Find out how to handle e-mail addresses in a buyer information platform


The primary goal of a buyer information platform is to merge all of your buyer information into one place, the place you possibly can orchestrate on-line and offline campaigns primarily based on buyer attributes, transactions, or conduct. As a quite simple instance, you could find the individuals who frequent your pages about snowboarding and ship them an e-mail once you get a brand new ski-related product in inventory. 

Such a marketing campaign is simply attainable in the event you’ve been capable of enrich the client’s on-line profile with their e-mail deal with. 

In different phrases, your prospect might have bought one thing from you, so you’ve got his info in your retailer, and he can also go to your web site. Nonetheless, till you possibly can merge these data, you possibly can’t use his on-site conduct to ship him acceptable messages. Figuring out the way to enrich a web based profile with an e-mail deal with is a examine in itself and past the scope of this text, though I talk about it in some depth in this brief video

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It’s good to assume that after you’ve connected an e-mail deal with to a web based profile, you possibly can merge buyer information on that e-mail deal with, and voila, you’ve got your single buyer view. 

Nothing is that straightforward. A few of your buyer information gained’t have an e-mail deal with, and other people normally have a number of e-mail addresses that change over time — resulting from altering jobs, mergers and acquisitions or just from creating private addresses on a number of completely different methods. 

That is the place it is advisable to make an essential determination. The idealistic objective of a CDP is to merge all of your buyer information, however the actuality is that may not be definitely worth the hassle. All of it is dependent upon what you anticipate your CDP to do and assume by means of that. It is advisable evaluate buyer information situations along with your use instances. 

The easy path is to make the e-mail addresses distinctive. You have got a separate document in your CDP for every e-mail deal with. Which means you might need a number of data per buyer, which appears to contradict the entire level of a CDP — which is to have a single view of the client — however that resolution is completely okay for some use instances. 

To get into this just a little deeper, it’s useful to debate the excellence between on-line and offline profiles. 

Let’s say I labored for CompanyX in 2020, and my e-mail deal with at the moment was [email protected] Whereas at CompanyX, I attended one in all your webinars, so you’ve got a document for me in your buyer database that features that CompanyX e-mail deal with. 

In 2021 I left CompanyX and began with CompanyA, the place my e-mail deal with modified to  [email protected]

In 2022, you invested in a CDP and imported all of your webinar info, which created a profile for [email protected] (the out-of-date and now ineffective e-mail deal with). That very same 12 months, I visited your website. Your CDP created a profile primarily based on that go to — that’s, it put a cookie on my internet browser and began recording the interactions I had along with your web site – nevertheless it didn’t know who I used to be. After I downloaded your white paper utilizing my present e-mail deal with — [email protected] — I modified from unknown to identified (hurray!), however you continue to don’t know that I attended one in all your webinars as a result of that account has me as [email protected] 

How are you going to get a single buyer view? 

Though the CDP has a profile for [email protected], who attended your webinar, that profile is basically ineffective. The e-mail deal with is defunct, and it doesn’t correspond to any energetic on-line profile, so you possibly can’t goal me as a webinar attendee in your web site. If you happen to create a phase of “individuals who attended webinars,” that profile can be included, nevertheless it gained’t do you any good. It gained’t be actionable. 

The instance factors out the constraints of merging profiles primarily based on e-mail addresses. You merely gained’t get all the data you’ve got in your clients into one document. 

As a substitute, let’s say the shape to obtain the white paper included identify and deal with. Now — assuming I used my residence deal with, which stayed the identical from 2020 to 2022 — you’ve got the opportunity of merging my CompanyX document with my CompanyA document. Now you possibly can goal me on the net as a webinar attendee.

The general level is that it’s a must to assume by means of the various to 1 drawback with e-mail addresses. One individual — Greg Krehbiel — has many various e-mail addresses and probably many various contact factors along with your firm which are related to these completely different e-mail addresses. If you happen to can’t merge these profiles into one document, you gained’t have an entire view of your organization’s reference to me. 

Does that matter? Possibly, perhaps not. My actionable profile — the one the place you’ve got what I do in your web site and my present e-mail deal with — is not going to embrace the truth that I attended your webinar. 

Is {that a} huge drawback? It is dependent upon how typically you assume it should occur and the results of getting one thing improper. For instance, it’s one factor to fail to incorporate me in an inventory of “previous webinar attendees,” nevertheless it’s one other to incorporate me in an inventory of “individuals who have by no means attended a webinar.” 

The problem right here is which you could go down fairly a rabbit gap making an attempt to resolve each edge case and exception. The extra you consider it, the simpler it’s to give you extraordinary occasions that may mess up your information. 

  • What if there’s a typo in a web based type to gather an e-mail deal with? 
  • What occurs when an organization adjustments the construction of its e-mail deal with (e.g., from first preliminary, final identify @ firm dot com to first identify dot final identify @ firm dot com)? 
  • When somebody calls customer support and adjustments their e-mail deal with, how will you take care of that once you re-import the info? 

You possibly can drive your self loopy pondering of how issues can get tousled.

So what do you do? 

As talked about above, the only factor is to have one e-mail deal with per buyer profile. However meaning you’re giving up on the concept of a “single buyer view.” If that’s okay — in the event you assume by means of all of your use instances, and it doesn’t matter an excessive amount of — then go together with that. 

Another choice is to permit the e-mail subject to have a number of e-mail addresses. The one draw back to that method is that e-mail is not a singular identifier on your buyer profiles. However you possibly can at all times use one thing else. 

Right here’s an train so that you can determine this out. Give you an inventory of situations the place somebody’s e-mail would possibly change or why they may have a number of emails:

  • Modified job. 
  • New private e-mail. 
  • Severe e-mail and junk e-mail.
  • IT man on the firm determined to vary the format of the emails.
  • The corporate modified its identify, and many others.

With that listing in a single hand and your merge guidelines within the different, evaluation all of your use instances. In what conditions will you fail to get a “single buyer view”? How huge of an issue does that pose to your general technique, and what do you hope to get out of your CDP? 

If you happen to don’t assume lengthy and exhausting about how you propose to handle your clients’ e-mail addresses, your CDP implementation is more likely to disappoint you. The rules on this article ought to have put you on a path to uncovering the precise resolution on your distinctive necessities.

Opinions expressed on this article are these of the visitor creator and never essentially MarTech. Workers authors are listed right here.

About The Creator

Greg’s decades-long profession in B2B and B2C publishing has included prolonged gigs in editorial, advertising, product growth, internet growth, administration, and operations. He is an skilled at bridging the mental and cultural divide between technical and artistic employees. Working as a advisor, Greg solves know-how, technique, operations, and course of issues for publishers. His experience consists of Buyer Information Platforms, acquisition and retention, e-commerce, RFPs, success, and mission administration. Be taught extra at


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