26 Jun 2023
Engage features: what’s new on the Batch platform (H1 2023)
All the Engage Squad latest features, explained by Mickael Bentz, Lead Product Manager at Batch
Lire la suite26 Jun 2023 • Rédigé par Claire Zunda
The first half of 2023 is coming to an end and it’s time to share with you all the new Batch platform features since the start of the year.
With Batch’s new positioning as a 360 customer engagement platform, our teams divided these new features into three key areas: Profile, Engage, and Messaging.
To meet the omnichannel CRM requirements, we restructured our teams into dedicated multidisciplinary teams called squads.
This article covers all the new features in S1 2023 from the Profile Squad. Read on to find out about other major innovations on the Batch platform: new engage and messaging features.
Before going further, let’s remember the Profile Squad’s core mission: centralising all your customer data to enable personalised communications on each CRM channel.
For the first half of 2023, all the new Profiles features are:
Before we walk you through all the new Profile features, let’s take a step back.
To make Batch’s omnichannel pivot strategy a reality, our tech and product teams had to completely overhaul our data model.
This model was incredibly relevant for our previous mobile-centric engagement platform as it established a clear separation between Android, iOS and web users, by storing their data in silos. But we had to completely transform this data model.
Integrating a new channel like emailing was not the only challenge we faced. We sought to break down these data silos, enabling unified user data exploitation, regardless of their collection source or the CRM channel.
And that is how we came up with the profile concept.
In the Batch platform, a profile is the compilation of user data and events from several sources (apps, websites, APIs) that is enriched and updated in real time.
Each profile also stores emails and email subscriptions associated with a user. Profiles thus enable the Batch platform to operate complex and cross-channel scenarios.
All user actions are consolidated within these profiles whether they come from a mobile phone, the back-end via our APIs, or from your other marketing tools via connectors.
Use cases and customer benefits
Concretely, our profiles enable you to:
Note 1: The very first Batch channel to benefit from this new feature is emailing.
Note 2: If you’re a Batch client and you have already sent us data via our APIs and/or SDKs to manage your push notification and in-app scenarios, this data feeds the profiles and can be used to manage your email scenarios.
Our product and tech teams executed this major Profile innovation on the Batch dashboard with the dashboard profile view, the 360° view of these unique profiles.
The profile view includes:
Reconciling all this data in the pursuit of one goal: empowering your marketing scenarios with automation and personalisation capabilities.
All attributes stored on profiles are available for email targeting.
You can already select an entry and exit event for email automation (see the new Engage features article).
You can now add one or more filters: subscription status, newsletter topic, loyalty points, etc.
We can’t talk about data storage and activation without addressing data privacy and GDPR compliance.
Batch has always provided GDPR compliance tools via dedicated APIs, SDK methods or interfaces on the dashboard. In particular, these tools mean you can delete user data.
Data can be deleted at the explicit request of an end user, or when our clients consider that it’s no longer necessary to collect this data. Many of our clients have implemented a data purging process based on custom criteria determined with their technical teams.
Thanks to data centralisation (explained above), we have a holistic view of user activity. We want to make the most of this unified vision to facilitate the data purging process.
Our clients can simply put a period of inactivity after which a profile will be deleted from the Batch platform, without the need for any additional intervention from their technical teams.
This enables our clients to:
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26 Jun 2023
All the Engage Squad latest features, explained by Mickael Bentz, Lead Product Manager at Batch
Lire la suite26 Jun 2023
All the Squad Profile latest features, explained by Elisa Fan, Senior Product Manager at Batch
Lire la suite27 Jun 2023
Hervé Lourdin, CTO at Batch, shares how our Tech and Product teams reorganised to meet the Omnichannel requirements.
Lire la suite