User Guide
  • What is Workevo?
  • Getting Started
    • The Workevo Glossary
  • Profiles Management
    • About Profiles
    • Create New Profile
    • How do Filters Work?
    • What is an Audience?
    • Group Your Profiles by Tag
    • Edit or delete tags
    • Create a New Company
    • Group Your Profiles by Company
  • Data Connection
    • Import your contact data into Workevo
    • How to enrich your contact data?
    • Know every contact and company personally in Workevo
    • Get valuable customer insights from day one
    • How to send one-to-one email to a contact?
    • Saved email templates explained
    • Email tracking explained
  • Workflow Automation
    • Workflow automation overview
    • Automation templates overview & Ideas Hub
    • The automation builder explanation
    • Creating an automation walkthrough
    • Automation triggers explained
    • Automation actions explained
    • Email builder overview
    • Personalization tags explanation
  • Web Forms
    • How to create a form
    • Understanding form statistics
  • Tracking
    • Tracking contact data in Workevo
    • Send custom contact attributes to Workevo
    • Track conversions and clicks with UTM parameters
    • Customize Workevo to be about your customers
    • Custom attributes and events: what's the difference?
    • Track Events in Workevo
    • Set up event tracking in Workevo
    • How to collect valuable data?
    • Custom data planning tool
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  1. Data Connection

Get valuable customer insights from day one

In this section, we build contact profiles, aggregate, and organize the information needed to understand the behaviors of potential customers and predict their consumer trends.

Information you may collect includes:

Activities: Fully describe all the actions and relationships that interact with your brand or the actions and actions you have on them. This information gives you an overview to determine what further actions you will take on them.

Sessions: Tells you about user behavior on your Website or any of our Workevo tracking-enabled media.

Details: In addition to personal information about users, Workevo helps you fully synthesize other information from various sources of information gathering. Understand who your customers are, where they come from, and why you have their information to easily guide and care for them, persuade them to use the service you are providing.

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Last updated 4 years ago

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