The Unified Customer Profile is Delivra’s new streamlined contact management view, combining email, SMS, and future marketing channels into a single, comprehensive contact profile. This enhancement brings all engagement data, subscription preferences, and message history into one place, helping marketers better understand and interact with each individual contact.

Whether you're sending an email campaign, triggering an SMS automation, or working across multiple channels, the Unified Customer Profile ensures that all relevant contact data is accessible and actionable from one centralized record.

A Complete Profile View

Previously, Delivra maintained separate profiles for email and SMS subscribers. Now, these are merged based on a shared contact identifier—typically an email address or mobile number—to provide a 360-degree view of your audience.

Each Unified Customer Profile includes:

1. Contact Information
   
1. Primary identifiers (email, mobile number)
   
2. Demographic fields (Name, Address, etc.)
   
3. Source of acquisition
   
4. Subscription & Consent Status
   
5. Email and SMS opt-in/opt-out indicators

1. Engagement History
   
1. Email: Opens, clicks, bounces, unsubscribes
   
2. SMS: Sends, clicks, responses, unsubscribes
   
3. Upcoming: Additional channel activity as new features are released
   

1. Automation & Campaign Activity
   
1. Active and historical workflows (email & SMS)
   
2. Tracked behavioral events (site visits, conversions)
   
3. Triggered message logs
   
2. Scoring & Segmentation
   
1. Combined scoring rules based on multi-channel engagement
   
2. Unified segment inclusion across email and SMS
   

Practical Use Cases

• Lead Nurture Journeys: Enroll a contact in a multi-step automation that includes welcome emails and follow-up SMS reminders, all tracked under one profile.

• Behavioral Triggers: Send a cart abandonment SMS if a contact clicked an email but didn’t convert within 24 hours.

• Re-Engagement Campaigns: Create segments of disengaged contacts who haven’t interacted with either email or SMS in the last 60 days.

• Internal Alerts: Notify your sales team when a contact engages across multiple channels in a short window, indicating high interest.

Key Notes

• A contact must have at least one identifier (email or mobile number) to be created and unified.

• Compliance data remains specific to the channel and cannot be assumed or transferred between email and SMS.