sales-skills/sales-blueconic

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 a form. Check profile merge rules in Settings.

Connection not exporting data

Symptom: BlueConic connection shows as active but destination platform has no new data Cause: Connection may be scheduled (not real-time), segment may be empty, or field mapping may be misconfigured Solution: Check connection run history for errors. Verify the segment has profiles that match. Check field mapping — ensure BlueConic profile properties map to the correct fields in the destination. Run a manual export to test.

JavaScript API not loading

Symptom: window.blueConicClient is undefined Cause: BlueConic script hasn't loaded yet, or Content Security Policy is blocking it Solution: Use the onBlueConicLoaded event listener pattern instead of checking for the client directly. If CSP is the issue, add a CSP nonce using BlueConic's nonce configuration. Check that the BlueConic script tag is present and not blocked by ad blockers.