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Data Sharing

To better attribute transactions to a business’s marketing activities and to improve targeting, Reach requires customer and purchase data. Every business and industry is different, so we’ll work with you during your implementation on what resources/attributes are best and how we should go about formatting and collecting that data.

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Required Data

At a high level, Reach expects the following:
  • For all industries: Customer lists – sync these to Reach as customers are created/updated.
  • For industries with online transactions: Transaction/order data is the most helpful, shared soon after the transaction occurs. This data should include both the overall price paid and also the goods or services that the transaction is for.
  • For industries with contracts billed over time: Contracts/proposals/agreements will be most helpful, shared after the agreement is finalized. It is OK if these are amended over time.
  • For industries with invoicing: Invoice data is more helpful than when the charge is completed since it best describes the purchase – even if the invoice has not been paid (i.e. if the monetary transaction has not occurred).

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Integration Benefits

Sharing this data enables Reach to:
  1. Attribute marketing activities to actual business outcomes
  2. Create targeted segments for marketing campaigns
  3. Calculate accurate return on ad spend (ROAS)
  4. Optimize ad targeting based on customer behavior