Recapture Lost Revenue with a Unified Customer Data Foundation

Are you seeing your ad ROAS plummet while your retargeting audiences on Meta and Google shrink? You're not alone. Privacy updates like iOS 14, browser restrictions, and ad blockers are making traditional pixel-based tracking obsolete. This leads to inaccurate attribution, an inability to reach high-intent customers like cart abandoners, and ultimately, wasted ad spend.


This playbook shows you how to build a resilient, future-proof marketing stack. By implementing a Customer Data Platform (CDP) as your foundation, you'll collect first-party user data directly from your website and apps. This clean, unified data is then sent server-side to your key marketing tools. You'll power hyper-personalized email and SMS campaigns in an all-in-one platform and, most importantly, send reliable conversion data to ad platforms to build sophisticated, unblockable, behavior-based audiences.

Expected Outcomes

  • Dramatically improve ad attribution accuracy and reported ROAS.
  • Build larger, more effective retargeting audiences immune to iOS updates and ad blockers.
  • Recover lost sales with powerful, behavior-triggered cart abandonment flows.
  • Achieve a single, unified view of your customer to inform all marketing decisions.
  • Enable hyper-personalized omnichannel messaging across email and SMS.

Core Tools in This Stack

Segment

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A leading Customer Data Platform (CDP) that helps businesses collect, clean, unify, and activate their customer data from various sources to hundreds of tools without custom integrations.

Key Features
  • Data Collection (Connections)
  • Identity Resolution (Unify)
  • Data Governance & Validation (Protocols)
  • Audience Segmentation and Activation (Twilio Engage)
  • Data Warehouse Sync
  • Reverse ETL
  • Serverless Data Transformation (Functions)
  • Extensive Integration Catalog
Ideal For

Company Size: Medium, Large

Industries: Technology & Software, Retail & E-commerce, Business & Professional Services, Creative & Media

Pricing

Model: Freemium, Subscription-based, Custom/Enterprise

Tier: Mid-range

Ease of Use

Medium


Brevo is an all-in-one marketing and sales platform designed to help businesses grow through a comprehensive suite of tools for email, SMS, chat, marketing automation, CRM, and more, all from a single interface.

Key Features
  • Email & SMS Marketing Campaigns
  • Marketing Automation Workflows
  • Sales Platform (CRM)
  • Transactional Emails (API & SMTP)
  • Live Chat & Chatbots
  • Landing Page Builder
  • WhatsApp Campaigns
  • Customer Meeting Scheduler
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Other

Pricing

Model: Freemium, Subscription

Tier: Small Business

Ease of Use

High

The Workflow

graph TD subgraph "Unified Customer Data Foundation" direction LR N0["Segment"] N1["Brevo"] N0 -- "`identify` calls create/update contacts" --> N1 N0 -- "`track` calls forward custom events for automation" --> N1 end classDef blue fill:#3498db,stroke:#2980b9,stroke-width:2px,color:#fff; classDef green fill:#2ecc71,stroke:#27ae60,stroke-width:2px,color:#fff; classDef orange fill:#f39c12,stroke:#d35400,stroke-width:2px,color:#fff; class N0 blue; class N1 blue;

Integration Logic

  • Segment Data Pipeline

    This integration works by configuring Brevo as a 'Destination' within Segment. Once enabled, Segment's `identify` calls will create or update contacts in Brevo, mapping user traits from Segment to contact attributes in Brevo. Segment's `track` calls forward custom events to Brevo, which can be used as triggers for automation workflows, contact segmentation, or personalization. The connection uses Brevo's v3 API key for authentication and data transfer.

Future-Proof Your Ad Spend

Get the playbook to overcome privacy updates and recapture revenue from your highest-intent customers.