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Data Sharing Requirements

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Core Data Types

Reach requires several core data types to enable full functionality:

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Customer Data

Information about the individuals who interact with a business:
  • Unique customer ID
  • Email address
  • Phone number (recommended)
  • First and last name
  • Creation date
  • Any relevant segmentation data

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Transaction Data

Details about purchases or conversions:
  • Transaction ID
  • Customer ID (to link to customer record)
  • Amount
  • Currency
  • Date and time
  • Status (paid, pending, etc.)
  • Line items (products/services purchased)

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Business Data

Information about the business utilizing Reach:
  • Business ID (matching your TENANT_EXTERNAL_ID)
  • Business name
  • Industry/category
  • Location(s) if relevant

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Data Format

Reach accepts data in JSON format with flexible schemas based on your business model. We’ll work with you to establish the optimal format for your specific needs.

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Data Frequency

For optimal attribution and targeting:
  • Customer data: Send as soon as created or updated
  • Transaction data: Send in real-time or within minutes of completion
  • Business data: Send upon initial setup and when changed

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Data Retention

Reach retains data according to your configured retention policies and applicable privacy regulations. By default:
  • Customer data: Retained until explicitly deleted
  • Transaction data: Retained for 24 months
  • Attribution data: Retained for 24 months

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Implementation Support

During your onboarding, the Reach team will:
  1. Review your data model
  2. Recommend appropriate data sharing methods
  3. Provide customized implementation guidance
  4. Test data flows before going live
Contact support@embedreach.com with any questions about data sharing requirements.