Defining the User Id

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operations

The Customer ID is the alphanumeric data without a predefined structure Prisma Campaigns uses to uniquely identify a person. In other words, any text containing letters and numbers can be used for this purpose. All IDs loaded into Prisma Campaigns are potential contact targets, regardless of whether they identify a person or an organization (company, group, or similar).

Given the omnichannel nature of Prisma Campaigns, the customer ID is very important because it helps relate all communications with each person across channels.

To define the Customer ID, you should keep the following observations in mind:

  • Whenever possible, it should be the same in all your systems (CRM, ERP, data warehouse, to name a few examples) because the information loaded in Prisma Campaigns can come from multiple sources.

  • In Prisma Campaigns, the customer ID serves the sole purpose of identifying an individual in each communication. For this reason, it does not need to have a particular meaning and it shouldn’t be sensitive data. If there is a primary identifier in all your systems but there is also alternative data that can be used, it is convenient to use the second one.

  • Once you start using Prisma Campaigns, the contact history will include the customer ID. It is important to clarify that if you decide to change the ID later, you will not be able to link the new data to the previous one.

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