Skip to main content

Glossary

Channel

A communication channel used to contact a Contact. This can be an e-mail, an SMS or a letter.

Company

An entity using Complero's services. This can be a brand or a Company as a whole. It is possible to manage multiple Companies, each with its own API key.

Confirm

A Confirm event occurs when a Contact confirms their data in the Web App without making any changes.

A consent that Complero is asking a Contact in the name of a Company. E.g. advertisement consents, but it does not have to be limited to advertisement and can be anything that required an opt-in or agreement of some sort.

Contact

A consumer receiving a Complero update Request. Is part of a CRM or customer-database of a Company. Can be a customer of a Company, but does not have to be. Can also be a prospect of an Employee of the Company. It's just someone who receives an Update Request.

Create

A Create Event occurs when a Contact is created for the first time by a data transfer.

Customer

A customer is a firm buying the Complero service. It can have multiple Companies that it operates.

Customer Success Manager

A Customer Success Manager is available to the Customer throughout the entire value creation process.

Employee

An Employee of a Company who is managing multiple Contacts and will be used in Request as the sending person exchanging contact information.

Operation

The monitorable process of uploading Contact or Employee data to Complero.

Request

A mechanism to ask a Contact to check and update his contact information via Complero. A Request is a conceptional element. It represents the intent to ask the to perform an update at that point in time. It can be delivered over any Channel. The source of a Request can be manual, a time triggered or AI triggered.

Sync

A Sync event occurs when an existing Contact is transferred again. As a Create event already exists for this Contact, it is recorded as a synchronisation and the data is updated.

Update

An Update event occurs when a Contact modifies or adds new Contact information.

Verification

A process where a Contact has to verify their identity before being allowed to see data on the Web App.