Guides
Cross-cutting how-to guides that walk you through common CDP workflows in Zeotap. Each guide combines features from multiple platform modules to accomplish a real-world goal.
Who Are These Guides For?
These guides assume you have a working Zeotap workspace and at least one connected source. If you’re just getting started, complete the Quickstart: Data Pipeline first.
Guides are written for data engineers, marketing analysts, and growth operators who want practical, end-to-end instructions rather than feature-level reference documentation.
Available Guides
| Guide | Description | Modules Used |
|---|---|---|
| Warehouse-First CDP | Build a full CDP pipeline with your warehouse as the single source of truth | Warehouses, Models, Relationships, Computed Attributes, Audiences, Syncs |
| Sync Audiences to Your CRM | Push audiences to Salesforce or HubSpot with field mapping and error handling | Audiences, Syncs, Destinations |
| Retargeting Audiences | Build audiences for ad platforms and configure Customer Match / Custom Audience syncs | Computed Attributes, Audiences, Destinations (Advertising) |
| Identity Resolution Setup | Unify customer records across data sources into golden profiles | Identity Resolution, Relationships |
| Event Forwarding Setup | Instrument your app, define event contracts, and forward events to analytics tools | Streams |
| Orchestration Automation | Design multi-step customer orchestrations with branching logic and multi-channel activation | Orchestrations, Audiences, Destinations |
How to Use These Guides
Each guide follows a consistent structure:
- Context — Why you’d want to do this and what the end result looks like
- Prerequisites — What you need before starting
- Step-by-step instructions — Numbered steps with configuration details and examples
- Verification — How to confirm everything is working
- Troubleshooting — Common issues and how to resolve them
Related Resources
- Quickstart: Data Pipeline — Your first source, model, destination, and sync
- Quickstart: Audiences — Build and activate your first audience
- Quickstart: Events — Set up event collection and forwarding
- Core Concepts — Understand Zeotap’s building blocks
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