Emma Stirling
Emma Stirling

Guide to learning about your customer preferences with Plezed

Zero-party data is information that customers explicitly and voluntarily provide to businesses.  This data is typically rich in customer insights, preferences, and intent and can be used by businesses to create more personalized experiences and drive growth.  

Here’s a guide on how businesses can embed zero-party data forms into their customer journey using Plezed:

  1. Identify the touch-points in the customer journey: The first step is to identify the various touch-points in the customer journey where the customers are most likely to respond to the request for their preferences. These could include the website, email newsletters, confirmation emails, mobile apps, social media platforms, and physical stores.

  2. Determine the type of data to collect: The next step is to determine the type of data that you want to collect. This could include demographic information, preferences, choices and interests that can help improve personalization and targeting.

  3. Create a compelling offer: To encourage customers to provide their data voluntarily, businesses should create a compelling offer. This could be the promise of improved customer experiences, a discount, a free trial, or other incentives that provide value to the customer.

  4. Design the form: Once the offer is in place, businesses should design the form in Plezed. The forms are very customisable and should be designed to match the overall look and feel of the brand.

  5. Place the zero-party data form strategically: The form should be placed strategically in the customer journey to maximize visibility and conversions. For example, it could be placed on the website, in the email newsletter, in a confirmation email, or a SMS.

  6. Test and optimize: Once the form is live, businesses should test and optimize it to improve conversions. This could include testing different designs, offers, and placements to see what works best.

  7. Respect customer privacy: It is important for businesses to respect customer privacy when collecting their preferences and choices. This means being transparent about how it is being used. Plezed enables customers to update or delete their information at any time, ensuring you have the most accurate information about them, and it is stored with the highest security.

  8. Analyze and use the data: Once you have collected the data, use the Plezed analytics to gain insights into your customers’ preferences, behaviours, and needs.

  9. Integrate data into your marketing: Once you have captured your customers’ preferences, integrate it into your marketing campaigns and customer experience. Use the data to personalize your messaging, create targeted campaigns, and improve your product offerings.

  10. Use this information to improve your products and services, create personalized experiences, and increase customer engagement.

By following these steps, businesses can open up a whole new world of enhanced customer experiences, increased customer satisfaction and loyalty.  

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