Personalizing campaigns with data warehouses

Having the correct data to use for push notifications, personalized emails, livechats or website content, is most times a major pain point when you are implementing a new campaign. This data can be anything from standard data on a user like their email address to complex data like the billing status on their subscription. You can merge this data that is already sitting in your data warehouse with your marketing tools to boost your marketing campaigns.

Anatomy of a personalized email

Target customers with a data warehouse already connected to your product that pulls in data from a cloud source into the warehouse. if you have SQL traits, you can now send the data to an email address. Customers who have open support tickets from your marketing campaigns can be excluded from this mailing list. To make the email more personal, you can pull the following fields. Workspace ID, first name, email, workspace slug, etc. an EPS like customer.io uses a template language ‘Liquid’ that helps you insert dynamic variables.

Getting the data with an SQL trait

After seeing the end result, the next step is to pull the underlying data with a SQL trait. With this feature you can specify a query which runs over your data warehouse and sends the result into your program and downstream destinations. When you select your connected warehouse, write a query and preview the results. Your query should return a list of user_Id fields and other contextual fields that are relevant which will be used in the email. Next you’ll chose the destination for the traits. The final stage is giving the SQL traits a description and name. when you are done setting it up, it is run twice a day before users are imported so you don’t send out too much emails all the time.

Finally, after launching your personalized campaign, sit back and watch as your engagement rates skyrocket because you used a more personalized approach.

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