Segment - Detailed Review

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Segment - Detailed Review Contents
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    Segment - Product Overview



    Introduction to Segment

    Segment is a Customer Data Platform (CDP) that simplifies the process of collecting, transforming, and using customer data from your digital properties, such as websites and apps.



    Primary Function

    The primary function of Segment is to act as a connector between your data sources and the various tools and destinations where you want to send this data. It collects data from your websites, apps, and other sources, translates this data into different formats, and transmits it to multiple destinations like Google Analytics, CRM systems, email marketing tools, and data warehouses.



    Target Audience

    Segment is primarily targeted at businesses and organizations that need to manage and integrate large amounts of customer data across multiple platforms. This includes marketers, analysts, and IT professionals who are responsible for data collection, integration, and analysis.



    Key Features



    Data Collection and Integration

    Segment collects data from various sources such as websites, mobile apps, and other digital properties. It then sends this data to multiple destinations, ensuring consistency across all databases.



    Unified Schema and Protocols

    Segment allows you to create a unified schema for all the data you collect, ensuring it is consistent and in the right format. This helps in maintaining data quality and integrity.



    Identity Resolution

    With Segment’s Unify tool, you can unify data from individual users to gain a holistic understanding of their actions and behaviors.



    Multiple Sources and Destinations

    Segment supports over 200 sources and destinations, including popular analytics platforms, data warehouses, A/B testing tools, and marketing tools. This allows you to send data from a single source to multiple destinations without needing additional code snippets.



    Privacy and Compliance

    Segment includes features like the Privacy Portal, which helps in identifying and managing personally identifiable information (PII) and ensuring compliance with data privacy regulations.



    Engage and Audiences

    Segment enables you to identify groups of users based on their behavior or other metrics and send these groups to various destinations. This is useful for targeted marketing and personalization.



    Documentation and Support

    Segment provides thorough documentation and support through an email ticketing system, making it easier to get started and troubleshoot issues.



    Free Developer Plan

    Segment offers a free Developer plan that allows you to test the tool with limited features, making it accessible for smaller projects or initial testing.

    By using Segment, businesses can streamline their data collection and integration processes, ensuring that their data is consistent, clean, and effectively used across various tools and platforms.

    Segment - User Interface and Experience



    User Interface

    Segment’s user interface is designed to be intuitive and user-friendly, especially for those familiar with data management and analytics tools. Here are some key aspects:



    Dashboard and Navigation

    The dashboard is organized to provide easy access to various features such as data sources, destinations, and segments. The navigation is straightforward, allowing users to quickly find the tools they need.



    Data Visualization

    Segment offers clear and concise data visualizations, making it easier for users to interpret and analyze the data. This includes charts, graphs, and other visual tools to help in understanding user behavior and segment performance.



    Segmentation Tools

    The interface allows users to create and manage segments based on various criteria such as user actions, attributes, and behaviors. This is facilitated through a segment builder tool that is easy to use, even for those without extensive technical knowledge.



    Ease of Use

    Segment is generally easy to use, especially for those with some experience in analytics and customer segmentation:



    Integration

    Segment integrates with over 300 software tools, making it easy to connect and process data from multiple sources. The integration process is often code-free and straightforward.



    Segment Builder

    The segment builder tool is user-friendly, allowing users to create custom segments based on any combination of user actions, sessions, and events. This tool provides pre-made and predictive segments as well, which can be applied easily.



    Documentation and Support

    Segment provides comprehensive documentation and support resources, including guides and customer success teams, to help users get started and troubleshoot any issues.



    Overall User Experience

    The overall user experience with Segment is positive due to its intuitive design and comprehensive features:



    Customization

    Users can customize segments to fit their specific needs, whether it’s based on behavioral, technographic, geographic, or value-based criteria. This flexibility enhances the user experience by allowing for precise targeting and analysis.



    Performance Tracking

    Segment allows users to track the performance of different segments, compare them, and analyze the data to make data-driven decisions. This feature is crucial for optimizing user engagement and conversion rates.



    Real-Time Data

    The tool provides real-time data processing and analytics, ensuring that users have the most current insights into their customer segments. This real-time capability helps in making timely and effective decisions.

    In summary, Segment’s user interface is designed to be user-friendly and intuitive, making it accessible for a wide range of users. The ease of use, combined with its powerful segmentation and analytics features, contributes to a positive overall user experience.

    Segment - Key Features and Functionality



    Key Features of Segment

    Segment, a Customer Data Platform (CDP), offers several key features and functionalities that are crucial for managing and utilizing customer data effectively. Here are the main features and how they work:



    Connections

    Segment’s Connections feature is the core of its platform. It allows you to collect event data from various sources such as mobile apps, websites, servers, and SaaS applications. This data is then federated to your downstream operational tools, enabling you to centralize and manage your customer data in one place. This feature ensures that all your data sources are integrated, making it easier to track and analyze customer interactions.



    Protocols

    The Protocols feature governs how data is collected and stored within Segment. It enables you to define the specific events you want to track, aligning them with your business objectives. This ensures that the data collected is relevant and useful for your analytics and marketing efforts.



    Unify

    Unify is Segment’s product for creating actionable customer profiles. It leverages identity resolution to stitch together multiple touchpoints into a single, coherent customer profile. This feature helps in creating a unified view of your customers, making it easier to analyze their behavior and preferences across different platforms.



    Twilio Engage

    Twilio Engage, now part of Segment, focuses on audience-building and customer engagement. It allows you to create customizable audiences based on specific events, attributes, or computed traits. These audiences can be automatically synced to downstream tools, enabling personalization across your marketing channels. Additionally, Twilio Engage supports sending emails and SMS messages directly, enhancing your customer engagement capabilities.



    AI-Powered Personalization

    Segment has been enhancing its capabilities with AI-driven personalization. Recent updates include property-level predictions and product-based audience recommendations. This integration of AI helps in creating more accurate and personalized customer experiences by predicting user behavior and recommending products based on detailed customer profiles.



    Integration Capabilities

    Segment offers extensive integration capabilities, allowing you to connect with various tools and services. For example, you can integrate Segment with Command AI to send event data directly to Segment or ingest user attributes and events from Segment into Command AI. Similar integrations can be set up with other platforms like OpenAI using tools like n8n, which enables automating workflows and routing data between different applications.



    Conclusion

    In summary, Segment’s features are designed to centralize customer data, create unified customer profiles, and enable personalized customer engagement through advanced integrations and AI-driven insights. These functionalities help businesses to better understand and interact with their customers, enhancing overall customer experience and engagement.

    Segment - Performance and Accuracy



    Performance and Accuracy

    Segment is a powerful tool for customer data management and analytics, but its performance and accuracy can be assessed through a few critical aspects:

    Data Collection and Segmentation

    Data Collection and Segmentation: Segment allows for detailed segmentation of customer data, enabling businesses to track specific user behaviors, events, and properties. This is particularly useful for creating targeted segments based on user interactions, such as purchasing behavior or engagement levels.

    Data Control and Storage

    Data Control and Storage: One of the significant limitations of Segment is that all logs are stored on Segment’s servers. While you can send these logs to your own data warehouse, this requires additional costs. This lack of complete control over your data can be a concern, especially with stringent data protection regulations like GDPR.

    Limitations



    Pricing Model

    Pricing Model: Segment’s pricing model, based on the number of monthly tracked users (MTU), can become expensive, especially for B2C companies that generate a high volume of events. This can lead to significant annual costs, often exceeding $100,000.

    Data Control

    Data Control: As mentioned, Segment stores all logs on its servers, which may not align with companies’ needs for full data control and compliance with data protection laws. This forces companies to adapt to Segment’s data model, which might not be fully customizable to their specific needs.

    Data Model Limitations

    Data Model Limitations: Segment’s data model is limited to two main objects: users and accounts. This can be restrictive for companies that need more complex data models to accurately represent their customer relationships.

    Areas for Improvement



    Customization and Flexibility

    Customization and Flexibility: While Segment offers strong segmentation capabilities, its rigid data model and lack of complete data control can be limiting. Improving the flexibility of the data model and providing more options for data storage and management could enhance its appeal to a broader range of users.

    Cost-Effectiveness

    Cost-Effectiveness: The pricing model, particularly for high-volume users, is a significant limitation. Offering more scalable pricing options or tiered plans that better suit different business needs could make Segment more accessible to a wider range of companies.

    Real-Time Data Processing

    Real-Time Data Processing: Traditional segmentation models are often reactive, focusing on past behavior. Integrating more predictive AI capabilities, similar to those discussed in other contexts, could help Segment provide more proactive and real-time insights, enabling businesses to respond more effectively to current customer behaviors. In summary, while Segment is a powerful tool for customer data management and segmentation, its limitations in terms of pricing, data control, and data model flexibility are significant. Addressing these areas could improve its performance and accuracy, making it a more versatile and cost-effective solution for businesses.

    Segment - Pricing and Plans



    Pricing Models

    Segment operates under two main pricing models: the Connections Model and the CDP Model.

    Connections Pricing Model

    This model includes the following plans:

    Free Plan
    • Cost: Free
    • Features: Includes up to 1,000 monthly tracked users (MTUs), data collection from 2 sources, and the ability to send data to unlimited destinations. It also includes 300 integrations and basic tracking capabilities.


    Team Plan
    • Cost: $120 per month
    • Features: Everything in the Free plan, plus:
      • Up to 10,000 MTUs
      • Data collection from unlimited sources
      • Unlimited destinations
      • Includes 1 Data Warehouse destination.


    Business Plan
    • Cost: Custom pricing based on needs; contact Segment sales for a quote
    • Features: Everything in the Team plan, plus:
      • Custom volume
      • Single View of the Customer
      • Data Governance
      • Advanced Roles & permissions
      • Historical replay
      • Additional features like activating audiences with Personas and enforcing data quality with Protocols (available as add-ons).


    CDP Pricing Model

    This model is more advanced and includes the following custom plans:

    Unify, Unify Plus, and Engage Plans
    • Cost: Custom pricing; these plans are designed for businesses seeking advanced customer data management and require direct contact with Segment’s sales team for a quote.
    • Features: These plans include comprehensive data management features such as unified customer profiles, advanced data governance, and engagement tools. The exact features can vary based on the specific needs of the organization.


    Key Factors Affecting Pricing

    • Monthly Tracked Users (MTUs): The number of users tracked each month.
    • Data Volume: The amount of data processed.
    • Event Count: The number of events tracked.
    • Chosen Features: The specific features and functionalities required by the organization.
    • Custom Requirements: For enterprise plans, custom requirements and support levels are also considered.


    Optimization and Negotiation

    Segment pricing can be optimized through negotiation, especially for larger or more customized plans. Companies can work with Segment’s sales team to negotiate discounts, particularly if they are expecting to spend more than $10,000 per year. By understanding these pricing tiers and the features included in each, businesses can make informed decisions about which plan best fits their needs and budget.

    Segment - Integration and Compatibility



    Segment Overview

    Segment, a Customer Data Platform (CDP), is renowned for its ability to integrate seamlessly with a wide range of tools and platforms, making it a versatile solution for managing customer data.



    Data Collection and Integration

    Segment allows businesses to collect event data from various sources such as websites, mobile apps, servers, and cloud applications. This data can be collected using Segment’s libraries, which include web, mobile, and server-based libraries. For example, you can embed Segment’s libraries into your website or mobile app to capture user interactions, or use server-based libraries for data generated on your backend systems.



    Compatibility Across Platforms and Devices

    Segment’s integration capabilities are extensive and support multiple platforms:

    • Websites: Segment can collect data from websites by embedding a JavaScript library that loads on the page to create Segment messages.
    • Mobile Apps: Segment offers mobile libraries for iOS and Android, allowing you to collect data directly from your mobile applications. However, it’s important to note that certain integrations, like the Singular SDK, may not be compatible with all frameworks such as Unity, React Native, or Xamarin.
    • Servers and Cloud Services: You can also collect data directly from your servers or cloud services using Segment’s server-based libraries.


    Destinations and Tools

    Segment integrates with over 300 analytics and growth tools, making it easy to route your collected data to various destinations without needing to write custom code for each tool. Popular destinations include Google Analytics, Mixpanel, Customer.io, Intercom, and data warehouses like BigQuery, Databricks, and Snowflake.



    Real-Time Data Sync

    Segment supports real-time data sync with several tools. For instance, the integration with VWO allows for a two-way real-time data sync, enabling you to push VWO campaign data to Segment and ingest Segment events and attributes into VWO.



    Audience and Event Management

    Segment’s features, such as Unify and Twilio Engage, help in creating actionable customer profiles and customizable audiences based on specific events or attributes. These audiences can then be synced to downstream tools for personalized marketing and engagement.



    Data Standardization and Privacy

    Segment ensures that the collected data is standardized and formatted correctly before being sent to the desired destinations. It also includes features like Protocols to maintain a unified schema for all collected data and a Privacy Portal to inspect and manage Personally Identifying Information (PII).



    Conclusion

    In summary, Segment’s integration capabilities are highly versatile, allowing businesses to collect, transform, and send customer data to a wide array of tools and platforms, while ensuring data consistency and privacy. Its compatibility spans multiple devices and platforms, making it a valuable tool for unified customer data management.

    Segment - Customer Support and Resources



    Customer Support

    Segment, as a customer data platform, likely offers various support channels to ensure its users can effectively utilize its features. Here are some general support options that are common in such platforms, although specific details are not available from the provided sources:

    • Documentation and Guides: Segment probably provides extensive documentation, guides, and tutorials to help users set up and use their platform effectively.
    • Support Tickets: Users can likely submit support tickets for technical issues or other queries they might have.
    • Community Support: Many platforms offer community forums or discussion boards where users can ask questions and get answers from other users or support staff.
    • Email Support: Direct email support is another common channel for getting help with specific issues.


    Additional Resources

    Segment may offer several additional resources to enhance user engagement and productivity:

    • Integrations: Segment integrates with various tools and platforms, such as Survicate, Salesforce, and Google Analytics, which can enrich user data and segmentation capabilities.
    • Webinars and Workshops: Segment might host webinars, workshops, or online training sessions to educate users on how to maximize the use of their platform.
    • Blog and Knowledge Base: A blog and knowledge base can provide insights into best practices, new features, and case studies, helping users optimize their use of the platform.
    • API and Developer Resources: For developers, Segment likely offers APIs, SDKs, and other developer resources to facilitate custom integrations and data management.

    If you need more detailed information, it would be best to visit Segment’s official website or contact their support team directly.

    Segment - Pros and Cons



    Advantages



    Ease of Installation and Integration

    Segment is known for its simplicity in installation and integration. It offers modules for various sources such as apps, servers, APIs, and JavaScript, making it user-friendly and efficient for adding new destinations with minimal coding.



    Consistent and Coherent Data Delivery

    Segment delivers consistent and coherent data to hundreds of destinations, including relational databases. This feature allows for the tracking of all user actions and access to historical data, providing comprehensive insights.



    Powerful Data Management

    Segment simplifies data management by enabling the effortless linking of various platforms and access to previously unreachable data. It also facilitates quick data flow and the establishment of a data science team.



    Intuitive Privacy Mechanism

    Segment has an intuitive privacy mechanism that allows for the deletion of a user’s data from multiple systems with a single click, enhancing data privacy and compliance.



    AI and Personalization Capabilities

    Segment can be integrated with AI tools to provide personalized product recommendations, behavior-based email campaigns, and dynamic website content. For example, it can send user interactions directly to services like Recombee for real-time recommendations, significantly improving engagement and conversion rates.



    Cross-Departmental Data Access

    Segment provides consistent data to all areas of a company, such as marketing, product development, and finance, ensuring all departments have the data they need for decision-making.



    Disadvantages



    High Cost

    One of the significant drawbacks of Segment is its pricing model, which is based on the number of visitors tracked per month. This can become very expensive, especially for B2C companies or those with high user engagement, potentially reaching budgets of $100,000 per year.



    Limited Control Over Data

    Segment stores all logs on its servers, and while you can send these logs to your data warehouse, this comes at an additional cost. This lack of control over data can be a significant issue, particularly with data protection regulations like GDPR.



    Data Model Limitations

    Segment’s data model is limited to two objects: users and accounts, with a user typically belonging to only one account. This can be restrictive for companies with more complex data models.



    Difficulty in Tracking Detailed Data

    For custom-built websites, tracking detailed data such as user identities or emails can be challenging with Segment.



    Unreliable API

    Some users have reported issues with Segment’s API, including major data loss incidents due to server failures, indicating potential reliability concerns.



    Extra Cost for Premium Features

    While Segment offers a range of features, some premium features that provide more control over the data come at an additional cost.



    Customer Support Limitations

    Although Segment’s customer service team is responsive, they sometimes lack the necessary knowledge to assist with more complex issues, such as integrating Segment with a website via Google Tag Manager.

    Segment - Comparison with Competitors



    When Comparing Segment.io

    Segment.io, a leading customer data platform (CDP), stands out against its competitors and similar products in the AI-driven data management category. Several key aspects and unique features come to the forefront.



    Core Features of Segment.io

    • Segment.io is renowned for its ability to collect, unify, and route customer data from various sources such as websites, apps, and servers to any desired destination for analysis.
    • It allows for the creation of unique customer identities based on interactions across all channels, delivery of data to apps and servers, and enrichment of data through aggregation from multiple sources.
    • Segment also supports personalized marketing campaigns using its Engage solution and provides a 360-degree view of customers for marketers and product teams.


    Unique Features

    • Data Integration and Routing: Segment stands out with its extensive integration capabilities, supporting over 300 sources and destinations, including advertising platforms, email marketing tools, and data warehouses.
    • Manual Data Transformation: While Segment relies heavily on SQL queries for data transformation, which can be challenging for users without coding skills, it offers a high degree of flexibility and control.


    Potential Alternatives and Competitors



    Improvado

    • Improvado is an enterprise-grade marketing analytics platform that provides an end-to-end solution for sales, marketing, and revenue teams. It offers a holistic view of omnichannel efforts and supports data-informed decision-making. Unlike Segment, Improvado focuses more on marketing analytics and automation, making it a suitable alternative for businesses needing advanced analytics capabilities.


    Other Alternatives

    • Other competitors, such as those listed in the guide on Segment.io alternatives, offer different combinations of integrations, features, and pricing plans. These alternatives might be more suitable depending on the specific needs and technical expertise of the team. For instance, if a business requires more automated data transformation or additional marketing automation features, another platform might be more fitting.


    Limitations and Considerations

    • Technical Expertise: Segment.io is highly technical and requires engineering expertise to use it to its full potential. This can be a significant barrier for teams without strong technical skills.
    • Customization and Support: Segment does not offer professional services for custom solutions, which means users must rely on their in-house teams for any custom integrations or technical issues.
    • Pricing: Segment’s pricing is based on the number of visitors tracked, and it has been noted for being relatively expensive, especially for larger-scale operations.


    Conclusion

    Segment.io is a powerful tool for managing and analyzing customer data, but its technical requirements and pricing can be limiting for some users. Alternatives like Improvado and other Segment competitors offer different strengths and may better fit the specific needs of a business, especially those requiring more automated processes or advanced marketing analytics. When choosing a CDP, it’s crucial to consider the technical capabilities of your team and the specific features that align with your business objectives.

    Segment - Frequently Asked Questions



    What is Segment and what does it do?

    Segment is a Customer Data Platform (CDP) that helps businesses collect, unify, and organize customer data from various sources such as websites, mobile apps, servers, and SaaS applications. It allows companies to federate this data to their downstream operational tools, creating actionable customer profiles and enabling personalized marketing across different channels.



    How does Segment collect data?

    Segment collects event data through its core product, Connections. This feature allows businesses to gather data from multiple sources, including mobile apps, websites, servers, and SaaS applications. The data is then aligned with business objectives using Protocols, which govern how the data is collected and stored.



    What are the main products and capabilities of Segment?

    • Connections: Collects event data from various sources.
    • Protocols: Defines how data is collected and stored.
    • Unify: Creates actionable customer profiles by stitching together multiple touchpoints.
    • Twilio Engage: Enables the creation of customizable audiences and automatic syncing to downstream tools for personalization.


    How does Segment help in creating customer profiles?

    Segment’s Unify product leverages identity resolution to combine behavioral event data from multiple touchpoints into a single, coherent customer profile. This helps businesses get a comprehensive view of their customers’ interactions and behaviors.



    Can Segment be used for audience building and customer engagement?

    Yes, Segment’s Twilio Engage feature allows businesses to create customizable audiences based on specific events, attributes, or computed traits. These audiences can be automatically synced to downstream tools to power personalization across marketing channels. Additionally, the platform supports sending emails and SMS messages directly.



    How does Segment handle data segmentation?

    Segment allows businesses to create segments based on various criteria such as user attributes, interactions, and custom variables. For example, you can segment users based on their browser type, device, number of visits, or specific actions like completing a purchase or adding items to a shopping cart.



    What is the difference between user, session, and hit-level segmentation in Segment?

    In Segment, you can segment data at three levels:

    • User: Behavior across all sessions within a specified date range.
    • Session: Behavior within a single session.
    • Hit: Behavior confined to a single action, such as viewing a page or starting a video. Each level helps in analyzing different aspects of user interactions.


    Can Segment be integrated with other tools and platforms?

    Yes, Segment is designed to integrate with various downstream operational tools. It allows businesses to federate the collected data to these tools, enabling seamless data flow and utilization across different platforms and marketing channels.



    How does Segment support sequential segmentation?

    While the specific term “sequential segmentation” is more commonly associated with Adobe Analytics, Segment’s capabilities in tracking user actions and interactions across multiple touchpoints can be used to analyze sequential behaviors. This is achieved through the Unify and Twilio Engage features, which help in identifying and segmenting users based on their navigation and interaction sequences.



    What kind of analytics and reporting does Segment support?

    Segment supports advanced analytics and reporting by allowing businesses to create and apply segments to various reports. This includes comparing segments, using segments as dimensions in comparisons, and conducting fallout analysis to understand user behavior and interaction patterns.



    How does Segment ensure data accuracy and integrity?

    Segment ensures data accuracy and integrity through its Protocols feature, which defines how data is collected and stored. Additionally, the platform’s identity resolution capabilities help in stitching together multiple touchpoints to create accurate and coherent customer profiles.

    Segment - Conclusion and Recommendation



    Final Assessment of Segment in the Website Tools AI-driven Product Category

    Segment is a well-established Customer Data Platform (CDP) that offers a comprehensive set of tools for managing and analyzing customer data, making it a strong contender in the AI-driven product category.



    Key Features and Capabilities

    • Data Collection and Integration: Segment’s core product, Connections, allows for the collection of event data from various sources such as mobile apps, websites, and SaaS applications, and integrates this data with downstream operational tools.
    • Audience Building and Management: The platform provides features like Unify and Twilio Engage, which enable the creation of actionable customer profiles and customizable audiences based on specific events, attributes, or computed traits. This facilitates automated audience syncing and personalization across marketing channels.
    • AI and Personalization: Segment integrates with tools like Mutiny to deliver dynamic, personalized content based on user behavior, enhancing customer engagement and conversion rates. It also supports A/B testing and machine learning-driven recommendations, as seen in the case of Norrøna, which achieved significant improvements in click-through and conversion rates.
    • Real-Time Insights and Automation: The platform offers real-time data analysis and automated segmentation, allowing marketers to make informed decisions quickly and streamline their workflows.


    Who Would Benefit Most

    Segment is particularly beneficial for:

    • Large Enterprises: With its mature event collection infrastructure and strong scalability, Segment is well-suited for large enterprises that need to manage vast amounts of customer data across multiple channels.
    • Marketers Focused on Personalization: Businesses aiming to enhance customer engagement through highly personalized marketing campaigns will find Segment’s capabilities in AI-driven segmentation and dynamic content personalization very valuable.
    • Teams Needing Automated Workflows: Marketers looking to automate their segmentation and campaign processes will appreciate Segment’s automation features, which save time and improve efficiency.


    Overall Recommendation

    Segment is a solid choice for organizations seeking a comprehensive CDP with strong AI-driven customer segmentation capabilities. Here are some key points to consider:

    • Established Infrastructure: Segment has a mature and reliable infrastructure, which is a significant advantage for businesses that require stable and scalable solutions.
    • Advanced Personalization: The platform’s ability to deliver personalized content and recommendations, driven by AI, can significantly boost customer engagement and conversion rates.
    • Ease of Use: Segment offers a visual UI for non-technical users, making it accessible for a broader range of team members.

    However, it’s important to note that Segment has some limitations, such as an inflexible data model, long implementation times, and data storage outside of the user’s cloud infrastructure, which might be a concern for some organizations.

    In summary, Segment is a powerful tool for businesses that need advanced customer segmentation, personalization, and automation. While it may have some drawbacks, its benefits in terms of enhanced customer insights, increased marketing efficiency, and improved customer engagement make it a worthwhile investment for many marketers.

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