CareCloud CDP Tips & Tricks
The Definitive Guide to Personalization by CareCloud
By Jan Doleček / 6. 3. 2025 / Tips & Tricks / Customer Data, E-commerce, Emailing, Retail
Personalization is not only profitable but also necessary. Master it using CareCloud to maximize CLV, revenue, and conversion. Deliver unique experience and benefit from deep customer relationships.

PERSONALIZATION AS PRACTICE
As a marketing buzzword, personalization promises huge profits and game-changing opportunities. But in most cases, brands limit personalization to addressing customers by their name. Needless to say, personalization should be much more.
A whopping 76% of customers are likely to buy from brands that personalize! What was once a preferable option has become a necessity — those who want to be competitive in an overcrowded market must make the most of personalization.
Thankfully, CDP & CRM CareCloud offers all you need to provide personalized communication and offers. Now, without further ado, meet Adrian. His example will show how personalization delivers premium service. Let’s get into it.
HOW TO CATER TO ADRIAN
Firstly, to provide premium personalization, you need sufficient customer data. Adrian just recently started buying in your brick-and-mortar bookshop. He enjoys reading thriller and horror literature while becoming engaged enough to join your customer program.
Adrian willingly subscribes and completes his profile to get a 15% discount voucher as a reward, supplying you with the relevant demographic data. CareCloud gathers all transactional, demographic, and communication data, growing actionable insight with each interaction.
With enough data, you can safely put Adrian in a segment based on his demographics and preferences. Since bookselling is governed by gender, age, and genre, let’s put Adrian in the “male, 25-35, thriller, fantasy” segments.
NOW COMES THE PERSONALIZATION
You have all the ingredients for properly targeted communication: addressing by name is just a start. To match Adrian’s demographics and preference for thrillers, create an alternative campaign template with a darker palette, sharper wording, and enigmatic images.
But a true difference comes with CareCloud’s own Recommendation Engine, which uses customer and product data to suggest relevant new books for Adrian automatically. Recommendations can be easily inserted in the email template designer without further settings — the customer data does the work.
BETTER WITH EACH INTERACTION
When Adrian properly engages through personalized communication, you can gradually secure his loyalty. Using the insight from every mutual interaction, you can optimize the campaigns’ frequency and sending times or include custom rewards to motivate further purchases.
Remind Adrian to spend loyalty points or revive his activity with warm-up workflows. Focus your marketing on Adrian’s needs and desires without spending extra work hours.
You’ll watch Adrian’s CLV grow in no time.
THE WAY FORWARD WITH CARECLOUD
Congratulations. Your personalized communications have made Adrian a perfectly loyal customer, securing you added profits and a champion of your brand. Now, use this experience and personalize communication for the rest of your customer base.
This straightforward but robust process was possible thanks to CDP & CRM CareCloud and its roster of essential apps. Campaign management, automation, analytics, a loyalty system, and a 360-degree customer view combine to create a complete marketing solution.
Creating personalized experiences from one platform — that is CareCloud’s strength.
SUPPORT FROM THE EUROPEAN UNION
AI Technology Support Programme
The company Cortex, a.s. is implementing the Innovation of the Customer Data Platform utilizing artificial intelligence and machine learning project, registration number FX05030120_7895, aimed at service and product innovation. The project is carried out under The Country for the Future program by the Ministry of Industry and Trade and co-financed by the European Union funds within the NEXT GENERATION EU initiative.


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