As a Marketer, you turn data into action. Use Treasure AI to understand your audience and deliver personalized experiences with the power of AI and Data. Follow these six steps to get started.
Use Audience Studio to create and manage customer segments.
- Audience Studio Overview: The central tool for segmentation and activation.
- Segments Overview: Learn about the different segment types.
- Creating a Batch Segment: Step-by-step guide to build your first segment.
- Predictive Scoring Overview: Use AI to score customers by likelihood to convert, churn, or purchase.
Quick start:
- Navigate to Customer Data Platform > Audience Studio.
- Create a new batch segment using demographic or behavioral rules.
- Preview the segment size and refine your criteria.
For advanced predictive models, see AutoML.
Use Journey Orchestration to build multi-step, automated customer journeys.
- Journey Orchestration Overview: Learn how journeys work.
- Batch Journeys: Schedule recurring journeys based on segment membership.
- Real-time Journeys: Trigger journeys instantly based on customer behavior.
Common use cases:
- Welcome series for new customers
- Re-engagement campaigns for inactive users
- Post-purchase follow-up sequences
Quick start:
- Navigate to Customer Data Platform > Journey Orchestration.
- Create a new journey and select a trigger (batch or real-time).
- Add steps such as wait, condition, and action nodes.
Use Engage Studio to design and deliver campaigns across multiple channels.
- Engage Studio Overview: Get started with the campaign builder.
- Always-On Campaigns: Set up campaigns that run continuously.
Supported channels:
| Channel | Description |
|---|---|
| Design and send email campaigns with templates and personalization | |
| Mobile Push | Send push notifications to iOS and Android devices |
Quick start:
- Navigate to AI Suites > Engage Studio.
- Create a new campaign and select your target segment.
- Design your message content and schedule delivery.
Deliver personalized experiences on your website and apps using Real-Time Personalization.
- About Real-Time Personalization: Overview of real-time capabilities.
- Creating a Real-Time Personalization: Set up personalized content delivery.
- Creating a Real-Time A/B Test: Test different experiences to optimize results.
Push your segments and customer data to advertising platforms, CRMs, and other marketing tools.
- Activations Overview: Learn how to export segments to external destinations.
- Activation Templates: Use pre-built templates for common destinations like Google Ads, Facebook, and Salesforce.
Track campaign performance and gain insights with Treasure Insights dashboards.
- Treasure Insights Overview: Build dashboards to monitor KPIs.
- Creating a New Dashboard: Step-by-step guide to build your first dashboard.
- Dashboard Best Practices: Tips for effective dashboard design.
For AI-powered insights, explore AI Agent Foundry.
Quick start:
- Navigate to Customer Data Platform > Reporting.
- Create a new dashboard and add widgets for your key metrics.
- Share the dashboard with your team.
| Step | Tool | Action |
|---|---|---|
| 1 | Audience Studio | Build customer segments |
| 2 | Journey Orchestration | Design automated journeys |
| 3 | Engage Studio | Launch campaigns across channels |
| 4 | Real-Time | Personalize website and app experiences |
| 5 | Activations | Push segments to external platforms |
| 6 | Treasure Insights | Measure results and optimize |
- Contact Support: Learn how to get assistance from our support team.