Customer Intelligence

One profile per customer, every channel unified

Customer 360 merges email opens, SMS clicks, WhatsApp replies, RCS taps, purchases, and cart events into a single profile — giving the optimization engine the complete picture it needs to make every send smarter.

How Customer 360 works

Most marketing platforms store customer data in silos. Your email platform knows about opens and clicks. Your SMS tool knows about delivery rates. Your e-commerce platform knows about purchases. But none of them talk to each other — which means your campaigns are making decisions based on incomplete data.

Identity Resolution

3 events, 4 identifiers, 1 profile

When the same person interacts with your brand across channels using different identifiers, Customer 360 recognizes them as one individual and merges their activity.

Event 1

Anonymous browsing

anon_id: device_abc123

page_view /summer-sale

Event 2

User logs in

anon_id: device_abc123

email: jane@example.com

user_id: usr_001

login + browse

Event 3

Purchase via SMS

phone: +5511999887766

email: jane@example.com

order #1042 — $89.00

Unified Profile

Name

Jane (resolved)

Email

jane@example.com

Phone

+5511999887766

User ID

usr_001

Device

device_abc123

4 identifiers linked · 3 events merged

Customer 360 solves fragmentation by building a single, unified profile for every customer across all channels and data sources. At the core is an identity resolution engine that links customer records using email addresses, phone numbers, platform customer IDs, and behavioral patterns.

Merge Keys

Which identifiers trigger automatic merges

Not every identifier can merge two profiles. Merge keys are high-confidence identifiers that reliably represent a single person.

Identifier

Type

Behavior

email

Merge key

Two events with same email = same person

phone_number

Merge key

Two events with same phone = same person

user_id

Merge key

Your platform ID links all activity

anon_id

ID only

Identifies device, won't merge two people

Every interaction updates the profile in real time. When a customer opens an email, clicks an SMS link, replies to a WhatsApp message, taps an RCS button, adds an item to their cart, or completes a purchase — the profile reflects it within seconds. This means the MAB engine always has access to the freshest data when making optimization decisions.

The result is a living, breathing representation of each customer — not a static record updated once a day. Profiles evolve continuously as customers interact with your brand, enabling the kind of real-time personalization that fragmented tools simply cannot deliver.

What feeds into each profile

Data from every touchpoint converges into a single customer view — updated in real time.

Data Sources

Store orders

Email opens

SMS clicks

WhatsApp replies

Page views

Cart events

Unified Profile

Channel preference

Purchase patterns

Engagement timing

Content preferences

Channel Engagement

Every email open, SMS click, WhatsApp reply, and RCS tap is recorded against the customer profile in real time. The system tracks not just whether someone engaged, but how they engaged — which links they clicked, how quickly they responded, and which channel they prefer for different types of messages.

Purchase History

Full order history synced from your e-commerce platform or API including products purchased, order value, purchase frequency, and lifetime revenue. Customer 360 surfaces patterns like average order value trends, preferred product categories, and buying cycles — data that feeds directly into campaign personalization.

Behavioral Events

Page views, cart additions, cart abandonments, wishlist activity, and product browsing patterns all flow into the profile. These behavioral signals tell you what a customer is interested in right now, not just what they bought last month — enabling timely, relevant outreach.

Cross-Channel Preferences

Over time, the profile learns each customer's preferred channel, optimal send time, content style preferences, and engagement patterns. A customer who opens emails on Tuesday mornings but responds to SMS on weekends has a different profile than one who engages exclusively through WhatsApp.

From data silos to unified intelligence

01

Connect your data sources

Your store, CRM, API events, SMS delivery logs, WhatsApp Business API events, and RCS interactions all flow into Customer 360 automatically. Connect your data source in minutes and historical data begins syncing immediately.

02

Automatic identity resolution

The identity resolution engine matches customer records across channels using email addresses, phone numbers, platform customer IDs, and behavioral fingerprints. One person with three email addresses and two phone numbers becomes a single unified profile — no manual deduplication required.

03

Profiles power optimization

Unified profiles feed directly into the MAB engine and campaign targeting. Every optimization decision — which channel to use, what content to send, when to send it — is informed by the complete picture of each customer, not a fragmented slice.

Why unified profiles change everything

Fragmented customer data is the root cause of most marketing failures. When your email tool doesn't know about SMS activity and your SMS platform can't see purchase history, every campaign operates with partial information. The result is redundant messages, mistimed sends, and personalization that feels generic.

Cross-Channel Intelligence

Full context, not fragments

Customer 360 gives the MAB engine access to the full context of each customer relationship. Instead of optimizing email creative based only on email data, the engine can factor in the complete picture.

Recent purchase via SMS

Suppresses redundant promo emails

Engages more on weekends

Shifts send timing automatically

Prefers short-form content

Adapts message length and format

The impact compounds with segmentation. Because audiences are built on unified profiles rather than channel-specific data, they reflect actual customer behavior — not just email behavior or SMS behavior in isolation. A “high-value customer” segment includes revenue from all channels. A “recently engaged” segment captures WhatsApp replies alongside email opens.

Brand DNAalso benefits from unified profiles. When the content generation engine knows a customer's full engagement history, it can tailor messaging more precisely — choosing different tones, offer types, and call-to-action styles based on what has historically driven action from that specific individual.

For brands that sell through multiple touchpoints, Customer 360 turns disconnected data into a competitive advantage. Every interaction makes the profile richer, every profile makes the optimization engine smarter, and every optimized send produces better results. See our integrations to get started, or check pricingfor details on what's included in every plan.

Frequently asked questions

See the full picture of every customer

Start with $100 in free credits. Connect your data source, and Customer 360 begins building unified profiles immediately.

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