644ff9f16a93f1) ![image-20260511-093121.png](https://knowledgebase.zetaglobal.com/__attachments/a_72491679bf7f2f63ca87113691983c1e922afffd089aac5e841cb3f20b9c10a7/image-20260511-093121.png?cb=a488819d92360341e607a3609497a6b9) ## Key Features * **Codeless App Creation**: You can build, manage, and deploy apps without coding, using a conversational AI interface. * **Role-Based Access**: Apps are provisioned and distributed based on user roles (App User, App Moderator, Admin), ensuring appropriate permissions and oversight. * **Agent Support**: Each app ships with an AI agent that provides contextual guidance, recommendations, and onboarding. * **Integration with Zeta Platform**: Apps connect to Zeta's APIs, identity graph, and data sources, ensuring seamless access to campaigns, segments, and analytics. * **App Builder**: Admins and moderators can use generative AI prompts to create new apps, iterate on features, and generate mockups and solution designs. * **Workspace Management**: You can operate multiple apps side-by-side in a workspace, improving productivity and workflow efficiency. * **App Moderation \& Approval**: Newly created apps go through a moderation process for review, code inspection, and approval before distribution. * **Security \& Compliance**: Each app inherits Zeta's security posture, including privacy reviews and compliance documentation. * **Beta \& Customization**: Early-stage apps can be refined with feedback from pilot customers, and custom use cases can be submitted for consideration. ## User Roles | **App User** | Uses provisioned apps, operates within the assigned workspace, and cannot create or modify apps. | |-------------------------|-------------------------------------------------------------------------------------------------------| | **App Moderator/Admin** | Creates, reviews, and approves apps; can access code and advanced features; manages app distribution. | | **Customer Admin** | Oversees app usage, monitors adoption, and manages provisioning for their organization. | ## How to Create an App **1.** Log in as an Admin or Moderator. **2.** Click **Create** and choose your desired path. ![2026-05-11_15-16-37 (1)-20260511-094656.gif](https://knowledgebase.zetaglobal.com/__attachments/a_07a1e690240ee5faeac97de88cf98a000f34570493d59a7e088e8b3daea8261a/2026-05-11_15-16-37%20(1)-20260511-094656.gif?cb=9cd6d48a05fbf17c7f8f040e7c5dd37c) Let's take a look at each of the methods you can use to create an app within ZMP: ![image-20260512-050300.png](https://knowledgebase.zetaglobal.com/__attachments/a_c969dd01f624c06ec158a10fb059e3c9b57f769db1a83d6c2a78e6223fa80fac/image-20260512-050300.png?cb=e210ee23b0cec58f15505bc28f01c93f) ### Agentic Apps Agentic Apps are purpose-built, codeless applications on the Zeta platform, designed to streamline workflows and deliver outcomes for enterprise users. They leverage AI-powered microservices and integrate deeply with Zeta's data, security, and governance frameworks. ## How to Create an Agentic App **1.**Log in as an Admin or Moderator. **2.** Click **Create** and use the conversational AI prompt to specify requirements. ![2026-05-11_15-41-44 (1)-20260511-103811.gif](https://knowledgebase.zetaglobal.com/__attachments/a_9a6b3d58fc98cdbd30d6378a19037bfef305e77e805c019b250aafe7dcc05cf8/2026-05-11_15-41-44%20(1)-20260511-103811.gif) **3.**Review generated mockups and solution designs; iterate as needed. **4.**Submit the app for moderation and approval. **5.**Once approved, assign the app to relevant user roles for distribution. ## Using Agentic Apps * Launch apps from your workspace. * Access contextual guidance from the embedded agent. * Operate multiple apps side-by-side for enhanced productivity. * Receive automated onboarding and support from the agent. * All apps are built on Zeta's secure platform, leveraging existing APIs and data sources. * Compliance and privacy reviews are generated automatically for each app. --- language: "en" --- # Apptimize ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with Apptimize. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## Apptimize Documentation * [Apptimize API Reference - Events](https://apptimize.com/docs/apis/rest-api.html?highlight=api%20apptimize%20com#events-api) ## What does the Zeta Integration for Apptimize do? This channel manager integration with Apptimize allows for the creation and syndication of customers from the Zeta Marketing Platform to Apptimize. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Apptimize is necessary and what to syndicate. ## Prerequisites * Set up your Apptimize access token: [REST API --- Apptimize documentation](https://apptimize.com/docs/apis/rest-api.html?highlight=api%20apptimize%20com#authentication) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e., source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager) template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note you can save multiple Apptimize Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | --- language: "en" --- # Asset Library ![image-20231004-070910.png](https://knowledgebase.zetaglobal.com/__attachments/a_6d57beb8cf7507c78f37ccdcee597397115fd93be00605ff02b8f8ba4f93a8e6/image-20231004-070910.png?cb=e6b6b0b61876e6926c6889c381f4dac1) Making impactful campaigns pop requires the right assets to be right at your fingertips, cutting down the complexity of managing accumulated assets and making them easily findable. The ZMP comes with an asset library, which is a centralized hub for all content and assets that can help you build the most engaging communication for your customers. The Asset Library also makes it easy to find the right images to use and to further ensure that they adhere to the design language of your brand. ## Navigation Navigate to **Content** \> **Asset Library** from the menu on the left. ![image-20251208-073316.png](https://knowledgebase.zetaglobal.com/__attachments/a_9d4414c5a4dfb1ac54a98d60b94c221f372daab9456f1baef4b41bee04ed97b5/image-20251208-073316.png?cb=b86b3811b92705fca65d1b5a5b0bad6f) *** ** * ** *** ## Using the Asset Library ### Changing the View The Asset Library can be viewed in 2 forms, and you can switch between them at any point by clicking on the list and grid icons at the top nav. * **Grid:** See assets and folders in a tile format, centered on a large thumbnail of the file * **List:**See assets and folders listed in a table format, with more information displayed in columns ![asset_library_switching_view.gif](https://knowledgebase.zetaglobal.com/__attachments/a_dec7561c82b42a19879401688bbb2e768f433f61957081474f61327faca6db25/asset_library_switching_view.gif) ### Searching and Filtering Assets Combine your search with filters to find what you need quickly and easily. * Enter your query in the **Search** field to find an asset. The Asset Library supports natural language for intelligent search, so you can use generic keywords to describe the content of your asset, in addition to filename, tags, and description, when returning results. * Click on the **Filter** icon at the top right to slide open the Asset Filters window from the right. Apply the Filters as needed to display the assets of your preference. ### Adding Assets * Click on the Add button at the top-right to reveal a dropdown with two options: **Add Assets** and **Create Folder**. * You can add multiple assets or one at a time. * By default, all assets and folders are set to public, but they can be switched to private prior to upload. You can manage access once uploaded. * Click on **Create Folder** to add an asset within it. You can also create subfolders within a folder. * If you upload a file into a folder where the filename already exists, then you can choose if you want to replace the file or upload it with a suffix appended. ![image-20251208-073443.png](https://knowledgebase.zetaglobal.com/__attachments/a_61f508df4f362f8c66bd073792d11ea2cc92ae8d2b80e0ee3bf65f1fdde4ed08/image-20251208-073443.png?cb=dd641f5c6c8ef235625e8dd804defb88) * The Asset Library supports a range of file formats, including but not limited to JPG, PNG, PDF, XLSX, and custom formats like FOO. "doc", "pdf", "eps", "csv", "pptx", "xlsx", "docx", "ttf", "heic", "svg", "webp", "ics", "css", "html", "mp4", "mov", "bmp", "gif", "jpg", "png", "tif", "psd" * Maximum file size is 30MB per file * There is no limit to the number or size of files per library * Only media files like JPG, GIF, PNG, PDF, and MP4 can be previewed directly within the Asset Library. * Users can also paste in a URL to add an associated asset to the system. Once uploaded, assets can be filtered by metadata, including type (e.g., JPG, PNG, XLSX, etc.), making it easier to search and organize. ### Private Assets By default, all files uploaded to the ZMP are public --- meaning they can be used in marketing creative and accessed via public URL by any user. With private assets, we've introduced a way to share files with team members outside your organization that are only accessible by logged-in ZMP users whom you've granted permission to view. **1.** When uploading an asset or creating a folder, select the radio button for **Private**. **2.** Select whether you want **Only Me** or **Everyone in \[Account Name\]** . If you only want to share with certain users, select **Only Me** and specify the individual users and teams after the upload is finished. ![image-20251208-073602.png](https://knowledgebase.zetaglobal.com/__attachments/a_4df21c4dbea04690101a472fb5614891ff0071ac89111c6ffa0b48d17e679376/image-20251208-073602.png?cb=e4cf1a9ec3082642caec504a3de70991) **3.** Private assets are marked in the listings page by either a text label or a badge that says **Private**. They are marked on the asset page with a lock icon next to the asset name in the header. ![image-20251208-073626.png](https://knowledgebase.zetaglobal.com/__attachments/a_80ee19d57b1c6af61fa9839ce5ece8770eaaa3094c5e05c69d1ae56b73811642/image-20251208-073626.png?cb=9b08ccb589bc73fcfdb3744ad131b771) **4.** Once uploaded, you can share the asset with other users in your account via **Manage Access**. You can select the user and specify their level of access. ![image-20251208-073648.png](https://knowledgebase.zetaglobal.com/__attachments/a_cc6daf90615f19f545034d3961c32205eac6842b9f3f059454bb580e1d0c0e3e/image-20251208-073648.png?cb=a09485eb2003c22857f44b0650d6906b) | **Access Level** | **Access Functions** | **Definition** | |------------------|---------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Viewer | View | User can view the asset but cannot make edits. | | Editor | View and edit | User can view the asset and make edits to the metadata. If they have the `Replace Media Asset` ZMP permission, they can also edit the underlying file. | | Manager | View, edit, and download | User can view or edit the asset, as well as download it to their device. | | Admin | View, edit, download, and share | User can view, edit, or download the asset, as well as manage access for other ZMP users. The owner of the asset will always have access to it, even if another admin tries to select **Only Me**. | **5.** If a user is granted access to a private folder, then they will have access to all files in that folder unless a user changes the access on a specific asset for that specific user. This is especially important if you move an asset from one private folder to another --- only users with specific access to the asset will retain access. **6.** If a user clicks on a private asset URL outside the platform, they will need to log in to the ZMP. Then, they must be in the specific account for that private asset. Lastly, they will need to have access to that specific asset to view it. If a ZMP user does not have access, they can request it in the UI, and a notification will be sent to the owner to update access. * While you can mark an existing public asset or folder as private, or vice versa, we recommend doing so upon upload as a best practice. * User access is separate from user-level permissions. For example, you must have the `View Content` ZMP permission enabled in addition to being shared a specific private asset in order to view the asset. * If an asset is private, then the **Copy URL** button will display a link to the ZMP preview page rather than a public link hosting the asset. ### Using Existing Assets From the Asset Library, you can: * Edit Asset - Opens the asset in its own editor page * About Asset - See metadata about the file in the Asset Library * Copy URL - Copies the asset URL to your browser's clipboard. If this is a public asset, it will be the hosted URL; if this is a private asset, it will be the ZMP URL to the asset's editor page. * Download - Saves the asset to your local device * Manage Access - Changes the access of a private asset. It can also change an asset from public to private or vice versa. * Move to - Moves the asset to another folder * Archive - Archives the asset so it no longer appears by default in the Asset Library ![image-20251208-073845.png](https://knowledgebase.zetaglobal.com/__attachments/a_3302863b561653313c830da3e946208179d574768070560a5c8cc84ee8a09529/image-20251208-073845.png?cb=ae617f21a180af32a242b6b973fa113f) ### Moving Assets Once files are uploaded, you can reorganize folders and assets using drag-and-drop functionality, giving you more flexibility to organize your files. Moving files between folders will not change the asset URL. You can move assets and folders in two ways: * Checking multiple boxes and dragging in the UI * Clicking the `...` menu and selecting **Move to** ![asset_library_moving_folders.gif](https://knowledgebase.zetaglobal.com/__attachments/a_f161a5c0503e9eead69965a91751b202b3f79579d288bbb2ae316d0bb7da2878/asset_library_moving_folders.gif?cb=e6bdfd3b079acd5fdb7df4b3cd56a6b3) Moving assets between private folders can grant or revoke access to assets and subfolders depending on the settings of the new folder. Users granted access directly to an asset will always keep access to that asset unless explicitly revoked. ### Editing Assets On the asset's editor page, you can: * Change file name * Add description * Replace the image - this will not change the URL, and the new file will be reflected everywhere the URL is used * Copy the URL * Add tags * See metadata * Archive the asset * Manage access ![image-20251204-203109.png](https://knowledgebase.zetaglobal.com/__attachments/a_2ef55baf17b4d1b27a544d486ee2a709e483989ff58bc39d3d6f1635dd3d71ec/image-20251204-203109.png?cb=9289273df7965ceafe5ddfb4527203dc) * There is no need to make any changes to a content source (e.g., email templates) that uses an asset you have edited. * Replacing an image or changing its name will not change the asset URL. While the asset URL does end in a filename and file extension, the content of the file will reflect the most recent updates you make in the Asset Library. * If an asset is private, then the **Copy URL** button will display a link to the ZMP preview page rather than a public link hosting the asset. ### Archiving Assets If an asset is outdated (e.g., a marketing logo in an old style) or was mistakenly added, you can archive it in two ways: * Clicking the `...` menu in the Asset Library and selecting **Archive** * Selecting **Archive** on the asset's editor page Once archived, you can still see the asset in the Asset Library by filtering on Status \> Archived. You can always unarchive later if you need the asset again. Any content using that URL will still render the asset even while the status is archived. You will need to remove any URLs in your content that reference that asset. *** ** * ** *** ## Sharing Assets To simplify testing across development and production accounts, you can share an asset either as a copy or a linked copy to accounts within the same family structure. On the **Asset Library** page, select an asset and click **Share** from the asset menu. ![image-20260508-212209.png](https://knowledgebase.zetaglobal.com/__attachments/a_a95903d0b83d241e5d1348e7421683aba93b0c5cb88012608d650ff8ddc55bfb/image-20260508-212209.png?cb=23d52a5e7923f19410fc915f5239c63e) * **Share Asset Copy:** Create a duplicate of the asset across accounts, with no link back to the original asset. It will have its own asset URL. * **Share Linked Asset:** Make the asset available to be used in multiple accounts, where all content is controlled by the original asset. You cannot make changes to a linked asset in the accounts that are linked. **Share access with users \& teams** is a separate feature from asset sharing. Learn more about [++Selective Access++](https://knowledgebase.zetaglobal.com/kb/selective-permissions-selective-access#SelectivePermissions,SelectiveAccess-SelectiveAccess). ### Share Asset Copy **1.** Clicking **Share asset copy across accounts** will allow you to configure a new asset name and select the accounts you want to share this new asset with. You can optionally add tags or a notification to your teammates. ![image-20260508-212544.png](https://knowledgebase.zetaglobal.com/__attachments/a_5f69abc168c81ab7ee5dfa3841f467b6342a72c1ab6c4ec592dd608041ecc928/image-20260508-212544.png?cb=62d4cb90232c0481abb3f4440736e176) **2.**Confirm your selected accounts. ![image-20260508-212638.png](https://knowledgebase.zetaglobal.com/__attachments/a_65580242799ad41424825a6b74cf6694fc34631e73d5df3f6fbc2f26b2001cfd/image-20260508-212638.png?cb=a504b3123f0fb5692f7cedf919d0a98f) **3.**Once shared, go to one of the accounts you just selected. Since there is no link between this asset and its duplicates---and there's no limit to the number of times you can share a copy of an asset---there is no list of accounts for you to reference. ### Share Linked Asset **1.** Clicking **Share linked asset across accounts** will allow you to give permission to certain accounts to use the asset linked from the original account. Since you're sharing a single entity, you cannot edit the name of the linked asset. You can optionally add tags or a notification to your teammates. ![image-20260508-212828.png](https://knowledgebase.zetaglobal.com/__attachments/a_f879ae054c5503bf2fd1602fc3669dd1742004ad3dcadab30341676cc2b8ae17/image-20260508-212828.png?cb=912dab44f0d7e51fe8811b1cb46f0966) **2.**Confirm your selected accounts. ![image-20260508-212955.png](https://knowledgebase.zetaglobal.com/__attachments/a_db8c82793fac920dd5c054dec3a52e635730fee13892c2a49b6fe9ca7d4c90c5/image-20260508-212955.png?cb=eba8780289718615dd0932860acf945e) **3.** Once shared, you'll see an active list of accounts that have access to this linked asset. You can edit this list by unlinking or sharing to another account at any time; it will be automatically shown if you click **Share linked asset across accounts** for this asset again. ![image-20260508-213202.png](https://knowledgebase.zetaglobal.com/__attachments/a_695bcece545ad6ba2959bdbe8885a8fb375c58b855a6712ecbb6bdb27ac140df/image-20260508-213202.png?cb=9d5fb561fdaecae4139336ec123b5df1) **4.** When you have linked assets in an account, you'll see a text indicator (in grid) or **Linked Accounts** column (in list) to identify that the asset is linked, either as the original or shared account. While you cannot open an asset in a linked account, it can still be inserted into a campaign template using codeless personalization or ZML. To make edits, return to the original account and update the original asset. Once saved, its edits will be reflected across all accounts that are linked to the asset. ![image-20260508-213537.png](https://knowledgebase.zetaglobal.com/__attachments/a_ccef309f9d315ff4861ee5885f33c7b2861c5d051256f5c82090ddea66b8130c/image-20260508-213537.png?cb=f0768153ba7392d33c3709616e748737) *** ** * ** *** ## FAQs | **Question** | **Answer** | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Why does clicking the "Change Image" button in the asset library template redirect me to a different set of folders, and why do my assets not appear when I search for "subscriptions"? | The issue occurs because the "Asset Library View" toggle is turned OFF. This setting controls whether you view assets in the Asset Library or the File Manager. To resolve the problem and access the Asset Library, simply switch the toggle ON. The tooltip clarifies: "This toggle changes where you view assets or images: Asset Library or File Manager." | | Why do the image URLs differ from usual when we upload images to ZMP via the Content tab (Assets Library)? | A recent update in ZMP has changed the format of image URLs in the Content tab. Previously, URLs began with `https://email-editor-assets.s3.amazonaws.com/images/`, but now they start with `https://cdn.app.zetaglobal.net/images/`. This change affects all U.S. accounts. While image storage remains on S3, the CDN domain is now used to load images in the UI, templates, and snippets. The underlying files haven't changed, but the new CloudFront CDN domain is exposed instead of the S3 domain, which is also used for email assets when no custom CDN domain is configured. | --- language: "en" --- # Athena by Zetaᵀᴹ Athena is currently available only in the United States. Availability in other regions is coming soon---please stay tuned for updates. Athena by Zetaᵀᴹ is the **superintelligent** marketing agent designed to simplify how marketers surface answers, generate and access insights, build audiences activate campaigns, and proved they worked. Built directly into the Zeta Marketing Platform (ZMP), Athena personalizes each marketer's workspace with natural voice-activated answers, an adaptive interface, and seamless platform integration, enabling teams to activate across the entire customer lifecycle and maximize ROI at every touchpoint. Instead of navigating complex dashboards or searching through multiple data sources, marketers can ask Athena questions and immediately receive insights, recommendations, and next steps. With **Athena,** teams spend less time finding data and more time acting on it; accelerating decision-making, improving campaign performance, and unlocking greater value from the Zeta Marketing Platform. ## Accessing Athena Athena can be accessed directly from the left-hand navigation panel in the Zeta Marketing Platform. Once opened, users can interact with Athena through text or voice to retrieve insights, navigate workflows, and activate marketing strategies. ![2026-03-14_14-10-45 (1)-20260314-084123.gif](https://knowledgebase.zetaglobal.com/__attachments/a_00020e99136952c0b08ad5afedb42f514f9a9e219cf83c4ed501ed822d807db1/2026-03-14_14-10-45%20(1)-20260314-084123.gif?cb=388f1ce7b0a19b7942bd418bfd77b83f) *** ** * ** *** ## Athena Interaction Athena is designed for natural, conversational interaction. You can ask questions, request insights, or instruct Athena to take action using simple text or voice prompts, making it easy to navigate the platform and execute workflows without manual steps. ### Voice Interaction Athena supports voice-enabled interaction, allowing users to speak their questions or requests directly. Athena transcribes spoken input in real time and converts it into a query that can retrieve insights, navigate the platform, or trigger actions. This enables a more conversational and efficient way to access information within the Zeta Marketing Platform. To start using voice interaction, click the microphone icon to enter Voice Mode in Athena, allow microphone permissions when prompted, and speak your request. The system will transcribe your request in real time. You can seamlessly switch between voice and text input at any time based on your preference. ![image-20260331-151219.png](https://knowledgebase.zetaglobal.com/__attachments/a_5fe2652fd09e0d97950a54f7e9a2a14aab4358125b26f413343a079ea7a9fa07/image-20260331-151219.png?cb=41c8dd01673129349387e5feded48250) ![:note:](https://knowledgebase.zetaglobal.com/__attachments/a_4b9c5a94aca48f92f1acfee4031e675a99599fe67f0ad086e955006d52396c97/atlassian-note?cb=8b18e78f950443e7558a7b2e796bfe1c) **Voice input will not be active by default and must be enabled manually by clicking the Microphone.** #### See Athena in Action Athena is designed to understand natural, conversational language. Users can ask questions, request insights, or instruct Athena to perform actions using simple prompts. Being clear and specific helps Athena return the most relevant results. Examples include: * "Show me the top insights for my brand this month." * "Create an audience of high-value customers." * "Analyze my latest campaign performance by click rate." Athena understands both strategic and operational questions, allowing you to ask high-level business questions about specific execution tasks. ![2026-03-16_11-12-12 (1)-20260316-054252.gif](https://knowledgebase.zetaglobal.com/__attachments/a_cbe12bb989f93c26d4f89ebcfa1235b5c8a00f18f3632f15940f02559f5e19b9/2026-03-16_11-12-12%20(1)-20260316-054252.gif?cb=bd17d50615503069e80273a0fc72733c) ## Key Use Cases Athena enables marketers to move seamlessly from questions to insights to action within the Zeta Marketing Platform. By combining natural language interaction with platform-wide intelligence, Athena helps marketers analyze performance, discover opportunities, and execute strategies faster. ### ++Conversational Navigation Across ZMP++ Athena allows marketers to interact with the Zeta Marketing Platform using natural language or voice commands. Users can ask Athena to navigate directly to specific modules, reports, or workflows, eliminating the need to search through the platform manually. **Example:** * "Take me to Audience Explorer." * "Open my campaign performance dashboard." ![2026-03-16_18-47-06 (1)-20260316-131727.gif](https://knowledgebase.zetaglobal.com/__attachments/a_d326b5f922fc501722e5ef173845878aa3eb2db062aa7e7dd9b15d0f0338da10/2026-03-16_18-47-06%20(1)-20260316-131727.gif) #### ++Campaign Analysis and Performance Insights++ [https://vimeo.com/1174792609](https://vimeo.com/1174792609 ) Athena analyzes campaign performance across channels and identifies patterns in engagement, creative effectiveness, and media mix. Marketers can quickly generate reports or deep dives into campaign trends. **Example:** * "Analyze my top-performing campaigns by click rate." * "Identify trends in campaign tags or customer journey stages." #### ++AI-Powered Audience Creation++ [https://vimeo.com/1174810260]( https://vimeo.com/1174810260) Athena helps marketers build highly targeted audiences using behavioral, geographic, or value-based attributes from CRM and Data Cloud data. It can generate, size, and summarize audiences instantly, so they're ready for forecasting or activation. **Example:** * "Build an audience of high-LTV customers who viewed products but didn't purchase." * "Create a segment of customers in New York with recent cart activity." ![2026-03-16_18-52-12 (1)-20260316-132304.gif](https://knowledgebase.zetaglobal.com/__attachments/a_d971c4c0649bfe6e991c3ce3e01aa0837be6dc0f543bbb4762c5d2fbc1c83746/2026-03-16_18-52-12%20(1)-20260316-132304.gif) #### ++AI-Assisted Campaign Creation++ Athena can transform strategic insights into execution by launching the campaign creation workflow, pre-populating audiences, and generating creative suggestions. This accelerates campaign setup and reduces manual configuration. **Example:** * "Create a campaign for my high-value customer segment." * "Set up a promotional campaign for my top-performing audience segment." #### ++Zeta Data Cloud Insights++ Athena can help you make sense of the vast opportunities and insights made available through our Data Cloud. Athena can help guide you through Data Cloud insights and create audiences more quickly. **Example:** * "Show me my Prospect Engagement." * "Take me to Competitor Details." * "Create an audience based on users interested in Automotive Accessories on the US East Coast." ![2026-03-16_18-57-29 (1)-20260316-132754.gif](https://knowledgebase.zetaglobal.com/__attachments/a_8ec1f8ab9d0665eed84070b3503784a70fff1ee7bdf5fd789304da89ed1478a2/2026-03-16_18-57-29%20(1)-20260316-132754.gif?cb=30d640301f96715823ebb3e5844841b2) #### ++Performance Diagnosis and Strategic Planning++ Athena helps marketers understand performance changes and make strategic decisions by identifying inefficiencies, risks, and growth opportunities. **Example:** * "Why did my performance change recently, and what should I do next?" * "What are my biggest opportunities for growth right now?" * "Where should I focus my budget and strategy to improve results?" Performance Advisor is currently in **Beta.** To be added to the Beta Program, please contact your Account Manager. ## How Athena Supports the Marketing Workflow Athena helps marketers move from insights to execution by supporting key marketing workflows within the Zeta Marketing Platform: 1. Access insights and opportunities from reports and dashboards 2. Build targeted audiences using CRM and Data Cloud attributes 3. Create campaigns directly from identified opportunities 4. Generate reports and analyze performance in Insights Studio 5. Measure results and optimize strategies ### Accessing Insights Athena simplifies data analysis by retrieving insights from [Insights Studio](https://knowledgebase.zetaglobal.com/kb/insights-studio) reports and dashboards across the Zeta Marketing Platform. Instead of manually navigating multiple reports, marketers can ask Athena questions and receive summarized insights based on available campaign, audience, and performance data. Athena pulls relevant data from Insights Studio, analyzes trends and performance signals, and presents the most important takeaways in a clear and actionable format. This allows users to quickly understand what is happening across their marketing programs and identify opportunities for optimization. For example, Athena can: * Surface key performance trends from campaign reports * Summarize audience engagement insights * Highlight growth opportunities or performance changes * Provide quick explanations of report data By translating complex reports into clear insights, Athena helps marketers spend less time interpreting dashboards and more time acting on the intelligence within their data. *** ** * ** *** ## Best Practices for using Athena * Ask clear, specific questions * Include context such as campaign, audience, or timeframe * Use follow-up questions to refine insights * Try multiple prompts if you need more detailed results * Use voice interaction in a quiet environment, as background noise or overlapping conversations may affect transcription accuracy **Enablement** To request access to the NEW Athena features, email [hubsupport@zetaglobal.com](mailto:hubsupport@zetaglobal.com) with your account details. *** ** * ** *** ## Related Documents * [**FAQs (Zeta AI)**](https://knowledgebase.zetaglobal.com/kb/faqs-zeta-ai) --- language: "en" --- # Attentive ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with Attentive. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## Attentive Documentation * [Attentive API Reference - Custom Events](https://docs.attentivemobile.com/openapi/reference/tag/Custom-Events/) ## What does the Zeta Integration for Attentive do? This channel manager integration with Attentive allows for the creation and syndication of customers from the Zeta Marketing Platform to Attentive. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Attentive is necessary and what to syndicate. ## Prerequisites * Set up your Attentive access token: [Authentication](https://docs.attentivemobile.com/pages/authentication/) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e. source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager) template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note that you can save multiple Attentive Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | --- language: "en" --- # Attribution Insights ![2022-01-17_15-23-29.png](https://knowledgebase.zetaglobal.com/__attachments/a_951b1d83feb9122d43072d4d7761fc1b0ceaa51d5142d766facd20b48cd7fdb0/2022-01-17_15-23-29.png?cb=cebda69c23007ea8aa492f298301f32b) ![:info:](https://knowledgebase.zetaglobal.com/__attachments/a_884d7ff6d71a3bc9f376b4711d9a31f7c0e743f18e5ee7fdfcf3c095ba725e0f/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) The Attribution Insights is currently available exclusively in the U.S., but we're just getting started. Stay tuned for updates as we bring Attribution Insights to more regions soon! While today's marketers variedly rely on omnichannel strategies to carry out campaigns and more, customizing the customer journeys alongside analyzing the overall impact of the campaigns, keeps perturbating them more than they ever tell. Putting an end to their woes, marketing attribution uses analytics to directly determine which marketing tactics are contributing to sales or conversions. From the first click to the last and everything in between, attribution obsesses over the customer journey, besides understanding what's working and what isn't, especially when dealing with thousands---if not millions---of customers. The Zeta Marketing Platform (ZMP) has also introduced its analytics tool: **Attribution**. The new Attribution page provides key insights to help marketers understand their conversion landscape across email, SMS, and programmatic touch points using their choice of first interaction, last interaction, or linear attribution models. Equipped with this data, users will be able to better understand customers, conversions, and the true impact of omnichannel exposure. By using the insights gleaned from Attribution to identify waste, ZMP is helping clients achieve better outcomes. **1.** To use this feature, click on **Analytics** \> **Attribution** from the left-hand navigation in the ZMP. ![image-20240102-094248.png](https://knowledgebase.zetaglobal.com/__attachments/a_82089b5c33a5a07b48a0d9e3e60f136c8439bd620c351d3349630bd3e522bcdf/image-20240102-094248.png?cb=2ab997f77bfad12aaf5adffd62e57f11) **2.**In the top right section of the page, the user can select the date range for the page to reflect. By default, the page is set to Last 30 Days, however, users can instead select a subset date range within the last 30 days for analysis. ![2024-01-02_15-13-10 (1)-20240102-094405.gif](https://knowledgebase.zetaglobal.com/__attachments/a_e87e292c3922870ce3efea74e8186831ca68e740f7aaf9225443bf7b52128eb2/2024-01-02_15-13-10%20(1)-20240102-094405.gif?cb=c4e88d9405698262d824b66e48416fb8) **3.**In the top right section of the page, the user can also select the desired attribution model for the data to reflect. The current attribution models available are First Interaction, Last Interaction, and Linear. You can also select one of your Custom Models \[detailed below\]. ![2024-01-02_15-14-31 (1)-20240102-094522.gif](https://knowledgebase.zetaglobal.com/__attachments/a_cc05032797e997c9cc00ce59530124c61647dd750f0b3c409f86452900f850e7/2024-01-02_15-14-31%20(1)-20240102-094522.gif?cb=39752c12d4ec85708af0b7a12a88626d) | **Last Interaction** | As the name implies, this model gives 100% of the credit to the last interaction your business had with a lead before they convert. Last Interaction is also referred to as "last-click" or "last-touch." For example, a visitor finds your website through organic search. A week later they see a Zeta Ad and click the ad and convert on your website. The Zeta Ad, in this instance, gets all of the credit for that purchase. 100% of the value is assigned to that last interaction. This is the default attribution model in most platforms and as such is the default selection on the Attribution page. | | **First Interaction** | First Interaction is similar to Last Interaction, in that it gives 100% of the credit for a conversion to your business' first interaction with the customer. First Interaction is also referred to as "First-Click." For instance, if a customer first finds your business on Pinterest, then Pinterest gets all of the credit for any sale that happens after that interaction. It doesn't matter if the customer found you on Pinterest, then clicked a display ad a week later, and then went to your site directly. Pinterest, in this example, gets the full credit. | | **Linear** | With a Linear attribution model, you split credit for a conversion equally between all the interactions the customer had with your business. For instance, a customer finds you on Instagram, signs up for your email list and later clicks an email link. The next week they go to your site directly and make a $120 purchase. There are 3 touch points in this situation. Each touchpoint gets 33% of the credit, or a $40 conversion value attributed to the channel when the purchase was made. | |-----------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| More attribution models are being developed and will be released later this year! ## Custom Models You can also create attribution models that are tailored to your specific needs. **1.**Click on the **Create Attribution Model**at the top-right. ![image-20240102-094135.png](https://knowledgebase.zetaglobal.com/__attachments/a_41f810beabddf661e701dc398f928bd1f2e7c36d5b2e46f6e7d838fa6ac59638/image-20240102-094135.png?cb=d78494eaee446b9d6ba1ae7aa159d4bd) ![image-20240102-094205.png](https://knowledgebase.zetaglobal.com/__attachments/a_999520252faa19ee9d2cae0348ce8081771e7b0e3e33d36e587887ba78fe0f58/image-20240102-094205.png?cb=58a57070473a38b688fb031af03ab7d4) **2.**As the Create Custom Model window slides in from the right, fill up the following details: ![image-20240102-093633.png](https://knowledgebase.zetaglobal.com/__attachments/a_4e4858e1fcd374380779a056f47c508937b6dbceef5a515c036a94c6c095625a/image-20240102-093633.png?cb=7c49f44ffa9f474a4866eaa81b704dc3) * Name of the Custom Model * Select a Base Model: * Last Interaction * First Interaction * Linear * **Optional**: Change the Lookback Window * **Optional**: Change the Channel Weighting **3.**Click on **Save Model**. The model will take up to 24 hours to process data after its creation. **4.**Once the custom model is in, it will be available for your selection from the model dropdown. ![2024-01-02_15-18-29 (1)-20240102-095030.gif](https://knowledgebase.zetaglobal.com/__attachments/a_e52c3d19e1a11df6923354d995416b0de9b0559a1f7402761b6cbedb94ed9a94/2024-01-02_15-18-29%20(1)-20240102-095030.gif?cb=6af8a4d82de4e0c1dc1bd0cd515994c7) After a new custom model has been created, it can be edited and deleted as well. *** ** * ** *** ## Sunburst The interactive Sunburst breaks out conversions by each channel and sub-channel you have implemented. To see this in action, **1.** Hover over the different sections of the Sunburst to see the number of conversions from the corresponding channel. **2.**Click or hover on the desired channel in the secondary ring to display the total conversions from that channel. **3.**To drill down even further, click or hover on a sub-channel in the tertiary level to see a breakdown of that sub-channel. *For example, if you click on* *Email**and select* *Customer Email**, it will show you the number of conversions contributed by Customer Email.* ![2022-02-22_19-24-06 (2).gif](https://knowledgebase.zetaglobal.com/__attachments/a_6fde693cab4990542200c742e2b1d8020da2b0cfd0cb23d32303f0ced7a4fd35/2022-02-22_19-24-06%20(2).gif?cb=faf443cd6aaa83fe697771801a89f7bd) **4.** As a part of attribution insights, you can also view your direct visits website data by clicking on the Website Visits slice present in the Sunburst. ![2022-02-25_21-01-55 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_6f73cc2600e13522afbdb43dd887e32486536a5aaa23a4bffd21e993a9b3f262/2022-02-25_21-01-55%20(1).gif?cb=64eb1cca609a6b4e8a87a543cd17469f) Website visits are derived from Zync Pixel fires. Reach out to your account team in order to get the pixels set up. | **Programmatic Sub Channels** | **Definition** | |-------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Display** | Graphic ads on Internet websites and mobile applications through banners or other advertising formats made of text, images, video, and audio. | | **Video** | Video ad placement on internet websites and mobile applications. | | **CTV** | Ads on an internet-connected device a customer uses to watch TV/video content online, like a smart TV, gaming console, or some other sort of internet-connected device. | | **Native** | Editorial-style ads that complement the user experience in which they are placed. | | **Other** | All other programmatic ads that do not fall under Display, Video, CTV, or Native. | | **Email Sub Channels** | **Definition** | |------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Customer Email** | Emails sent to subscribed customers whose data is stored in ZMP. | | **Prospect Email** | Advertiser-branded marketing emails sent by Zeta on behalf of Advertisers to non-customers. Non-customer data is defined as Zeta Prospect Universe - Advertiser's active CRM data. | | **SMS Sub Channel** | | |---------------------|--------------------------------------------------------------------------------| | **Customer SMS** | Subscribed customers with valid phone numbers as contact values stored in ZMP. | ## Sections and More ### ++Top Metrics++ ![2022-02-22_19-29-17.png](https://knowledgebase.zetaglobal.com/__attachments/a_41377761d92266d4a678106aaa54f2b1a2ed558eda2c0f9a85b3acaaff9b211c/2022-02-22_19-29-17.png?cb=6402dbb082f5449ab1489223e4bd30d9) The**Top Metrics** bar shows the total Impressions and/or Opens, Clicks, Conversions, Conversion Rate, and Website Visits over the selected date range. | **Impressions and/or Opens** | Measures the number of ad impressions served and emails opened. This metric will automatically take into account all of the channels that are active for the account. | | **Clicks** | Measures the total clicks on ads, emails, and SMS messages over the selected date range. | | **Conversions** | Measures the total conversions from all channels over the date range selected. | | **Conversion Rate** | Measures the rate of conversions delivered per ad impression and/or email open. | | **Website Visits** | Measures the number of pixel fires from your website(s) over the date range | |------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------| ### ++Top Sources++ In the **Top Sources** section, users will see a list of the top ten sources for all conversions. A source for a conversion in this context is considered the last known digital entity the customer was on before converting. The source that led to the most conversions is considered the top source and will always be at the top of the list in descending order. ![2022-02-22_19-30-59.png](https://knowledgebase.zetaglobal.com/__attachments/a_cdfa9d141fbd19f69b87619648733c2ac83ad85f118d334ef2d0f9d3dc0f9d3b/2022-02-22_19-30-59.png?cb=dca650b3f7c07be3481bf939592060ba) When hovering over any of the sources in the Top Sources visual, a count of the conversions from that source and the percent of total conversions will appear. The Campaign Name, Version, and Variant associated with a specific email will be listed for all email sources. ### ++Overlap Venn Diagram++ In the **Overlap** section, a Venn Diagram displays the percent of converters reached by each channel individually and together. Hover over any of the ovals to see a percentage breakdown of users reached by that/those touchpoint(s). ![2022-02-22_19-31-51.png](https://knowledgebase.zetaglobal.com/__attachments/a_868542992b26632a59af6953c31c8479b32e162b434719fa2b6299091a9ef1bd/2022-02-22_19-31-51.png?cb=4acf58c25e6c5c258d1f379b2010be9d) Clicking in the Sunburst will update the Overlap Venn Diagram to display only sub-channels from within that channel. Color of the channel circles are the same as the channel colors elsewhere in the tool. (Yellow: Programmatic, Blue: Email, and Red: Website Visits) ### ++Top Customer Experiences++ In the **Top Customer Experiences** section, users can see the ten most popular customer experiences that have contributed to conversions across email, SMS, and programmatic channels. The section also shows website activity to indicate when customers explored your website during their experience with the brand. Each of the top ten contributing experiences is separated into their own tile that users can browse by clicking the side arrow or the blue and gray icons just below the experience tiles. Clicking on each experience card opens the journey panel ![2022-02-22_19-34-03 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_f3f899b2ef6c62c32629f654ae8b10caa6430161a258685528f2577ae231d8fa/2022-02-22_19-34-03%20(1).gif?cb=89c5b42eaed3ecd124064b64a03248b1) The left-most tile is the most popular one, which can also be noted using the count of users who have experienced that specific path in the top-left of the experience tile itself. ![Screen Shot 2021-05-17 at 4.55.13 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_6debcedccda2d4af110573db335fd8bb57f574de95a3cdc81a77ac8857408f3a/Screen%20Shot%202021-05-17%20at%204.55.13%20PM.png?cb=f6c509d4087cf6377f13be334c9df4eb) In addition to the count of users who have experienced that path, each experience tile also includes the action, device, and name of the touchpoint. ![Screen Shot 2021-05-17 at 5.04.36 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_6b572bd36dd9af2432be087452d0757c27ca0bdddca9ae03e1fb68ac17a43232/Screen%20Shot%202021-05-17%20at%205.04.36%20PM.png?cb=a6f8a81a7750c5a22e4259cfa9fde70c) If an experience consists of more than four touchpoints, click on the last box in the experience tile. This will prompt the full experience to slide from the right side of the screen. To exit this view, click anywhere on the Attribution main screen. ![Screen Shot 2021-05-17 at 4.57.35 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_8312719c62583023e061ec16c15beb13dbf90526d2122c9d4ecd03250c9a4bdc/Screen%20Shot%202021-05-17%20at%204.57.35%20PM.png?cb=09849f7148048be54a9eaba10bea2e77) ![Screen Shot 2021-05-17 at 4.58.18 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_54e5f18c8c94e57a658ad9b2c55c2cd527eb8f1bcd5fcc81f8e07ef4f74aa358/Screen%20Shot%202021-05-17%20at%204.58.18%20PM.png?cb=38a78b993abbf21e3aa43ad31f57b38e) | **Viewed or Opened** | ![Screen Shot 2021-05-17 at 5.10.11 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_7c1f46650034f593097efbb483b82edc4982597d598266aa4137c56ee4cf00c0/Screen%20Shot%202021-05-17%20at%205.10.11%20PM.png?cb=5f5b5e18a73b6f75fbc62b385df9ddd9) | The eye icon indicated when a user views or opens an ad or email. The color of the icon or circle corresponds with the channel that the view or open took place on. | | **Clicked** | ![Screen Shot 2021-05-17 at 5.09.45 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_374ab9ddc4dbcaa2b2183bd75709ba1584856d734e7f7e5773cb79aeeb02178a/Screen%20Shot%202021-05-17%20at%205.09.45%20PM.png?cb=f2efa85cb9b809522ba9bce8d1d61edd) | The cursor icon indicates when a user clicks on an ad, email, or SMS message. The color of the icon or circle corresponds with the channel that the click took place on. | | **Converted** | ![Screen Shot 2021-05-17 at 5.09.49 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_35bad0e485a22fad1ceb177b8682f19419e5257a4e253ededf96953eafbb7149/Screen%20Shot%202021-05-17%20at%205.09.49%20PM.png?cb=b46c3f29836e946b332bcde34341a327) | The converted icon will always be a green United States Dollar symbol regardless of the campaign currency or device the user was on when they converted. | |----------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------| *** ** * ** *** * For more information on how to set up a programmatic campaign including attribution settings, please visit [The Campaign Builder](https://knowledgebase.zetaglobal.com/programmatic-user-guide/The-Campaign-Builder.1734511120.html) section of the [Programmatic Knowledge Base](https://knowledgebase.zetaglobal.com/programmatic-user-guide/). * If you have any questions or concerns regarding Programmatic data within Attribution, please file a ticket with the [Programmatic Service Desk](https://boomtrain.atlassian.net/servicedesk/customer/portal/2) * If you have any questions or concerns regarding Email or SMS data within Attribution, please file a ticket with the [Zeta Marketing Platform Service Desk](https://pm.zetaglobal.com/servicedesk/customer/portal/20) *** ** * ** *** Check out our [FAQs](https://knowledgebase.zetaglobal.com/zmp/FAQs-(Analytics).2548401103.html) page to find all your answers at once. --- language: "en" --- # Audiences ![photo-1616596871445-bb8290a7a2c2.jpeg](https://knowledgebase.zetaglobal.com/__attachments/a_86192b1a37ab2c91f2970c15853913c0a472eab50add6530d99f29300980c969/photo-1616596871445-bb8290a7a2c2.jpeg?cb=51118510303f1c0c2b37c09be5f2f90e) In the same veins of great people making great companies, great platforms need a great audience too. Every platform user has a role that controls their access and permission levels. While different roles allow different levels of access to your environments, applications, and projects, you can always manage how your users can interact within your platform. After all, how a user feels when interacting with a system or platform, can make it or break it for you. Adding your preferred audience to the platform might be the best decision to take, considering we're already here to make it easy for you. This section of the knowledge base will provide all necessary details on Audiences within CDP Plus, covering: * [Customer Audiences](https://knowledgebase.zetaglobal.com/kb/customer-audiences.md) * [Prospect Audiences](https://knowledgebase.zetaglobal.com/kb/prospect-audiences.md) * [Audience Explorer](https://knowledgebase.zetaglobal.com/kb/audience-explorer.md) * [Identity Manager](https://knowledgebase.zetaglobal.com/kb/identity-manager.md) * [LIVE ID Graph](https://knowledgebase.zetaglobal.com/kb/live-id-graph.md) * [FAQs (Audience)](https://knowledgebase.zetaglobal.com/kb/faqs-audience.md) * [Opportunity Window](https://knowledgebase.zetaglobal.com/kb/opportunity-window.md) --- language: "en" --- # Audience Explorer ![2022-02-21_20-36-50.png](https://knowledgebase.zetaglobal.com/__attachments/a_a33b729ad2313259e9606722bff876828cbc77629742b90369feecfd722992d5/2022-02-21_20-36-50.png?cb=fed7c4283665f5c7f5dde575afd921a5) > "*There is no one-size-fits-all way to build an audience.*" - John Stuart Mill In a year where just about nothing was predictable, the audience actually was. Clear customer behavior trends have emerged over the past several months, even as circumstances have changed. Creating a picture of your audience layered with their individual insights based on where and how they spend their time online has become the new marketing battleground. ZMP's Unified Audience Explorer allows for the exploration of first-party CRM customer data alongside the Zeta Data Cloud to create both Prospect and Customer audiences using enrichment from the Zeta Data Cloud. This feature combines the Audience Explorer and Segment/List building workflows into one user interface. The Unified Audience Explorer can also be used independently of the Data Cloud or first-party data if desired. From the menu on the left, Navigate to **Audiences** \> **Segments \& Lists**. Click on **Explore Audience** to head on to the Audience Explorer. ![2022-02-21_21-16-33.png](https://knowledgebase.zetaglobal.com/__attachments/a_89006fa96d4657f4de68d3d5861b59e7dc7e9f76ef127bd20167f596b82400e3/2022-02-21_21-16-33.png?cb=f7da6c4aef2ad5ef09a022af091314fa) * [Audience Sources](https://knowledgebase.zetaglobal.com/kb/audience-sources.md) * [Something for Everyone!](https://knowledgebase.zetaglobal.com/kb/something-for-everyone.md) * [Creating Audiences](https://knowledgebase.zetaglobal.com/kb/creating-audiences.md) * [Propensity Scores](https://knowledgebase.zetaglobal.com/kb/propensity-scores.md) * [Multicultural Audience Filters](https://knowledgebase.zetaglobal.com/kb/multicultural-audience-filters.md) * [Advanced Location Targeting](https://knowledgebase.zetaglobal.com/kb/audience-explorer-advanced-location-targeting-requ.md) * [Support for Unknown Users](https://knowledgebase.zetaglobal.com/kb/support-for-unknown-users.md) * [Audience Builder: Forecaster](https://knowledgebase.zetaglobal.com/kb/forecaster.md) * [Standardization of Attributes](https://knowledgebase.zetaglobal.com/kb/standardization-of-attributes.md) * [Data Governance](https://knowledgebase.zetaglobal.com/kb/data-governance.md) --- language: "en" --- # Advanced Location Targeting ![2022-06-02_12-12-06.png](https://knowledgebase.zetaglobal.com/__attachments/a_2163fa69efc385dd0c8ad394b97d0892ebbfc1bdc33e7cb13ecbe578d47d3306/2022-06-02_12-12-06.png?cb=e09c2ef3911bd8f5691e65e776c5e7b0) ![:info:](https://knowledgebase.zetaglobal.com/__attachments/a_884d7ff6d71a3bc9f376b4711d9a31f7c0e743f18e5ee7fdfcf3c095ba725e0f/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) Advanced Location Targeting is currently available exclusively in the U.S., but we're just getting started. Stay tuned for updates as we bring Advanced Location Targeting to more regions soon! Here are the requirements for applying advanced location targeting to your campaigns within the Audience Explorer: **1.**From the menu on the left, select **Audiences**\> **Segments \& Lists**. Click on **Explore Audience**. **2.**Select **Zeta Prospects**\> **Locations** and choose the property(s) of your preference. ![2022-06-02_12-23-49 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_a14556a7a1d9da7bca4e6c912c076c61dc8701083fb0c722993f830a0d8c8673/2022-06-02_12-23-49%20(1).gif?cb=e58508945af1b4073f4efa96c7e40ff4) **3.** Click on **Choose Multiple Locations**. ![2022-06-02_12-29-44.png](https://knowledgebase.zetaglobal.com/__attachments/a_5e87879a6b0660299bdba0f6a363277218698b34c3e1b91817f403db1e555ced/2022-06-02_12-29-44.png?cb=ad208b4e22d88ff0fc87866b328e5d12) |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![info](https://knowledgebase.zetaglobal.com/__attachments/a_884d7ff6d71a3bc9f376b4711d9a31f7c0e743f18e5ee7fdfcf3c095ba725e0f/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) You can segment audiences based on location information such as city, state, zip code, and latitude/longitude. You can choose to include as well as exclude specific locations for segmentation. ![image-20230911-051233.png](https://knowledgebase.zetaglobal.com/__attachments/a_961f8f47ff1f4226a38017f0603cc4a17095c583ecbc9288b38e77b5be5f5940/image-20230911-051233.png?cb=171c23a1406ed5e601ab5801b47766f2) | **4.** Within the screen that appears, you can: * Select locations on the map ![2022-06-02_12-31-57 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_76891fd1643dc5cebb1f99dcf2c6bf049e36dcb1a0d349fc627f0a541ba252f0/2022-06-02_12-31-57%20(1).gif?cb=ac8ff44aad5bf855fea3da6259f1fd34) * Select 5-digit zip codes ![2022-06-02_12-33-32 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_e53ad3fecad382ef3e4cf68d9bf8af5647999aa971a5da84019ec6a1fdee3550/2022-06-02_12-33-32%20(1).gif?cb=2cf6b01fa3bc3f91ab91e4107ac1f59a) * Select cities from the pins on the map ![2022-06-02_12-38-26 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_34e315c1ba63645b1cfe4516218ac8849f444c28b6087dab2ccf0c7f42d56685/2022-06-02_12-38-26%20(1).gif?cb=f1d3926d7a68ea339315ab10f57c0e39) * Select counties ![count_2.PNG](https://knowledgebase.zetaglobal.com/__attachments/a_cf0e431a0fe4259d472f3b8ec0187a66d432ba5fe805fa5d098a28e96099d918/count_2.PNG?cb=645bc8acb7b4e33f65e9d33952bffd9b) * Select DMAs ![2022-06-02_12-44-38 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_bfd493ce5de349e0d63b513cee79bf6958c806b4fbb6c732e4533c6547838733/2022-06-02_12-44-38%20(1).gif?cb=c1c0e40240201020be6877e20f3686cb) * Select pins ![2022-06-02_12-46-28 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_46e67df2b0814eeba316f8dd9a2930c7ad246951938a031b5d4973be1544e79e/2022-06-02_12-46-28%20(1).gif?cb=deebfcaf331f429a67db58d5c160eb6f) **5.** Once all of the targeting is set, click on **Done**. ![2022-06-02_12-51-01 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_bea9e4258ed8315236385dfbba7c7580bf6747f7af01efbbd59ea56cf3b74c73/2022-06-02_12-51-01%20(1).gif?cb=c876320ea11b95cdea70eb904940fb43) ![:info:](https://knowledgebase.zetaglobal.com/__attachments/a_884d7ff6d71a3bc9f376b4711d9a31f7c0e743f18e5ee7fdfcf3c095ba725e0f/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) Based on the Targeting that you apply, you will see the Audience Insights on the right. ## Target in Bulk **1.** On the **Audience Explorer - Advanced Location** screen, click on Drag \& Drop a .CSV file anywhere in this panel at the bottom right. ![2022-06-02_12-56-42.png](https://knowledgebase.zetaglobal.com/__attachments/a_fbf6a315c346b6c09f47969be4b74ad5f4d12ffc84ea356b7abf67d167ef9828/2022-06-02_12-56-42.png?cb=04ff21202c31c6a993cd29a4e3788dbb) **2.** You can upload a number of different geographic markers (zip, DMA, county, and more) * Once the File passes validation, you will be able to see how many Match Locations were added based on the locations listed within the CSV file. | **CSV File Format/ Requirements** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Files should be CSV files with one or more columns that specify the location. | | CSV Column requirements differ depending on the location type - (Note that there are no restrictions on filename, other than the extension. The following other requirements will be in place for CSVs: * **US States** * **Header - NONE** * **Value Format****-** Either a full state name (case insensitive), or the USPS two-letter representation of a US State, case-insensitive, e.g. `ca`, `Fl`, `Ohio`, `UTAH`, or `NY` * **US ZIP Codes** * **Header** - **NONE** * **Value Format** - * A valid 5-digit ZIP, e.g. `93277` * Radius should be an integer between 0 and 100, e.g `10` * Sample file * ![Screen Shot 2021-09-30 at 10.41.16 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_8eccf4b0cff0731458bd02190dabcb652da5f7dcaf7c13067e6b259423108a7c/Screen%20Shot%202021-09-30%20at%2010.41.16%20AM.png?cb=c7ae2a6a9055f022547cf55ba976f704) * **US Cities** * **Header - NONE** * **Value Format** - A string representation of a city and the USPS two-letter representation of a US State, split into 2 cells * **US DMA's Designated Marketing Areas** * **Header - NONE** * **Value Format -** A string representation of the DMA followed by the two letter representation of a US state, separate by a space, case insensitive, e.g. San Francisco-oakland-san Jose Ca. Full DMA list is attached * **US Counties** * **Header - NONE** * **Value Format -**A string representation of the US county and the USPS two-letter representation of a US State, separated by a comma, case-insensitive. Note that whitespace characters should be removed in non-CSV contexts such that a space after a comma is allowed for bulk import e.g. `Tulare, Ca` or `King,WA`. * **Latitude/Longitude Locations** * **Header -** `latitude,longitude,radius` * **Value Format -**string representation of the latitude and longitude point. Radius should be a number in miles between 1 and 1000. * Latitude is a number preceded by a sign character. A plus sign (`+`) denotes northern hemisphere or the equator, and a minus sign (`-`) denotes southern hemisphere. * Longitude is a number preceded by a sign character. A plus sign (`+`) denotes east longitude of the prime meridian, and a minus sign (`-`) denotes west longitude or 180° meridian (opposite of the prime meridian) * Sample CSV File Below ![lat_1.PNG](https://knowledgebase.zetaglobal.com/__attachments/a_cdd8153f26368eb7c6987f1d4c3c5c7c209741bcf0657362fc592c5ebbd6d9d9/lat_1.PNG?cb=361fbf416217e073cc9c79cf32cfa5e9) [zip radius.csv](https://knowledgebase.zetaglobal.com/__attachments/a_4c1f8031462b713b38d4268f9903ea1e2ad0b0ccbb9461accbe771beed0507be/zip%2520radius.csv.md?cb=5392ad0cf7ba1e2fcfb3f798e98e9cca)[dma-list.xlsx](https://knowledgebase.zetaglobal.com/__attachments/a_7c23f6f3772973802d832def85764838098d1e27244502258a71643958496ae3/dma-list.xlsx.md?cb=646949cf8f72b270f91c1813e64fe978) | --- language: "en" --- # Audience Sources ![2022-02-21_21-08-32.png](https://knowledgebase.zetaglobal.com/__attachments/a_8f9938b01f2528f8731d4cea7ef59c474f356c04c5b843897431a7c1707c8288/2022-02-21_21-08-32.png?cb=ff868e6ffe0e1b75e8c6753942b8bbb4) Within the Audience Explorer, you'll be prompted to choose from two audience sources: * **Account Data (My Customers)** This source is based on your own first-party data stored within ZMP. It includes your customer lists, segments, and historical engagement information. Use this option when you want to nurture existing relationships, retarget loyal customers, or activate campaigns based on your internal data. * **Zeta Data (Prospects)** Zeta's proprietary second- and third-party data set, which gives you access to millions of anonymized consumer profiles. This source helps you expand beyond your current customer base, discover new prospects, and reach audiences that match your target criteria---across email, display, CTV, social, and more. This determines where your audience data comes from and how you'll build the segment you want to target. ![image-20250924-082403.png](https://knowledgebase.zetaglobal.com/__attachments/a_ba951536dbffa94c57242157763c677ea9059f7c25f1b27bba0e518e679bb19c/image-20250924-082403.png?cb=ba68f90f71a29dc744d222d0f73da253) ## Account Data When choosing to filter using **Account Data**, nine filter types will be presented. Use one or more of these filter types to define a segment or list based on the underlying customer dataset. ![image-20250924-082710.png](https://knowledgebase.zetaglobal.com/__attachments/a_53d0f329ff7cfafc410339ab9b8ad1a3a169b00363e5f7e6ac53ecc8cb9084a2/image-20250924-082710.png?cb=de0a7f332ccda5e9a4d659aa3faa8058) | **Filter Type** | **Description** | |-------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Properties** | Attributes tied to your account, such as brand, product lines, or store locations. Use these filters to align audiences with specific business properties. | | **Contacts** | Individual-level details about your customers and prospects, including email addresses, phone numbers, or other identifiers. Helpful for targeting known users directly. | | **Events** | Behavioral data capturing customer actions---such as purchases, website visits, or app interactions. Use event filters to reach audiences based on what they've done. | | **Experiences** | Engagement history from journeys or experiences that your users have participated in. This lets you filter audiences based on past exposure to specific campaigns or nurture flows. | | **Campaigns** | Performance and interaction data from past campaigns (e.g., opens, clicks, conversions). Ideal for retargeting or suppressing audiences based on previous engagement. | | **Segments** | Predefined groups of customers or prospects that have already been saved in your account. Segments let you reuse existing audience definitions as building blocks. | | **Demographic Filters** | Standard demographic attributes such as age, gender, income, or household details. Use these filters for broad audience profiling and targeting. | | **Location** | Geographic details such as country, state, city, or postal code. Helpful for running region-specific campaigns or tailoring messages by geography. | | **Zero Copy Data** | Access to external datasets directly within ZMP without duplicating or moving the data. This filter allows you to query and activate audiences on raw partner or enterprise datasets while keeping data in place. | Once an initial filter is chosen, click the ![plus](https://knowledgebase.zetaglobal.com/__attachments/a_766e9aceb8423fd60aaa40bad1de2619f886edc955d754fde72a2e8ad15a6d28/atlassian-plus?cb=252830f8c1dfea9d1e09927ba78d1476) on the far left to add additional filters, including a Zeta Prospects filter. To add a nested filter, click on the ![plus](https://knowledgebase.zetaglobal.com/__attachments/a_766e9aceb8423fd60aaa40bad1de2619f886edc955d754fde72a2e8ad15a6d28/atlassian-plus?cb=252830f8c1dfea9d1e09927ba78d1476) directly to the left of the appropriate (previously added) filter. ## Zeta Data When choosing to filter using **Zeta Data**, six filter types will be presented. Use one or more of these filter types to define a Customer or Prospect Segment or List based on the underlying Zeta Data Cloud dataset. ![image-20250924-083252.png](https://knowledgebase.zetaglobal.com/__attachments/a_fc0ab7c048e3877036e916686f20e289ef721ef3c9001a6a8ec46762f0aac2c4/image-20250924-083252.png?cb=b3b0f5cc3112a712026a55721a330c25) This means that, in addition to creating standard Prospect Audiences for Acquisition, for people in a customer dataset that match up with people in the Zeta Data Cloud, a Customer Segment or List can be created using only Zeta Prospect filters. | **Filter Type** | **Description** | |-------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Prospect Segments** | Predefined groups of prospects within Zeta's data universe, organized by shared characteristics or behaviors. Use these to quickly tap into ready-made audiences aligned with your campaign goals. | | **Lookalike** | Finds new prospects who resemble your best customers or existing segments. This filter uses predictive modeling to identify individuals with similar attributes, behaviors, or interests---helping you scale your reach effectively. | | **Matched Lists** | Allows you to onboard and match your own customer or prospect lists against Zeta's database. Once matched, you can extend campaigns to these audiences or build additional targeting layers. | | **Demographic Filters** | Standard prospect attributes such as age, gender, income level, or household composition. Use these filters for refining audience selection based on demographic profiles. * ++**Without Demographic filters**++ **:** All audiences with and without income and age information would be counted in for estimation. * ++**With Demographic filters**++ **:** On selecting demographic filters, age and income filters are selected by default and applied. Users without income and age data would be excluded, and filtering happens within users who have the selected filter information. Hence, the count is lower. | | **Locations** | Geographic filters such as country, state, city, or ZIP code. Ideal for localizing campaigns or tailoring messages for region-specific audiences. | | **Propensity Scores** | Predictive scores that estimate how likely an individual is to take a desired action, such as making a purchase, signing up for a service, or engaging with a campaign. Use these to prioritize high-value prospects and optimize campaign performance. | --- language: "en" --- # Automated Channel Optimization in ZMP ![2022-01-11_13-53-08.png](https://knowledgebase.zetaglobal.com/__attachments/a_ff2270c9a7ecf5b20b5d096cf41291c4620934661710ba50789aa355be7f99bc/2022-01-11_13-53-08.png?cb=bdb8e25849979d1706133a3d3c3cca85) With automated channel optimization, Zeta's AI continuously learns and adjusts the optimal channel path, based on conversion goals set and the level of engagement from your audience. With that, users can now select: * Desired channels * Define the content * Select conversion metrics ## Using Automated Channel Optimization This feature requires a package with Data Cloud because it is accessed via the [**Split by Identity**](https://knowledgebase.zetaglobal.com/kb/split-node#SplitNode-SplitbyIdentity) node. ### ++Split by Identity Node++ Automated channel optimization is an additional feature on top of the standard **Split by Identity** node. When this node is added to an experience, users are first evaluated based on whether they are **Known to the Customer**, **Known to Zeta**, or **Unknown**. For the first two branches, you can select up to five channels that you want to target a given user on, such as email, SMS, or display. ![image-20240805-171613.png](https://knowledgebase.zetaglobal.com/__attachments/a_9e4b1a669e10030c0e2d8b245460323c7ee112d2dfe5e81b696531171e87b636/image-20240805-171613.png?cb=534d7f6380ec8ef1acc3a8592706b45f) If a user is reachable on multiple channels, then they will get a campaign for every channel they qualify for. For example, if a user is reachable on email (i.e., has at least one email address associated as a contact) AND SMS (i.e., has at least one phone number associated as a contact), they will receive a campaign on both channels because they're reachable on both. If you choose to use automated channel optimization, then Zeta's AI will instead run a test to determine the best-performing channel to maximize conversions. ![image-20240805-172140.png](https://knowledgebase.zetaglobal.com/__attachments/a_fd67800d513afc5b703be6d233e4e551eb7930b358f7025c2e6bdc9fd9482d6e/image-20240805-172140.png?cb=a8048fa3168be6cc9783cdf4a0fa6933) ### ++Configuring Your Test++ **1.** When selecting channels in the **Known to the Customer** and **Known to Zeta** branches, switch the **Auto optimize channels** toggle to ON. **2.**Select the desired conversion metric that you'd like Zeta to optimize for. The conversion event can be any custom event tracked within ZMP or changes to the qualifying user's attribute that results in an entry/exit to a tracked segment in ZMP. ![image-20240805-172228.png](https://knowledgebase.zetaglobal.com/__attachments/a_5b1d011082f5cf3ad9b347c02a4ddd0a3969fb5e2a5761cc237b5dfa48e8b235/image-20240805-172228.png?cb=f3e147a22d29f3c7278856cfd09bba59) **3.**Under each channel branch, add a campaign node that corresponds to the selected channel. ![image-20240805-175444.png](https://knowledgebase.zetaglobal.com/__attachments/a_cd385e11eefa0b577338998855aecc25600b445a124b081af63df5baa6f70f97/image-20240805-175444.png?cb=a5a49e0fb944745be2250edcd28e4981) **4.** Once you activate the experience, the channel selection is on Auto-Pilot i.e., Zeta will ensure selection of channels through continuous and reinforced learning with a single objective to maximize the desired conversion metric. ### ++Analyzing Conversion++ In an active experience, you can see the stats for qualifying users across the defined channel path. **1.**Hover over the individual channels to see each conversion rate. **2.**The optimal channel path is highlighted in green when hovered, indicating that the channel is currently the most optimal. ![automated channel optimization.png](https://knowledgebase.zetaglobal.com/__attachments/a_47431a531b92248ea830d51c5929b336cc5cd3f82749ab987fcd70b98b79ef30/automated%20channel%20optimization.png?cb=08ac0172b33b86ebe9e593607fd72438) ++**Note**++: The optimal channel can change based on the cohort's behavior. For example, if your customers who usually engage on email start to engage more via SMS during the holiday season, Zeta AI may decide to shift to SMS in order to score more conversions for you. --- language: "en" --- # Automotive Services \& Retailer Example ![2022-09-23_12-39-10.png](https://knowledgebase.zetaglobal.com/__attachments/a_2415f0ec1529156d12be185665f7a435351c61b3400566ec01f85f2430b355a9/2022-09-23_12-39-10.png?cb=2d598f44f7646f20d2fa630a35d9b881) **Please review the following** [**content**](https://knowledgebase.zetaglobal.com/kb/onboarding-the-zeta-way-discovery)**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](https://knowledgebase.zetaglobal.com/zmp/coupon-code-setup) for more details. | ## Data Connections The automotive retailer connects data from a variety of sources within its enterprise. ![image-20220916-234211.png](https://knowledgebase.zetaglobal.com/__attachments/a_bc10db5dbb522a6d7567371de2c9f3e81d60dd41abff9adf66169e82b9efd5d4/image-20220916-234211.png?cb=b1d1a187e0e18133e91025eb5a671819) 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. | --- language: "en" --- # Azure Blob Storage ## Overview The Azure Blob Storage integration is Zeta's Cloud storage solution for specific Zeta Marketing Platform use cases. ## Azure Blob Storage Documentation * [Azure Blob Storage Documentation](https://learn.microsoft.com/en-us/azure/storage/blobs/storage-blobs-introduction) ## What does the Zeta integration for Azure Blob Storage do? Azure Blob storage is being used as a source in Dataflow, which allows you to read files from the cloud storage with specific options to take action on. Some of the flexibility with this type of integration is the ability to message files, clean files, delete columns, add columns, delete rows, and add rows. With these options, you can then send your cleaned file/files to either ZMP, your own SFTP, your own S3, or even your own cloud storage. ## Use Cases | **Use Case** | **Description** | |-----------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------| | Data Flows | Can be used as a source or destination | | Audience Export Available Q1 2023 | Can be used as a destination from ZMP customer audiences/segments list (via CSV/JSON file) in ZMP to Azure | | Report Export Available Q1 2023 | From the ZMP report builder, we allow for reports to be created with views to specific dimensions and measures, which then can be exported to Azure | ## Prerequisites * [Manage Storage Account Access Keys](https://learn.microsoft.com/en-us/azure/storage/common/storage-account-keys-manage?tabs=azure-portal) --- language: "en" --- # Bazaarvoice ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with Bazaarvoice. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## Bazaarvoice Documentation * [Bazaarvoice API Reference - Full Submission](https://developer.bazaarvoice.com/conversations-api/reference/v5.4/reviews/review-submission/full-submission) ## What does the Zeta Integration for Bazaarvoice do? This channel manager integration with Bazaarvoice allows for the creation and syndication of customers from the Zeta Marketing Platform to Bazaarvoice. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Bazaarvoice is necessary and what to syndicate. ## Prerequisites * Set up your Shopify access token: [Bazaarvoice Developer Portal \| Requesting API Keys](https://developer.bazaarvoice.com/conversations-api/api-key-processes/requesting-api-keys) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e. source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager) template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note that you can save multiple Bazaarvoice Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | --- language: "en" --- # Behaviors ![2022-05-09_13-43-42.png](https://knowledgebase.zetaglobal.com/__attachments/a_d69b69bd2e2ecf65c609eedf72334afd4ee567d0023a4731eec384a009233821/2022-05-09_13-43-42.png?cb=be3c0bc8af22b669c10552e253018595) User behavior, or the way in which users interact with a platform or app, has proven to be significantly beneficial for reasons manifold. Companies in all spheres are doing everything in their capacity to be able to identify usage patterns in order to gain actionable insights that solve problems and make the product better. Zeta collects information from historical user data logs and actual user behaviors in real-time. The **Zeta Marketing Platform** then analyzes this data to identify different behavioral patterns. We also allow you to add in a new sequence of activities to the platform, that might usually be performed by your users so you can leverage these behaviors in experiences and other event-based functions. ![image-20230804-185325.png](https://knowledgebase.zetaglobal.com/__attachments/a_dc2a5feeeebcbb3cff59c5085550cefa0b23b52cdf894a7c6dc21776fdda445f/image-20230804-185325.png?cb=c31b9757542504e78eb361536cfd5597) ## Create New Behavior **1.** From the menu on the left, navigate to **Experiences** \> **Behaviors**. Click on **Create New Behavior**. **2.**Choose between using a prebuilt template or starting from scratch. **3.**Add your events and select the operators that best capture the scenarios or behaviors you're trying to segment. All events in your account are eligible to be used and can be selected from the dropdown. * The followed by operator enables you to select events in sequence. This operator requires a time-based filter. * The and operator requires a user to do 2 or more events before qualifying to move forward. This operator requires a time-based filter. * The or operator allows you to pick from a list of events and qualifies the user as soon as they do one of them. **4.**While the first event is required to be Does, subsequent events can either be Does or Does Not. Unlike Experience Builder, there is no single Does or Does Not operator; however, you can use the saved behavior in a did or did not node in Experience Builder if you need to decision on it. **5.**Add optional property filters to each event under the **Filter Condition** section. **6.**Once saved, you can use these behaviors in Experience Builder as a trigger or event, or in the standalone triggered campaign editor. The **Linked Messages** column only counts messages created from the [standalone triggered campaign editor](https://knowledgebase.zetaglobal.com/kb/triggered-campaigns#TriggeredCampaigns-Triggered1:1EmailsusingAPI). ![image-20230804-192751.png](https://knowledgebase.zetaglobal.com/__attachments/a_5e35b2b816bcae1e92bc5f23f359f425a61f59eef11b28f282f0da4bccee090f/image-20230804-192751.png?cb=d5b25ce1180f736eac6bdb35032be5f1) ### ++Use a Template++ From the examples that appear, click on the **Review this** button against the example that's similar to the behavior you're here to add. You can make changes if needed, otherwise, click on **Save**. The behavior will be added to your behaviors library. Before saving your templated behavior, make sure that all event names correspond to the correct taxonomy in your ZMP account (eg, your purchase events are named purchased and not purchase). If they differ, you should enter the name that your account uses in the behavior criteria. | **Behavior Template Name** | **Sample Use Case** | **Default Criteria** | |----------------------------|-----------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Abandoned cart | A visitor does not complete purchase after adding chocolates to their cart. | A user does `updated_cart` *Followed by* Does not `purchased` within 3 days of `updated_cart` | | Fails to subscribe | A free trial user fails to subscribe to a paid plan. | A user does `signup` *Followed by* Does not `subscribe_plan` within 35 days of `signup` | | Dropped out of a course | A student of your coffee brewing class, dropped out after taking the course for a week. | A user does `subscribe_course` *Followed by* Does `complete_stage` within 7 days of `subscribe_course` *Followed by* Does not `complete_course` within 30 days of `complete_stage` | | Skips a payment | A user of your saas service has skipped a payment. | Does `failed_payment` | ![image-20230804-185840.png](https://knowledgebase.zetaglobal.com/__attachments/a_cca50c1e2cfa4155a38b9f2e3f2f79b100d5793a7997ceebc2b98d780575c8d1/image-20230804-185840.png?cb=f93251c6997e53dbc8c600da6485251e) ## Use Behaviors Learn more about using behaviors in Experience Builder for both [Trigger Node](https://knowledgebase.zetaglobal.com/kb/trigger-node) and [Event Node](https://knowledgebase.zetaglobal.com/kb/event-node) use cases. You can use behaviors as triggers for campaigns via Experience Builder or the [standalone triggered campaigns editor](https://knowledgebase.zetaglobal.com/kb/triggered-campaigns#TriggeredCampaigns-Triggered1:1EmailsusingAPI). Experience Builder boasts real-time decision-making with omnichannel capabilities, so behaviors can act as super-events where multiple steps can be captured in a single trigger or event node. --- language: "en" --- # Connectivity ![image-20230503-063543.png](https://knowledgebase.zetaglobal.com/__attachments/a_96acef046c8e952ad950ee4d3fef759fbf4a8616d76844d2da51920c3d425396/image-20230503-063543.png?cb=c16f2853eb0953cdb8bc2703feacfa16) While data sources are intended to help users and applications connect to and move data to where it needs to be, most platforms keep this connection information hidden and it isn't even accessible when necessary. As a first step in providing transparency for data sources and destinations to our users, we provide a full system view of all entities that are bringing in data to the ZMP and carrying out data from the ZMP. Be it data sources and destinations to and from the ZMP through various places within the platform - Integrations, Channel Manager, Connections, Data Flows, Campaigns, and more; or native email/SMS/Push channels, file drops, and ETL data flows; every incoming data flow and outgoing channels will be shown in the form of a butterfly diagram. ![image-20231107-100949.png](https://knowledgebase.zetaglobal.com/__attachments/a_6818764872a381105a1d46d8deca30d4395139e51a24be08d081e7995aee608a/image-20231107-100949.png?cb=f066e3e0470a9a46488dc9cfe834cbcf) This single canvas is where all current and future connectivity resides so that it appears unified and that data flows are easier to manage for you all. Additionally, you can see what kind of data you are bringing in based on Audiences, Events, Resources, and Campaign Data. You can also see where the ZMP data is being sent to i.e. which channels they are using (email, SMS), webhooks, etc. The type of each channel will also be displayed. Only active inbound and outbound channels are displayed. ## Inbound Side Click on any of the sources to see how that data is coming in and what connection types we are using from that source. The imported data goes through one of the four bubbles: |-----------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Audiences | ![image-20231107-101143.png](https://knowledgebase.zetaglobal.com/__attachments/a_1093910c9afd215ebb0902f22e6c563a78696822bd60a6ef0b708e3d487c9ff0/image-20231107-101143.png?cb=da9c618f45c0dc79cf8f186ec0773904) | | Events | ![image-20231107-101230.png](https://knowledgebase.zetaglobal.com/__attachments/a_164845b3fc5f87ce5be164c9c2a51e8a7380452614c25e957bb8980d9cdae48e/image-20231107-101230.png?cb=9e6e882b5c6c202f5c6fb871b8008a30) | | Resources | ![image-20231107-101303.png](https://knowledgebase.zetaglobal.com/__attachments/a_33ac8875e0da46efa8dfd59463b53a32a65ce24d89f11f1f9726e18d6229010c/image-20231107-101303.png?cb=7b312a716eb3b4c1d232cda1a33f1cbd) | | Campaigns | ![image-20231107-101342.png](https://knowledgebase.zetaglobal.com/__attachments/a_205a4878e8fb35aa79a063ec4cbb461e7eae5d714aacf29616bb025287493f54/image-20231107-101342.png?cb=ccd8877924a2e83c02911db645fc0ea1) | ![image-20231107-101033.png](https://knowledgebase.zetaglobal.com/__attachments/a_637aac102c330561f33fcbc8e265fb97514c13dcfabd35e3a9f36f3b2b490bed/image-20231107-101033.png?cb=42829dd52da2cf3e70a9ff129e1f79bd) ++**What's shown on the Inbound Side**++ **1.**Data mappings: While creating a mapping under Data Mappings sub-menu item, choose a company name and logo representing your vendor and the mapping will be displayed as shown below. ![image-20230503-072556.png](https://knowledgebase.zetaglobal.com/__attachments/a_c7742b49c66fd6409f0c4a9bc0c4d82dc4e23ce2ddaea9f5af2cce389d99b08b/image-20230503-072556.png?cb=a72c03e4a6084e14ef30f48c3d7aac0d) ![2023-05-03_12-57-46 (1)-20230503-073332.gif](https://knowledgebase.zetaglobal.com/__attachments/a_928c3b31c34937abbbe5833f93a4e21b7dd6deff844c38af57458c23a32ddfe7/2023-05-03_12-57-46%20(1)-20230503-073332.gif?cb=3c76ab55d33698078a314e2f95221303) **2.**Data Flows Select the company name and logo representing your vendor in the connection used in the Data Flow. ![image-20231107-101744.png](https://knowledgebase.zetaglobal.com/__attachments/a_9f56948349b75231cb316bbb2dff3c7bb206afff776227bdcaea91dfe4b76f1d/image-20231107-101744.png?cb=e993d751dc62da43e7b7a71e354d5fe1) You can check the established connection of the data flows in 2 ways: * **Data** \> **Data Flows** ![2023-11-07_16-04-13 (1)-20231107-103551.gif](https://knowledgebase.zetaglobal.com/__attachments/a_ad938bd0fb226e415be2e67a2bcb51f9668bb45ba0fa3806a5f21210dba7b0cd/2023-11-07_16-04-13%20(1)-20231107-103551.gif?cb=7b97d8bf3a138f19d130f2c9b9392a0c) * **Settings** \> **Connections** ![2023-11-07_16-07-22 (1)-20231107-103846.gif](https://knowledgebase.zetaglobal.com/__attachments/a_52d94d0741c306883bb4e589f87c0cf05062d787b83074634f8b2122b43b3995/2023-11-07_16-07-22%20(1)-20231107-103846.gif?cb=190138bcad9599c4aef831760c6ade1d) **3.**APIs Select the company name and logo representing your source vendor in the API connection as shown below. ![image-20231107-101642.png](https://knowledgebase.zetaglobal.com/__attachments/a_336efe014be8c5c8aacf6167c9f726779b914ac753477651bd47da765c1cdc5c/image-20231107-101642.png?cb=f388e15461e954327ebc76e70964332d) ![2023-05-03_17-15-05 (1)-20230503-115734.gif](https://knowledgebase.zetaglobal.com/__attachments/a_5f499d4eab55197a8ba87cfaba82125746f9d15763fcd9a9b36c2808849e0111/2023-05-03_17-15-05%20(1)-20230503-115734.gif) **4.** Website Tags Website Tags that are active in your account can be conveniently viewable in the Visual diagram as shown below: ![3741f04a-4c9a-404e-b3b8-0a7190aa4b78#media-blob-url=true&id=effdd210-d66f-4608-8fea-bf366ff6a751&collection=&contextId=325297&height=1324&width=2557&alt=](https://knowledgebase.zetaglobal.com/__attachments/a_bc185560c6839e0cb26cfadf0453d5572a2cccd298840d0e2f3f0d15fdec5e91/3741f04a-4c9a-404e-b3b8-0a7190aa4b78%23media-blob-url=true&id=effdd210-d66f-4608-8fea-bf366ff6a751&collection=&contextId=325297&height=1324&width=2557&alt=?cb=9e714be4c54ae3fca7b1089d017f4651) **5.**File Imports File Imports that occur using the 'Import File' button under Data\>Files are now visible in the 'Visual' view as well as the 'List' view. The data types that are shown in these views are Users and Resources. In addition, file imports that happen outside the platform through the ZMP account's SFTP location are also displayed in the 'Visual' as well as 'List' view. The data types that are shown in these views are Users, Events, and Resources. | **Visual view** ||| |------------------------------------|--------------------|----------------------------------------------------------------------| | **Description** | A card will be displayed for each unique (data type, import style) pair signifying a representation of all imports that have happened of these types. In essence, an account will see a maximum of 5 cards - (Users, 'Import File'), (Resources, 'Import File'), (Users, SFTP upload), (Resources, SFTP upload), and (Events, SFTP upload). || | **Connection Status on each card** | The connection status on the card is a Logical AND of the last 5 imports that occurred for that data type and import style. A logical AND of at most five `Connection Good` or `Connection Error` is then computed. If at least one import is flagged as a `Connection Error`, this status will be displayed on the card. || | **Connection Status on each card** | `Connection Good` | * `In Progress` * `Pending` * `Done with corrections` * `Successful` | | **Connection Status on each card** | `Connection Error` | * `Completed with errors` * `Failed` | | ![Screen Shot 2023-10-11 at 10.08.30 PM.png](https://knowledgebase.zetaglobal.com/__attachments/a_a5531578b3440175a063dd66c59e0e30fb1039f62824a747c91f5606d2a90e32/Screen%20Shot%202023-10-11%20at%2010.08.30%20PM.png?cb=adaa5d5f67173f2d3a8743e00e5aac2b) ||| | **List View** ||| |------------------|------------------------------------------|----------------------------------------------------------------------------------------------| | **Description** | Each row will be represented for each of these 5 key-value pairs (data type, import style). || | **Column Names** | `Data Flow Name`, `Connection Type`, `Status`, `Data Type`, `Frequency`, `Created`. || | **Column Names** | Data Flow Name | `Users Import` or `Events Import` or `Resources Import` | | **Column Names** | Connection Type | `Upload` for 'Import File' button or `SFTP` for out-of-platform SFTP upload. | | **Column Names** | Frequency | `Upon File Upload` for 'Import File' button, `On File Drop` for out-of-platform SFTP upload. | | **Column Names** | Created | The oldest `Date` value of up to 5 imports that occurred for this type. | | **Side Panel** | 1. Data flow name (editable) | `Users Import` or `Events Import` or `Resources Import` | | **Side Panel** | 2. Data flow description (editable) || | **Side Panel** | 3. Connection name (non-editable) | `UI` or `SFTP Default Location` | | **Side Panel** | 4. Connection description (non-editable) | `UI` or `SFTP Default Location` | | **Side Panel** | 5. Created (non-editable) | The oldest `Date` value of up to 5 imports that occurred for this type. | | **Side Panel** | 6. Last Modified (non-editable) | The newest `Date` value of up to 5 imports that occurred for this type. | | **Side Panel** | 7. Frequency (non-editable) | * UI - `Upon File Upload` * SFTP - `On File Drop` | | **Side Panel** | 8. Destination (non-editable) | ` ZMP` | | ![importFilesDocumentation.gif](https://knowledgebase.zetaglobal.com/__attachments/a_93b86f6693370f3916e217e28f7fc54fc6d7bf83b18e0ce5c888c4d8e1096cdb/importFilesDocumentation.gif?cb=f46c468bba265a7a96488a2ffaf80e5f) ||| ## Outbound Side ++**What's shown on the Outbound Side**++ **1.**Native Channels: Email/SMS/Push ![image-20231107-104317.png](https://knowledgebase.zetaglobal.com/__attachments/a_900fd372da423182f392dc0405b7d48deb11fb11881a3c9ffad3060ac57f95ac/image-20231107-104317.png?cb=dec6848d436d9b567fe3ac334e328c6b) **2.**Third-party ad accounts: Facebook, Yahoo DSP ![image-20231107-104058.png](https://knowledgebase.zetaglobal.com/__attachments/a_090e842f0328f902b8c753d1008865b0788f2faf9ae0f7c03cda61fc41e65575/image-20231107-104058.png?cb=02fc0e1db0f7ec1e3287141a37f93c02) **3.**Channel Manager: Webhooks and File Channel Select the company name and logo representing your vendor in your Channel Manager. ![image-20231107-104215.png](https://knowledgebase.zetaglobal.com/__attachments/a_0a272d5b4dab0edfba4fc3ae9dafb96e4d12783a06771644b8334e160de8a607/image-20231107-104215.png?cb=46c42b745b9ebded6b3267ecbf7eba26) **4.** Data flows ![image-20231107-104407.png](https://knowledgebase.zetaglobal.com/__attachments/a_b2f926b62077504b59cb5e394dac7ecc6e4a4d34823c0f527b1144243f3088a8/image-20231107-104407.png?cb=c5d89115b52fd42f23975378dc10a4e2) **5.** File Exports Audience exports that are triggered either manually or automatically in the platform are listed as row items under **Data** \> **Files** \> Exports tab. These exports can also be viewed visually under **Data** \> **Connectivity** tab in both the "Visual" view as well as the "List" view as explained below. | **Visual view** ||| |------------------------------------|--------------------|--------------------------------------------------------------------------------------------| | **Description** | Each card positioned on the export side of the canvas, just before the destinations column, serves as a summary of all user/segment exports associated with that connection. In essence, these cards provide an aggregate view of all exports conducted on this specific connection. || | **Header** | The header of the card represents the connection type that is receiving these exports. For example, Facebook, Amazon S3. || | **Data Flow Name**(editable) | The Data Flow Name, editable from the List view, provides a handy way to name these aggregate exports. || | **Connection Status on each card** | The connection status on the card is a Logical AND of the last 5 exports that occurred on that connection. A logical AND of at most five `Connection Good` or `Connection Error` is then computed. If at least one export is flagged as a `Connection Error`, this status will be displayed on the card. || | **Connection Status on each card** | `Connection Good` | * `In Progress` * `Pending` * `Connector in progress` * `Successful` * `Ready to activate` | | **Connection Status on each card** | `Connection Error` | * `Failed` | | ![Fb_SegmentExport.png](https://knowledgebase.zetaglobal.com/__attachments/a_87652cce494888225677eb643e3b8ca483a3a8a75412f3cfef45f7482ef6feb1/Fb_SegmentExport.png?cb=9957eba5ab21a4dce91be13fe3b0907f) ||| | **List view** ||| |------------------|------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Description** | A row is displayed for each of the cards in the visual view. || | **Column Names** | `Data Flow Name`, `Connection Type`, `Status`, `Frequency`, `Created` || | **Column Names** | Data Flow Name | `Segment Export` (editable in the side panel) | | **Column Names** | Connection Type | The connection type where this export is being sent to, for example, Facebook or Amazon S3. | | **Column Names** | Created | The oldest `Date` value among the most recent 5 exports that occurred for this connection. | | **Side Panel** | 1. Data flow name (editable) | `Segment Export` (set by default) | | **Side Panel** | 2. Data flow description (editable) | *left empty by default* | | **Side Panel** | 3. Connection name (non-editable) | The connection name this export is going to. To find more details on the Connection, click on the URL called `Edit Connection`. Please note that the URL will be enabled only if you have access to Settings \> Integrations \> Connections tab. | | **Side Panel** | 4. Connection description (non-editable) | The connection description that was set when the connection was created. To edit the description, click on the URL called `Edit Connection`. Please note that the URL will be enabled only if you have access to Settings \> Integrations \> Connections tab. | | **Side Panel** | 5. Created by | User who sent the very first export to this connection | | **Side Panel** | 6. Created (non-editable) | The oldest `Date` value among the most recent 5 exports that occurred for this connection. | | **Side Panel** | 7. Last Modified (non-editable) | The newest `Date` value among the most recent 5 exports that occurred for this connection. | | **Side Panel** | 8. Frequency (non-editable) | `As Processed` | | **Side Panel** | 9. Source (non-editable) | ` ZMP` | | ![exportFiles.gif](https://knowledgebase.zetaglobal.com/__attachments/a_ca954d34f5f3d6301342d2c700415b49f24c4ec6d62992133d43f4e6e0c76fc6/exportFiles.gif?cb=dc222c4f90b8045ac771e66f3ffc8837) ||| ## Table View Navigate to **View** and select **List** from the dropdown to change the butterfly diagram into a List table. ![image1_tableview.png](https://knowledgebase.zetaglobal.com/__attachments/a_129b81073e46918bc1e1862a1c9d2699fae8e63826a05b00a1eeba8be672211c/image1_tableview.png?cb=747b6a730dc7980beee80b636ed5534b) * The total number of flows (on both the inbound and outbound sides) is shown as an integer on the top left. * The table lists ALL flows on the inbound and outbound sides, without limits. * You can also change the displayed columns and their order ![image2_colSettings.png](https://knowledgebase.zetaglobal.com/__attachments/a_c9e9dbbce3ab4696e3838fcea1ca64a0ad42765fdc38852e3c0ae0553bf64112/image2_colSettings.png?cb=f1fb23c3e5162320e0974c5c49bebf13) * Click on the: * Data flow name to open the data flow canvas * Import Mapping to open the import mapping screen * API calls to open the API info page * Click on the action menu (...) against each flow will allow the following options: * Data Flows: Show the same action items as shown in the **Data** \> **Data Flows** sub-menu * Channel Manager: Show the same action items as shown in each channel * Zeta Native Channels: Show the same action items as shown in each channel * 3rd Party Ad Accounts: Show the same action items as shown in the **Integration** \> **Connections** sub-menu ## Creating New Data Flows You can easily create new data flows from the connectivity visual or list diagram using the **New Data Flow** button at the top right. On activation, these data flows will start appearing in these diagrams. ![newDataFlowUCF.gif](https://knowledgebase.zetaglobal.com/__attachments/a_8f07fdf9c8a9858d3168ea3f64ee43854cd929599bee51a5a2d37c4c19f33e63/newDataFlowUCF.gif?cb=3cb3635bf8e3f4fa8d6b13305b0dff8e) Upon clicking the button, will see 2 options to create a data flow. The new inbound mapping option is typically used when the data you want to ingest is already in a format that the ZMP can directly ingest. The mapping functionality allows you to conveniently map properties in your input data to properties that the ZMP account can understand. For example, fname to first_name or pay to income. ![dataMapping.png](https://knowledgebase.zetaglobal.com/__attachments/a_f52f81d4cdb65f783b670fa283f6f0221c6ee3d9ed150141cdbd0638434b7400/dataMapping.png?cb=1e0157f267e654ad618c1f796555891b) Alternatively, if your input data is not in a format that can be directly ingested, you can choose to cleanse and transform that data through an ETL flow and then ingest it in the ZMP. ![dataFlows.png](https://knowledgebase.zetaglobal.com/__attachments/a_2cc5b551633d6bf315faf081511b706a1713029545910a07b1418d8e91ab3d62/dataFlows.png?cb=e4abf38bcbff5f234f224fb6f7ab026d) ++**Note**++: * You need the "Edit Data Mappings" role permission to allow you to select the "**New Inbound Mapping**" option. * You need the "Edit Data Flows" role permission to allow you to select the "**Extract, Transform, \& Load Data**" option. ![warning](https://knowledgebase.zetaglobal.com/__attachments/a_58f05831d40d536d4a70dca3194eebbdd251d55cfc95dc28381da91235b4acc1/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) The **New Data Flow** button will only be enabled if you have at least one of the above two permissions. Please contact your Account Administrator to get these permissions enabled for you. |------------------------------------------------------------------|--------------------------------------------------------------------------| | For certain types of data flows shown on the connectivity canvas, you can navigate to the data flow from the Data Flow card itself. The following Data Flow types are supported: || | **Inbound Side** | **Outbound Side** | | * Data Mapping * Data Flows * APIs * Website Tags * File Imports | * Channel Manager: Webhooks and File Channel * Data Flows * File Exports | | ![Screen Shot 2024-04-23 at 9.50.48 AM.png](https://knowledgebase.zetaglobal.com/__attachments/a_e4225f30e8d67f268e470028e2c2109edc32efa3de1f62049ff7b23672561458/Screen%20Shot%202024-04-23%20at%209.50.48%20AM.png?cb=98fc47fce4508c3ac6a2aea5f8b91996) || | * If you have 'View' permission, you will only be able to view the data flow in a read-only mode. * If you have 'Edit' permissions, then you will be able to view the data in editing mode. || --- language: "en" --- # BI Insights Studio ![2022-05-06_14-15-49.png](https://knowledgebase.zetaglobal.com/__attachments/a_5962ff27adb98d39d13487f0ebf9050d7cf00e808486d9bdf7d5b411f4e6a442/2022-05-06_14-15-49.png?cb=52b7cb7e454d7ff0d3c921c043b4d1fe) The Insights Studio is a free-form tabular Insights Studio without defaults. Output reports should generally be saved and/or scheduled for easy re-use, but can be used for one-off ad hoc reporting. It is a guided ad-hoc report that allows users to create and schedule reports from scratch. Build your own report. Here, you can filter and slice your reporting by any data points available. ## Prompts vs. In-Report Filters The prompt of the Insights Studio is significantly more robust than that of the other standard reports. To Re-prompt a report, click on the **paper icon** (with a question mark on it) and select **File**\>**Reprompt**. | **Prompt Option** | **Description** | |-------------------|----------------------------------------------------------------------------------------------------------------------------------------------------| | Rows | There are the dimensions that can be selected for slicing the report. A list of available dimensions for the Insights Studio can be found below. | | Columns | These are the metrics that can be selected for the report. A list of available metrics for the Insights Studio can be found below. | | Sent Date | Filtering based on the day/time that a campaign was sent rather than when the response (open/click/conversion/etc) from the subscriber was logged. | | Sent Time Zone | This provides the ability to adjust the time zone of the sent date/time. | | Event Date | Filters based on the day/time of when the response (open/click/conversion/etc) from the subscriber was logged. | | Event Time Zone | This provides the ability to adjust the time zone of the event date/time. | | Campaign Type | Marketers can choose between Broadcast and Trigger type campaigns. | | Campaign | It allows a user to search and pre-select some set of campaigns to include in the report. | | Campaign Tag | These can be used to filter down campaigns by any existing campaign categorization tags. | ## Exclusions Exclusions can be made after the report is run for the first time. These exclusions can also be saved as part of any report template or scheduled report. To add excludes: **1.**In the Prompt, ensure the dimension is added as a **Row****.** **2.**Right-click the dimension header in the report and select **Filter On**. **3.**Click on **Qualify** to add specific rules. **4.** Leave **DESC**(description) selected. **5.** Select a Negative Operator: * Does Not Equal - Requires the full campaign name. * Does Not Begin With * Does Not End With * Does Not Contain * Not In - Allows for multiple campaigns to be listed delimited by a semi-colon ( ; ) **6.**Enter your value(s). **7.**Click on **Apply**. ![:info:](https://knowledgebase.zetaglobal.com/__attachments/a_884d7ff6d71a3bc9f376b4711d9a31f7c0e743f18e5ee7fdfcf3c095ba725e0f/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) Your selection is case sensitive. ### ++Exclude Multiple Campaign Tags++ Due to the comma-separated campaign tags, the **Not In** operator does not work as expected. Instead, you must use multiple **Does Not Contain** conditions. **1.** In the Prompt, ensure the dimension is added as a **Row**. **2.** Right-click the dimension header in the report and select **Filter On**. **3.** Click on **Qualify** to add specific rules. **4.** Leave **DESC**(description) selected. **5.**Select **Does Not Contain**. **6.**Enter your value(s). **7.**Click on **Apply**. **8.** Click on **Add Condition**. **9.**Repeat steps 1-7. ![:info:](https://knowledgebase.zetaglobal.com/__attachments/a_884d7ff6d71a3bc9f376b4711d9a31f7c0e743f18e5ee7fdfcf3c095ba725e0f/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) Your selection is case sensitive. ## Saving a Report When closing a report, you will be prompted to save a variant of the report. Reports can be saved in the Shared Folder to allow for easy re-use of filters and slicing for various needs. You can create multiple saves off of one report for varying reporting use cases. You can save a new variant of a report, by clicking on the **Save**icon and selecting **File**\>**Save As**. ## Quick Tips |------------------------------------------------------------------------------------------------------------------------------------------------------------| | Many of the reports are highly interactive, and right-clicking will display a number of actions that can be taken. | | Columns can be easily dragged \& dropped for re-ordering. | | Clicking on various aspects of the chart may enable some in-report filtering. | | Save a variation of the report after you've made the filters you often make to increase operational efficiency. | | You can multi-select cells of the table and right-click to be given options around excluding and keeping only certain line items of the report for review. | ## Rows/Dimensions Rows/Dimensions are categorized into a few standard folders. The folder structure is represented below. | **Dimension** | **Structure within Folder** | |----------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Campaign | 1. Mailing Categories - This folder is reserved for client-specific campaign-related dimensions. Placeholders are replaced with names per client onboarding 2. A/B Test - The Test identifier of an A/B/n test 3. Campaign - Campaign Name 4. Campaign Tags - Campaign Categorization Tags 5. Campaign Type - Broadcast v. Triggered 6. Email Subject Line - Personalized subject line. This field will show the resulting subject line from using Zeta Markup Language for dynamic content 7. Link Report Name - The marketer-friendly reporting name of the Link of an email 8. Link URL - The URL of a Link of an email 9. Template Subject Line - Subject line input at the campaign. This field will show the code used to derive the subject line when using Zeta Markup Language for dynamic content 10. Version - The Version of a multi-version campaign | | Date and Time | 1. **Time** 1. Event AM/PM - AM/PM designation for response events 2. Event Hour - hour designation for response events 3. Event Time - minute designation for response events 4. Sent AM/PM - AM/PM designation for sends 5. Sent Hour - hour designation for sends 6. Sent Time - minute designation for sends 2. Event Date - calendar date for response events 3. Event Day of Week/Day of week for response events 4. Event Month - month for response events 5. Event Quarter - quarter for response events 6. Event Week - week for response events 7. Event Year - year for response events 8. Sent Date - calendar date for sends 9. Sent Day of Week/Day of the week for sends 10. Sent Month - month for sends 11. Sent Quarter - quarter for sends 12. Sent Week - week for sends 13. Sent Year - year for sends | | Delivery | 1. Bounce Category - Type of Bounce: Hard v. Soft 2. Bounce Phrase - Additional detail on the Bounce Reason 3. Bounce Status - Normalized detail on the Bounce Reason 4. Domain - Email recipient domain | | Dimension Keys | This folder is reserved for client-specific dimensions. Placeholders are replaced with names per client onboarding. | | Host Page | Displays the full URL of the host page. | | Landing Page | Displays the full URL of the landing page. | | Referring Page | Displays the full URL of the referring page. | | Subscriber | This folder is reserved for client-specific subscriber-related dimensions. Placeholders are replaced with names per client onboarding. | ## Columns \& Metrics Here you will find both Unique and Total metrics: | **Unique** | **Total** | |---------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------| | The unique number of persons who recorded a specific event within the given criteria. The unique count depends upon the Rows/Dimensions selected above. | The count of the number of events regardless of how many events a single person recorded. | Columns/Metrics are categorized into a few standard folders. The folder structure is represented below. | **Dimension** | **Structure within Folder** | |---------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Delivery Metrics | 1. Blocked Bounces - ISP Blocks of messages from the platform 2. Bounce Rate - Bounces / Sent (Total) 3. Bounces - Blocked Bounces + Hard Bounces + Soft Bounces + Other Bounces 4. Delivered - The number of received Delivered Events from the ISPs 5. Delivery Rate - Delivered / Sent 6. Failed - Sent minus Delivered 7. Hard Bounces - Bounces that include email addresses that do not exist and domains that do not exist 8. Other Bounces - Bounces that are not categorized as Hard, Soft, or Blocked 9. Sent (Total) - The total number of messages pushed from the system 10. Sent (Unique) 11. Skipped - The number of messages that were suppressed at send for a specified reason including Control Groups and 12. Soft Bounces - The number of potentially temporary soft bounces such as full inbox 13. Targeted - The total number of messages Sent + Skipped | | Device Metrics | ![:info:](https://knowledgebase.zetaglobal.com/__attachments/a_884d7ff6d71a3bc9f376b4711d9a31f7c0e743f18e5ee7fdfcf3c095ba725e0f/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) Device metrics for opens may be less accurate for ISPs that cache images or links for a customer and metrics should be used for identifying trends and changes across campaigns over time 1. Desktop Click Share (Total) 2. Desktop Click Share (Unique) 3. Desktop Clicks (Total) 4. Desktop Clicks (Unique) 5. Desktop Conversion Share (Total) 6. Desktop Conversion Share (Unique) 7. Desktop Conversions (Total) 8. Desktop Conversions (Unique) 9. Desktop Open Share (Total) 10. Desktop Open Share (Unique) 11. Desktop Opens (Total) 12. Desktop Opens (Unique) 13. Mobile Phone Click Share (Total) 14. Mobile Phone Click Share (Unique) 15. Mobile Phone Clicks (Total) 16. Mobile Phone Clicks (Unique) 17. Mobile Phone Conversion Share (Total) 18. Mobile Phone Conversion Share (Unique) 19. Mobile Phone Conversions (Total) 20. Mobile Phone Conversions (Unique) 21. Mobile Phone Open Share (Total) 22. Mobile Phone Open Share (Unique) 23. Mobile Phone Opens (Total) 24. Mobile Phone Opens (Unique) 25. Tablet Click Share (Total) 26. Tablet Click Share (Unique) 27. Tablet Clicks (Total) 28. Tablet Clicks (Unique) 29. Tablet Conversion Share (Total) 30. Tablet Conversion Share (Unique) 31. Tablet Conversions (Total) 32. Tablet Conversions (Unique) 33. Tablet Open Share (Total) 34. Tablet Open Share (Unique) 35. Tablet Opens (Total) 36. Tablet Opens (Unique) 37. Unknown Click Share (Total) 38. Unknown Click Share (Unique) 39. Unknown Clicks (Total) 40. Unknown Clicks (Unique) 41. Unknown Conversion (Total) 42. Unknown Conversion Share (Total) 43. Unknown Conversion Share (Unique) 44. Unknown Conversions (Unique) 45. Unknown Open Share (Total) 46. Unknown Open Share (Unique) 47. Unknown Opens (Total) 48. Unknown Opens (Unique) | | Performance Metrics | 1. Avg. Clicks 2. Avg. Opens 3. Avg. Order value 4. Avg. Revenue per Campaign 5. Avg. Revenue per Unique Conversion 6. Click Rate (Total) 7. Click Rate (Unique) 8. Click to Open Rate (Total) 9. Click to Open Rate (Unique) 10. Clicks (Total) 11. Clicks (Unique) 12. Conversion Rate (Total) 13. Conversion Rate (Unique) 14. Conversion Rate of Clicks (Unique) 15. Conversions (Total) 16. Conversions (Unique) 17. Open Rate (Total) 18. Open Rate (Unique) 19. Opens (Total) 20. Opens (Unique) 21. Profile Unsub Rate (Total) 22. Profile Unsub Rate (Unique) 23. Profile Unsubscribes (Total) 24. Profile Unsubscribes (Unique) 25. Reply Unsub Rate (Total) 26. Reply Unsub Rate (Unique) 27. Reply Unsubscribes (Total) 28. Reply Unsubscribes (Unique) 29. Revenue 30. Revenue per Net Delivered 31. Spam Complaints (Total) 32. Spam Complaints (Unique) 33. Spam Rate (Total) 34. Spam Rate (Unique) 35. Unsubscribe Click Rate (Total) 36. Unsubscribe Click Rate (Unique) 37. Unsubscribe Clicks (Total) 38. Unsubscribe Clicks (Unique) 39. Unsubscribe Rate (Total) 40. Unsubscribe Rate (Unique) 41. Unsubscribes (Total) 42. Unsubscribes (Unique) | --- language: "en" --- # BigCommerce ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with BigCommerce. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## BigCommerce Documentation * [BigCommerce API Reference - Customers and Subscribers](https://developer.bigcommerce.com/docs/ZG9jOjIyMDYwNA-customers-and-subscribers) ## What does the Zeta Integration for BigCommerce do? This channel manager integration with BigCommerce allows for the creation and syndication of customers from the Zeta Marketing Platform to BigCommerce. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in BigCommerce is necessary and what to syndicate. ## Prerequisites * Set up your BigCommerce access token: [Authentication \| BigCommerce Dev Center](https://developer.bigcommerce.com/docs/e861a9c6b77b5-authentication) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e., source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager) template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note you can save multiple BigCommerce Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | --- language: "en" --- # Branch ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with Branch. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## Branch Documentation * [Branch API Reference - Data Subject Request](https://help.branch.io/developers-hub/docs/data-subject-request-api) ## What does the Zeta Integration for Branch do? This channel manager integration with Branch allows for the creation and syndication of customers from the Zeta Marketing Platform to Branch. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Branch is necessary and what to syndicate. ## Prerequisites * Set up your Branch access token: [Data Subject Request API](https://help.branch.io/developers-hub/docs/data-subject-request-api#authentication) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e., source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager) template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note you can save multiple Branch Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | --- language: "en" --- # Braze ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with Braze. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## Braze Documentation * [Braze API Reference - Messages](https://www.braze.com/docs/api/basics/#rest-api-key) ## What does the Zeta Integration for Braze do? This channel manager integration with Braze allows for the creation and syndication of customers from the Zeta Marketing Platform to Braze. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Braze is necessary and what to syndicate. ## Prerequisites * Set up your Braze access token: [API Overview](https://www.braze.com/docs/api/basics/#rest-api-key) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e., source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager) template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note that you can save multiple Braze Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | --- language: "en" --- # Broadcast Campaigns ![20f26b56-e034-4c0e-8f42-6bc626de5039.png](https://knowledgebase.zetaglobal.com/__attachments/a_7990222982c549b27a1a604aa4402287e2e6c67430b6afde377cb134f9e34737/20f26b56-e034-4c0e-8f42-6bc626de5039.png?cb=cdad0a4055514fa29afae006b6433b3b) Broadcast campaigns are designed to reach a wide audience all at once. Whether you're sending newsletters, promotional offers, or important announcements, broadcasts let you deliver a single message to an entire list or segment of users, at a scheduled time or within a defined window. In this section, we'll walk you through the steps to create a broadcast campaign in the Zeta Marketing Platform (ZMP). *** ** * ** *** ## Creating Broadcast Campaigns **1.** Navigate to **Campaigns** \> **Broadcast** from the menu on the left. Click on **Create Campaign.** ![2026-06-02_12-09-50 (1)-20260602-064006.gif](https://knowledgebase.zetaglobal.com/__attachments/a_11e49aeb3e762c70d5a1335bb7f936b4164cb9f2d507172d5ac57468cca801b9/2026-06-02_12-09-50%20(1)-20260602-064006.gif?cb=264293f0309505437c4cbb0c7f2954bb) **2.** Enter a campaign name and an optional description, and then click on**Next** to continue to the campaign builder. ![2025-08-25_14-00-44 (1)-20250825-083121.gif](https://knowledgebase.zetaglobal.com/__attachments/a_8c990cf39559a63b0c0e2d92c3ec203101eba9ab249df6697407f5ec2f22e938/2025-08-25_14-00-44%20(1)-20250825-083121.gif?cb=f1991af8f5c9a5b530b8749bd9fcaac6) **3.** Within the **Content \& Audience** tab, choose Email from the **Channel** dropdown. ![2025-08-25_15-01-37 (1)-20250825-093213.gif](https://knowledgebase.zetaglobal.com/__attachments/a_0e7694dc62c406c53dd878e56d326672bcb9cd1ea7a0a9658cdfc238b10f9058/2025-08-25_15-01-37%20(1)-20250825-093213.gif?cb=ed5123a71e2a98702cf15aca223db188) * Click **+ A/B/n Test** if you want to compare campaign versions or run tests by defining your variants and split. If you're keeping it simple, skip this. **4.** Enter the required sender and receiver details, then click **Add/Edit** to select an existing email template or build one from scratch. You can optionally assign global variables for snippets, coupons, feeds, events, or custom values in the **Global Variables** field. The tags here can be referenced throughout the campaign. Snippets assigned in the **Global Variables** field must use `global` tags. ![2025-08-25_15-01-37 (2)-20250825-093456.gif](https://knowledgebase.zetaglobal.com/__attachments/a_9aa5cf9402750dae82cb594819b925380f208bc311ef52566ff8706844af8460/2025-08-25_15-01-37%20(2)-20250825-093456.gif) **5.** Enter a compelling subject line and a short preheader to complement the overall message. ![2025-08-25_15-12-34 (1)-20250825-094429.gif](https://knowledgebase.zetaglobal.com/__attachments/a_e1ab7f4720799e027ae492b6a6211e8fd83be8289b79096fd4da96b0ced083ca/2025-08-25_15-12-34%20(1)-20250825-094429.gif?cb=a382006391f537bd7ceee2ba8e938c09) **6.** Add CC/BCC recipients, enable link tracking for analytics, and enter a campaign code if required by your reporting system. ![2025-08-25_15-12-34 (2)-20250825-094457.gif](https://knowledgebase.zetaglobal.com/__attachments/a_2d55398a460ec94214337688ced95342dff01aec1dd6539947890d0bb78fdd67/2025-08-25_15-12-34%20(2)-20250825-094457.gif?cb=1712e3c2fe5f5684db6eaa73b9c766f1) * **CC/BCC:**Add internal stakeholders or compliance teams who should receive a copy of the email. * **External Link Tracking:** Toggle this **on** to automatically append UTM parameters to all external links in your email. * **External Campaign Codes (Optional):**Turn this on if your analytics or CRM system requires a specific campaign code to track performance. **7.**Choose audiences and groups to determine who receives your campaign, who doesn't, and who helps track results. ![2025-08-25_15-22-02 (1)-20250825-095309.gif](https://knowledgebase.zetaglobal.com/__attachments/a_a28f6c586c89cec7488fce90847db05404a0d9bf72fffa49407c61133617c5cc/2025-08-25_15-22-02%20(1)-20250825-095309.gif) * **Include:**Choose who should receive your campaign. * **Exclude:**Remove specific users or segments from the included audience. * **Control Groups:**Withhold a portion of your audience to measure lift/performance. * **Seed Recipients:**Add internal stakeholders who should receive a copy of the email. Audience Selection |---------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Include** | The members of the Segments and Lists added here would be the recipients of the version of the campaign. | | **Exclude** | The members of the Segments and Lists added here would be excluded and would not receive the campaign, even though they are members of the included Segments and Lists. There is also an option to exclude recipients of previously activated campaigns, or if they opened or clicked past campaigns. | | **Control Groups** | Members of the control group will not be receiving the campaign, but will still be tracked for analysis later. This can be used to measure the impact of the campaign to the targeted audience as compared to those who did not receive the campaign. | | **Seed Recipients** | Seed recipients will be included in campaigns along with the target audience. These recipients will receive the campaign first and will not be counted in campaign metrics. | While incorporating the audience to be included/excluded (those who clicked on the subsequent campaign can be excluded), the campaign should not be archived. When a common Email ID is involved in multiple cases, there are some filters that come into play: |------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Inclusion Filter** | When we include two lists containing a common email address, we will only receive the campaign once, so the OR operation works here. | | **Exclusion Filter** | When we exclude two lists that have a common email address, the campaign will not be deployed to that list anyway. | | **Inclusion and Exclusion Filter** | When we include a list having a set of email addresses that were a part of the list that is in the exclusion filter, the campaign will not be received by those common email addresses. | | **Use content from audience** | When activated, ZMP will send seeds a sample email that an actual recipient received. | *** ** * ** *** The **Launch \& Options** tab lets you finalize when and how your campaign is delivered. Here's how to fill it out: ![image-20250825-100111.png](https://knowledgebase.zetaglobal.com/__attachments/a_e055cb036164a6de1b0ea2188c6b2e2159fd73b407cc894fc6000b5c636f07ea/image-20250825-100111.png?cb=718aa193d8b0da09a0994aa5a26684e3) **8.** Select the **Launch Type** tochoose how and when your campaign will be sent. * **Broadcast at a specific time:**Schedule your campaign to launch at a defined date and time. * **Broadcast on API request:**Campaign is triggered by a connected API call. * **Broadcast when a file is dropped to a server:**Launches when a file lands in a specific server location (typically FTP/SFTP). * **Broadcast based on a file:**Launch is triggered based on the content or structure of a file. **9.** Set a **Send Schedule**to determine when the campaign should go out. * **Immediately**: Send as soon as the campaign is activated. * **Later**: Schedule a specific date and time. * **Recurring**: Set the campaign to repeat at defined intervals. **10.**Play around with the additional settings as per your requirements: * **Max send rate:** Toggle this ON if you want to throttle the number of emails sent per minute/hour. Useful for large audiences or minimizing load on backend systems. * **Set preferred contact type:** Toggle ON if this campaign should respect user contact preferences (e.g., email vs. SMS). * **Change deduplication settings:** Controls whether recipients who appear in multiple segments will receive the campaign more than once. Toggle ON if you need to customize deduplication rules. * **Mark as transactional:** Toggle ON only if this email is non-promotional (e.g., receipts, alerts). **11.** Click **+ Custom KPIs** to set goals to track campaign performance. ![image-20250825-100745.png](https://knowledgebase.zetaglobal.com/__attachments/a_ca4493567c621b3abda83a3fea04e9215764160e3f83a3c68c8360b22d10ccca/image-20250825-100745.png?cb=717a9edbb2761324af662cb593e22865) **12.** **(Optional)** Enter **Tags** to organize your campaigns. **13.** Once your campaign is fully configured and ready, click **Activate Campaign** (top-right corner) to launch or schedule it based on your settings. ![2025-08-25_15-44-33 (1)-20250825-101453.gif](https://knowledgebase.zetaglobal.com/__attachments/a_51429957bd06712265656f09bf920efd8d7e6da00082b2d4e8454dd0fd272cb7/2025-08-25_15-44-33%20(1)-20250825-101453.gif?cb=048b494ad80b71989d9cf3eda085fa1d) * Click on the arrow next to **Activate Campaign** and select **Save as Template** if you want to reuse this setup later without sending it now. *** ** * ** *** Renaming an already sent campaign is not possible. One recommendation is to archive the already sent campaign and create a new campaign using the same name or any desired name. --- language: "en" --- # Business Name and/or Business Address matching ![2022-01-11_13-35-46.png](https://knowledgebase.zetaglobal.com/__attachments/a_8e734121e65107ab49e01413d30e6542d8b157de80c01068b8cb5f92be302b12/2022-01-11_13-35-46.png?cb=0116268510ab4368c46bb8b9032655f2) The Business Address Matching feature targets key decision-makers from businesses across channels in the **Zeta Marketing Platform**. With Business Address Matching, you will gain the ability to look up business names in the Matched List feature so that you can activate the employees of those businesses as part of the B2P audiences. This is an enhancement to our current Matched List Feature. ## The How-To **1.** From the menu on the left, select **Audiences**\> **Segments \& Lists**. Click on **Explore Audience**. **2.** Select **Zeta Prospects**\>**Matched Lists** \> ![plus](https://knowledgebase.zetaglobal.com/__attachments/a_766e9aceb8423fd60aaa40bad1de2619f886edc955d754fde72a2e8ad15a6d28/atlassian-plus?cb=252830f8c1dfea9d1e09927ba78d1476) icon in the navigator. **3.**Select the type of matching Icon that corresponds to your goal: * Business to Person * Person to Person **4.** The list will then process. ### ++Business to Person++ * Match on business attributes and get an enriched list of people from the Zeta Data Cloud * If you select **Business to Person**, * Match input records against Business Name and/or Business Address for ingestion * No other changes to the user flow in the list ### ++Person to Person++ * Match on a person's attributes and get an enriched list of people from the Zeta Data Cloud * If you selected **Person to Person**, * Match input records against existing supported identifiers. * No other changes to the user flow in the list generation process. ## Matched List Naming Conventions * **(Business name + address):** * "business_name", "address_line1", "address_line2", "city", "state_code", "zip", "country_name" * **(Business name only):** * "business_name" * **(Business address only):** * "address_line1", "address_line2", "city", "state_code", "zip", "country_name" Please refrain from using special characters such as commas and periods in the file to avoid errors. ### ++Sample File Below++ [Zeta Global Matched List (1).csv](https://knowledgebase.zetaglobal.com/__attachments/a_c4da39bf8486160cda5e8fa9e413e44ec940418de42272e500b9917607f34583/Zeta%2520Global%2520Matched%2520List%2520(1).csv.md?cb=4fc7dc58496bd180f668f53fa0c64b14) ## Matched List Input \& Output B2P and P2P selection only show up for CRM \& Acquisition Email Clients. Please reach out to your account team if you do not have these options. ### ++Matched List Input:++ * If only input is the company name, it is used for matching. If it matches multiple companies, all identities in all matched companies are outputted. * If you input both company name and address, both are used in matching with the following waterfall approach, 1. Business Name + Business Address, 2. Business Name only, 3. Business Address only. * If only input is a business address, it is used for matching. If it matches multiple companies, all identities in all matched companies are outputted. ### ++Matched List Output:++ * Creates segments syndicated to paid channels (e.g., via ZMP connector) * Provides a count of unique companies that match business data and unique people matched from the file. Once a Business Match List is created, these columns will appear on the panel of the list. To see this panel, click on the white space of the completed list on the Segment and List page on the ZMP. * "Owned by" (user name) * "Created" (date) * "Last Modified" (date) * "Source Size" businesses (the # of unique input records deduped based on precise spelling) * "Match Size" users (unique identities matched from the file) * "Match Size (B2P)" businesses (unique companies matched from the file) ![image-20210914-161513.png](https://knowledgebase.zetaglobal.com/__attachments/a_fd49b970ec8b4d5b2316b09c0d6100f15ad7a3beca26c57a99157031620145f2/image-20210914-161513.png?cb=33e0bc87830de2e0802c0240582e0679) --- language: "en" --- # Calculated Fields (Variables) ![image-20260526-094944.png](https://knowledgebase.zetaglobal.com/__attachments/a_80c391eb968eb5f67f614898434ebc0563584a0dd8141156aaeb986b85774017/image-20260526-094944.png?cb=10e70c2159cd616fe87085cb11626253) Calculated Fields let you create dynamic dimensions and metrics using configurable logic instead of relying only on existing schema fields. Combined with Variables, they help make reports more flexible and reusable across charts and tables. Calculated Fields can be used to: * Dynamically switch metrics or dimensions * Create conditional logic * Simplify report customization * Reuse logic across visualizations ## Accessing Variables \& Calculated Fields To get started: **1.**Open a Report. **2.** Navigate to the **Variables** section in the left sidebar. **3.**Use: * **Parameters** to define reusable inputs * **Calculated Fields** to create dynamic logic You can also access parameter controls from: * Report Filters * Chart Local Filters ![2026-05-20_13-34-27 (1).gif](https://knowledgebase.zetaglobal.com/__attachments/a_182d0c69cf1c7838ec0305714c503fa435efbe2048334d1902da319408166a48/2026-05-20_13-34-27%20(1).gif?cb=2c7d2013910845b39c9cf12cf5041cc5) *** ** * ** *** ## Creating Parameters Parameters define the values that drive Calculated Fields. ![image-20260520-081152.png](https://knowledgebase.zetaglobal.com/__attachments/a_ab1c01e80e0fbcf89351ef36d898e5a4b1a8e4c6eeb008574033b0216e399351/image-20260520-081152.png?cb=3ffdd2d980d089a1cfb14201e082803a) To create a parameter: **1.** Go to **Variables → Parameters** **2.** Click **Create** **3.**Configure the parameter settings **4.**Save the parameter *** ** * ** *** ## Parameter Settings Each parameter can include: | **Setting** | **Description** | |------------------|------------------------------------| | Name | Label used throughout reports | | Description | Optional helper text | | Data Type | Defines the type of values allowed | | Default Value | Initial selected value | | Available Values | Controls selectable options | *** ** * ** *** ## Supported Data Types ![image-20260526-100151.png](https://knowledgebase.zetaglobal.com/__attachments/a_9e6c8a30d8fc2e6fef6243e344313094a350911531c126412be207b4bfe5171f/image-20260526-100151.png?cb=7ed44e48566c6b85c860dbefeec4a3aa) | **Type** | **Recommended Use** | |----------|-------------------------| | Integer | Counts and thresholds | | Float | Rates and percentages | | String | Category selections | | Boolean | True / False conditions | | Date | Time-based selections | *** ** * ** *** ## Available Value Options Parameters support different value modes depending on the use case. |-----------|-------------------------------------------------------| | **All** | Allows unrestricted manual input. | | **List** | Provides predefined selectable values. | | **Range** | Limits selections to a defined numeric or date range. | *** ** * ** *** ## Creating Calculated Fields Calculated Fields use parameter-based logic to dynamically return dimensions or metrics. ![image-20260526-100304.png](https://knowledgebase.zetaglobal.com/__attachments/a_b5960c0a2d6229998fd54fc4a12b99f575eb9a5ef55c8404555915d205caf994/image-20260526-100304.png?cb=b0ec6cdebc2ad2d3f773fad885f1aaf6) To create one: **1.** Open **Variables → Calculated Fields** **2.** Click **Create** **3.** Choose whether the field returns: * A Dimension * A Metric **4.**Define the logic conditions **5.** Save the field *** ** * ** *** ## Building Logic Rules Calculated Fields use conditional logic made up of: | **Element** | **Purpose** | |-------------|-----------------------------------| | Case | Selects the parameter to evaluate | | If / Then | Defines matching conditions | | Else | Defines fallback behavior | You can add multiple conditions to create more advanced logic flows. *** ** * ** *** ## Using Calculated Fields in Charts Calculated Fields can be used anywhere standard dimensions or metrics are available, including: * Chart axes * Tables * Filters * Ranking logic * Conditional formatting Once created, they appear in selectors alongside standard fields. *** ** * ** *** ## Filters \& Parameters Parameters can also be adjusted directly from filter panels. You can: * Change parameter values at runtime * Apply different report views without rebuilding charts * Reuse the same report structure with different logic paths *** ** * ** *** ## Best Practices * Use clear parameter names for easier report management. * Use List values when you want controlled user selections. * Use Range values for thresholds or date windows. * Add fallback logic with Else conditions to avoid empty results. * Keep Calculated Fields focused on one business logic purpose whenever possible. *** ** * ** *** --- language: "en" --- # CallRail ## Overview This page is intended to help you integrate your data into the Zeta Marketing Platform with CallRail. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor. ## CallRail Documentation * [CallRail API Reference - Getting Started](https://apidocs.callrail.com/#getting-started) ## What does the Zeta Integration for CallRail do? This pre-built outbound API connector to CallRail allows for the creation and syndication of customers from the Zeta Marketing Platform to CallRail. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in CallRail is necessary and what to syndicate. ## Prerequisites * Set up your CallRail access token: [CallRail API v3 Documentation](https://apidocs.callrail.com/#authorization) * Plan your data flow * Understand in what scenarios a customer should be created * Determine what data needs to be stored per customer * Think through what additional data should be assigned at the point of contact; i.e. source of data, purpose of data, etc. ## Workflow | **Step** | **Description** | |------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Create your Custom Channel | Utilize the default [Channel Manager](https://knowledgebase.zetaglobal.com/kb/channel-manager) template to create your custom channel. | | Create your Campaign Inputs | Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc. | | Map your data to the request | Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: [Zeta Markup Language (ZML)](https://knowledgebase.zetaglobal.com/zmp/zeta-markup-language-zml) | | Save Your Channel | Name your channel so that your marketing team knows which channel to use. Note that you can save multiple CallRail Channels for different endpoints. | | User Your Channel | When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields. | [Next Page](https://knowledgebase.zetaglobal.com/llms-full.txt/1)