Welcome to Customers.ai!
Updated
by Virginia Nussey
Welcome to Customers.ai! This article provides a guide to setting up your Customers.ai account for your business, and ensuring seamless integration for optimal visitor tracking and full-stack marketing attribution.
By following these steps, you will connect your Customers.ai X-Ray Pixel, integrate various platforms, and improve the quality of signal for acquisition, retention and customer engagement.
Privacy & Compliance Questions Answered
One of the first questions some Customers.ai users ask is: What do I need to know about visitor identity resolution and privacy and compliance regulations?
Learn about how Customers.ai maintains compliance to U.S. law and regulations around privacy on behalf of our customers within the following FAQ article.
The short answer is: All contacts within the Customers.ai identification network have opted in to communications. Customers.ai visitor identification is CAN-SPAM Act compliant.
The CAN-SPAM Act can be summarized by the following (not to be taken as legal advice):
- According to the FTC, if the primary purpose of an email is commercial content then it must comply with the requirements of CAN-SPAM.
- The CAN-SPAM Act does not require a recipient to opt-in. It is legal to send commercial email to someone without obtaining an opt-in.
- Don’t use deceptive subject lines. The subject line must accurately reflect the content of the message.
- Identify the message as an ad.
- Tell recipients where you’re located.
- Tell recipients how to opt out of receiving future email from you.
- Honor opt-out requests promptly.
- Monitor what others are doing on your behalf. You are legally responsibile for any commercial email sent on behalf of your company.
Install X-Ray Pixel
The Website Visitor ID X-Ray Pixel is the small script that powers identity resolution of your website visitors.
The first step in getting started with Customers.ai is to install the X-Ray Pixel on your website using your preferred installation method.
Customize X-Ray Capture Settings
Depending on your business, you may choose to identify visitors that meet certain criteria, such as page viewed or on-site behavior.
Create Audience Segments
Customers.ai advanced audience segmentation capabilities let you create audiences based on hundreds of attributes including:
- Location
- Demographics
- On-Site Behavior
- Email Engagement
- Referrer & More
Set Up Email Automations
Leverage a number of tools that enable high deliverability rate and engagement rate of messages sent to identified visitors via Customers.ai.
Connect Integrations
Connect all of your platforms Customers.ai so that we can sync identified visitors, enriched contact data, and visitor insights and behavior signals to supercharge revenue-driving workflows.
Restore Meta Ads Targeting & Event Quality
Sync your identified visitor data directly to Meta with our dynamic audience tools. Reach ready-to-buy shoppers, expand your retargeting reach, and give Meta the on-site event data it needs for more precise ad targeting and AI-powered conversion optimization.
Enhance Google Ads Targeting
Use dynamic customer match audiences to increase your audience reach of MOFU audiences across Google Ads networks for search, shopping, YouTube and Gmail.
View Analytics & Insights
Track performance across your marketing channels, with website demographic analytics, contact Customer Journeys, and email marketing revenue.
