Documentation overview

Marketing is a customer data and marketing automation platform. It builds unified customer profiles from behavioral and transactional data. It uses that data to power personalized campaigns across email, mobile messaging, push notifications, web, and paid media.

This documentation covers the full platform—from data ingestion and identity resolution to campaign automation, analytics, developer integrations, and security.

Where to start

• Setting up a campaign? Start with scenarios, emails, or mobile messaging.
• Connecting your data? Start with Data imports, integrations, or web tracking.
• Managing users or compliance? Start with Access management or Consent management.

Data and assets

Understand how data flows through the platform and how to manage the building blocks of your customer experiences.

• Customer identification: How the platform recognizes and merges customer profiles to maintain a single, accurate view of each customer.
• Data exports: Export data to reporting tools, data warehouses, or external platforms.
• Data filters: Narrow down audiences and event sets using the platform's filtering capabilities.
• Data imports: Import data from files or external systems, with best practices for accuracy and common pitfalls to avoid.
• Data structure: How customers, events, catalogs, vouchers, and other entities are organized and how they relate to each other.
• Definitions (data manager): Create and manage data definitions for consistent use across analyses and campaigns.

Analyses

Find the right analytical tool for understanding performance, behavior, and trends.

• Analytics tools: Compare the main analytics features and choose the right one for each question.
• Dashboards: Build, customize, and share dashboards to monitor key metrics in one place.
• Experiments and A/B tests: Set up experiments, analyze results, and roll out the best-performing variant.
• Funnels: Track conversion through multi-step journeys, identify drop-offs, and compare segments over time.
• Reports: Create detailed reports with grouping, filtering, and time settings.
• Segmentations: Group customers by shared attributes or behavior for analysis and targeting.

AI-powered analyses

• Autosegments: Automatically discover meaningful customer segments using machine learning.
• Loomi Analytics: Ask questions about your data in plain language and get instant answers and charts powered by AI.
• Predictions: Forecast customer behavior such as purchase likelihood, with guidance on evaluating model performance.

Campaigns

Design, run, and optimize customer journeys across channels.

• Browser push notifications: Send timely, permission-based notifications directly in the browser.

• Emails: Set up email sending, build templates, test campaigns, and track deliverability and engagement.

• In-app messages: Show targeted messages inside your mobile app and connect them to journeys.

• Mobile messaging: Reach customers across mobile messaging channels. Manage opt-ins, two-way conversations, and performance tracking.

• Scenarios: Use the visual journey builder to automate customer flows, from simple triggers to complex multi-step campaigns.

• Surveys: Collect NPS or post-purchase feedback and use responses in analytics and campaigns.

• Weblayers: Engage visitors with on-site experiences—banners, overlays, and personalized interactive content.

Personalization and optimization

• Ad audiences: Sync customer segments to paid media platforms to coordinate on-site and off-site experiences.
• Campaign Agent: Plan, build, and launch campaigns through a conversational AI interface.
• Contextual personalization: Adapt content in real time based on each customer's context and behavior.
• Enhanced web targeting: Apply advanced targeting rules that respond to real-time customer context.
• Recommendations: Configure product and content recommendations and measure their impact on engagement and revenue.

Use cases

Get to results faster with ready-made examples and templates.

Use Case Center use cases: Prebuilt journeys you can launch with minimal setup, each with built-in analytics.

Business use cases: Guides for building common solutions such as lifecycle flows and customer analysis.

Developer guides

Connect the platform to your stack and understand how it works under the hood.

• API reference: Authentication, available methods, and how to send and retrieve data.
• Integrations: Connect Bloomreach to external systems including file storage, CRM, ad platforms, and data warehouses.
• Mobile SDKs: Integrate iOS, Android, and other framework SDKs for tracking, push notifications, and in-app personalization.
• Python SDK: Interact with the API from Python for data operations, automation, or custom integrations.
• Tag manager: Manage tracking tags and scripts without code changes.
• Technical overview: Platform architecture, main components, and data flow.
• Web tracking (JavaScript SDK): Implement web tracking including configuration, consent, and testing.
• Webhooks: Send real-time event data from Bloomreach to external systems.

Security and privacy

Understand how the platform protects data and configure your own controls.

• Access management: Configure user roles and permissions to control who can access what within the platform.
• Consent management: Configure tracking and communication consent to meet regulatory requirements.
• PII management: Guidance on personally identifiable information, data minimization, and data subject rights.
• Security architecture: How security is built into the infrastructure, including network design and data storage.
• Security commitment: The principles that guide Bloomreach's approach to data protection.
• Security controls: Specific measures including access control, logging, encryption, and DDoS protection.
• Single sign-on: Set up SSO so users sign in through your identity provider.

Release notes

Check our release notes to track the latest features, improvements, and fixes.