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Dual zone CDP

David Chan’s Dual Zone model splits the CDP in two. Zone 1, the data zone, does the heavy work on warehouse time. Zone 2, the engagement zone, answers in the moment using what Zone 1 handed over earlier.

Best for
Organizations that need both full history and same-session decisions, with a data team and a marketing team that can agree on the handover between them.
The trade
Two zones to run and one seam to keep honest. The line between them tends to fall exactly where your organization is already split.

How it works

MarketingYour data team
Zone 1 · warehouse timeZone 2 · in the momentevents as they happen · in the momentevery event, for history · minutesevery event, for the moment · in the momentfull customer history · hoursscores and segments · hourswho this is and what they are worth · in the momentwhat was shown and what happened · in the momentWhere customers leave a trace: page views, app events, purchases, account changes.Website, app, storeand CRMMarketingCarries each event two ways at once: into the warehouse for history, and to Zone 2 for the moment.Event streamYour data teamZone 1. Joins every record into one customer and keeps the full history.Warehouse andidentityZone 1 · Your data teamZone 1. Works out propensity, value and churn risk from the full history. Macro decisions that need real compute.Enrichment andscoringZone 1 · Your data teamZone 2. A cached, current view of each customer, holding the scores Zone 1 sent over.Real-time profileZone 2 · MarketingZone 2. Decides what this customer sees right now, and sends it.Journeys andpersonalizationZone 2 · Marketing
Zone 1 · warehouse timeZone 2 · in the momentevents as they happen · in the momentevery event, for history · minutesevery event, for the moment · in the momentfull customer history · hoursscores and segments · hourswho this is and what they are worth · in the momentwhat was shown and what happened · in the momentWhere customers leave a trace: page views, app events, purchases, account changes.Website, app, storeand CRMMarketingCarries each event two ways at once: into the warehouse for history, and to Zone 2 for the moment.Event streamYour data teamZone 1. Joins every record into one customer and keeps the full history.Warehouse andidentityZone 1 · Your data teamZone 1. Works out propensity, value and churn risk from the full history. Macro decisions that need real compute.Enrichment andscoringZone 1 · Your data teamZone 2. A cached, current view of each customer, holding the scores Zone 1 sent over.Real-time profileZone 2 · MarketingZone 2. Decides what this customer sees right now, and sends it.Journeys andpersonalizationZone 2 · Marketing
in the momentminuteshoursdaily

Where products draw the line

Break it

The boxes, and who holds each

  • Website, app, store and CRM Marketing

    Where customers leave a trace: page views, app events, purchases, account changes.

    For example: HubSpot

  • Event stream Your data team

    Carries each event two ways at once: into the warehouse for history, and to Zone 2 for the moment.

    For example: Tealium EventStream, Twilio Segment, RudderStack

  • Warehouse and identity Zone 1 · Your data team

    Zone 1. Joins every record into one customer and keeps the full history.

    For example: Snowflake, Databricks, Amperity

  • Enrichment and scoring Zone 1 · Your data team

    Zone 1. Works out propensity, value and churn risk from the full history. Macro decisions that need real compute.

    For example: dbt, Databricks

  • Real-time profile Zone 2 · Marketing

    Zone 2. A cached, current view of each customer, holding the scores Zone 1 sent over.

    For example: Tealium AudienceStream, Zeotap Composable CDP

  • Journeys and personalization Zone 2 · Marketing

    Zone 2. Decides what this customer sees right now, and sends it.

    For example: Braze, Bloomreach, Optimizely Web Experimentation

Quick check

Did it land?

1. What runs in Zone 1?

2. Zone 2 answers in the moment. What does it read?

3. Why does the line between the zones often match the organization chart?

Build this architecture

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The template for this one is still being built.

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Recipes that run on it

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