Start with identity and consent
AI personalization can easily amplify bad data. Before evaluating CDPs, define which identifiers can be joined, which consent flags gate activation, and which data cannot be used for certain channels or regions.
- Document identity rules for email, phone, device, account, household, loyalty, and anonymous IDs.
- Connect consent, purpose, region, retention, and suppression rules to activation workflows.
- Create a shared event taxonomy before sending data into campaigns or AI agents.