Blog
Guides for people who run data.
Enrichment, segmentation, campaign results and sensitive fields, explained by people who operate them.
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How to prepare varied data for import: CSV, XLSX, JSON and NDJSON
Most import errors start in the file. A guide per format, with the checks that prevent rejected rows and wrong values.
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Self-updating dashboards: how to build a panel nobody has to feed
A dashboard goes stale when it depends on someone exporting data. A self-updating panel reads straight from the source and fetches the numbers again by itself.
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Prioritizing collections with data: who to contact, on which channel and when
Contacting the whole portfolio the same way spends effort where it pays off least. A plan to prioritize with the data your operation already has.
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LGPD and sensitive fields in marketing and collections data
What the LGPD calls personal data and sensitive data, which legal bases usually support marketing and collections, and which controls reduce exposure of CPF, phone and email.
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SMS or RCS: how to choose the channel for each message
SMS and RCS arrive in the same messaging app but serve different purposes. The choice depends on reach, message format and each channel's results on your data.
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Campaign results via webhook: how to bring the status of every send back to the record
The webhook is the path the status takes back. To be useful, each event must find the right record, once only, through a URL nobody can guess.
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Portfolio Pareto: how to find where your customer data concentrates
A Pareto ranks categories from largest to smallest and adds up the cumulative total. Read with care, it shows where to start.
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How to segment a customer portfolio without writing SQL
Asking in natural language solves most segmentations. What matters is checking the query and taking the cut to the send without redoing it.
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Customer data enrichment: what it is and how to do it without losing control
Enriching means completing records with data from a provider. The care goes into choosing who to enrich, keeping the result on the record and watching the cost.
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