Census Playbook

You got data. We got ideas.

Explore proven ways that Data Activation can supercharge your business with customer data. Whether you're new to Reverse ETL or already an expert, our playbooks are here to walk you through how to transform data into revenue and add value for your teams.
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Shrinking Facebook Ads Costs with Custom Audiences

E-Commerce
Learn how to create Facebook and Instagram advertising audiences based on customer data in your data warehouse. These audiences are a great way to increase the value of existing customers, re-engage dormant customers, and release new products.
Sales & RevOps

Dynamic Personalization and Campaign Segmentation in Klaviyo

E-Commerce
Learn how to increase your customer lifetime value with customer data in your data warehouse.
Marketing

Prioritize Customer Support Tickets in Zendesk

E-Commerce
Sync your most important customer metrics like lifetime value, total orders, customer satisfaction score, or total profit, to your CX tool and focus on your highest-priority customers.
Customer Success

Cookie-less conversion capture with the Facebook Ads Conversion API

E-Commerce
Learn how to improve your Facebook ads attribution and targeting by syncing all of your online and offline conversions to the Facebook Ads Conversions API.
Sales & RevOps

Reduce Churn for Customer Success: Proactively Engage Accounts with Reduced Product Usage

B2B
Learn how to use Census to build and sync a group of customers to your CRM or CS platform that need to be proactively engaged to mitigate churn risk.
Customer Success

Growth Targeting for Customer Success: Leverage Product Usage Data to Identify Upsell Opportunities

B2B, B2C
Learn how to use Census to sync customer flags to your CRM or Customer Success Platform identifying accounts that are ready for an upsell based on product utilization.
Customer Success

Improve Customer Support Productivity: Providing a Full View of Customers, All in One Place

B2B, B2C, E-Commerce
Learn how to use Census to sync your Customer 360 attribute data to your CS platform, increasing your Customer Support Representatives’ productivity by including all relevant data in a single support platform.
Customer Success

Suppress Existing Customers and Low-Value Prospects from Campaigns

B2B, B2C, E-Commerce
Learn how to use Census to sync exclusion lists to your ad platforms, suppressing advertising to existing clients or low-value prospects.
Marketing

Capture Your Target Audience and Improve Conversions with Personalized Ads & Re-targeting

B2B, B2C, E-Commerce
Learn how to use Census to effectively target the right customers, activating them to take actions that lift your sales.
Marketing

Create Lookalike Audiences from High-Value Users

B2B, B2C, E-Commerce
Learn how to use Census to build and sync a list of your best customers to your ad platforms’ lookalike, similar, and actalike audience lists.
Marketing

Lead Scoring for Sales: Prioritize High Value Conversations

B2B, B2C
Learn how to use Census to sync lead scores to your CRM to prioritize outreach to high-value leads.
Sales & RevOps

Growth Targeting for Sales: Target Customers for Conversion

B2B, B2C
Learn how to use Census to convert the right prospects and customers to a paid plan or a higher tier.
Sales & RevOps

360° Customer View for Sales: Create a Single Source of Truth for your Customer Data

B2B, B2C
Learn how to use Census to sync your Customer 360, a single, unified view of your customers, across all channels.
Sales & RevOps
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