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CMi - Customer & Marketing Intelligence

What is CMi?

CMi (Customer & Marketing Intelligence) is a cloud based unified marketing data warehouse and customer data platform. It provides the ability to:

  1. Collect advertising, analytics, and CRM data from first and third-party sources into an integrated data model.
  2. Unify customer touch points across all platforms and channels.
  3. Link content, ad campaigns, emails, revenue, and customer data to generate AI driven insights.
  4. AI is leveraged to generate insights across multiple areas, including content insights, keywords/topics discovery, content generation, cross channel attribution, customer journey insights and web analytics.

Why should I use CMi?

By using data-driven insights you can make more informed decisions about product development, marketing, and customer engagement. You can use these insights to:

  1. Improve customer targeting and personalizing the customer experience to elevate customer satisfaction.
  2. Optimizing businesses with your marketing spend leading to a higher ROI on marketing investments.
  3. Tracking customer across multiple touchpoints with the deeper insights into the sales funnel.
  4. Maximizing your online visibility and competitive advantage by identifying a complete list of websites within your niche, allowing you to go beyond just your direct competitors.

Get Started with CMi

How to enable Customer & Marketing Intelligence Platform?

  1. Sign-In to Electrik.AI Once you’re signed in, on the Home Page just click on Admin.
  2. To access your projects, click on the “Projects” option in the Navigation bar.
  3. To enable CMi, click on the desired project.
  4. Activate Customer & Marketing Intelligence by toggling the button to the “On” position.

Congratulations! CMI has been successfully enabled on your project. Detailed Steps Here.

How to set up Data Integration?

  1. Sign-In to Electrik.AI Once you’re signed in, on the Home Page just click on the CMi.
  2. To generate insights, you need to set up data integration only once. This should be done during your initial use of the platform.
  3. Click on the Go to Integration.
  4. To begin receiving insights, simply select the category that suits your needs, whether it’s Ads, Content, or Journey. You have the option to choose one or all of them depending on your preferences.
  5. Once you have chosen a category, select the most appropriate data source from the available options based on your specific needs and requirements.
  6. Setting up Google Search Console integration is the minimum requirement for generating content insights but setting up all integrations in the category will provide you with more diverse insights.
  7. To access the selected data source, provide your account’s user ID and password.
  8. Please grant Electrik.AI access to your account.
  9. Once you have made your selection according to the instructions provided on the screen, click ‘Save & Proceed’ to continue to the next stage.

Congratulations on successfully setting up the integration for your chosen data source in Electrik.AI!

Once the integration has been created successfully, you will receive a confirmation email. Please note that it may take up to 24 hours for your integration to begin generating insights. Upon successful execution of any one of the integration, you will receive an email containing further instructions. Detailed Steps Here.

Note: You can currently generate the Content Insights. We are working on launching other insights soon, so stay tuned for updates.

Getting insights with CMi

How do I view Integrations in CMi?

  1. Sign-In to Electrik.AI. Once you’re signed in, on the Home Page just click on the CMi.
  2. Click on the “Integrations” option in the Navigation bar.
  3. Choose the Integration category.
  4. The data source that you have already integrated can be seen as tick marked.
  5. Its execution details can also be seen.

How to view Integrated Insights in CMi?

How to review your configurations?

Step 1: Sign-In to Electrik.AI, On the Home Page, at the bottom right of the screen click on Configuration.

Step 2: Click on respective feature to set up or review the configurations.

Here are the steps to configure Pillar Pages & Topics

Step 1: Reviewing Setup Progress

How to start analyzing and gaining Content Insights?

  1. Sign-In to Electrik.AI. Once you’re signed in, on the Home Page just click on the CMi icon.
  2. Before proceeding, ensure that you have integrated at least your Google Search Console data.
  3. Upon successful execution of any one of the integrations, Electrik.AI start generating the insights and the same should be visible in your respective dashboards.
  4. If by any chance you want to trigger Analysis, at the bottom right of the screen click on Configuration.
  5. Select ‘Pillar Pages & Topics’
  6. Click on

Setup Guide illustration

How to enable Customer & Marketing Intelligence Platform?

Step 1: Sign-In to Electrik.AI. Once you’re signed in, on the Home Page just click on the Admin icon.

Step 2: To access your projects, click on the “Projects” option in the Navigation bar.

Step 2 If you’re using the compact Navigation bar click the Projects icon - ElectrikAI

Step 3: To enable CMi, click on the desired project.

Step 3 Click on the desired Project to enable CMi - ElectrikAI

Step 4: Activate Customer & Marketing Intelligence by toggling the button to the “On” position.

Step 4 Turn On the Customer & Marketing Intelligence by using toggle button - ElectrikAI

Step 5: Please confirm to enable Customer & Marketing Intelligence for your project, Click OK.

Step 4 a To Enable Marketing Intelligence Service - ElectrikAI

Step 6: Congratulations! you have successfully enabled Customer & Marketing Intelligence Platform Services for your project.

Step 4 b You have successfully enabled Customer & Marketing Intelligence Platform Services - ElectrikAI

How to set up Data Integration?

Here are the steps to set up Content Insights

Steps to integrate GSC Data Source

Step 1: Sign-In to Electrik.AI. Once you’re signed in, on the Home Page just click on the CMi icon.

Step 1 Sign-In to Electrik.AI, On the Home Page, click on CMi.

Step 2: Click on the Go to Integration.

Step 2 For the very first time, just once, you need to set up Data Integration - ElectrikAI

Step 3: Choose Google Search Console data source.

Step 3 Click on the Go to Integration - ElectrikAI

Step 4: Provide your account’s user ID and password.

Conn Step 6b Enter your Google Search Console User Id and Password ElectrikAI
Conn Step 6 Enter your Google Search Console User Id and Password ElectrikAI

Step 5: Please grant Electrik.AI access to your account.

Step 4 Choose a Data Source - ElectrikAI

Step 6: Choose your Site URL, for which you want to get insights.

Step 5 Choose Google Search Console data source - ElectrikAI

Step 7: Click the ‘Save & Proceed’.

You can view the execution of the data pipelines for the integrated data source - ElectrikAI

How to connect your Ad Account with CMi?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on IO 

Select IO

Step 2: On the Navigation bar, click Data Flows.
If you’re using the compact Navigation bar, click the Data Flows icon.

compact Navigation bar, click the Data Flows icon.

If you’re using the expanded Navigation bar, click Data Flows. 

expanded Navigation bar, click Data Flows

Step 3: Click on the ADD action button on top.

Click on the ADD action button on top.

Step 4: Choose a Data Source, (let’s say) we choose Google Ads.

Choose a Data Source, (let’s say) we choose Google Ads

Step 5: Select your existing Google Ads connection. To Configure a new connection, refer this link. 

Select your existing Google Ads connection

Step 6: Choose a Data Destination, Electrik.AI. 

Choose a Data Destination, Electrik.AI. 

Step 7: Click on Save and Proceed.

Click on Save and Proceed.

Step 8: Flow is created successfully.

Flow is created successfully.

How to view Integrated Ad Insights in CMi?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on CMi.

Select CMi

Step 2: Click on Ad Insights.

Expanded Navigation bar, click Ad Insight

Step 3: To view or export marketing intelligence for cross platform ad insights, click on Cross Platform ROAS.

To view or export marketing intelligence for cross platform ad insights, click on Cross Platform ROAS 

Step 4: To view or export marketing intelligence for cross platform ad insights, click on Cross Channel ROAS.

To view or export marketing intelligence for google ads, click on Cross Channel ROAS 

Step 5: To view or export marketing intelligence for google ads, click on Google Ads. 

Step 6: To view or export marketing intelligence for Facebook ads, click on Facebook Ads.

Step 7: To view or export marketing intelligence for LinkedIn ads, click on LinkedIn Ads.

Step 8: To view or export marketing intelligence for Quora ads, click on Quora Ads.

Step 9: To view or export marketing intelligence for Microsoft ads, click on Microsoft Bing Ads. 

Configure a new connection

Follow these steps to connect your Google Ads account to Electrik.AI

Step 1: Ensure you have following prerequisites to create a Google Ads Connection in Electrik.AI
a. Google Ads Account User Id and Password.
Step 2:Signup for your Electrik.AI account.
Step 3:Sign-In to Electrik.AI, On the Home Page, click on IO. 

Select IO

Step 4: On the Navigation bar, click Connections.
If you’re using the compact Navigation bar, click the Connections icon.

Compact Navigation bar, click the Connection icon.

If you’re using the expanded Navigation bar, click Connection.

Expanded Navigation bar, click Connection.  

Step 5: Click on the ADD action button on top. 

Click on the ADD action button on top. 

Step 6: Choose a Data Source, choose Google Ads connection.

Choose a Data Source, choose Google Ads connection

Step 7: Enter your Google Ads User Id and Password.

Step 8: Allow Electrik.AI to access your Google Ads account.

Allow Electrik.AI to access your Google Ads account.

Step 9: Choose your Google Ads Account for which you want to extract data.

Choose your Google Ads Account for which you want to extract data.

Step 10: Click on Save action button on the top.

Click on Save action button on the top.

Step 11: Congratulations, you have successfully created a Google Ads Connection in Electrik.AI.

Congratulations, you have successfully created a Google Ads Connection in Electrik.AI.