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Guides

Step-by-step, hands-on walkthroughs for the everyday tasks in Pulse — bringing your data in, describing it, uniting it into customer profiles, and putting it to work. Each guide is written for the Pulse web app, with no code required.

New to Pulse? A good path is to connect a source, then create a schema, then build an audience.

  • Connect a source

    Pull data in from your other systems — a SaaS tool, a streaming feed, or a file you upload.

    Connect a source

  • Create a schema

    Describe the shape of your data so Pulse can validate it and build it into profiles.

    Create a schema

  • Manage datasets

    Browse, preview, and manage the datasets where your records land.

    Manage datasets

  • Manage identity namespaces

    Label your identifier types and control how Pulse standardizes them for reliable matching.

    Manage namespaces

  • Build an audience

    Group customers by who they are and what they've done, with a live count as you build.

    Build an audience

  • View a customer profile

    Find a customer and explore their unified view — attributes, identities, and activity.

    View a profile

  • Manage your team

    Invite teammates and choose who can view and who can change things.

    Manage your team

  • Activity log

    See who did what, and when, across your workspace — and export the record.

    Activity log