Tailor AI · Help · How-to
Can Tailor personalize for existing customers vs prospects?
From the Tailor AI team · Reviewed
Answer
Yes, if Tailor can identify the account or receive a first-party customer/prospect signal.
There are two common approaches:
- ·Use company-level account matching through enrichment.
- ·Pass first-party attributes into Tailor, such as customer status, plan type, account tier, lifecycle stage, or segment.
This lets teams show different content to prospects, customers, expansion accounts, or high-value accounts.
Steps
- Decide whether customer/prospect status comes from enrichment/account matching or from your own first-party data.
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