customer-data-platform

Apps & Automation

CDP operations for unified customer data management and audience activation

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Customer Data Platform Skill

Overview

The Customer Data Platform Skill enables comprehensive CDP operations for unified customer data management, audience segmentation, and activation across marketing channels. This skill provides integration with major CDP platforms including Segment, mParticle, and Adobe Real-Time CDP, supporting identity resolution, event tracking, and privacy-compliant data orchestration.

Capabilities

Segment CDP Integration

Source and destination configuration
Event tracking implementation
Persona (customer profile) management
Audience building and syncing
Privacy portal configuration
Protocol schema management
Function development
Destination filtering and mappings

mParticle Data Orchestration

Input and output configuration
Data planning and validation
Identity resolution setup
Audience management
Kit integration configuration
Data filter rules
User attribute management
Forwarding rules configuration

Adobe Real-Time CDP

Schema and dataset management
Identity namespace configuration
Merge policy setup
Segment Builder operations
Destination activation
Data governance labeling
Profile enrichment
Edge profile configuration

Customer Profile Unification

Identity graph management
Cross-device identity stitching
Deterministic matching rules
Probabilistic matching configuration
Profile merge strategies
Duplicate detection and resolution
Historical profile reconstruction
Real-time profile updates

Audience Building and Segmentation

Rule-based segment creation
Behavioral segmentation
Predictive audience modeling
Lookalike audience generation
Segment overlap analysis
Dynamic segment updates
Segment sharing across destinations
A/B test audience allocation

Event Tracking Configuration

Event taxonomy design
Event schema definition
Event validation rules
Custom event properties
Event enrichment
Real-time event streaming
Historical event replay
Event debugging and testing

Data Activation

Marketing channel activation
Advertising platform syncing
Email platform integration
Personalization engine feeds
Analytics destination routing
CRM synchronization
Custom destination development
Activation scheduling

Identity Resolution

First-party identity management
Third-party ID integration
Cross-channel identity mapping
Anonymous to known identity linking
Identity confidence scoring
ID graph visualization
Identity conflict resolution
Privacy-compliant ID management

Privacy and Consent Management

Consent collection configuration
Preference center integration
GDPR compliance implementation
CCPA opt-out management
Data subject request automation
Consent signal propagation
Privacy policy enforcement
Audit trail maintenance

Process Integration

This skill integrates with the following marketing processes:

customer-segmentation-analysis.js - Advanced segmentation and audience building
customer-journey-analytics.js - Journey tracking and profile enrichment
attribution-modeling-setup.js - Identity resolution for attribution

Dependencies

Segment API
mParticle API
Adobe Experience Platform API
Marketing platform APIs (for destinations)
Analytics platform APIs (for data sources)
CRM APIs (for profile synchronization)

Usage

Event Tracking Setup

skill: customer-data-platform
action: configure-event-tracking
parameters:
  platform: segment
  tracking_plan:
    name: "Marketing Events"
    events:
      - name: Page Viewed
        properties:
          page_name: string
          page_category: string
          referrer: string
      - name: Product Viewed
        properties:
          product_id: string
          product_name: string
          category: string
          price: number
      - name: Campaign Clicked
        properties:
          campaign_id: string
          campaign_name: string
          channel: string
          creative_id: string

Audience Building

skill: customer-data-platform
action: create-audience
parameters:
  platform: segment
  audience_name: "High Value Prospects"
  definition:
    conditions:
      - type: event
        event: Product Viewed
        count: ">= 3"
        timeframe: last_30_days
      - type: trait
        property: customer_ltv
        operator: ">="
        value: 500
      - type: event
        event: Order Completed
        count: "= 0"
    logic: AND
  destinations:
    - facebook-ads
    - google-ads
    - braze

Identity Resolution Configuration

skill: customer-data-platform
action: configure-identity
parameters:
  platform: mparticle
  identity_strategy:
    priority_order:
      - customer_id
      - email
      - phone
      - device_id
    matching_rules:
      - type: deterministic
        identifiers: [customer_id, email]
      - type: probabilistic
        confidence_threshold: 0.85
        identifiers: [device_id, ip_address]
    merge_policy: most_recent

Destination Activation

skill: customer-data-platform
action: activate-audience
parameters:
  platform: adobe-rtcdp
  audience_id: "high-intent-shoppers"
  destinations:
    - destination: google-ads
      mapping:
        user_id: customer_id
        hashed_email: email_sha256
      schedule: real-time
    - destination: facebook-ads
      mapping:
        extern_id: customer_id
        email: email_hash
      schedule: daily

Privacy Configuration

skill: customer-data-platform
action: configure-privacy
parameters:
  platform: segment
  consent_categories:
    - name: marketing
      description: "Marketing and advertising"
      default: opt-out
    - name: analytics
      description: "Analytics and measurement"
      default: opt-in
    - name: functional
      description: "Required for site functionality"
      default: required
  regulations:
    gdpr:
      enabled: true
      data_subject_request_automation: true
    ccpa:
      enabled: true
      do_not_sell_signal: true

Best Practices

Data Quality: Implement validation rules to ensure data consistency
Privacy First: Configure consent management before collecting data
Identity Strategy: Define clear identity resolution rules and priorities
Event Taxonomy: Maintain a documented event naming convention
Destination Mapping: Carefully map fields to destination requirements
Testing: Use debug mode to validate tracking before production
Documentation: Maintain data dictionaries and tracking plans
Governance: Implement data access controls and audit logging

Related Skills

SK-005: Marketing Analytics Platform
SK-018: CRM Integration
SK-020: Customer Journey Mapping

Related Agents

AG-008: Marketing Analytics Director
AG-010: Consumer Insights Specialist