Poool Engage allows you to pass precise user data that you can activate directly in the Dashboard.

This requires having the information available and being able to pass it to Poool in the custom filters using the autoCreate() method.

Examples of information to leverage

Depending on the types of campaigns you want to activate, you can consider the following information :

• User statuses and profiles
• Subscription types (expired, annual, monthly)
• Content types
• Propensity to subscribe
• Subscribers to certain Newsletters

Logic for retrieving and using information

You can choose to retrieve data from the base you use, for example :

• From a CDP - Customer Data Platform or Data Warehouse (Segment, Imagino, Snowflake, Bigquery..)
• From a CRM solution - Customer Relationship Management (Hubspot, Salesforce, ...)
• Others (MySQL database)

In order to connect this data with Poool, the general logic to study is as follows (to be adapted according to needs) :

• On page load : perform an API call on the publisher side to retrieve user segments and/or associated IDs or any other information
• Store this info in the datalayer / specific information architecture
• In the Poool script, pass them in the autoCreate() method via a custom filter.

The properties used in Poool are flag types : 'user_nl', 'subscriber-expired', 'user_connected'.

The essential challenge is therefore to be able to bridge the gap between a data segmentation logic, depending on the base used, and a logic of activatable properties on the front-end side.

Two example approaches with an Imagino-type CDP

We look here at two possible approaches to leverage available data in an Imagino-type CDP.

1/ Activation with calls to the CDP

Definition of use cases

• Identify the segments that will be useful for the different activations

Processing in the CDP

• In your CDP, create a dedicated unified view based on the segments to be used
• Depending on the identified user, call this view via Imagino API

Information passed to Poool

• Transform attributes into Poool properties (custom filters) on the fly on the front end

This logic is the fastest to implement. However, this implies a direct dependency on the CDP in real time (impacts to consider on latency times, and associated potential costs).

2/ Real-time activation, without dependency on the CDP

Definition of use cases

• Identify the segments that will be useful for the different activations

Transformation of segments into properties

The objective here is to produce, for a given user, a list of directly usable properties.

This implies specific processing :

• Setting up Imagino dataflows to export segments
• Transforming this data into user attributes to inject into the base (normalized ingestion process)

Exposing properties on the front end via user ID

• API call (specific development) when the user is identified

Integration with Poool

• Retrieving the data exposed on the front end to push it into the Piano SDK

This approach requires specific development, so it takes longer to implement. Its main advantage is to limit dependency on the CDP, while offering the possibility of activating segments in real time.

Activation in the Dashboard

Once the segments are defined, in the Engage Dashboard, you can choose to activate filters with the exact value or use the 'contains' operator.

Don't forget to also fill in your various usable segments in the custom values catalogue.

Our recommendations

To ensure the effectiveness of the implementation, it is essential to define use cases upstream and list all the necessary segmentations.

The challenge is to bridge the gap between two systems, so it is essential to think from the outset about transforming the available data into properties directly usable in Poool.

The choice of the best approach will depend on these criteria, and the trade-off between performance and implementation complexity.

We have presented here the overall logic as well as two examples, to help you in your reflection. Do not hesitate to reach out to our teams if you need guidance in your choice.

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Updated on: 29/05/2026