Customer Data Platforms (CDP) Resources
Articles, Glossary Terms, Discussions, Topics, and Reports to expand your knowledge on Customer Data Platforms (CDP)
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, topics to contrast viewpoints, and reports from industry data.
Customer Data Platforms (CDP) Articles
Simplifying Customer Data Platforms and Introducing Its Attributes on G2
Imagine you want to buy a new car. While looking through site after site, comparing prices, and researching which brand is best, you are likely exposed to many tailored ads and relevant content. Since the experience was so personalized, you might even think you have made the best choice for purchase. The reason behind such experiences may be due to a business using a customer data platform (CDP).
by Victoria Blackwell
50+ Customer Data Statistics for Successful Marketing Plans
Collecting customer data is crucial to any marketing strategy.
by Shruti Nair
Retail Media Advertising Trends in 2022
This post is part of G2's 2022 digital trends series. Read more about G2’s perspective on digital transformation trends in an introduction from Tom Pringle, VP, market research, and additional coverage on trends identified by G2’s analysts.
by Emily Malis Greathouse
2021 Trends in Martech and Adtech
This post is part of G2's 2021 digital trends series. Read more about G2’s perspective on digital transformation trends in an introduction from Michael Fauscette, G2's chief research officer and Tom Pringle, VP, market research, and additional coverage on trends identified by G2’s analysts.
by Emily Malis Greathouse
How to Balance Consumer Privacy and Personalization in Marketing
Every day, consumers are inundated with generic advertisements on billboards, subway ads, and TV and radio commercials.
by Stephanie Graham
The G2 on Martech: Continued Growth of CDPs and How They Leverage AI
Have you ever thought “Wow, they get me,” when interacting with a brand? It could be as simple as Netflix recommending the perfect show to binge, or Amazon suggesting a product that complements what’s already in your cart. We now expect these personalized experiences from brands. However, with more content, brands, and purchasing channels out there, it becomes difficult to personalize at scale. Enter the customer data platform (CDP).
by Emily Malis Greathouse
Customer Data Platforms (CDP) Glossary Terms
Customer Data Platforms (CDP) Discussions
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Question on: Klaviyo
I have not figured out how to do a nice background for my emails. I have tried saving a photo at various sizes. It always looks distorted, too large, or with obvious repeat lines.Background image
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Hey Teresa, we'd love to help you get this figured out. Please submit a ticket to our support team at klaviyo.com/support with a link to the template in question. Once we have more information, we'd be happy to look into it!
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Question on: Klaviyo
How can I edit text overlay on an image?I will try to create text overlay on an image, but if I save it and view it in my email then want to edit it, I can't. Why is this?
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Hey Andrew, we'd love to help you get this figured out. Please submit a ticket to our support team at klaviyo.com/support with a link to the template in question. Once we have more information, we'd be happy to look into it!
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Question on: Insider One
how do i experiment using insider with internal RFM analytic?At this moment, we have our internal data from RFM analytics. How can we experiment using Insider to grow retention rate from our customers?
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Hello Imam,
Insider's RFM Analytic method enables you to analyze a user's past transaction data and create different segment groups based on their purchase history. This helps you measure the customer value.
There are 5 levels of scores for recency, frequency and monetary. This means you can target 125 (5³) different segments.
For a better understanding of how Insider's RFM works, you can get more details by reading this article - https://academy.useinsider.com/docs/recency-frequency-monetary
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Customer Data Platforms (CDP) Reports
Mid-Market Grid® Report for Customer Data Platform (CDP)
Spring 2026
G2 Report: Grid® Report
Grid® Report for Customer Data Platform (CDP)
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Customer Data Platform (CDP)
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Customer Data Platform (CDP)
Spring 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Customer Data Platform (CDP)
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Customer Data Platform (CDP)
Winter 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Customer Data Platform (CDP)
Winter 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Customer Data Platform (CDP)
Winter 2026
G2 Report: Grid® Report
Grid® Report for Customer Data Platform (CDP)
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Customer Data Platform (CDP)
Winter 2026
G2 Report: Momentum Grid® Report








