How to connect Batch to Zeotap?

Send custom data from Zeotap to Batch, and get reports from Batch

Zeotap is a leading brand that offers an easy, secure, and impactful Customer Data Platform (CDP) to deliver personalized customer experiences. With the Zeotap CDP, businesses can gain a 360-degree view of their customers and unlock valuable insights.

Integrating Batch with Zeotap provides a range of features and capabilities that enable marketers to create personalized and relevant experiences for their users and drive engagement, retention, and revenue. The integration allows sharing audiences built in Zeotap, triggering automations, and exchanging data in real-time.

Here is the data that can be exchanged via our connection:

  • Zeotap → Batch: Send custom events and custom audiences to be used in Batch campaigns and automations

  • Batch → Zeotap: Retrieve delivery reporting exports and Userbase data exports to allow enhanced user segmentation and audience creation, leveraging engagement data collected by Batch

Here is how to set up and use the connection:

[Batch → Zeotap] Create a Batch Source

The connection allows you to ingest data from Batch into Zeotap.

Here is an example of a use case leveraging the Batch Source feature.

→ Follow Zeotap's documentation to create a Batch Source in Zeotap.

[Zeotap → Batch] Send Audiences

The Batch Audience feature allows you to upload static segments exported from third-party tools. You can target these audiences with a campaign or automation from the Batch dashboard:

Screenshot showing the Batch Targeting module, highlighting the Audiences selector

You may also want to use this audience in combination with other segmentation features or exclude this audience from your targeting.

→ Follow Zeotap's documentation to send Audiences from Zeotap to Batch.

[Zeotap → Batch] Send Custom Events

Zeotap can send events in real-time to Batch. These events can be used, for example, as Trigger and Exit events of Trigger Automations:

Screenshot showing the Batch Automation Builder, highlighting the Entry Event "created_account"

→ Follow Zeotap's documentation to send Custom Events from Zeotap to Batch.

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