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<Video url="https://www.youtube.com/embed/vl55zQpUch4?si=V1qcqb7ea_3elns_" />

Even if a customer interacts with your product or service, you’re probably not aware of all their preferences, pain points, and hidden needs.

A well-timed marketing survey can uncover this information and give you valuable insights into what truly matters to your audience. With surveys, you can understand what prevents customers from making a purchase, what challenges they face while interacting with you, and what improvements they would like to see.

In this article, we’ll explain how marketing surveys reveal customer needs and how to get the most value from them. 

## Why Conduct Surveys 
According to research, [**77%**](https://info.microsoft.com/rs/157-GQE-382/images/EN-CNTNT-Report-DynService-2017-global-state-customer-service-en-au.pdf) of customers are more loyal to brands that actively take their opinions into account.
[**91%**](https://www.surveymonkey.com/curiosity/12-stats-that-show-the-power-of-the-feedback-economy/) of customers believe that companies should use their feedback to improve products and services.
In addition, [**83%**](https://www.surveymonkey.com/mp/small-business-surveys/) of companies that consider themselves successful regularly measure customer satisfaction. Among those that don’t, only 65% consider themselves successful.

**Here’s How Forms and Surveys Help:**

- **Understanding your audience.** Surveys let you find out what your customers need, what they like, and what could be improved. You’ll see which product features are important, which ones need refinement, and which aren’t worth your time. This makes it easier to make the right decisions when improving your product or service.

- **Personalizing offers.** Surveys segment your audience by interests, satisfaction level, and other criteria. Based on this, you can set up marketing scenarios for each group—for example, sending different email campaigns depending on the responses in the questionnaire. This approach increases the chances that your messages will be opened and clicked.

- **Boosting conversions.** A feedback form on your website simplifies the process: visitors can quickly submit a request or ask a question. This speeds up lead collection, improves communication with customers, and makes the path to purchase or registration smoother. As a result, more people take the desired action.

<Note>
How high should your conversion rate be? What if it’s low? We explain it [here](https://altcraft.com/glossary/conversion-rate-definition-why-important-calculation).
</Note>

- **Trust and loyalty.** When a customer sees that their opinion matters to the company and that requests are answered quickly, they become more attached to the brand. Regularly collecting feedback—for example, through [**NPS surveys**](https://guides.altcraft.com/en/user-guide/weblayers/forms/nps/)—helps identify dissatisfied users in time and improve the service before they leave.

- **Measuring effectiveness.** Surveys show how a marketing campaign performed. After it ends, you can gather feedback and understand how customers perceived the promotion or new product. This allows you to make informed decisions about budgets and future strategy.

## How to Use Forms and Surveys

**When should you send feedback forms?** It’s best to share survey links right after the customer interacts with your product or service. For example, you can send a form after a purchase, a support request, or a few days after they’ve used the product. The key is to let the customer share their opinion while the experience is still fresh.

The best time to send surveys depends on your [**type of business**](https://blog.hubspot.com/service/best-time-send-survey). For B2B companies, Monday is considered optimal, as employees are just starting their workweek and may have time to respond. For B2C companies, the highest response rates come on Tuesday, Wednesday, and Friday. For maximum engagement, it’s recommended to send surveys in the morning (between 8 and 10 a.m.) or in the afternoon (between 2 and 5 p.m.).
 
<Img img="/uploads/best_day_brewing_29c9b3bc7d.png" alt="best-day-brewing.png" src="It’s best to send surveys right after the customer has interacted with the brand" />

**How long should forms be?** The best surveys don’t take too much time. Usually, 3–5 questions are enough. This doesn’t overwhelm the respondent and increases the chances they’ll complete the survey. If you need to collect more information, break the form into several steps so the customer doesn’t get tired.
 
<Img img="/uploads/re_engagement_email_2d1fb1b2d4.png" alt="re-engagement-email.png" src="A re-engagement email in the form of a short survey. Source: reallygoodemails"/>

**What exactly should you ask?** Phrase questions clearly and to the point. Avoid complex wording so respondents don’t waste time trying to figure them out. Use scales (for example, from one to five) to measure satisfaction or the importance of a particular aspect.

Avoid ambiguous or overly long questions. One question — one idea. Short, simple wording significantly increases response rates.

You can also include open-ended questions so customers can share ideas or point out a specific problem.
 
<Img img="/uploads/open_ended_question_6bee305441.png" alt="open-ended-question.png" src="An open-ended question shouldn’t be mandatory — many people will just close the survey"/>

**How to Motivate Respondents?** Offer customers incentives for answering your questions. These could be discounts, entry into a contest, or bonus points. It’s also important to explain why you’re collecting their feedback and how it will help improve your service. People are much more willing to participate when they understand that their opinions matter.
 
<Img img="/uploads/grind_email_ac44ecc754.png" alt="grind-email.png" />

**Where to Create a Survey?** It’s best not to send customers surveys made with Google Forms — they can look unprofessional. Instead, use dedicated [**platforms**](https://altcraft.com/features/forms-and-surveys): they offer a user-friendly interface, plenty of customization options, and make your survey look more professional and trustworthy.

**How to Make a Form Less Boring?** Mix up the types of questions. Use different formats (open text, multiple choice, rating scale). For example, instead of a single open-ended “Why didn’t you like our service?”, it’s better to offer a scale like “Rate your experience from one to ten” and then provide a set of options to choose from. This way, customers can respond faster and more clearly.

**How to Analyze the Results?** Look for recurring themes or issues that are mentioned often. With this data, you’ll be able to identify weak points and understand how to improve your product or service.

## Why Do People Often Abandon Surveys Halfway?

People often close long or inconvenient questionnaires. The main reasons are too many questions, a complicated interface, repetitive items, and lack of motivation. If a respondent doesn’t see the point of the survey or gets tired of answering, they won’t waste their time.

To avoid this, keep forms short and to the point. If the questionnaire is long, break it into several parts so respondents don’t feel overloaded. Remove unnecessary questions and only ask those truly important for your goal. If your tone of voice allows, you can also get creative:
 
<Img img="/uploads/graza_email_d9bdab82d5.png" alt="graza-email.png" />

Add visual cues and a progress bar — this makes it easier for people to see how much is left. It’s also a good idea to offer a small incentive for participation, such as a discount, points, or useful content, and always thank respondents at the end.

It’s important to check whether the answer options are logical and cover all possible scenarios. For example, in the survey below, the respondent is asked which city they are from, but the option “San Antonio, Texas” is missing. If the participant tries to enter this answer manually, the system shows an error. As a result, the survey will most likely be closed, and you’ll lose a potential respondent.
 
<Img img="/uploads/where_do_you_live_60b8d8512f.png" alt="where-do-you-live.png" />

## Where Can You Create Surveys

**Typeform.** The platform supports flexible logic and offers extensive customization options for appearance. The downside is that the free version has serious limitations (for example, only ten responses per month are allowed, and you can’t remove Typeform branding), while the paid plans are quite expensive (starting at $50 per month for the most basic plan). You can also create forms with AI — just briefly describe the questions you want to ask.
 
<Img img="/uploads/typeform_surveys_2d5e5bfc05.png" alt="typeform-surveys.png" />
 
**SurveyMonkey.** Ready-made templates, branching logic, and other tools for building complex scenarios are available. Advanced features, including in-depth analytics and branding, are only offered in paid plans.
 
<Img img="/uploads/surveymonkey_eaafd11288.png" alt="surveymonkey.png" src="Customer survey template"/>

**Microsoft Forms** lets you create questions in minutes, style them with your brand, add branching logic, and enable multilingual support. Results are collected in real time, and data can be exported directly to Excel or integrated with Teams, SharePoint, and Power Automate for automation. It’s suitable for surveys, registrations, knowledge checks, feedback, and other simple tasks. Forms can be shared via links, embedded on websites, or generated as QR codes.

**Zoho Survey** offers more than 250 ready-made templates, allowing you to quickly create surveys for a wide range of purposes — from marketing to internal research. Limitations include relatively limited design customization, basic built-in analytics (for deeper insights, integration with external systems is required), and fewer features for complex scenarios compared to competitors. A phone number is required to create an account.
 
<Img img="/uploads/zoho_survey_99f7ab746c.png" alt="zoho-survey.png" />
 
## Where to Create Surveys to Know Everything About Your Customers

Altcraft is not just a set of tools but a full-fledged marketing and sales platform that unites all channels of communication with users. It collects and stores all customer information — for example, purchases, website behavior, and survey responses — in one place. This way, all data from forms immediately go into the shared database and become available for work.

**Key features of Altcraft for forms and surveys:**

- **Simple drag-and-drop builder.** You can create a survey without developers: just drag and drop fields (short text, answer options, rating scale, etc.) with your mouse. The interface is intuitive, and the design can be easily adjusted to match your website’s style. Any element can be made mandatory so that the customer doesn’t skip an important question. Add different types of questions to the form: with short or long answers, with one or multiple choice options, or with a rating scale.

<Img img="/uploads/drag_and_drop_builder_b4847b0a70.png" alt="drag-and-drop-builder.png" src="Creating a form in Altcraft"/>

- **Conditional logic and automation.** Data is automatically imported into the database, and the platform updates the customer profile. You can also set conditions within the survey — each answer corresponds to its own block of questions. For example, if a respondent gives the service a high rating, the company thanks them for their feedback, asks which features they liked the most, and invites them to share ideas for improvement. If a respondent gives a low rating, the company tries to understand what they didn’t like and asks for suggestions. This makes surveys more targeted and informative.

- **Publishing and analytics.** After creating a form, Altcraft generates either a link to a form page (which you can send to customers, for example, via email campaign) or an iframe code to embed the form on a website. Built-in statistics show how many times the survey was opened and how often it was completed. All results are immediately saved in the Altcraft CDP platform, where you can see the full customer profile. At any time, you can view response charts or export results to Excel.

- **Triggered campaigns.** Survey responses can automatically trigger new messages. In Altcraft, as an omnichannel platform, you can instantly send a series of emails, SMS, or push notifications based on customer actions, such as filling out a form. For example, you can thank them for completing the survey and send an email with a promo code.

 
<Img img="/uploads/visual_template_editor_in_altcraft_9e7a39dc58.png" alt="visual-template-editor-in-altcraft.png" src="Visual template editor in Altcraft Platform"/>
 

- [**NPS Testing**](https://guides.altcraft.com/en/user-guide/weblayers/forms/nps/). In Altcraft, you can easily conduct NPS testing using forms, where a scale from one to ten is set up along with additional customer questions. Results can be calculated in different ways — for example, by average or total NPS — and are displayed in the statistics. This makes it possible to see customer loyalty, track changes, and categorize respondents into promoters, passives, and detractors. Such data provides a clear understanding of where improvements in customer relations are needed.

 
<Img img="/uploads/nps_testing_f600190fc2.png" alt="nps-testing.png" />
 

## Conclusion 

Marketing surveys and feedback forms provide insights into the real needs and problems of customers. They help identify weak points, improve the product, and make marketing more precise and effective.
Creating and setting up such surveys in Altcraft takes just a few minutes thanks to its simple builder and flexible settings. Add a feedback form to your website and regularly ask your audience questions. This way, you’ll always know what your customers really think.



marketing-surveys-blog.png

This article explains how marketing surveys help identify customer needs and how to maximize their value.

marketing-surveys.png

How marketing surveys reveal customer needs and how to make the most of them.

Marketing Surveys: How to Uncover Customer Needs

What Your Customers Are Hiding: Discover It Through Surveys

<Video url="https://www.youtube.com/embed/4Tslmkz_69U?si=qIsR3SY13FW8QdGE" />

AI is taking over business, and marketers are among the first to use it to speed up work and solve tasks.
[**45%**](https://www.surveymonkey.com/mp/ai-marketing-statistics) choose AI for content creation. More than 28% use neural networks to create email newsletters.
Although the internet is full of talk about AI replacing humans, we’re still far from that. Today, marketing management is built on collaboration between natural and artificial intelligence: instead of trusting a neural network with tasks 100%, people use it as an assistant.
This approach has been dubbed Vibe marketing. In this article, we’ll explain what it is, how it works, and how to get marketers and AI to work together.

## What Is Vibe Marketing

Vibe marketing is an approach where a single person, using AI, runs core marketing communications instead of a full specialist team. The human’s role is to set tasks, refine outputs, and stay in control. In other words, AI becomes an assistant and co-author in marketing, without replacing the marketer.
The marketer sets the “vibe” — the atmosphere, tone, and visual language. Based on that, AI generates copy, images, video, and other formats in a consistent style. The result is cohesive content that holds the chosen mood and develops the original idea.

### How Vibe Marketing Differs from Regular Marketing

<Table> | Area | Regular marketing | Vibe marketing | 
| ------ | ------ | ------ | 
| People & roles | Different specialists handle each task — copy, design, etc. | Lean setup: one person drives the work with AI; much of the flow is automated. | 
| Speed & delivery | Lots of handoffs and waiting (e.g., until design is ready). | Fewer handoffs; faster from brief to launch. | 
| Testing & experiments | Preparing many variants eats time and budget; a failed test wastes effort. | AI spins up lots of versions from one brief; easier to A/B and iterate in hours. | 
| Cost | Multiple salaries and overhead. | Lower spend: one operator plus affordable AI tools. | 
| Automation | Mostly about collecting, storing, and processing data. | Deeper automation, including content creation and quick adjustments; add a [**Customer Data Platform (CDP)**](https://altcraft.com/) for best results. | </Table>

## What Vibe Marketing Solves

This approach is used at every stage of marketing strategy development—from analytics to the creative track:

- **Sourcing ideas and information.** AI quickly processes huge volumes of data that are hard for a person to handle. A neural network presents information in a convenient form that might otherwise take a marketer hours to find. However, all of these findings must be verified.

- **Content creation.** Today’s models can do almost everything: write copy, generate photos, animation, and video, and analyze data. The results can look so convincing that it’s often hard to tell they aren’t real people.

For example, deepfakes use AI to learn a person’s face and voice from sample footage, then synthesize new frames and audio that match their appearance and speech. This lets editors convincingly swap faces or make someone “say” new lines or languages. Brands have used the technique for large-scale localization—for example, Zalando produced about 290,000 localized versions of an ad with Cara Delevingne, using AI to vary the visuals and voice so she seemed to address different towns and languages across Europe. 
 
<Img img="/uploads/cara_delevigne_vibe_marketing_12aaeb58d2.png" alt="cara-delevigne-vibe-marketing.png" />
 
You can also create short clips with entirely fictional characters—for example, a new platform called [**Showrunner**](https://www.sfchronicle.com/entertainment/article/showrunner-ai-interactive-tv-20792462.php) recently went viral in the U.S. by letting fans generate full episodes from text prompts,

 
<Img img="/uploads/posters_vibe_marketing_07bada6819.png" alt="posters-vibe-marketing.png" src="Some of the art styles that can be used to create scenes and shows"/>
 
- **Analysis.** First, competitors’ creatives and their overall mood are analyzed; then your own versions are generated in the desired “vibe.” Next, the emotional response is captured—sentiment, engagement, clicks, completions, brand lift—and the results are benchmarked against competitors. Strong tactics are scaled; weak ones are phased out.
- **Brand identity support.** Brand content is created according to defined principles—visual identity and the brand’s tone of voice—so all marketing communications present a consistent image. Human error and misinterpretation are minimized. For example, if an external copywriter struggles to grasp and convey the brand’s tone of voice, AI can handle it reliably—though human editing is often still needed.
- **Offer personalization.** AI processes vast amounts of data, making marketing much more precise. Campaigns become personalized, and users feel the brand is offering exactly what they need at the right moment.

## How Vibe Marketing Improves Marketers’ Efficiency

- **Faster campaign launches.** Strategy, copy, and creative production shrink from weeks to hours.

- **Budget savings.** With no need for a large team, marketing costs drop. The savings can be redirected to media spend across platforms.

- **Content variety.** AI generates ideas with high speed and diversity. Execution is just as fast: the model produces many variations instantly, and humans select the best.

- **Better A/B testing.** AI lets you test more hypotheses in less time and with minimal resources—while speeding up the discovery of effective personalization variants.

<Note>
How can you use A/B testing, and what’s it all about? [Here](https://altcraft.com/features/mvt) we explain how this type of marketing campaign optimization works with Altcraft.
</Note>

- **More time for brainstorming.** Neural networks handle routine and manual tasks, allowing marketers to focus on ideas. A strong strategy takes time and resources, but when a team is stretched across dozens of processes, both are always in short supply. With AI, hours are freed up for developing hypotheses, testing concepts, and driving the creative work.

## How to Implement Vibe Marketing

**1.** **Start with an audit of your current marketing processes.** Document each stage of work step by step and evaluate the resource costs for completing them. Identify where the most time is being spent and which processes can be optimized.

**2.** Set goals and objectives for Vibe Marketing. Define both quantitative and qualitative growth indicators, such as the metrics you want to improve. Then outline specific tasks by area: which actions will help you reach your goals, and where AI should be introduced.

**3.** **Plan the interaction between humans and AI,** as well as budget allocation. Decide which tasks are handled by automation systems and which remain with humans—such as content creation, analytics, and idea generation. For example, a specialist reviews and edits texts produced by a neural network. Editing cannot be skipped—even the most advanced AI models still make mistakes or hallucinate.

**4.** Choose AI tools that can fulfill the defined tasks. Consider both budget and system capabilities, and compare free and paid versions based on their effectiveness.

<Note>
[Here’s](https://altcraft.com/blog/ai-services-in-marketing) a closer look at which neural networks are actually effective in 2025.
</Note>

**5.** **Learn to work with AI.** To get good results, try to make your prompts as precise as possible. Specify the style, format, and tone you need, and include examples if you can. The clearer and more detailed your request, the better AI will handle the task.
Example of a good prompt: *“Write a post on the topic ‘How to choose AI tools for business.’ Use an informative style, avoid complex terminology, and make the text easy to read. Include examples, links to research, and recommendations for beginners.”* Example of a poor prompt: *“Write a post about AI.”*

**Implement tools.** Test them on real cases and make adjustments as needed. Once human–AI workflows are running smoothly, expand this approach to other areas. For example, if you’ve learned to generate banners effectively with neural networks, use AI for analytics as well.

## Challenges of Using Artificial Intelligence

Despite the appeal of this approach, there are nuances worth considering:

**AI won’t replace a marketer.** You can’t simply hand off all your tasks to a neural network, which is far from perfect. Vibe marketing is a strategy that speeds up and simplifies the work—it’s not a full-fledged marketer.

**Lack of uniqueness in content.** AI-generated content often comes out formulaic: neural networks tend to reproduce mass trends rather than propose new solutions. This leads to endless “images in the style of Miyazaki” and generic visuals, making communication feel repetitive and quickly tiresome.

**Data security concerns.** To get results, you often have to share a lot of information with AI systems, and some of it may be confidential. There’s no guarantee that this data won’t end up elsewhere.

## Summary

Vibe marketing is a modern approach where a marketer uses artificial intelligence tools to handle creative and other tasks. This allows one person to replace the work of an entire team and cut marketing budgets.
With AI, Vibe marketing helps build strategies, create content, analyze data, personalize offers, and maintain a consistent brand identity. The result is faster execution and hypothesis testing, greater audience engagement, and more content produced with a smaller budget. It also unlocks more creative solutions and gives marketers more time to plan future growth.




vibe-marketing.png

This article explores vibe marketing: what it is, how it differs from the traditional approach, how it works, and why marketers should embrace AI.

vibe-marketing-blog.png

What vibe marketing is, how it differs from the classic approach, how it works, and how to align marketers with AI.


Vibe Marketing: Less Budget, More Creativity with AI

Vibe Marketing: How to Stop Overpaying for Promotion

<Video url="https://www.youtube.com/embed/YnpELDWQCpQ?si=DepdwAObOSFXRmYq" />

A CDP (Customer Data Platform) is a system that collects, stores, and connects fragmented customer data so you can better understand your audience and create personalized offers. Altcraft CDP is a marketing platform that brings together all your customer communication channels in one place.

Such a platform is essential for companies that want to build effective communication with customers via email, push notifications, SMS, and other channels, using a single point of control for all data and campaigns.

In this guide, you’ll find a step-by-step explanation of how to implement Altcraft CDP for on-premises: from data auditing to launching your first campaigns.

 
<Img img="/uploads/step_by_step_explanation_ca509f66ba.png" alt="step-by-step-explanation.png" />
 

## Support from Altcraft

When implementing Altcraft CDP, you are not left alone with the platform — a team of specialists guides you through every stage.

From the very beginning, you work with an account manager and a project manager. They coordinate the process, monitor deadlines, help resolve organizational issues, and stay in touch if something goes off track. These are your main contacts for all questions — both technical and organizational.

On the technical side, Altcraft specialists assist you. They advise on how to best migrate data, plan domain warming, connect external systems, and use the platform’s tools effectively. If necessary, a technical consultant joins the process — answering your IT team’s questions and helping with the specifics of the API, data import, segmentation, and other important details.

You also have access to detailed [**documentation**](https://guides.altcraft.com/en/user-guide/) for each platform module.
After launch, you retain access to customer support — via email or chat. In addition, the Altcraft team actively gathers feedback and regularly updates the platform, so your suggestions can influence the product’s development.


## Step 1. Data, Services, and Integration Planning Audit

At the first stage of implementing Altcraft CDP, it is important to prepare the data and plan integrations. You need to determine what data to collect, how to connect your website, applications, and various systems such as CRM or call tracking. If you previously used other mailing services or CDPs, it is worth planning a separate data migration. You should also think through which systems the CDP will interact with and how to implement integrations so that everything works correctly.

**Data preparation**

Before starting the implementation of the CDP, it is crucial to assess the current state of customer data within your infrastructure. If the data is already structured and free of duplicates, you are ready for the next stage.

However, in practice, data often turns out to be fragmented, containing errors or duplicates, and requires additional work. Preparation may take considerable time — in some cases up to a year, especially if the volume of information is large.

We recommend setting aside time in advance for checking and cleaning your customer database. This will significantly simplify and speed up the implementation of the CDP.

**Konstantin Shabakov**  
*Solution Architect for Marketing Platform Implementation at Novardis*  

---

> One of the projects in the CIS showed that CDP implementation often runs into issues not with technology, but with the state of the data. The client purchased a CDP from an international vendor, formed a project team, and began implementation. Already at the first meeting, it became clear that in the database, under a single phone number, there could be up to 600 records — both family members and completely unrelated people, with matching or different names. Before setting up communications, the issue of data quality had to be resolved to eliminate duplicates and avoid sending unnecessary messages. This process took an entire year, and only after that did the project move on to technical implementation.


### Plan for Connecting the Website, Applications, and Services

Consider which systems will transfer data to the CDP, how they will do it, and in what format. Here are the key points to take into account:
**Implementing a tracking pixel on the website:** Altcraft provides a web pixel — a JavaScript tracking code embedded into website pages to collect behavioral data (pages visited by the user, clicks, conversions, etc.). Read more [**here**](https://guides.altcraft.com/en/user-guide/weblayers/pixels/).
**Connecting External Services:** In addition to the website and applications, there are other touchpoints — for example, online chat systems or call tracking.
**Other marketing services:** Altcraft can synchronize audiences with advertising platforms. More details [**here**](https://guides.altcraft.com/en/user-guide/integrations/).

### Migration Plan from the Previous Marketing Platform
If you are switching to Altcraft CDP from another solution (ESP, CRM, or marketing platform), it is necessary to plan the migration of all data. This migration plan should cover:
- **Audit of current processes and data.** Start by taking inventory of what was used on the previous platform:


<Table>  
| Category             | What it includes                       | Comment                                                      |
| -------------------- | -------------------------------------- | ------------------------------------------------------------ |
| Databases            | Contact lists, segments                | Main source of customer data for import                      |
| Templates            | Email, SMS, push templates             | Regularly used templates for transfer and adaptation         |
| Campaigns & Scenarios| Triggers, mailings, automations        | Active workflows that need to be replicated in Altcraft       |
| Engagement Mechanics | Forms, landing pages, loyalty programs | Engagement tools that were built into the old system          |
| Communication History| Unsubscribes, complaints, preferences  | Data important for accurate segmentation                      |
</Table>

- **Priorities and migration sequence.** It’s not necessary to migrate everything at once. Break the migration into stages: customer data, key templates, then the remaining less critical mechanics and historical data.
- **Migration validation.** After importing data into Altcraft, it is very important to check its integrity. Does the number of active subscribers match? Are all profile fields in place? Were customers correctly distributed across segments?

## Step 2. Contract Agreement
At this stage, it is necessary to finalize the terms of cooperation, including platform licensing and the period of use. The contract outlines key points:
**License period** — the duration of platform usage.

**Financial terms** — license cost, payment procedure, and termination conditions.

During the agreement stage, responsible parties on both sides are also defined. Typically, a project manager from Altcraft is assigned to oversee the implementation. On the client’s side, it is important to designate the implementation team: an IT specialist responsible for infrastructure and a marketer responsible for business requirements.
Some companies may be able to handle the entire implementation on their own, but many prefer to involve system integrators with experience in deploying and configuring the system. After signing the contract and paying for the license, you move on to the preparatory work.
## Step 3. Coordination and Preparation of Equipment and Infrastructure
Coordinate the equipment requirements with the Altcraft team:
- **Minimum and recommended specifications.** Altcraft provides server configuration recommendations depending on the expected load. For example, to handle a database of up to several million customer profiles and send about one million emails per day, a basic two-server configuration is sufficient. If a higher load is expected, more powerful servers will be required. If you are unsure which resources you specifically need, the Altcraft team will help calculate the optimal specifications for your tasks.


- **Fault tolerance.** If high availability is required, plan for a cluster with multiple nodes.


- **Software requirements.** Make sure that the servers run a supported OS (the Altcraft CDP platform operates in Linux environments: Ubuntu LTS or SUSE Enterprise Server). Certain system components are also required (MongoDB and SSDB databases, RabbitMQ message broker, Nginx web server, etc.).


- **Preparation of client infrastructure.** Check in advance whether you have sufficient network resources (IP addresses, bandwidth) for mailings.

## Step 4. Platform Deployment
The platform is installed by the client’s administrators (possibly with the involvement of a system integrator), who deploy it on dedicated servers in accordance with the architectural structure defined in the previous step.
## Step 5. Domain and Network Access Configuration
At this stage, domain names, DNS records, and network connections are configured:
**Domain for email campaigns (FROM domain).** To send emails via the new platform, your corporate domain (or a subdomain dedicated specifically to mailings) is used. It is necessary to properly configure DNS for this domain. Read more [**here**](https://guides.altcraft.com/en/user-guide/communication-channels/email/9404444/).


**Domains for Web and Push.** If you plan to track user actions on the website or send Web Push notifications, configure the corresponding domain names: the platform interface domain and push domains.


**Network ports and access.** Open the necessary ports on firewalls and configure network routes.


**SSL certificates.** Install SSL certificates on the domains of the control panel and tracking to ensure data is transmitted via HTTPS. This is especially important for the web pixel (to avoid mixed content on the website) and for API calls.

## Step 6. Integration with the Website, Application, and Other Services (Optional Step)
At this stage, you connect your website, mobile application, and other digital touchpoints to the CDP in order to collect real-time user behavior data and launch personalized scenarios.
If your company only needs to work with the existing customer database and has no need to collect online activity, this step can be skipped.
What is done:


**1.** **Installing a tracking pixel on the website.** Altcraft provides a Web Pixel — a JavaScript code that is integrated into website pages. The pixel tracks user actions such as visits, page views, clicks, form submissions, and other events. The collected data is sent to the CDP, where it becomes available for segmentation and automation.


**2.** **Configuring API triggers for the website and applications.** For important events on the site or in the app (e.g., registration, purchase, or form submission), data can be transmitted to the CDP via API requests. For example, the “purchase” event can be configured to send details about the price and product, enabling the launch of trigger-based marketing campaigns.


**3.** **Integration with other services.** This step may include integration with online chats, call tracking systems, feedback tools, and other services. Such integrations make it possible to build a more complete picture of customer interactions with the brand.


## Step 7. Organizing Customer Data Storage and Transfer
The goal is to establish the import of customer data (profiles, transactions, events) from the company’s internal systems (CRM, ERP, web databases, SQL data) into Altcraft. The plan includes the following steps:
- **Configuring the data structure.** Set up profile fields (customer attributes) according to your data: in addition to standard ones (Email, Phone, Name), add custom fields — for example, ClientID, etc. Define the type of each field (string, number, date).


- **Initial data import.** Perform a one-time upload of the full customer database using files (CSV, Excel, etc.). This allows you to load all data into the system at the initial stage.


- **Automating data transfer.** Configure integration with internal systems for automatic data updates. Altcraft offers several approaches: direct connection to an SQL repository, API integration, or the use of integration platforms.


- **Incremental import.** Define how the data will be updated in the future. For example, set up automatic uploads of new and modified records each night or in real time.


- **Data validation.** After importing, check a sample of records to ensure that all fields are filled in correctly and match expected values.


- **Duplicate handling.** Define a strategy for data deduplication. The CDP merges data based on a unique identifier (e.g., email or phone). If a customer has multiple contacts, Altcraft will merge the profiles.

## Step 8. Launching the Email Channel
**Setup and testing the channel.** At the initial stage, it is important to ensure that emails are sent correctly and delivered to inboxes rather than landing in spam. Check that the platform properly tracks opens and clicks. Perform test sends to confirm that the channel works as expected.


**Warming up.** Warming up means gradually increasing the mailing volume in order to gain the trust of email providers. During the first 1–3 days, send about 15 emails per day, then increase the volume: on days 4–7 — up to 25 emails/day, on days 8–10 — up to 40, and so on. The warm-up process usually takes about a month, during which you can safely scale mailing volumes to working levels.


**Configuring basic mechanics.** During the warm-up phase, it is important to set up basic mailing mechanics such as Double Opt-In, a welcome email, and other elements that help establish contact with subscribers and increase engagement.

<Note>
How to improve email deliverability? Read about nine important rules [here](https://altcraft.com/blog/nine-rules-for-successful-email-deliverability).
</Note>



## Step 9. Setting Up and Connecting Other Channels (SMS, Mobile and Browser Push, Messengers)
### Configuring the push channel
Push notifications are connected through browser and mobile services. In Altcraft, parameters for Web Push and Mobile Push are configured, and if necessary, the subscriber base is migrated from previous platforms.
### Connecting the SMS channel and messengers
SMS and messengers are connected via external providers. In Altcraft, integration details are specified, message templates are set up, and test sending is performed. Before launching campaigns, it is important to ensure correct delivery and that sufficient funds are available in the provider’s account.
## Conclusion
Implementing Altcraft CDP is a step-by-step process that begins with setting up infrastructure and migrating data, and ends with launching channels and the first campaigns. Everything is done in close collaboration with the Altcraft team, which provides support at every stage.
As a result, you have a unified platform where all customer data is consolidated and key channels are connected: email, push, SMS, and messengers. This provides a strong foundation for personalized marketing and improved efficiency. Make full use of the platform’s capabilities — and the results won’t take long to appear.
* *WhatsApp is a project of Meta Platforms Inc., whose activities are prohibited in the Russian Federation.*<p>
</p>
* *At the time of writing, Viber is blocked in the Russian Federation.*


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This guide provides a step-by-step explanation of how Altcraft CDP is implemented on-premises: from data audit to the launch of the first campaigns.

How Altcraft CDP is implemented on-premises: from data audit to the launch of the first campaigns

A Detailed Guide to Implementing Altcraft CDP On-Premises

On-Premises Implementation of Altcraft CDP: A Detailed Guide

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Reduced push notification opt-out rates, increased OR, saved working hours

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Updated over 1,500 templates, the open rate for transactional messages is ≈100%

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The open rate for automatic Viber messages is around 60%, and MAU growth for the year is +19%

All user information is systematically collected in a unified customer data platform

Distributing messages across various communication channels: email, SMS, push notifications, messengers

Promo codes, bonuses, and points for building long-term customer relationships

You can create and edit any HTML template, as well as save your own custom blocks

Personalized distribution of messages to clients through communication channels

Conducting experiments and optimizing marketing strategies

Tracking the effectiveness of marketing campaigns to make informed decisions

Connecting external systems to the platform and synchronizing data with company databases

Creating questionnaires, surveys, and feedback forms of any level of complexity

The ability to communicate with your clients anytime and anywhere

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Insights, case studies, and deep dives into how modern marketing really works

Digital marketing terms explained in plain language — from A to Z

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