Multi-step omnichannel marketing
with a Customer Data Platform (CDP)

How multi-step omnichannel marketing and a Customer Data Platform (CDP) amplify customer relations.



You probably recognize it: you’re looking at products in your favorite web shop, but you end up buying nothing yet. Not much later you receive an e-mail with a special offer for the same products. You also get a push notification through the mobile app as a reminder.

In the modern world of marketing, it’s all about a personalized user experience. A fitting approach and strategy are found in multi-step omnichannel marketing. In this article, we’ll explain what it is and how to apply it through a Customer Data Platform (CDP).

What is multi-step omnichannel marketing?
Guiding customers, step by step, towards a decision by spreading personalized messages via various channels, describes multi-step omnichannel marketing in a nutshell.

As opposed to traditional marketing, where the same message is spread through various channels, you gradually engage and reach your (potential) customers along the entire customer journey. This way, marketers get a better understanding of customer behavior and build stronger customer relations.

How a Customer Data Platform (CDP) helps with multi-step omnichannel marketing
A Customer Data Platform (CDP) collects, manages, and analyzes customer data from sources like CRM systems and websites. The platform technology even processes online interactions and purchase histories. It creates one unique customer view, which allows marketers to get to know their customers better and achieve a more focused segmentation based on needs, behavior, and preferences. With a CDP, they effortlessly design personalized omnichannel campaigns with a relevant message for each customer segment.

An example: being the owner of an online clothing store, a CDP enables you to gain insight into customer journeys, interactions, and transactions. You trace the route to purchases and discover which clothing items end up in the online shopping cart or are being discarded. Based on customer preferences, you create customer groups and approach them with specific offers that rhyme with those.

This exemplary process does not only count for web shops but also charities, museums, travel organizations, and banks. They use it to recruit customers, attract visitors, sell tours, and stimulate investments.

The 10 steps for using a CDP in multi-step omnichannel marketing

  1. Collecting data: collect customer data from sources such as apps, social media, CRM systems, and websites. Consider, for example, interactions, purchase histories, customer preferences, and behavior.
  2. Linking and merging data: link all data sources to the CDP or ask the CDP provider for support. The platform technology collects and goes on to automatically manage all customer data. It structurally saves data and creates one unique customer view.
  3. Data analysis: let the platform technology analyze all data. This provides valuable insights into customer behavior, interests, and preferences – allowing you to work more efficiently.
  4. Segmentation: arrange customers in customer groups based on characteristics. The CDP offers endless possibilities for segmentation, like preferences, demography, and interactions. This lays the foundation for your marketing campaigns.
  5. Personalized campaigns: design personalized marketing campaigns for each customer segment with tailored messages. This way, you guide customers toward desired behavior and decisions.
  6. Perfect timing: send your messages perfectly timed through the channels that are most used by customer groups. Consider, for example, e-mail and social media. This enables you to reach customers at the right moment with relevant messages.
  7. Omnichannel approach: seamlessly alternate between channels and offer a sound customer experience at any moment. The CDP ensures cohesion between the channels.
  8. Trace customer interactions: keep track of all customer interactions across the various channels. The CDP provides a complete view of a customer, including the customer journey and engagement.
  9. Analyze results: let the CDP analyze all campaign results, measure the effectiveness of each campaign, and determine if customers took the desired actions.
  10. Improvements: optimize your approach based on the results gathered by the CDP. By learning and testing, you amplify the success of multi-step omnichannel marketing.

Conclusion: strengthen customer relations with multi-step omnichannel marketing and a CDP
Multi-step omnichannel marketing is a powerful strategy to gradually influence customers toward decisions. By spreading various personalized messages via diverse channels, marketers learn to better understand customer behavior and build stronger customer relations.

A Customer Data Platform (CDP) plays an essential role in this picture. It collects, manages, and analyzes customer data, allowing marketers to segment customer groups and create personalized marketing campaigns. They reach customers at the right moment with relevant messages through the best channels, resulting in a seamless customer experience.