Meeting Title: CDP Project Quick Sync Date: 2025-08-12 Meeting participants: Henry Zhao, Amber Lin
WEBVTT
1 00:00:54.450 ⇒ 00:00:57.059 Amber Lin: Hi, it’s been so long!
2 00:00:59.640 ⇒ 00:01:01.300 Henry Zhao: I know, long time known.
3 00:01:01.450 ⇒ 00:01:09.200 Amber Lin: Okay, I’ll try and keep this quick, and every time I say this, I kind of don’t, but….
4 00:01:09.200 ⇒ 00:01:10.320 Henry Zhao: I have time.
5 00:01:10.770 ⇒ 00:01:17.080 Amber Lin: Okay, I think there’s not that much stuff left for this So I think it’ll.
6 00:01:17.080 ⇒ 00:01:21.040 Henry Zhao: The initial work, which was, like, to evaluate which CTP we’re gonna go with, is done.
7 00:01:21.040 ⇒ 00:01:21.580 Amber Lin: Right.
8 00:01:21.580 ⇒ 00:01:25.560 Henry Zhao: So now it’s just, like, the reverse ETL stuff we just talked about, …
9 00:01:26.280 ⇒ 00:01:28.549 Henry Zhao: And I think everything else just kind of goes along with that.
10 00:01:32.280 ⇒ 00:01:35.119 Amber Lin: So, this is a…
11 00:01:36.680 ⇒ 00:01:42.239 Amber Lin: Just to go back to the very, very basic, the CDP is a customer data platform.
12 00:01:43.760 ⇒ 00:01:52.360 Amber Lin: And they use it for… For putting together…
13 00:01:52.700 ⇒ 00:02:00.620 Amber Lin: say, they have a customer table, and then they have orders table, they use that to put things together, or what is this platform used for exactly?
14 00:02:00.620 ⇒ 00:02:04.070 Henry Zhao: Well, right now, not much. Right now, I think we’re just using it to collect the data.
15 00:02:04.460 ⇒ 00:02:09.150 Henry Zhao: But eventually it should be even used to, like, automate their marketing.
16 00:02:09.729 ⇒ 00:02:10.240 Henry Zhao: I don’t know.
17 00:02:10.590 ⇒ 00:02:12.709 Henry Zhao: If they’re even gonna go that far.
18 00:02:15.280 ⇒ 00:02:20.069 Henry Zhao: I think we’ll find out more tomorrow at the meeting with Mitesh and Cutter, just kind of hear their… you know what I mean?
19 00:02:20.070 ⇒ 00:02:30.899 Amber Lin: Gotcha, okay. Collect data is, like, customer… customer profile… data, orders… Like that.
20 00:02:31.270 ⇒ 00:02:31.900 Henry Zhao: Yup.
21 00:02:32.600 ⇒ 00:02:33.400 Amber Lin: Gotcha.
22 00:02:39.610 ⇒ 00:02:43.379 Amber Lin: So, currently, we’re using Segment.
23 00:02:43.970 ⇒ 00:02:45.620 Henry Zhao: To, like, move data around, basically?
24 00:02:46.050 ⇒ 00:02:49.860 Amber Lin: Yeah, and then, what did we decide on using?
25 00:02:50.390 ⇒ 00:02:52.290 Henry Zhao: Yeah, we’re gonna continue to use Segment.
26 00:02:52.500 ⇒ 00:02:53.220 Amber Lin: Okay.
27 00:02:56.000 ⇒ 00:02:57.030 Amber Lin: Or…
28 00:03:00.320 ⇒ 00:03:08.589 Amber Lin: Same segment… reverse ETL for segment to….
29 00:03:08.590 ⇒ 00:03:12.360 Henry Zhao: Or, into customized, … a customer I.O.
30 00:03:13.120 ⇒ 00:03:18.140 Amber Lin: Segment… Expressure.
31 00:03:18.670 ⇒ 00:03:19.660 Amber Lin: I, ….
32 00:03:20.370 ⇒ 00:03:21.249 Henry Zhao: Yeah, well, yes.
33 00:03:21.250 ⇒ 00:03:24.170 Amber Lin: Customer I.O. intupe segment is already established.
34 00:03:25.950 ⇒ 00:03:27.540 Henry Zhao: Kind of, yeah.
35 00:03:32.230 ⇒ 00:03:33.010 Amber Lin: ….
36 00:03:33.010 ⇒ 00:03:36.100 Henry Zhao: Oh, You can leave that part out, I don’t know that that’s….
37 00:03:36.100 ⇒ 00:03:38.150 Amber Lin: Okay, yeah, that might not be true.
38 00:03:38.150 ⇒ 00:03:40.510 Henry Zhao: Let’s not a UTO anymore.
39 00:03:42.090 ⇒ 00:03:45.330 Amber Lin: We’re… why are we doing this reverse ETL?
40 00:03:46.210 ⇒ 00:03:50.159 Henry Zhao: So that they… so because Awash built an enriched profiles table.
41 00:03:51.450 ⇒ 00:03:53.789 Henry Zhao: That we want to be able to use.
42 00:03:53.910 ⇒ 00:03:55.880 Henry Zhao: To target people, right?
43 00:03:56.260 ⇒ 00:04:03.390 Henry Zhao: So it says these are customers, these are what they’re like, these are how much they spent, this is where they’re from, are they SMS-consented, those type of things.
44 00:04:03.750 ⇒ 00:04:05.010 Amber Lin: Oh, gosh.
45 00:04:05.010 ⇒ 00:04:07.039 Henry Zhao: YO, which is what sends out the emails.
46 00:04:07.790 ⇒ 00:04:11.599 Amber Lin: Gosh, a customer, I also sent out email….
47 00:04:11.600 ⇒ 00:04:14.149 Henry Zhao: Now that I’m speaking out loud, it makes more sense to me, also.
48 00:04:14.320 ⇒ 00:04:19.919 Amber Lin: Yeah, I’m glad. Mixed… what does MixedPanel do?
49 00:04:19.920 ⇒ 00:04:23.009 Henry Zhao: Mixpanel is a tool that tracks events.
50 00:04:24.350 ⇒ 00:04:24.890 Amber Lin: Nope.
51 00:04:25.240 ⇒ 00:04:28.030 Henry Zhao: Very duplicative of some other things we have, but…
52 00:04:28.610 ⇒ 00:04:31.590 Henry Zhao: Apparently, some guy named, what’s his name?
53 00:04:32.100 ⇒ 00:04:32.650 Amber Lin: Bob?
54 00:04:32.920 ⇒ 00:04:34.300 Henry Zhao: No, I think it’s, like, the.
55 00:04:34.300 ⇒ 00:04:34.693 Amber Lin: What about.
56 00:04:35.210 ⇒ 00:04:48.729 Henry Zhao: Who wants to have that, and also Robert built some dashboards in there that they want to maintain, that the sales team looks at, so we want to keep Mixpanel, but there’s a lot of events, I think, that Robert thinks we don’t need to keep anymore, so he wants.
57 00:04:48.730 ⇒ 00:04:49.080 Amber Lin: Hmm.
58 00:04:49.080 ⇒ 00:04:54.679 Henry Zhao: Like, each event costs money, so he wants me to just go in there and make sure that we cut anything that is not really necessary.
59 00:05:00.790 ⇒ 00:05:12.510 Amber Lin: Gotcha, and I’m gonna put… So… that segment… It’s… collect this data.
60 00:05:12.820 ⇒ 00:05:20.009 Amber Lin: So, sounds like mixed panel data also goes into customer eye… as… it goes into segment.
61 00:05:20.930 ⇒ 00:05:23.349 Henry Zhao: I don’t think so.
62 00:05:24.120 ⇒ 00:05:24.880 Amber Lin: Oh!
63 00:05:26.430 ⇒ 00:05:29.869 Henry Zhao: So, data is segment collecting?
64 00:05:30.810 ⇒ 00:05:32.310 Henry Zhao: They’re just moving it all over the place.
65 00:05:32.530 ⇒ 00:05:37.019 Henry Zhao: Like, you put that stuff into a segment, and then you tell it where to go.
66 00:05:40.790 ⇒ 00:05:44.590 Henry Zhao: So segment is, like, kind of like a… it just… it collects data, then you can also tell it where to go.
67 00:05:45.740 ⇒ 00:05:47.200 Amber Lin: Oh, I see.
68 00:05:49.000 ⇒ 00:05:51.270 Henry Zhao: Yeah, you basically set up sources and destinations.
69 00:05:58.220 ⇒ 00:06:06.330 Amber Lin: Gotcha. So, these are… These are all sources, and sometimes also destinations, honestly.
70 00:06:06.770 ⇒ 00:06:09.000 Henry Zhao: Yeah, that’s what I’m looking up right now. I’m trying to log in.
71 00:06:14.510 ⇒ 00:06:15.830 Henry Zhao: Yeah, so I don’t think…
72 00:06:23.580 ⇒ 00:06:24.379 Henry Zhao: The mix panel?
73 00:06:25.960 ⇒ 00:06:28.500 Henry Zhao: Oh yeah, Mixpanel is a destination.
74 00:06:28.620 ⇒ 00:06:36.530 Henry Zhao: I don’t think MixedPanel would be a source, though, I don’t think it’s possible to be a source, because Mixpanel apparently doesn’t have anything.
75 00:06:38.850 ⇒ 00:06:39.790 Amber Lin: …
76 00:06:39.950 ⇒ 00:06:49.429 Amber Lin: Is there… I know… Robert’s showing me Customer I.O. briefly, I think he showed both of us. Can you just send me a screenshot in our Zoom chat, and I’ll plug it into this…
77 00:06:49.940 ⇒ 00:06:54.950 Amber Lin: Because I think they have a diagram that shows the sources and destinations.
78 00:06:56.960 ⇒ 00:06:59.020 Henry Zhao: So then, do you mean customer I.O. or segment?
79 00:06:59.410 ⇒ 00:07:01.140 Amber Lin: Oh, for insecure.
80 00:07:01.760 ⇒ 00:07:03.420 Henry Zhao: Okay, yeah.
81 00:07:04.080 ⇒ 00:07:04.630 Henry Zhao: It’s connected.
82 00:07:04.630 ⇒ 00:07:06.740 Amber Lin: That’s the main thing that we’re working on.
83 00:07:07.910 ⇒ 00:07:09.109 Amber Lin: I would assume.
84 00:07:10.980 ⇒ 00:07:12.719 Henry Zhao: Let’s see if I can get it onto one screen.
85 00:07:13.110 ⇒ 00:07:14.740 Henry Zhao: It’d be kind of small to see, but….
86 00:07:17.770 ⇒ 00:07:19.710 Henry Zhao: Amber… hurry, hurry, hurry.
87 00:07:27.170 ⇒ 00:07:28.110 Henry Zhao: computer…
88 00:07:40.150 ⇒ 00:07:42.140 Henry Zhao: Okay, that’s the diagram.
89 00:07:43.000 ⇒ 00:07:43.980 Amber Lin: Gotcha.
90 00:07:44.210 ⇒ 00:07:45.710 Amber Lin: Alright.
91 00:07:46.740 ⇒ 00:07:49.760 Amber Lin: Are we going to have to…
92 00:07:49.930 ⇒ 00:07:58.209 Amber Lin: figure out this reverse ETL for all these sources, or are we done after we do Customer I.O?
93 00:07:59.080 ⇒ 00:08:01.500 Henry Zhao: I’ll let you know maybe next time we meet.
94 00:08:01.830 ⇒ 00:08:08.580 Amber Lin: Oh, okay, gotcha. So I’m gonna update these…
95 00:08:09.780 ⇒ 00:08:12.830 Amber Lin: Wow, these… these are created in March.
96 00:08:13.010 ⇒ 00:08:21.240 Amber Lin: … Okay, I’m gonna say… Decide…
97 00:08:22.030 ⇒ 00:08:30.889 Amber Lin: Wow. Okay, let’s actually look at tickets. Are these valid? Do we need new tickets? What… what is going on?
98 00:08:31.110 ⇒ 00:08:32.460 Henry Zhao: No, I’ll be sure to maintain.
99 00:08:32.700 ⇒ 00:08:34.920 Henry Zhao: If we need any tickets, I’ll talk to you, and …
100 00:08:36.740 ⇒ 00:08:40.039 Henry Zhao: Yeah, we’ll figure it… yeah, I’m maintaining the tickets as we go.
101 00:08:40.500 ⇒ 00:08:41.329 Amber Lin: Oh, okay.
102 00:08:41.710 ⇒ 00:08:54.609 Amber Lin: Can you help me create the correct milestones, then? Because I know we had… this was the first milestone of evaluate which CDP to go with, that’s done. This is the next…
103 00:08:55.060 ⇒ 00:08:56.440 Amber Lin: milestone.
104 00:08:56.440 ⇒ 00:08:58.179 Henry Zhao: Yeah, that’s pretty much it, I think.
105 00:08:58.450 ⇒ 00:08:59.430 Amber Lin: Oh, okay.
106 00:08:59.680 ⇒ 00:09:08.889 Amber Lin: So, everything here should go… We still have stuff related to MixPanel.
107 00:09:09.430 ⇒ 00:09:15.579 Henry Zhao: Yeah… … Optimized costs, maybe, is another….
108 00:09:16.430 ⇒ 00:09:17.989 Amber Lin: Mmm. That’s true.
109 00:09:17.990 ⇒ 00:09:20.260 Henry Zhao: Yeah, I’m gonna do another optimized cost one.
110 00:09:22.690 ⇒ 00:09:31.489 Amber Lin: Alright, and then… I don’t know… Is this… Something we need?
111 00:09:39.920 ⇒ 00:09:42.260 Amber Lin: This is 3 months ago, by the way.
112 00:09:42.730 ⇒ 00:09:46.149 Henry Zhao: Yeah, this seems like the overarching… Like, big ticket.
113 00:09:47.180 ⇒ 00:09:48.320 Amber Lin: Okay.
114 00:09:49.940 ⇒ 00:09:56.139 Amber Lin: I’m gonna put it… So, overarching ticket for Mixpanel.
115 00:09:57.170 ⇒ 00:09:57.950 Henry Zhao: For segments.
116 00:09:57.950 ⇒ 00:09:58.970 Amber Lin: Oh, okay.
117 00:10:01.050 ⇒ 00:10:07.609 Amber Lin: Gotcha. So I’m going to… Coffee that.
118 00:10:08.100 ⇒ 00:10:09.480 Amber Lin: Cancel this.
119 00:10:10.960 ⇒ 00:10:12.910 Amber Lin: Move it over.
120 00:10:13.860 ⇒ 00:10:15.270 Amber Lin: to here…
121 00:10:18.510 ⇒ 00:10:19.300 Amber Lin: Okay.
122 00:10:22.920 ⇒ 00:10:26.219 Amber Lin: Is that still something we wanna do?
123 00:10:28.690 ⇒ 00:10:30.549 Henry Zhao: I’ve never seen this one before.
124 00:10:34.010 ⇒ 00:10:36.260 Henry Zhao: So I would actually have to check with Robert on this.
125 00:10:37.360 ⇒ 00:10:38.000 Amber Lin: Okay.
126 00:10:38.000 ⇒ 00:10:39.240 Henry Zhao: You’ve seen this ticket before.
127 00:10:40.500 ⇒ 00:10:43.849 Amber Lin: Okay. There’s needs.
128 00:10:45.890 ⇒ 00:10:51.590 Amber Lin: Checking, and then… That one’s in progress.
129 00:10:58.560 ⇒ 00:11:01.579 Amber Lin: I’m gonna edit that to be…
130 00:11:13.080 ⇒ 00:11:13.890 Amber Lin: Hit.
131 00:11:15.610 ⇒ 00:11:19.670 Amber Lin: There’s also this… Is that done?
132 00:11:19.670 ⇒ 00:11:21.269 Henry Zhao: I have no idea what this is.
133 00:11:22.340 ⇒ 00:11:28.540 Amber Lin: Treatment Journey Summary… yeah, it’s from more than a month ago, and I also don’t know.
134 00:11:29.140 ⇒ 00:11:34.480 Amber Lin: Yeah, that’s what I wanted to ask you, because I see a lot of tickets that I have no clue.
135 00:11:34.600 ⇒ 00:11:38.549 Amber Lin: Is this still something we would like to do?
136 00:11:42.650 ⇒ 00:11:43.510 Henry Zhao: I’m trying to think.
137 00:11:46.560 ⇒ 00:11:49.289 Henry Zhao: Maybe? I’ll put this in the next next cycle.
138 00:11:55.290 ⇒ 00:11:57.189 Henry Zhao: I think it’s probably low pri- I don’t know.
139 00:11:57.310 ⇒ 00:11:58.199 Henry Zhao: Let’s keep it that way.
140 00:11:59.000 ⇒ 00:11:59.730 Amber Lin: Okay.
141 00:12:06.090 ⇒ 00:12:13.990 Amber Lin: And then… also created by Robert 7 weeks ago.
142 00:12:14.300 ⇒ 00:12:17.700 Henry Zhao: Yeah, we need to check this with Robert as well. I’ve never seen this ticket before either.
143 00:12:18.140 ⇒ 00:12:22.840 Amber Lin: Okay, so all of these probably need some checking.
144 00:12:22.840 ⇒ 00:12:27.539 Henry Zhao: I’ll do these tickets with Robert so I can… at my one-on-one with him today, I’ll already talk to him about it real quick.
145 00:12:27.700 ⇒ 00:12:28.750 Amber Lin: Yeah, okay.
146 00:12:28.750 ⇒ 00:12:29.690 Henry Zhao: Yeah, that’d be great.
147 00:12:30.720 ⇒ 00:12:32.330 Amber Lin: Here are the tickets.
148 00:12:33.180 ⇒ 00:12:37.180 Amber Lin: Yeah, I think that’s… that should be it. That makes it more clear for me, too.
149 00:12:37.940 ⇒ 00:12:40.189 Henry Zhao: Awesome, me too, yeah, it was nice for me to talk this out as well.
150 00:12:40.530 ⇒ 00:12:41.940 Amber Lin: Yeah, thank you!
151 00:12:42.180 ⇒ 00:12:43.210 Henry Zhao: Thank you, take care.
152 00:12:43.210 ⇒ 00:12:44.420 Amber Lin: Okay, bye.