Using Customer Data in Advocacy

Are you keeping track of which advocates want to participate in each activity? How about their expertise, their experience, and their preferences for rewards? Learn how to use data to keep your advocacy program organized and efficient.
Sep 10 / Mary Green

Customer advocacy thrives on effective data management to identify and engage advocates, track their activity, and provide personalized incentives.

It's Crucial To Collect Customer Data for Customer Advocacy

Utilizing a spreadsheet or CRM system allows for the collection, organization, and analysis of valuable advocate data, boosting the effectiveness of advocacy programs.

In the realm of customer advocacy, it’s crucial to gather specific data about advocates. This includes details such as advocate expertise, activity levels, and certification information.

Tracking the advocates’ areas of knowledge allows for targeted engagement and the alignment of messaging with their individual goals. Additionally, monitoring their activity levels enables the identification of highly engaged advocates and the nurturing of those who may require encouragement to participate more actively.

Certification data plays a pivotal role in recruitment, allowing for informed decisions on the admission of advocates into advocacy programs.

Info You Haven't Considered Keeping

Furthermore, the collection of data on advocate preferences and interests is significant for incentivizing advocates effectively. Understanding their preferences for rewards, communication methods, and even technological preferences, such as Apple or Android devices, empowers companies to personalize incentives and engagement strategies.


In managing advocate data, it’s valuable to keep a record of the perks offered to advocates. This could range from gift cards and rewards to exclusive access to company technologies or platforms. This information assists in gauging the impact of incentives on advocate activity and engagement, enabling companies to refine their strategies based on the preferences and responses of their advocates.


Why You Need A CRM or Spreadsheet

The use of a tracking system, whether a spreadsheet, CRM, or specialized tools like Airtable or Influitive, is essential for managing advocate data efficiently. It allows companies to monitor advocate participation and feedback, and to send targeted messages to different groups of advocates based on their data profiles. By customizing and adapting these tracking systems to suit their specific needs, companies can effectively nurture their advocacy communities, fostering engagement and support.


In conclusion, effective data usage in customer advocacy revolves around the strategic collection and management of advocate data. This allows companies to engage advocates more effectively, provide them with personalized incentives, and ultimately strengthen their customer advocacy programs.


The following data could be useful for your campaigns & requests:

  1. Advocate expertise
  2. Activity levels
  3. Certifications
  4. Perks they may be interested in
  5. Individual goals
  6. Contact details
  7. Trackable data for recruitment purposes
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