sales-blueconic

What this skill does

# BlueConic Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

1. **What do you need help with?**
   - A) Setting up BlueConic on my site (script tag, SPA, mobile SDK)
   - B) Profile unification / identity resolution
   - C) Segmentation and audience building
   - D) Connections — importing or exporting data to/from other tools
   - E) Personalization — dialogues, experiences, A/B testing
   - F) Jebbit Experiences (interactive content, quizzes, AI Shopping Assistant)
   - G) API integration (REST API v2, JavaScript front-end API, Event API)
   - H) MCP server setup for AI tools (Claude, Cursor, VS Code)
   - I) Privacy, consent management, GDPR/CCPA objectives
   - J) AI Workbench (Python, custom models)
   - K) Choosing BlueConic vs another CDP
   - L) Other — describe it

2. **What's your role?**
   - A) Marketer — I use the BlueConic UI
   - B) Developer — I'm integrating via API or SDK
   - C) Data/analytics — I work with segments, exports, or AI Workbench
   - D) Admin — I manage users, permissions, connections

3. **Which BlueConic plan are you on?**
   - A) Pyxis (free tier)
   - B) Standard
   - C) Professional
   - D) Enterprise
   - E) Not sure / evaluating

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| Problem domain | Route to |
|---|---|
| Email campaign strategy | `/sales-email-marketing` — then come back for BlueConic segment activation |
| CRM data dedup without BlueConic | `/sales-data-hygiene` — BlueConic is a CDP, not a CRM dedup tool |
| Retargeting ad strategy | `/sales-retargeting` — then come back for BlueConic audience sync |
| Connecting BlueConic to other tools | Answer here using connections reference |
| Tool integration architecture | `/sales-integration` — for webhook/Zapier patterns beyond BlueConic connections |
| SMS/push strategy | `/sales-sms-marketing` or `/sales-push-notification` — BlueConic activates audiences, doesn't send messages |

When routing to another skill, provide the exact command: "This is a {problem domain} question — run: `/sales-{skill} {user's original question}`"

## Step 3 — BlueConic platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, data model, connections, workflows, JavaScript API, Event API, MCP server.

Answer the user's question using only the relevant section. Don't dump the full reference.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

- **For setup questions**: Walk through script tag placement, SPA handling (`handlePageView()`), or mobile SDK initialization
- **For identity resolution**: Explain profile merge rules, email-based vs cookie-based matching, cross-device stitching
- **For connections**: Identify the right connection type (named vs universal), configure import/export, set sync frequency
- **For segmentation**: Help build segments using behavioral + profile data, explain dynamic vs static segments
- **For API questions**: Point to the right API (REST v2 for server-side, JS front-end for client-side, Event API for custom events)
- **For MCP**: Walk through OAuth2 app creation, client credentials, tool configuration

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

1. **Identity resolution depends heavily on email** — if your visitors don't log in or provide email, profiles stay anonymous and fragmented. Progressive profiling (Jebbit Experiences) helps bridge this gap.

2. **SPA pages don't auto-trigger** — BlueConic doesn't detect client-side route changes. Call `blueConicClient.handlePageView()` after each navigation event in React/Angular/Vue apps.

3. **Pyxis free tier expires after 6 months** — then pricing starts at $750/month for 100K profiles. Plan capacity before the trial ends.

4. **No mobile access** — BlueConic's admin UI is desktop-only. You cannot manage segments or connections from a phone.

5. **Ease of Setup rated 6.7/10 on G2** — the platform is powerful but has a steep learning curve. Start with one use case (e.g., segment activation to one ad platform) before expanding.

6. **Profile limits are billed automatically** — if you exceed your subscription's profile threshold, you get charged overages. Monitor profile counts proactively.

7. **REST API v2 is OpenAPI-based, JSON-only** — XML is not supported. Default encoding is gzip, output is minified. Add `?prettyPrint=true` for readable responses.

8. **Connection sync is not real-time for all integrations** — some connections run on schedules (hourly, daily). Check the connection's sync frequency settings if data seems delayed.

## Related skills

- `/sales-cdp` — CDP comparison and selection strategy across Tealium, Segment, BlueConic, mParticle, Treasure Data
- `/sales-tealium` — Tealium CDP — Real-Time CDP, identity resolution, 1300+ connectors
- `/sales-treasuredata` — Treasure Data enterprise CDP — profile unification, 400+ connectors, AI Marketing Cloud
- `/sales-data-hygiene` — CRM data quality, deduplication, enrichment automation
- `/sales-retargeting` — Retargeting strategy, audience activation to ad platforms
- `/sales-integration` — Connect sales tools with webhooks, Zapier/Make, APIs
- `/sales-email-marketing` — Opt-in email marketing strategy across platforms
- `/sales-customerio` — Customer.io platform help (Journeys, Data Pipelines — often compared to BlueConic)
- `/sales-braze` — Braze platform help (Canvas Flow, Braze Data Platform — CDP-adjacent)
- `/sales-klaviyo` — Klaviyo platform help (Klaviyo Data Platform — CDP-adjacent for ecommerce)
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Activating segments to ad platforms
**User says**: "I have customer segments in BlueConic but I can't get them into Facebook Ads for retargeting."
**Skill does**: Walks through the Facebook Advertising connection setup — configuring the connection, mapping BlueConic segments to Facebook Custom Audiences, setting sync frequency, and verifying audience match rates.
**Result**: User has BlueConic segments automatically syncing to Facebook Custom Audiences for retargeting.

### Example 2: Setting up BlueConic on a React SPA
**User says**: "BlueConic dialogues only fire on the first page load, not when I navigate between routes in my React app."
**Skill does**: Explains that SPAs need `blueConicClient.handlePageView()` called after each route change. Provides a React useEffect hook pattern that listens to route changes and triggers BlueConic re-evaluation.
**Result**: Dialogues and listeners fire correctly on every SPA route change.

### Example 3: Choosing BlueConic vs Segment
**User says**: "Should I use BlueConic or Twilio Segment as our CDP?"
**Skill does**: Compares positioning — BlueConic is marketer-first (no-code segmentation, personalization, audience activation), Segment is developer-first (event tracking, data routing, warehouse integration). Asks about team composition, technical resources, and primary use case to recommend.
**Result**: User has a clear recommendation based on their team and goals.

## Troubleshooting

### Profiles not merging across channels
**Symptom**: Same customer has multiple BlueConic profiles (one from web, one from email, one from mobile)
**Cause**: No shared identifier connecting the profiles. BlueConic merges on matched identifiers (typically email).
**Solution**: Implement progressive profiling to capture email from anonymous visitors. Use the JavaScript API `profile.setValue()` to set email when a user logs in or submits