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CMi - Customer & Marketing Intelligence

What is CMi?

CMi is a marketing data warehouse and customer data platform in the cloud. It provides the ability to

  1. Collect first and third party data into an integrated data model.
  2. Unify customer touch points across all platforms and channels.
  3. Link content, ad campaign, emails, revenue and customer data to generate AI driven insights.

How to enable Customer & Marketing Intelligence Platform?

Step 1: Sign-In to Electrik.AI,On the Home Page, click on Admin.
Step 2: On the Navigation bar, click Projects.
Step 3: Click on the desired Project to enable CMi.
Step 4: Turn On the Customer & Marketing Intelligence by using toggle button.

You have successfully enabled Customer & Marketing Intelligence Platform for your project. Detailed Steps Here. 

How to connect your Ad Account with CMi?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on IO.
Step 2: On the Navigation bar, click Data Flows.
Step 3: Click on the ADD action button on top.
Step 4: 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.
Step 6: Choose a Data Destination, Electrik.AI.
Step 7: Click on Save and Proceed.

You have successfully connected ad account to CMi. Detailed Steps Here.

How to view Integrated Ad Insights in CMi?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on CMi.
Step 2: Already logged in, click on hamburger icon, and click on CMi.
Step 3: Click on  Ad Insights.
Step 4: To view or export marketing intelligence for cross platform ad insights, click on Cross Platform Ad ROAS.
Step 5: To view or export marketing intelligence for cross channel ad insights, click on Cross Channel Ad ROAS.

You can see Detailed Steps Here.

How to use the Cross Platform Ad ROAS Dashboard?

Cross Platform Ad ROAS Dashboard integrates Ad performance data from multiple online advertising platform and Ad accounts to give you a holistic view of how effectively your Ad connects with your prospects.

Key Performance Indications (KPIs) highlighted in this report.

  1. Impressions (Impr)
    The number of times the ad is served or shown online.
  2. Clicks
    The number of times users have clicked on the ad.
  3. Spend (or Cost)
  4. Conversions (or Convr)
  5. Cost Per Conversion or Acquisition (CPA)
  6. Conversion Value (or Convr Val)
  7. Return on Ad Spend (ROAS)
  8. Click Through Rate (CTR)
  9. Conversion Rate (CVR)
  10. Cost per Click (CPC)

 

Setup Guide Illustration

How to enable Customer & Marketing Intelligence Platform?

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

Select Admin

Step 2: On the Navigation bar, click Projects.
If you’re using the expanded Navigation bar, click on Projects.

If you're using the expanded Navigation bar, click on Projects. 

If you’re using the compact Navigation bar, click the Projects icon.

If you're using the compact Navigation bar, click the Projects icon. 

Step 3: Click on the desired Project to enable CMi.

Click on the desired Project to enable Marketing Intelligence

Step 4: Turn On the Customer & Marketing Intelligence by using toggle button.

Turn On the Customer & Marketing Intelligence by using toggle button. 

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

Please confirm to enable Customer & Marketing Intelligence Platform on project, Click OK

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

You have successfully enabled Customer & Marketing Intelligence Platform for your project

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.