Connect your CRM or loyalty platform
This connection brings your customer data into Surfside so we can help build audiences around your campaign goals.
What we need from you: The name of your CRM or loyalty platform and help authorizing access. If customer and loyalty information already lives in your POS, let us know so we can confirm what is needed.
What Surfside handles: We guide setup, connect the customer information, and check that it updates as expected. We’ll explain which audiences are available for your campaign.
What the connection brings in
| Data | How it’s used |
|---|---|
| Customer records | Matched privately to reach your existing customers offsite and personalize their experience on your site. |
| Loyalty membership and tiers | Builds audiences such as members, lapsed members, or top-tier customers. |
| Segments you already maintain | Reuses the groups you’ve built, so you don’t need to rebuild them in Surfside. |
Personally identifiable information is hashed before matching. Surfside works with anonymous identifiers, not raw customer details. See Data onboarding for how we protect data at each step.
Supported platforms
| Platform | How access is granted | Guide |
|---|---|---|
| Alpine IQ | Copy the API key and user ID from your Alpine IQ settings. | Alpine IQ |
Alpine IQ customers can also push audiences built in Alpine IQ directly to Surfside. See Audience integrations.
If your platform isn’t listed, we’ll manage the new integration through the same process as your POS. Start with the platform name; we’ll help gather the remaining details.
Following along in the platform
To follow along, select the + beside Sources, open the CRM tab, and choose your provider. Your Surfside representative will guide you through that provider’s connection steps.
How we validate
Before launch, Surfside confirms that:
- Customer records are importing and refreshing on schedule.
- The match rate is healthy enough to build the audiences you want.
- The audiences you’ve asked for are available in your account.
Your representative will explain which audiences are ready for your campaign and suggest others worth trying.
What’s next