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Data Suite

CDP

Customer Data Platform

Used byCustomer Data & Analytics

Unify every customer signal into segments, profiles, and journeys that drive action.

CDP is BOL7's Customer Data Platform: it collects data from your storefronts, ad platforms, and website, resolves it into a single identity, and turns it into segments, lifecycle stages, and 360-degree profiles. It solves the problem of customer data trapped in disconnected tools by giving teams one place to build audiences, understand behavior, and feed targeted, ready-to-use lists into Drip Campaigns, Omni, and the Mobile Call Centre.

8 use cases

Documented use cases

What problem each scenario solves, how CDP handles it, and what you gain.

01

Win Back Abandoned Carts with an Event-Rule Segment

Lifecycle marketer
Problem

Shoppers add items to their cart and leave without buying, but there is no reliable way to find exactly who did so in a given window. Manually exporting and filtering order data is slow and error-prone, so high-intent buyers go cold before anyone reaches out.

How BOL7 solves it

Use the Segment Builder's event-based criteria to define an 'added to cart, not converted in 30d' rule, watch the live preview count confirm the audience size, then wire the segment into a win-back Drip campaign. Nested rules and exclusions let you refine who qualifies before a single message goes out.

Outcome

High-intent shoppers are recovered automatically while their interest is still fresh, instead of being lost to inaction.

segmentationcart-recoverydrip
02

Surface At-Risk Customers with a Ready-Made Lifecycle Template

Retention manager
Problem

Customers slip toward churn quietly, and by the time their drop-off shows up in a report it is often too late to act. Defining who counts as 'at risk' from scratch every quarter eats time and produces inconsistent lists that are hard to hand to other teams.

How BOL7 solves it

Open the At-Risk Customers lifecycle template in the Segment Library to instantly identify the cohort, then export the matched contacts as a CSV for outreach or handoff. The template applies a consistent, proven definition so you skip the manual rule-building.

Outcome

Retention teams get a dependable at-risk list on demand and can act before those customers are gone for good.

lifecycleretentiontemplatesexport
03

Keep Lifecycle Stages Accurate with RFM Recalculation

CRM analyst
Problem

Default recency, frequency, and monetary settings rarely match how a specific business actually buys, so customers land in the wrong lifecycle stage. Stale or mis-tuned RFM scoring sends the wrong audiences into campaigns and erodes trust in the data.

How BOL7 solves it

In RFM & Lifecycle, tune the RFM periods and map the correct order and amount keys to your data, then recalculate to repopulate the New, Active, Loyal, At Risk, and Churned stages. The scoring now reflects your real purchase rhythm.

Outcome

Lifecycle stages stay aligned to how your customers genuinely behave, so every downstream segment starts from trustworthy data.

rfmlifecycledata-quality
04

Connect Shopify in One Click and Segment by Spend

Ecommerce manager
Problem

Customer and order data lives inside Shopify, disconnected from the tools used to build audiences. Stitching exports together to find big spenders or repeat buyers is tedious and quickly goes out of date.

How BOL7 solves it

Connect Shopify in one click through Data Collection, then use the Segment Builder to target customers by lifetime spend and repeat-order count using RFM filters and nested rules. The connection keeps order data flowing in so segments stay current.

Outcome

Your best Shopify customers become an always-fresh, targetable audience without any manual data wrangling.

shopifyecommercesegmentation
05

Auto-Feed Meta Lead Ads into a Drip the Moment They Arrive

Demand generation marketer
Problem

Leads from Meta Lead Ads sit in the ad platform until someone manually downloads and uploads them. That lag means new prospects wait hours or days for a first touch, and the warmest leads cool off before any follow-up reaches them.

How BOL7 solves it

Connect Meta Lead Ads through Data Collection so new leads flow straight into CDP, then use the lead_created trigger to auto-feed each one into a Drip campaign. Every new lead enters nurture automatically with no manual export step.

Outcome

New leads start receiving relevant follow-up immediately, closing the gap between ad click and first contact.

meta-lead-adslead-gendripautomation
06

Track Meta Ads Cost-Per-Lead Without Leaving the Platform

Performance marketer
Problem

Judging which Meta campaigns are worth the budget means logging into separate dashboards and reconciling spend against lead quality by hand. The disconnect makes it hard to see true cost per lead or to share the actual leads with sales quickly.

How BOL7 solves it

Use Analytics to track Meta Ads CPL and CPC alongside your customer data, then export the leads list directly. Spend efficiency and the resulting contacts live in the same place where your segments and profiles do.

Outcome

Marketers see what each campaign actually costs to generate a lead and can hand the leads off instantly, all from one view.

analyticsmeta-adscplreporting
07

Resolve One Customer Across Every Device

Data operations lead
Problem

The same person shows up as several different records across web sessions, devices, and channels. Fragmented identities inflate counts, split purchase history, and lead to duplicate or contradictory outreach that frustrates customers.

How BOL7 solves it

Use the Identity Graph to merge records with deterministic and probabilistic matching, resolving a customer across devices at 0.8 confidence. Separate fragments collapse into a single, accurate profile.

Outcome

Each customer is represented once, so segments, profiles, and journeys reflect real people rather than scattered duplicates.

identity-resolutiondata-qualityprofiles
08

Send a CDP Segment Straight into Outbound Calling

Sales operations manager
Problem

Telesales teams burn time chasing untargeted or stale call lists assembled by hand. Without a precise audience, agents waste dials on the wrong contacts and lose the context that makes a call land.

How BOL7 solves it

Build a precise audience in the Segment Builder, then push the CDP segment directly into the Mobile Call Centre as an outbound-calling lead list. Agents dial a focused, current list drawn from your unified customer data.

Outcome

Calling teams work a sharp, relevant list instead of guesswork, making every dial more likely to count.

call-centreoutboundsegmentationsales

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