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    Bank of Terminology

    A practical bank of 622 AI marketing terms across 13 topics. Search for any term, or browse by topic and subcategory to see clear definitions, examples and related terms.

    • 622Terms
    • 13Topics
    • 139Subcategories

    Search the Bank of Terminology

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    Open a topic, then choose a subcategory to see its terms.

    02

    GEO

    Generative Engine Optimization: getting a brand found, cited and recommended in AI-generated answers, and measuring it.

    31 terms · 7 subcategories

    Generative Engine Optimization: getting a brand found, cited and recommended in AI-generated answers, and measuring it.

    Choose a subcategory above to see its terms.

    GEO

    Foundations

    Generative Engine Optimization

    Also known as: GEO
    Beginner

    The practice of improving how often and how well a brand, product or page appears and is cited in AI-generated answers from tools like ChatGPT, Gemini, Perplexity and AI Overviews.

    Where it is used
    Marketing strategy, content planning, agency services
    Example
    A company rewrites product guides with clear facts and sources so AI tools cite them more often.

    Answer Engine Optimization

    Also known as: AEO
    Beginner

    Optimizing content so it is selected as the direct answer by answer engines, voice assistants and featured snippets. Often used as a close cousin of GEO.

    Where it is used
    SEO teams, voice search strategy, FAQ content
    Example
    Writing a 40-word definition at the top of a page so it can be read out by a voice assistant.

    LLM Optimization

    Also known as: LLMO; AI SEO
    Intermediate

    An umbrella term for making a brand understood, trusted and recommended by large language models, both in their training knowledge and in live answers.

    Where it is used
    Industry articles, agency service names, strategy decks
    Example
    Ensuring the brand is described the same way on its site, Wikipedia, LinkedIn and review platforms.
    GEO

    Measurement

    AI Visibility

    Also known as: AI Presence
    Beginner

    How often and how prominently a brand appears in AI answers for relevant questions. It is the GEO version of search ranking.

    Where it is used
    GEO reports, management dashboards, competitor analysis
    Example
    A brand appears in 34% of tracked AI answers about "fiber patch cables supplier Netherlands".

    Share of Model

    Also known as: SoM; AI Share of Voice
    Intermediate

    The percentage of AI answers in a topic that mention your brand compared with competitors. It shows your competitive position inside AI tools.

    Where it is used
    Brand tracking, competitive benchmarking, GEO reporting
    Example
    Brand A is named in 50 of 100 AI answers, Brand B in 20, so Brand A has a 50% share of model.
    Related to
    AI Visibility, Share of Voice, Prompt Tracking

    Citation Rate

    Also known as: Source Rate
    Intermediate

    How often your website is linked or cited as a source in AI answers for the questions you track, compared with how often it is merely mentioned.

    Where it is used
    GEO dashboards, content performance analysis
    Example
    Your guide is cited in 12 of 50 AI answers about cable categories, a 24% citation rate.

    Brand Mention (AI)

    Also known as: Unlinked Mention
    Beginner

    When an AI answer names your brand without linking to your site. Mentions build awareness and trust even without a click.

    Where it is used
    AI brand monitoring, PR measurement
    Example
    ChatGPT lists your company among three recommended distributors, with no link.

    AI Sentiment

    Also known as: Answer Sentiment
    Intermediate

    Whether AI answers describe your brand in a positive, neutral or negative way, and which qualities they connect to it.

    Where it is used
    Brand health tracking, reputation management
    Example
    AI tools often describe a brand as "reliable but expensive", showing a price perception issue.

    Prompt Tracking

    Also known as: AI Rank Tracking
    Intermediate

    Regularly running a fixed set of questions through AI tools and recording whether and how your brand appears, to measure changes over time.

    Where it is used
    GEO tools, weekly or monthly visibility reports
    Example
    Tracking 200 buyer questions across ChatGPT, Gemini and Perplexity every week.

    Prompt Set

    Also known as: Tracked Prompts
    Intermediate

    The selected list of realistic user questions a brand monitors in AI tools, grouped by topic, funnel stage or product line.

    Where it is used
    GEO strategy and measurement setup
    Example
    A list of 50 questions installers ask before choosing a cable supplier.

    Prompt Volume

    Also known as: AI Query Demand
    Advanced

    An estimate of how often people ask AI tools about a topic. It is the AI-era counterpart of keyword search volume, though data is still limited.

    Where it is used
    GEO research, topic prioritization
    Example
    Estimating that questions about Wi-Fi 7 routers are growing fast in AI assistants.

    AI Referral Traffic

    Also known as: LLM Traffic
    Beginner

    Website visits that come from clicks in AI tools such as ChatGPT, Perplexity, Gemini or Copilot. It is tracked as a separate source in analytics.

    Where it is used
    Web analytics, GEO ROI reporting
    Example
    Analytics shows 800 monthly sessions from chatgpt.com and perplexity.ai.
    Related to
    Citation, Zero-Click Search, Referral Traffic
    GEO

    Content Optimization

    Citation-Worthy Content

    Also known as: Citable Content
    Beginner

    Content that AI systems are likely to quote because it is clear, factual, specific, well-sourced and easy to extract.

    Where it is used
    Content writing, product guides, knowledge hubs
    Example
    A guide stating "OS2 single-mode fiber supports distances up to 10 km at 10 Gbit/s" with a source.

    Answer-First Content

    Also known as: Inverted Pyramid Writing
    Beginner

    Writing that gives the direct answer in the first one or two sentences of a section, then adds detail. It helps AI tools and readers find the answer fast.

    Where it is used
    Blog posts, FAQ pages, product and category pages
    Example
    "Yes, Cat6a supports 10 Gbit/s up to 100 meters." followed by the explanation.

    Fact Density

    Also known as: Information Density
    Intermediate

    How many specific, checkable facts, numbers and details a text contains per section. Higher fact density makes content more useful to AI systems.

    Where it is used
    Content audits, writing guidelines
    Example
    Replacing "very fast" with "up to 40 Gbit/s over 30 meters".

    Statistics Addition

    Also known as: Data-Backed Claims
    Intermediate

    Adding relevant numbers and data points with sources to content. Research on GEO shows this increases the chance of being cited.

    Where it is used
    Content optimization, thought leadership, product content
    Example
    Adding "70% of network failures start at the physical layer (Source: …)" to an article.

    Quotation Addition

    Also known as: Expert Quotes
    Intermediate

    Including quotes from named experts or authorities in content to add credibility and make the text more likely to be used by AI systems.

    Where it is used
    Articles, whitepapers, case studies
    Example
    A cable guide quoting a certified data center engineer on installation mistakes.
    Related to
    Statistics Addition, E-E-A-T, Source Authority

    Information Gain

    Also known as: Unique Value
    Intermediate

    New information a page adds that other pages on the same topic do not offer, such as original data, tests or first-hand experience.

    Where it is used
    Content strategy, SEO and GEO planning
    Example
    Publishing your own test results on how many bends a patch cable survives.

    Original Research

    Also known as: Proprietary Data
    Intermediate

    Surveys, studies, benchmarks or datasets a brand creates itself. Unique data is frequently cited by AI tools and earns links.

    Where it is used
    Reports, whitepapers, press releases, blog content
    Example
    An annual "State of Network Installation in the Benelux" survey of 500 installers.

    Chunk-Friendly Structure

    Also known as: Extractable Formatting
    Intermediate

    Organizing a page into short, self-contained sections with clear headings, so each part makes sense when an AI pulls it out on its own.

    Where it is used
    Long-form content, documentation, product pages
    Example
    Each H2 section of a guide answers one question fully without relying on earlier sections.
    GEO

    Authority Building

    Brand Entity Consistency

    Also known as: Entity Alignment
    Intermediate

    Describing your brand, products and key facts in the same way across your website and third-party sources, so AI models form one clear picture.

    Where it is used
    Website, social profiles, directories, Wikipedia, press
    Example
    Using the same company description, founding year and specialism on the site, LinkedIn and Google Business Profile.

    Co-Occurrence

    Also known as: Brand Association
    Advanced

    How often your brand appears close to specific topics or keywords across the web. Strong co-occurrence teaches AI models to link you with that topic.

    Where it is used
    PR strategy, content distribution, GEO strategy
    Example
    Your brand often appears next to "fiber optic patch cables" in trade media and forums.

    Third-Party Validation

    Also known as: Earned Authority
    Beginner

    Mentions, reviews, rankings and comparisons about your brand on independent sites. AI tools rely heavily on these sources when recommending brands.

    Where it is used
    PR, review management, partnerships
    Example
    Being included in an independent "best suppliers" article that AI tools often cite.
    Related to
    Digital PR, Review Platforms, Co-Occurrence

    Community Presence

    Also known as: UGC Presence
    Intermediate

    Genuine participation of a brand or its experts in forums and communities such as Reddit, Quora or niche boards, which AI tools often use as sources.

    Where it is used
    Community marketing, social listening, GEO strategy
    Example
    A product expert answers installer questions on a networking subreddit.

    Wikipedia and Wikidata Presence

    Also known as: Encyclopaedic Presence
    Advanced

    Having accurate, neutral and well-sourced entries about a notable brand on Wikipedia or Wikidata, which are strong sources for AI models.

    Where it is used
    Brand authority work for notable organizations
    Example
    A company's Wikidata entry lists its industry, headquarters and founding date.
    GEO

    Technical GEO

    llms.txt

    Also known as: LLMs.txt File
    Advanced

    A proposed text file at the root of a website that gives AI tools a clean summary and list of the most important pages. Support from AI companies is still limited and evolving.

    Where it is used
    Technical GEO experiments, documentation sites
    Example
    A file at example.com/llms.txt linking to key product guides in Markdown.

    AI Crawler Access

    Also known as: AI Bot Management
    Intermediate

    Deciding which AI bots may visit and use your site, set in robots.txt or server rules. Blocking them can protect content but reduces AI visibility.

    Where it is used
    Technical SEO, legal and content policy decisions
    Example
    Allowing search bots used for live answers while blocking some bots that collect training data.

    Machine-Readable Content

    Also known as: AI-Readable Content
    Intermediate

    Content AI systems can access and understand easily: text in HTML (not only in images or scripts), clear structure, tables and structured data.

    Where it is used
    Technical audits, web development, product data feeds
    Example
    Showing product specs in an HTML table instead of inside a product image.
    GEO

    Brand Protection

    Brand Misrepresentation

    Also known as: AI Misinformation About a Brand
    Intermediate

    Incorrect or outdated statements AI tools make about a brand, such as wrong prices, discontinued products or false claims.

    Where it is used
    Brand monitoring, reputation management, legal
    Example
    An AI says your company only sells in Germany, while you also serve the Netherlands and Belgium.

    AI Answer Correction

    Also known as: Narrative Correction
    Intermediate

    Actions to fix wrong AI statements about a brand: updating your own pages, correcting third-party sources and sending feedback to the AI platform.

    Where it is used
    Brand management, PR, GEO workflows
    Example
    Updating an old directory listing and the About page so AI tools stop naming a closed location.
    GEO

    Strategy

    Model-Specific Optimization

    Also known as: Platform-Specific GEO
    Advanced

    Adapting GEO tactics to each AI platform, because they use different indexes, sources and answer styles.

    Where it is used
    GEO strategy, multi-platform reporting
    Example
    Focusing on Bing visibility for one tool and on Google signals for AI Overviews.
    03

    SEO

    Search Engine Optimization: technical, on-page, off-page, local and content work to rank in organic search results.

    75 terms · 15 subcategories

    Search Engine Optimization: technical, on-page, off-page, local and content work to rank in organic search results.

    Choose a subcategory above to see its terms.

    SEO

    Foundations

    Search Engine Optimization

    Also known as: SEO
    Beginner

    Improving a website so it ranks higher in organic (unpaid) search results and attracts more relevant visitors.

    Where it is used
    Websites, e-commerce, content marketing, agencies
    Example
    Optimizing category pages so they rank for "fiber patch cable" in Google.
    Related to
    Technical SEO, On-Page SEO, Off-Page SEO, Generative Engine Optimization

    Search Engine Results Page

    Also known as: SERP
    Beginner

    The page a search engine shows after a query, including organic results, ads, AI Overviews, snippets, images and other features.

    Where it is used
    Keyword research, rank tracking, competitor analysis
    Example
    The SERP for "cat6 cable" shows shopping ads, People Also Ask and ten organic results.

    Organic Result

    Also known as: Organic Listing
    Beginner

    A non-paid listing in search results that earns its position through relevance and quality.

    Where it is used
    SEO reporting, traffic analysis
    Example
    Your blog post ranks as the third organic result below two ads.
    Related to
    SERP, Ranking Factor, Pay-Per-Click
    SEO

    Search Features

    SERP Feature

    Also known as: Rich SERP Element
    Beginner

    Any special element on a results page beyond a standard link, such as featured snippets, People Also Ask, image packs, video carousels or local packs.

    Where it is used
    Keyword research, content formatting
    Example
    Adding a how-to video to win the video carousel on a query.

    People Also Ask

    Also known as: PAA
    Beginner

    An expandable box of related questions in Google results. Each question opens a short answer from a web page.

    Where it is used
    Content planning, FAQ writing, topic research
    Example
    Questions like "Is Cat6 better than Cat5e?" appear under your main keyword.
    Related to
    Featured Snippet, FAQ Content, Search Intent

    Rich Result

    Also known as: Rich Snippet
    Intermediate

    A search listing enhanced with extra information such as star ratings, prices, availability or FAQs, usually enabled by structured data.

    Where it is used
    E-commerce, recipes, events, product pages
    Example
    A product result showing "€12.95 · In stock · 4.7 stars".
    Related to
    Structured Data, Schema Markup, Click-Through Rate
    SEO

    Technical SEO

    Crawling

    Also known as: Spidering
    Beginner

    The process in which search engine bots visit web pages and follow links to discover content.

    Where it is used
    Technical audits, server log analysis
    Example
    Googlebot follows a link from your homepage to a new product page.
    Related to
    Indexing, Crawl Budget, Robots.txt, Googlebot

    Indexing

    Beginner

    Storing and organizing crawled pages in the search engine's database so they can be shown in results.

    Where it is used
    Technical SEO, launch checks, troubleshooting
    Example
    A new page appears as "Indexed" in Google Search Console after a few days.

    Crawl Budget

    Advanced

    The number of pages a search engine will crawl on a site in a given period. It matters most for large sites with many URLs.

    Where it is used
    Large e-commerce and publisher sites
    Example
    Filter pages waste crawl budget so new products are found more slowly.

    Robots.txt

    Also known as: Robots Exclusion File
    Intermediate

    A text file in the root of a website that tells crawlers which parts of the site they may or may not visit.

    Where it is used
    Technical SEO, site launches, AI bot management
    Example
    Blocking /checkout/ from crawlers in robots.txt.

    Noindex

    Also known as: Meta Robots Noindex
    Intermediate

    An instruction in a page's code that tells search engines not to show that page in results.

    Where it is used
    Thank-you pages, internal search pages, staging sites
    Example
    Adding noindex to a "thank you for your order" page.

    XML Sitemap

    Also known as: Sitemap
    Beginner

    A file listing the important URLs of a site to help search engines find and crawl them.

    Where it is used
    Technical SEO, site launches, large sites
    Example
    Submitting sitemap.xml with all product and category URLs in Search Console.

    Canonical Tag

    Also known as: rel=canonical
    Intermediate

    A code tag that tells search engines which URL is the main version when several pages have the same or very similar content.

    Where it is used
    E-commerce variants, parameter URLs, syndicated content
    Example
    Color variants of one cable point to the main product URL as canonical.

    Duplicate Content

    Beginner

    The same or very similar content on several URLs, which makes it hard for search engines to choose which page to rank.

    Where it is used
    E-commerce, multilingual sites, content audits
    Example
    The same product description copied across 20 length variants.

    301 Redirect

    Also known as: Permanent Redirect
    Beginner

    A server instruction that sends users and search engines from an old URL to a new one permanently, passing most ranking value.

    Where it is used
    Site migrations, URL changes, merging pages
    Example
    Redirecting /old-cables/ to /network-cables/ after a site redesign.

    404 Error

    Also known as: Page Not Found
    Beginner

    A response showing that a requested page does not exist. Many 404s from internal links hurt user experience.

    Where it is used
    Site audits, maintenance
    Example
    A removed product page shows "Page not found" to visitors from old links.
    Related to
    301 Redirect, Broken Link, Crawling

    Site Migration

    Also known as: Website Migration
    Advanced

    Major changes to a site's domain, platform, structure or URLs that carry a high risk of losing rankings if not planned carefully.

    Where it is used
    Replatforming, rebranding, domain changes
    Example
    Moving from one e-commerce platform to Magento 2 with a full redirect map.

    JavaScript SEO

    Also known as: JS SEO
    Advanced

    Making sure content and links generated by JavaScript can be crawled, rendered and indexed by search engines and AI crawlers.

    Where it is used
    Single-page apps, modern frameworks, e-commerce
    Example
    Product reviews loaded only by JavaScript are not seen by some crawlers.
    Related to
    Rendering, Crawling, Machine-Readable Content

    Faceted Navigation

    Also known as: Filter Navigation
    Advanced

    Filters on category pages (size, color, length, brand) that can create thousands of URL combinations and SEO problems.

    Where it is used
    E-commerce category pages
    Example
    Filtering cables by length and color creates URLs like ?length=2m&color=blue.

    Log File Analysis

    Also known as: Server Log Analysis
    Advanced

    Reviewing server logs to see exactly which pages bots crawl, how often and with what result.

    Where it is used
    Large sites, technical audits, AI bot monitoring
    Example
    Logs show Googlebot visits filter pages more than new product pages.

    IndexNow

    Advanced

    A protocol that lets websites instantly notify participating search engines (such as Bing and Yandex) when pages are added, changed or deleted.

    Where it is used
    E-commerce, news sites, CMS plugins
    Example
    A price change is pushed to Bing right away through IndexNow.
    SEO

    Page Experience

    Core Web Vitals

    Also known as: CWV
    Intermediate

    Google's set of user experience metrics for loading speed (LCP), responsiveness (INP) and visual stability (CLS).

    Where it is used
    Technical SEO, web development, performance audits
    Example
    A site improves Core Web Vitals by compressing images and removing heavy scripts.

    Largest Contentful Paint

    Also known as: LCP
    Advanced

    The time until the largest visible element (usually a main image or headline) has loaded. Under 2.5 seconds is considered good.

    Where it is used
    Performance testing, PageSpeed Insights
    Example
    The hero image loads in 1.9 seconds, so LCP is good.
    Related to
    Core Web Vitals, Page Speed, Image Optimization

    Interaction to Next Paint

    Also known as: INP
    Advanced

    How quickly a page visually responds after a user clicks, taps or types. Under 200 milliseconds is considered good.

    Where it is used
    Performance testing, front-end development
    Example
    A filter button that takes 600 ms to respond gives a poor INP score.

    Cumulative Layout Shift

    Also known as: CLS
    Advanced

    A score for how much page elements jump around while loading. A score under 0.1 is considered good.

    Where it is used
    Front-end development, ad placement, image sizing
    Example
    A banner that loads late pushes the text down, causing a high CLS.

    Page Speed

    Also known as: Load Time
    Beginner

    How fast a page loads and becomes usable. It affects rankings, conversions and user satisfaction.

    Where it is used
    Web development, SEO and CRO audits
    Example
    Reducing load time from 5 to 2 seconds increases conversions.

    Mobile-First Indexing

    Intermediate

    Google mainly uses the mobile version of a page for ranking and indexing, so the mobile site must contain the full content.

    Where it is used
    Web design, technical SEO
    Example
    Hiding product specs on mobile means Google may not use them for ranking.
    Related to
    Responsive Design, Indexing, Page Speed
    SEO

    International SEO

    Hreflang

    Also known as: hreflang Tag
    Advanced

    A code attribute telling search engines which language and country each version of a page is for.

    Where it is used
    Multilingual and multi-country sites
    Example
    Linking the Dutch (nl-NL), Belgian Dutch (nl-BE) and German (de-DE) versions of a page.

    International SEO

    Also known as: Multilingual SEO
    Intermediate

    Optimizing a website to rank in several countries and languages, including structure, hreflang and localized content.

    Where it is used
    Companies selling across borders
    Example
    Separate Dutch and German sections, each with locally researched keywords.
    SEO

    Keyword Strategy

    Keyword Research

    Beginner

    Finding the words and phrases people use to search, along with their volume, difficulty and intent, to guide content and optimization.

    Where it is used
    Content planning, SEO strategy, PPC
    Example
    Finding that "lc lc fiber patch cable" has steady monthly demand.

    Search Intent

    Also known as: User Intent
    Beginner

    The purpose behind a search: informational (learn), navigational (find a site), commercial (compare) or transactional (buy).

    Where it is used
    Content planning, landing pages, PPC
    Example
    "Buy cat6a cable 5m" has transactional intent; "what is cat6a" is informational.

    Search Volume

    Also known as: Monthly Search Volume
    Beginner

    The estimated average number of times a keyword is searched per month in a given area.

    Where it is used
    Keyword prioritization, forecasting
    Example
    "patchkabel" has an estimated 2,400 monthly searches in the Netherlands.

    Keyword Difficulty

    Also known as: KD
    Beginner

    A score estimating how hard it is to rank on page one for a keyword, mostly based on the strength of competing pages.

    Where it is used
    SEO tools, keyword prioritization
    Example
    A keyword with KD 70 needs strong content and many quality links.

    Long-Tail Keyword

    Beginner

    A longer, more specific search phrase with lower volume but often clearer intent and higher conversion.

    Where it is used
    Product pages, blog posts, niche targeting
    Example
    "OS2 armoured fiber patch cable LC-LC 20 m" instead of "fiber cable".

    Keyword Cannibalization

    Also known as: Cannibalization
    Intermediate

    When several pages on the same site target the same keyword and intent, so they compete with each other and weaken rankings.

    Where it is used
    Content audits, e-commerce, blog strategy
    Example
    A blog post and a category page both target "fiber patch cables".

    Content Mapping

    Also known as: Keyword Mapping
    Intermediate

    Assigning each target keyword and intent to one specific page, so every page has a clear focus and no overlap.

    Where it is used
    SEO planning, site architecture
    Example
    A spreadsheet linking each keyword group to exactly one URL.
    SEO

    Content Strategy

    Topic Cluster

    Also known as: Pillar and Cluster Model
    Intermediate

    A group of related pages built around one main pillar page, all linked together to show depth and authority on a topic.

    Where it is used
    Content strategy, blog structure
    Example
    A pillar page on fiber optics linked to articles on connectors, OS2 vs OM4 and installation.

    Pillar Page

    Also known as: Hub Page
    Intermediate

    A broad, comprehensive page covering a main topic and linking to more detailed cluster pages.

    Where it is used
    Content hubs, knowledge centers
    Example
    A "Complete guide to network cabling" page linking to 15 detailed articles.

    Topical Authority

    Intermediate

    How much a site is seen as an expert on a specific subject, built by covering the topic thoroughly and consistently.

    Where it is used
    Content strategy, niche websites
    Example
    A site covering every aspect of structured cabling ranks well for new cabling topics.

    Programmatic SEO

    Also known as: pSEO
    Advanced

    Creating many pages automatically from a template and a database to target many similar long-tail searches.

    Where it is used
    Marketplaces, travel sites, large catalogs
    Example
    Generating a page for every combination of connector type and cable length.
    Related to
    Long-Tail Keyword, Thin Content, Template

    Content Decay

    Also known as: Content Refresh
    Intermediate

    The gradual drop in traffic and rankings of older content as it becomes outdated or competitors publish better pages.

    Where it is used
    Content audits, update calendars
    Example
    Refreshing a 2022 guide with current standards to restore lost traffic.
    Related to
    Helpful Content, Rank Tracking, Freshness
    SEO

    Quality Signals

    E-E-A-T

    Also known as: Experience, Expertise, Authoritativeness, Trustworthiness
    Intermediate

    The quality concept Google uses to assess content: first-hand experience, expertise, authority and trust, with trust the most important.

    Where it is used
    Content guidelines, YMYL topics, author pages
    Example
    Showing that a guide was written by a certified installer with 15 years of experience.

    Helpful Content

    Also known as: People-First Content
    Beginner

    Google's principle that content should be made mainly to help people, not mainly to rank, with real value and original insight.

    Where it is used
    Content creation, quality audits
    Example
    Rewriting short, generic product texts into practical buying advice.

    Thin Content

    Also known as: Low-Value Content
    Beginner

    Pages with little useful content, such as short copied text or auto-generated pages, which can drag down a site's quality.

    Where it is used
    Content audits, e-commerce
    Example
    Hundreds of product pages with only a title and price.

    YMYL

    Also known as: Your Money or Your Life
    Intermediate

    Topics that can affect people's health, finances, safety or wellbeing, where search engines apply stricter quality standards.

    Where it is used
    Finance, health, legal and safety content
    Example
    An article on electrical safety needs clear expertise and sources.
    SEO

    Algorithm

    Core Update

    Also known as: Core Algorithm Update
    Intermediate

    A broad change to Google's ranking systems, announced several times a year, that can shift rankings across many sites.

    Where it is used
    SEO monitoring, traffic analysis
    Example
    Traffic drops 20% after a core update, prompting a content quality review.

    Ranking Factor

    Also known as: Ranking Signal
    Beginner

    Any element search engines use to decide the order of results, such as relevance, content quality, links and page experience.

    Where it is used
    SEO strategy and audits
    Example
    Relevance of the content to the query is one of the strongest ranking factors.
    SEO

    On-Page SEO

    Title Tag

    Also known as: Meta Title; SEO Title
    Beginner

    The HTML title of a page, shown as the clickable headline in search results and in the browser tab.

    Where it is used
    Every web page, SEO audits
    Example
    "OS2 Fiber Patch Cable LC-LC Armoured – Grayle" as the title tag.
    Related to
    Meta Description, Click-Through Rate, Keyword Research

    Meta Description

    Beginner

    A short summary in a page's HTML, often shown under the title in search results. It influences clicks, not rankings directly.

    Where it is used
    Every web page, SEO copywriting
    Example
    A 150-character description inviting users to compare cable lengths and order online.
    Related to
    Title Tag, Click-Through Rate, SERP

    URL Slug

    Also known as: Permalink
    Beginner

    The readable part of a web address that identifies a specific page. Short, clear slugs help users and search engines.

    Where it is used
    CMS settings, product and blog pages
    Example
    /os2-armoured-fiber-patch-cable-lc-lc/
    Related to
    Title Tag, Site Architecture, 301 Redirect

    Heading Structure

    Also known as: H1–H6
    Beginner

    The hierarchy of headings on a page, with one main H1 and subheadings H2 and H3, which helps readers and search engines understand the content.

    Where it is used
    Content writing, page templates
    Example
    H1 for the product name, H2 for specifications, H2 for frequently asked questions.
    Related to
    Chunk-Friendly Structure, Title Tag, Accessibility

    Internal Linking

    Beginner

    Links between pages on the same website. They help users navigate, spread ranking value and show how topics connect.

    Where it is used
    Content, navigation, category pages
    Example
    Linking from a cable guide to the matching product category.
    Related to
    Anchor Text, Topic Cluster, Site Architecture

    Anchor Text

    Also known as: Link Text
    Beginner

    The clickable words of a link. It tells users and search engines what the linked page is about.

    Where it is used
    Content writing, link building
    Example
    "Compare fiber patch cables" instead of "click here".
    Related to
    Internal Linking, Backlink, Over-Optimization

    Alt Text

    Also known as: Alternative Text
    Beginner

    A short written description of an image in the HTML. It helps visually impaired users and lets search engines understand images.

    Where it is used
    Product images, blogs, accessibility compliance
    Example
    alt="Yellow OS2 LC-LC armoured fiber patch cable, 10 meters"
    Related to
    Image SEO, Visual Search, Accessibility

    Image SEO

    Beginner

    Optimizing images through file names, alt text, size, format and structured data so they load fast and rank in image and visual search.

    Where it is used
    E-commerce, blogs, image-heavy sites
    Example
    Converting product photos to WebP and naming files descriptively.
    SEO

    Structured Data

    Structured Data

    Also known as: Schema Markup
    Intermediate

    Code added to a page in a standard vocabulary (Schema.org, often JSON-LD) that describes content like products, reviews or FAQs to machines.

    Where it is used
    Product pages, articles, local business pages
    Example
    Product schema listing name, SKU, price, availability and brand.

    JSON-LD

    Also known as: JavaScript Object Notation for Linked Data
    Advanced

    The format Google recommends for adding structured data, placed in a script block separate from the visible content.

    Where it is used
    Web development, CMS plugins
    Example
    A JSON-LD block with "@type": "Product" in the page head.
    SEO

    Semantic SEO

    Entity

    Also known as: Named Entity
    Intermediate

    A clearly defined thing such as a person, company, product, place or concept that search engines and AI models can recognize and connect.

    Where it is used
    Semantic SEO, brand authority, structured data
    Example
    Search engines understand "Grayle" as a company related to network components.

    Knowledge Graph

    Intermediate

    A large database of entities and their relationships used by search engines to understand facts and show knowledge panels.

    Where it is used
    Brand search results, semantic SEO
    Example
    Google links a company to its founders, location and industry.

    Knowledge Panel

    Intermediate

    An information box in search results that shows key facts about an entity, such as a company, person or place.

    Where it is used
    Brand searches, notable people and organizations
    Example
    Searching a brand shows its logo, website, social profiles and founding year.
    SEO

    Off-Page SEO

    Domain Authority

    Also known as: DA; Domain Rating; Authority Score
    Beginner

    A third-party score (from tools like Moz, Ahrefs or Semrush) predicting how strong a site's backlink profile is. It is not a Google metric.

    Where it is used
    Competitor analysis, link prospecting
    Example
    Comparing your Domain Rating of 35 with a competitor's 52.

    Nofollow

    Also known as: rel=nofollow; rel=sponsored; rel=ugc
    Intermediate

    Link attributes telling search engines not to pass ranking value, or that a link is paid (sponsored) or user-generated (ugc).

    Where it is used
    Paid links, affiliate links, comments
    Example
    Sponsored product links in a blog review use rel="sponsored".

    Digital PR

    Intermediate

    Earning media coverage, mentions and links online through newsworthy stories, data and expert commentary.

    Where it is used
    PR, SEO and GEO campaigns
    Example
    A survey on network outages gets covered by tech news sites with links.
    SEO

    Local SEO

    Local SEO

    Beginner

    Optimizing a business to appear in local searches and maps, such as "near me" queries.

    Where it is used
    Shops, service businesses, branches
    Example
    An installer appears in the map results for "network installer Utrecht".

    Google Business Profile

    Also known as: GBP
    Beginner

    Google's free business listing that shows a company's location, hours, reviews and photos in Maps and local search.

    Where it is used
    Local businesses, multi-location companies
    Example
    Updating opening hours and adding photos of the showroom.
    Related to
    Local SEO, Local Pack, Online Reviews

    NAP Consistency

    Also known as: Name, Address, Phone
    Beginner

    Keeping a business's name, address and phone number identical across all online listings to build local trust.

    Where it is used
    Directories, Google Business Profile, website
    Example
    Using the exact same address format on the website, Google and trade directories.
    Related to
    Local SEO, Brand Entity Consistency, Citation (Local)

    Local Pack

    Also known as: Map Pack
    Beginner

    The block of usually three local businesses with a map shown for location-based searches.

    Where it is used
    Local search results
    Example
    Three cable shops shown with ratings and directions for "kabelwinkel Amersfoort".
    SEO

    Measurement

    Click-Through Rate (Organic)

    Also known as: Organic CTR
    Beginner

    The share of people who click your result after seeing it in search results.

    Where it is used
    Search Console reports, title testing
    Example
    1,000 impressions and 50 clicks give an organic CTR of 5%.

    Google Search Console

    Also known as: GSC
    Beginner

    Google's free tool showing how a site performs in search: queries, clicks, impressions, indexing and technical issues.

    Where it is used
    SEO monitoring, troubleshooting, reporting
    Example
    Finding which queries bring impressions but few clicks.

    Rank Tracking

    Also known as: Position Tracking
    Beginner

    Monitoring where your pages rank for chosen keywords over time and across locations and devices.

    Where it is used
    SEO tools, client reporting
    Example
    Tracking 300 keywords weekly in the Netherlands, Belgium and Germany.

    Bing Webmaster Tools

    Also known as: BWT
    Intermediate

    Microsoft's free tool for monitoring how a site performs in Bing search. Important because several AI tools use Bing's index.

    Where it is used
    SEO and GEO monitoring
    Example
    Submitting a sitemap to Bing so new pages are found faster.
    04

    AI Agents & Automation

    AI that plans and acts, plus the workflows, integrations and controls that automate marketing work.

    37 terms · 8 subcategories

    AI that plans and acts, plus the workflows, integrations and controls that automate marketing work.

    Choose a subcategory above to see its terms.

    AI Agents & Automation

    Foundations

    AI Agent

    Also known as: Autonomous Agent
    Beginner

    An AI system that can plan steps, use tools and take actions on its own to reach a goal, instead of only answering one question.

    Where it is used
    Marketing automation, research, customer service, operations
    Example
    An agent that researches 20 competitors, fills a spreadsheet and drafts a summary email.

    Agentic AI

    Also known as: Agentic Workflow
    Beginner

    The broader approach of building AI that acts with some independence: setting sub-goals, deciding next steps and checking its own results.

    Where it is used
    Strategy discussions, software products, automation design
    Example
    Moving from a chatbot that suggests ad copy to a system that also launches and monitors the test.
    Related to
    AI Agent, Multi-Agent System, Planning

    AI Copilot

    Also known as: AI Assistant
    Beginner

    An AI that works alongside a person inside a tool, suggesting or drafting work, while the person stays in control of every decision.

    Where it is used
    Office software, CRM, design tools, code editors
    Example
    An assistant in the CRM that drafts a follow-up email the sales rep then edits and sends.

    Workflow Automation

    Also known as: Process Automation
    Beginner

    Using software to run repeated sequences of tasks automatically, reducing manual work and errors.

    Where it is used
    Marketing operations, sales, finance, HR
    Example
    Every new webinar registration is added to the CRM, tagged and sent a reminder automatically.

    AI Workflow

    Also known as: AI-Powered Automation
    Intermediate

    An automated workflow that includes AI steps, such as classifying, summarizing, writing or deciding, alongside regular rule-based steps.

    Where it is used
    Content production, lead handling, support
    Example
    Incoming emails are summarized by AI, labeled by topic and routed to the right team.

    Robotic Process Automation

    Also known as: RPA
    Intermediate

    Software bots that copy human clicks and typing in user interfaces to automate repetitive rule-based tasks, often in older systems without APIs.

    Where it is used
    Finance, back office, legacy systems
    Example
    A bot copies order data from emails into an old ERP screen every hour.
    AI Agents & Automation

    Capabilities

    Tool Use

    Also known as: Function Calling
    Intermediate

    The ability of an AI model to call external tools, such as search, a calculator, a database or an API, to get information or perform actions.

    Where it is used
    Agent building, chat assistants, integrations
    Example
    The AI calls the CRM API to look up a customer's last order before answering.

    Model Context Protocol

    Also known as: MCP
    Advanced

    An open standard that lets AI assistants connect to external tools and data sources (such as CRM, email or files) in a consistent way.

    Where it is used
    AI assistants, agent platforms, enterprise integrations
    Example
    Connecting an AI assistant to HubSpot and Microsoft 365 through MCP connectors.

    Connector

    Also known as: Integration
    Beginner

    A ready-made link that lets an AI tool or automation platform read from or act in another app.

    Where it is used
    AI assistants, automation tools, MarTech stacks
    Example
    A connector that lets the assistant search your shared drive.

    Application Programming Interface

    Also known as: API
    Intermediate

    A defined way for software systems to talk to each other and exchange data or trigger actions automatically.

    Where it is used
    Integrations, automation, data pipelines, AI apps
    Example
    The webshop sends new orders to the email platform through its API.
    Related to
    Webhook, Tool Use, Integration

    Webhook

    Intermediate

    An automatic message one app sends to another the moment a specific event happens, so the second app can react instantly.

    Where it is used
    Forms, payments, CRM updates, automation tools
    Example
    A form submission sends a webhook that creates a lead and starts a welcome email.

    Computer Use

    Also known as: Browser Agent
    Intermediate

    An AI ability to operate a computer or web browser like a person: clicking, typing, scrolling and filling in forms.

    Where it is used
    Web research, form filling, testing, data entry
    Example
    An agent logs into a supplier portal and downloads the monthly invoice.

    Rate Limit

    Also known as: API Limit
    Intermediate

    The maximum number of requests a system accepts in a set period. Automations must stay within it to avoid errors.

    Where it is used
    Integrations, bulk processing, AI APIs
    Example
    Spreading 10,000 contact updates over an hour to stay within the CRM's rate limit.

    Background Agent

    Also known as: Scheduled Agent
    Intermediate

    An agent that runs tasks on its own in the background or on a schedule, without someone actively chatting with it.

    Where it is used
    Monitoring, reporting, research digests
    Example
    A daily agent checks competitor prices and sends a summary each morning.
    AI Agents & Automation

    Workflow Design

    Trigger

    Also known as: Event Trigger
    Beginner

    The event that starts an automated workflow, such as a form submission, a purchase, a date or a change in a record.

    Where it is used
    Automation platforms, email tools, CRM
    Example
    "New lead created" is the trigger that starts a lead assignment workflow.

    Action

    Also known as: Automation Step
    Beginner

    A task an automation performs after the trigger, such as sending an email, updating a record or posting a message.

    Where it is used
    Automation platforms, CRM workflows
    Example
    After the trigger, the action "send Slack message to the sales team" runs.

    Conditional Logic

    Also known as: If/Then Branching
    Beginner

    Rules in a workflow that send items down different paths depending on conditions, such as country, deal value or lead score.

    Where it is used
    Automation design, email flows, routing
    Example
    If the company is in Germany, assign it to the German account manager; otherwise to Benelux.

    Event-Driven Automation

    Also known as: Real-Time Automation
    Intermediate

    Automation that reacts instantly to events as they happen, instead of running on a fixed schedule.

    Where it is used
    Real-time personalization, alerts, order flows
    Example
    A cart abandonment message is sent 30 minutes after the cart event.

    Scheduled Automation

    Also known as: Batch Automation
    Beginner

    An automation that runs at fixed times, such as every night or every Monday morning.

    Where it is used
    Reports, data syncs, recurring tasks
    Example
    A weekly performance report is generated and emailed every Monday at 8:00.
    Related to
    Event-Driven Automation, Trigger, Reporting Automation

    Prompt Chaining

    Also known as: LLM Chain
    Intermediate

    Linking several AI prompts in a sequence, where the output of one step becomes the input of the next.

    Where it is used
    Content pipelines, analysis workflows
    Example
    Step 1 outlines an article, step 2 writes each section, step 3 checks the tone.

    Error Handling

    Also known as: Fallback Path
    Intermediate

    What an automation does when a step fails, such as retrying, alerting a person or taking an alternative route.

    Where it is used
    Automation design, reliability
    Example
    If the CRM is unreachable, the workflow retries three times and then alerts the admin.
    AI Agents & Automation

    Platforms

    Integration Platform as a Service

    Also known as: iPaaS
    Intermediate

    A cloud platform for connecting apps and building automations between them, usually with a visual editor.

    Where it is used
    MarTech integration, operations
    Example
    Using an iPaaS to sync form leads, the CRM and the email tool.

    No-Code Automation

    Also known as: Low-Code Automation
    Beginner

    Building automations and apps through visual editors and drag-and-drop steps instead of writing code.

    Where it is used
    Marketing teams, small businesses, prototyping
    Example
    A marketer builds a lead alert workflow without help from developers.

    Citizen Developer

    Intermediate

    A non-IT employee who builds automations or simple apps with no-code tools to solve their team's problems.

    Where it is used
    Marketing, operations, HR teams
    Example
    A campaign manager builds her own reporting automation.
    AI Agents & Automation

    Agent Behavior

    Task Decomposition

    Also known as: Planning
    Intermediate

    How an agent breaks a large goal into smaller, manageable steps that it can complete one by one.

    Where it is used
    Agent design, complex projects
    Example
    "Launch a newsletter" is split into audience research, template, content and scheduling.

    Reasoning Loop

    Also known as: ReAct; Think-Act-Observe
    Advanced

    The cycle an agent repeats: think about the next step, act (often by using a tool), observe the result, then decide what to do next.

    Where it is used
    Agent frameworks, technical design
    Example
    An agent searches, sees that the result is outdated, and searches again with a new query.

    Agent Memory

    Also known as: Long-Term Memory
    Intermediate

    Information an agent stores and retrieves between steps or sessions, such as user preferences, past results or project context.

    Where it is used
    Agent platforms, personal assistants
    Example
    An agent remembers the brand's tone of voice rules across all future tasks.
    AI Agents & Automation

    Architecture

    Multi-Agent System

    Also known as: Agent Team
    Advanced

    A setup where several specialized AI agents work together, each handling part of the task and passing work to one another.

    Where it is used
    Complex automation, research, content production
    Example
    A research agent, a writer agent and an editor agent jointly produce a report.

    Orchestration

    Also known as: Agent Orchestration
    Advanced

    Coordinating several agents, tools and steps so they run in the right order, share information and reach the goal.

    Where it is used
    Agent platforms, enterprise AI
    Example
    An orchestrator decides which specialist agent handles each step of a campaign launch.

    Sub-Agent

    Also known as: Worker Agent
    Advanced

    A specialized agent that receives a specific task from a main agent and reports back the result.

    Where it is used
    Agent frameworks, coding and research tools
    Example
    The main agent sends a sub-agent to analyze competitor pricing.

    Agent Handoff

    Intermediate

    Passing a task, with its context, from one agent to another agent or to a human when the first cannot or should not continue.

    Where it is used
    Multi-agent systems, customer service
    Example
    A sales agent hands a billing question to a finance agent with the full conversation.
    AI Agents & Automation

    Control

    Human-in-the-Loop

    Also known as: HITL
    Beginner

    A design where a person reviews, approves or corrects AI decisions at key points before they take effect.

    Where it is used
    Publishing, ad spend, customer messages, legal content
    Example
    AI drafts social posts, but nothing is published until a marketer approves it.

    Guardrail

    Also known as: AI Guardrail
    Intermediate

    A rule or technical limit that keeps an AI system within safe and allowed behavior, such as blocked topics, spending caps or required approvals.

    Where it is used
    Agent design, chatbots, AI governance
    Example
    An agent may adjust bids but never raise a daily budget above €500.

    Agent Permissions

    Also known as: Scopes; Access Rights
    Intermediate

    The exact systems, data and actions an agent is allowed to access or perform, ideally limited to what it truly needs.

    Where it is used
    Security setup, agent platforms, IT governance
    Example
    An agent can read the CRM but cannot delete records or send invoices.
    Related to
    Guardrail, Least Privilege, Data Leakage

    Autonomy Level

    Also known as: Degree of Autonomy
    Intermediate

    How much an AI system can decide and act without human approval, from only suggesting, to acting with approval, to acting fully independently.

    Where it is used
    AI strategy, risk assessment, process design
    Example
    Level 1: AI suggests ad copy. Level 3: AI tests and replaces ads by itself within rules.
    AI Agents & Automation

    Quality

    Agent Evaluation

    Also known as: Evals
    Advanced

    Systematically testing whether an AI agent or workflow gives correct, safe and useful results, using test cases and scoring.

    Where it is used
    Agent development, vendor selection, quality control
    Example
    Running 100 sample support questions to check how many the agent answers correctly.
    Related to
    Agent Observability, Quality Assurance, Hallucination

    Agent Observability

    Also known as: Tracing; Monitoring
    Advanced

    Recording and reviewing what an agent did at each step (prompts, tool calls, results, costs) to find errors and improve performance.

    Where it is used
    Agent operations, debugging, compliance
    Example
    A trace shows the agent used an outdated price list in step 3.
    05

    Content & Creative AI

    Using generative AI for text, images, video and audio: prompting, model settings, editing, quality and brand consistency.

    48 terms · 12 subcategories

    Using generative AI for text, images, video and audio: prompting, model settings, editing, quality and brand consistency.

    Choose a subcategory above to see its terms.

    Content & Creative AI

    Foundations

    Generative AI

    Also known as: GenAI
    Beginner

    AI that creates new content such as text, images, audio, video or code based on patterns learned from training data.

    Where it is used
    Content creation, design, advertising, product development
    Example
    Creating ten blog intros and three product images in minutes.

    Multimodal Model

    Beginner

    An AI model that can understand and produce several types of content, such as text, images, audio and video, in one system.

    Where it is used
    Image analysis, video creation, assistants
    Example
    Uploading a product photo and asking the model to write a product description.
    Related to
    Generative AI, Multimodal Search, Image-to-Text

    Reasoning Model

    Also known as: Thinking Model
    Intermediate

    An AI model designed to "think" longer internally before answering, which improves performance on complex logic, maths and planning.

    Where it is used
    Strategy analysis, data work, coding
    Example
    Using a reasoning model to analyze a pricing structure across 300 products.

    Synthetic Media

    Also known as: AI-Generated Media
    Intermediate

    Any images, video, audio or text created or heavily altered by AI rather than captured or written by people.

    Where it is used
    Media, advertising, legal discussions
    Example
    An ad using an AI-generated spokesperson is synthetic media.
    Content & Creative AI

    Prompting

    Prompt

    Beginner

    The instruction or question given to an AI model. Its clarity, context and detail strongly affect the quality of the output.

    Where it is used
    Every AI tool
    Example
    "Write a 100-word product description for a 5 m Cat6a cable for IT installers."

    Prompt Engineering

    Also known as: Prompt Design
    Beginner

    The skill of writing and structuring prompts (role, context, task, format, examples) to get reliable, high-quality AI output.

    Where it is used
    Content teams, AI workflows, agent design
    Example
    Adding the target audience, tone and output format raises the quality of every draft.

    System Prompt

    Also known as: System Instructions
    Intermediate

    Background instructions that set an AI's role, rules and style for a whole conversation or application, usually hidden from end users.

    Where it is used
    Custom assistants, chatbots, AI apps
    Example
    "You are Grayle's product expert. Always answer in Dutch, use 'je', keep answers short."

    Prompt Template

    Also known as: Reusable Prompt
    Beginner

    A saved prompt with fixed structure and blanks to fill in, so a team gets consistent results for recurring tasks.

    Where it is used
    Content operations, team libraries
    Example
    A template for product descriptions with fields for name, specs and audience.

    Zero-Shot Prompting

    Intermediate

    Asking the AI to do a task with instructions only and no examples.

    Where it is used
    Quick tasks, general questions
    Example
    "Classify this review as positive, neutral or negative."

    Few-Shot Prompting

    Intermediate

    Including a few examples of the desired input and output in the prompt so the AI copies the pattern and style.

    Where it is used
    Copywriting, classification, data formatting
    Example
    Showing three approved product titles before asking for twenty new ones.

    Chain-of-Thought Prompting

    Also known as: Step-by-Step Reasoning
    Intermediate

    Asking the AI to reason through a problem step by step before answering, which often improves accuracy on complex tasks.

    Where it is used
    Analysis, calculations, planning
    Example
    "Think step by step: which budget split gives the best expected ROAS?"
    Content & Creative AI

    Model Settings

    Temperature

    Also known as: Creativity Setting
    Advanced

    A setting that controls how random or predictable AI output is. Low values give consistent answers; high values give more varied, creative ones.

    Where it is used
    AI APIs, creative tools, chatbots
    Example
    Temperature 0.2 for product specs, 0.9 for slogan brainstorming.
    Related to
    Prompt, Top-P
    Content & Creative AI

    Model Customization

    Fine-Tuning

    Also known as: Model Fine-Tuning
    Advanced

    Training an existing AI model further on your own examples so it learns a specific style, format or domain.

    Where it is used
    Large brands, specialized AI apps
    Example
    Fine-tuning a model on 2,000 approved product texts to match house style.

    LoRA

    Also known as: Low-Rank Adaptation
    Advanced

    A lightweight way to customize an AI model, often used in image generation to teach a specific product, style or character.

    Where it is used
    Product imagery, brand illustration styles
    Example
    Training a LoRA on 30 product photos so new images show the real product.
    Content & Creative AI

    Brand Consistency

    Brand Voice Guidelines

    Also known as: Tone of Voice Guide
    Beginner

    A documented description of how a brand sounds (word choice, tone, do's and don'ts), used to guide both writers and AI tools.

    Where it is used
    Content creation, AI setup, agency briefings
    Example
    "Direct, technical, friendly. Use 'je'. No exclamation marks in product copy."

    Style Guide

    Also known as: Editorial Guidelines
    Beginner

    Rules for spelling, grammar, formatting, terminology and units that keep all content consistent.

    Where it is used
    Publishing, product content, translation
    Example
    Always write "Cat6a" (not CAT 6A) and use metric units.
    Related to
    Brand Voice Guidelines, Content QA, Glossary

    Brand Asset Consistency

    Also known as: Visual Consistency
    Intermediate

    Making sure AI-generated visuals respect the brand's colors, fonts, logo usage, product accuracy and visual style.

    Where it is used
    Social media, ads, websites
    Example
    All AI images use the brand blue and show the real connector type.
    Related to
    LoRA, Brand Kit, Image Generation

    Moodboard

    Beginner

    A collage of images, colors, fonts and textures that sets the visual direction for a project.

    Where it is used
    Campaign concepts, branding, design
    Example
    An AI-generated moodboard explores three styles for a new campaign.
    Content & Creative AI

    Image

    Text-to-Image

    Also known as: Image Generation
    Beginner

    Creating images from a written description using an AI model.

    Where it is used
    Ad visuals, blog images, concept art, mock-ups
    Example
    "Clean server room with blue fiber cables, soft light, photographic style."

    Diffusion Model

    Advanced

    The type of AI model behind most image and video generators. It creates pictures by gradually turning random noise into a detailed image.

    Where it is used
    Image and video generation tools
    Example
    Image tools such as Midjourney and Firefly rely on diffusion-style models.
    Related to
    Text-to-Image, Seed, LoRA

    Image-to-Image

    Also known as: Img2Img
    Intermediate

    Generating a new image based on an existing image plus instructions, keeping its layout or subject while changing style or details.

    Where it is used
    Product variations, redesigns, moodboards
    Example
    Turning a phone photo of a product into a clean studio-style image.
    Related to
    Text-to-Image, Inpainting, Style Transfer

    Negative Prompt

    Intermediate

    Instructions that tell an image model what to avoid, such as extra fingers, text, blur or a specific color.

    Where it is used
    Image generation tools
    Example
    Negative prompt: "text, watermark, people, blurry".

    Seed

    Also known as: Random Seed
    Advanced

    A number that sets the starting point of image generation. Reusing the same seed and prompt gives similar results.

    Where it is used
    Image generation, consistent series
    Example
    Keeping seed 4521 to make a matching set of four images.

    Aspect Ratio Adaptation

    Also known as: Resizing
    Beginner

    Adjusting visuals to the width-to-height ratios needed by each channel, often with AI to extend or recompose.

    Where it is used
    Social media, display ads, video
    Example
    One visual adapted to 1:1, 4:5, 9:16 and 16:9.
    Related to
    Outpainting, Creative Variation, Ad Format
    Content & Creative AI

    Image Editing

    Inpainting

    Also known as: Generative Fill
    Beginner

    Replacing or adding something in a selected part of an image using AI, while the rest of the image stays the same.

    Where it is used
    Photo editing, product images, ad adaptation
    Example
    Removing a wrong cable from a photo and filling the gap naturally.

    Outpainting

    Also known as: Generative Expand
    Beginner

    Extending an image beyond its original edges with AI-generated content that matches the scene.

    Where it is used
    Resizing visuals for different ad formats
    Example
    Expanding a square product photo into a wide website banner.

    Background Removal

    Also known as: Cut-Out
    Beginner

    Automatically separating the main subject of an image from its background.

    Where it is used
    E-commerce photos, ads, presentations
    Example
    Placing a product on a pure white background for a webshop.
    Related to
    Inpainting, Product Photography

    AI Upscaling

    Also known as: Super-Resolution
    Beginner

    Increasing image size and sharpness with AI, adding realistic detail instead of just stretching pixels.

    Where it is used
    Print, old images, large banners
    Example
    Turning a small 800-pixel photo into a sharp 4,000-pixel print image.
    Content & Creative AI

    Video

    Text-to-Video

    Also known as: Video Generation
    Beginner

    Creating video clips from a written description or a still image using an AI model.

    Where it is used
    Social videos, ads, explainers, concepts
    Example
    Generating a 10-second clip of cables being installed in a data center.

    Image-to-Video

    Also known as: Image Animation
    Beginner

    Turning a still image into a moving video clip with AI, such as adding camera movement or motion.

    Where it is used
    Product animations, social posts
    Example
    Animating a product photo with a slow 360-degree rotation.
    Related to
    Text-to-Video, Product Photography

    AI Avatar

    Also known as: Digital Presenter
    Beginner

    A realistic or stylized AI-generated person who presents content on video, speaking a written script.

    Where it is used
    Training videos, explainers, multilingual video
    Example
    An avatar presents the same onboarding video in Dutch, English and German.

    Lip Sync

    Also known as: AI Dubbing
    Intermediate

    Matching mouth movements in a video to new audio, often used to translate video while keeping it natural.

    Where it is used
    Video translation, ads, training
    Example
    A CEO video translated to German with matching lip movements.

    Storyboard

    Beginner

    A sequence of sketches or frames that plans the shots of a video before production. AI can generate them quickly.

    Where it is used
    Video production, ads, explainers
    Example
    AI creates an eight-frame storyboard for a 30-second product ad.
    Content & Creative AI

    Audio

    Text-to-Speech

    Also known as: TTS
    Beginner

    Turning written text into natural-sounding spoken audio with AI voices.

    Where it is used
    Voice-overs, podcasts, accessibility, IVR
    Example
    Creating a voice-over for a product video in five languages.

    Speech-to-Text

    Also known as: STT; Transcription
    Beginner

    Converting spoken audio into written text automatically.

    Where it is used
    Meeting notes, subtitles, podcasts, call analysis
    Example
    Transcribing a webinar to create a blog post and subtitles.

    Voice Cloning

    Also known as: Synthetic Voice
    Intermediate

    Creating an AI copy of a specific person's voice from recordings. It requires that person's clear consent.

    Where it is used
    Voice-overs, accessibility, localization
    Example
    A founder approves a cloned voice for product videos.

    AI Music Generation

    Also known as: Text-to-Music
    Beginner

    Creating music or jingles from a text description with AI.

    Where it is used
    Social videos, ads, background music
    Example
    "Upbeat corporate background music, 30 seconds, no vocals."
    Content & Creative AI

    Writing

    AI Copywriting

    Also known as: AI-Assisted Writing
    Beginner

    Using AI to draft, rewrite or vary marketing texts such as ads, emails, product descriptions and posts.

    Where it is used
    Ads, email, e-commerce, social media
    Example
    AI writes 15 headline options; the copywriter chooses and refines three.

    Content Brief

    Also known as: Creative Brief
    Beginner

    A document describing a piece of content's goal, audience, key messages, keywords, structure and requirements before creation.

    Where it is used
    Content production, agencies, AI workflows
    Example
    A brief for a category page listing target keyword, FAQs and internal links.
    Content & Creative AI

    Quality

    Human Editing

    Also known as: Human Review
    Beginner

    The step where people check, correct and improve AI-generated content for accuracy, tone, originality and brand fit.

    Where it is used
    All AI content workflows
    Example
    An editor fixes two wrong specifications in an AI-written product guide.

    Content QA

    Also known as: Content Quality Assurance
    Beginner

    Systematic checks of content before publishing: facts, spelling, links, tone, SEO elements, legal claims and accessibility.

    Where it is used
    Publishing workflows, e-commerce, regulated industries
    Example
    A checklist checks title length, alt text and claim sources on every page.

    AI Content Detection

    Also known as: AI Detector
    Intermediate

    Tools that estimate whether a text or image was produced by AI. Their accuracy is limited and results should not be treated as proof.

    Where it is used
    Education, publishing, content audits
    Example
    A detector flags an article, but an editor reviews the actual quality instead.
    Content & Creative AI

    Content Strategy

    Content Repurposing

    Also known as: Content Recycling
    Beginner

    Turning one piece of content into several formats for different channels.

    Where it is used
    Social media, email, blogs, video
    Example
    One webinar becomes a blog, five posts, a newsletter section and short clips.

    Content Atomization

    Intermediate

    Breaking a large content asset into many small, standalone pieces that each work on their own.

    Where it is used
    Social media, email, ads
    Example
    A 30-page report becomes 20 statistics graphics.

    Content at Scale

    Also known as: Scaled Content Production
    Intermediate

    Producing large volumes of content efficiently with AI and templates while keeping quality and consistency.

    Where it is used
    E-commerce catalogs, localization, ad variations
    Example
    Writing unique descriptions for 3,000 products in four languages.

    Creative Variation

    Also known as: Ad Variants
    Beginner

    Creating many versions of a creative (different headlines, images, colors, calls to action) to test what performs best.

    Where it is used
    Paid social, display, email
    Example
    Twelve versions of one ad, varying image and headline.

    AI UGC

    Also known as: AI-Generated UGC-Style Content
    Intermediate

    Content made with AI to look like casual user-generated videos or reviews. It needs clear disclosure to avoid misleading people.

    Where it is used
    Paid social, product testing
    Example
    An AI avatar presents a product in a selfie-style video, clearly labeled as AI.

    User-Generated Content

    Also known as: UGC
    Beginner

    Content created by customers or users, such as reviews, photos, videos and forum posts, rather than by the brand.

    Where it is used
    Social media, product pages, ads
    Example
    Customers share photos of their installed cable setups.
    Related to
    Community Presence, Online Reviews, AI UGC
    06

    Data & Analytics

    Data types, infrastructure, tracking, metrics, testing, attribution and advanced analytics for marketing decisions.

    65 terms · 12 subcategories

    Data types, infrastructure, tracking, metrics, testing, attribution and advanced analytics for marketing decisions.

    Choose a subcategory above to see its terms.

    Data & Analytics

    Data Types

    First-Party Data

    Also known as: 1P Data
    Beginner

    Data a company collects directly from its own customers and channels, such as website behavior, purchases and CRM records.

    Where it is used
    Personalization, targeting, analytics
    Example
    Order history and newsletter clicks stored in your own systems.

    Zero-Party Data

    Also known as: 0P Data
    Beginner

    Data customers deliberately share, such as preferences, interests and intentions, through quizzes, forms or preference centers.

    Where it is used
    Onboarding, quizzes, preference centers
    Example
    A customer tells you they are interested in fiber optics and work in data centers.

    Second-Party Data

    Also known as: 2P Data
    Intermediate

    Another company's first-party data shared directly with you through a partnership.

    Where it is used
    Partnerships, co-marketing
    Example
    A partner shares audience insights from its own customers.

    Third-Party Data

    Also known as: 3P Data
    Beginner

    Data collected by external providers that do not have a direct relationship with the people involved, often sold for targeting.

    Where it is used
    Programmatic advertising, data enrichment
    Example
    Buying an audience segment of "IT decision makers" from a data provider.
    Related to
    First-Party Data, Third-Party Cookie, Data Broker

    Structured Data (Analytics)

    Also known as: Tabular Data
    Beginner

    Data organized in a fixed format of rows and columns, such as spreadsheets and databases, which is easy to analyze.

    Where it is used
    Reporting, CRM, sales data
    Example
    An order table with customer ID, date, product and amount.

    Unstructured Data

    Intermediate

    Data without a fixed format, such as emails, reviews, chats, images and recordings. AI makes it much easier to analyze.

    Where it is used
    Customer feedback, social listening, support
    Example
    Analyzing 10,000 open-text survey answers with AI.
    Data & Analytics

    Infrastructure

    Data Warehouse

    Also known as: DWH
    Intermediate

    A central database that stores cleaned, structured data from many sources for reporting and analysis.

    Where it is used
    Reporting, analytics teams, BI
    Example
    Combining webshop, CRM and ad data in one warehouse.

    Data Lake

    Advanced

    A storage system that holds large amounts of raw data in any format until it is needed for analysis.

    Where it is used
    Big data, data science
    Example
    Storing raw web logs and images for future analysis.

    ETL / ELT

    Also known as: Extract, Transform, Load
    Advanced

    The process of pulling data from sources, cleaning and converting it, and loading it into a warehouse (ELT transforms after loading).

    Where it is used
    Data engineering, reporting
    Example
    Every night, ad and sales data is extracted, cleaned and loaded into the warehouse.

    Data Pipeline

    Intermediate

    An automated flow that moves and processes data from one system to another on a regular basis.

    Where it is used
    Data engineering, analytics
    Example
    A pipeline that refreshes the sales dashboard every hour.

    Structured Query Language

    Also known as: SQL
    Intermediate

    The standard language used to ask questions of and manage data in relational databases.

    Where it is used
    Analytics, reporting, data teams
    Example
    A query that counts orders per country in the last 30 days.
    Data & Analytics

    Reporting

    Business Intelligence

    Also known as: BI
    Beginner

    Tools and practices for turning data into reports, dashboards and insights that support business decisions.

    Where it is used
    Management reporting, performance tracking
    Example
    A BI tool shows revenue by region and product group.

    Dashboard

    Beginner

    A visual overview of key metrics and charts, usually updated automatically, for monitoring performance at a glance.

    Where it is used
    Marketing reporting, management meetings
    Example
    A weekly dashboard with traffic, leads, revenue and ROAS.

    Data Visualization

    Also known as: Dataviz
    Beginner

    Presenting data in charts, graphs and maps so patterns and trends are easy to see.

    Where it is used
    Reports, presentations, dashboards
    Example
    A line chart showing organic traffic over 12 months.

    Year-over-Year Comparison

    Also known as: YoY
    Beginner

    Comparing a metric with the same period in the previous year to remove seasonal effects.

    Where it is used
    Reporting, management updates
    Example
    October leads are up 18% YoY.
    Related to
    Seasonality, Month-over-Month

    Benchmark

    Beginner

    A reference value, such as an industry average or past result, used to judge whether performance is good.

    Where it is used
    Reporting, goal setting
    Example
    An email open rate compared with the B2B industry average.
    Data & Analytics

    Metrics

    Key Performance Indicator

    Also known as: KPI
    Beginner

    A measurable value that shows how well a company or team is achieving a key goal.

    Where it is used
    Every department, goal setting, reporting
    Example
    Number of qualified leads per month is the main KPI of a B2B campaign.

    North Star Metric

    Also known as: NSM
    Intermediate

    The single most important metric that best reflects the value a company delivers to customers and drives long-term growth.

    Where it is used
    Growth strategy, product teams
    Example
    Monthly repeat orders from installers as a distributor's North Star.

    Vanity Metric

    Beginner

    A number that looks impressive but does not show real business impact or guide decisions.

    Where it is used
    Reporting discussions, social media
    Example
    Total page views without knowing if any led to sales.
    Related to
    Key Performance Indicator, Actionable Metric

    Conversion

    Beginner

    A valuable action you want a visitor to take, such as a purchase, sign-up, quote request or download.

    Where it is used
    Analytics, ads, CRO
    Example
    A quote request on a B2B site counts as a conversion.

    Conversion Rate

    Also known as: CR
    Beginner

    The percentage of visitors or users who complete a conversion.

    Where it is used
    Web analytics, ads, email
    Example
    50 orders from 2,000 visits is a 2.5% conversion rate.

    Micro-Conversion

    Also known as: Soft Conversion
    Intermediate

    A small step that shows interest and often leads to a main conversion later.

    Where it is used
    Analytics, B2B journeys
    Example
    Downloading a spec sheet or adding a product to the cart.
    Data & Analytics

    Optimization

    Conversion Rate Optimization

    Also known as: CRO
    Beginner

    Improving a website or app so a higher share of visitors convert, through research, testing and better user experience.

    Where it is used
    Websites, landing pages, checkout flows
    Example
    Simplifying the checkout from five steps to three increases orders.
    Data & Analytics

    Experimentation

    A/B Testing

    Also known as: Split Testing
    Beginner

    Comparing two versions of a page, email or ad by showing them to similar groups and measuring which performs better.

    Where it is used
    Websites, email, ads, product
    Example
    Testing two subject lines, each sent to 5,000 contacts.

    Multivariate Testing

    Also known as: MVT
    Advanced

    Testing several elements and their combinations at the same time to find the best-performing mix. It needs a lot of traffic.

    Where it is used
    High-traffic websites
    Example
    Testing three headlines and two images, six combinations in total.

    Statistical Significance

    Also known as: Significance
    Intermediate

    How confident you can be that a test result is real and not caused by chance, usually aiming for 95% confidence.

    Where it is used
    Testing, research, analytics
    Example
    Version B wins with 97% confidence, so the result is significant.
    Related to
    A/B Testing, Sample Size, Confidence Interval

    Sample Size

    Intermediate

    The number of users or observations needed in a test to detect a real difference reliably.

    Where it is used
    Test planning, surveys
    Example
    A test needs 8,000 visitors per variant to detect a 10% uplift.

    Control Group

    Also known as: Holdout Group
    Intermediate

    A group that does not receive the campaign or change, used as a baseline to measure true impact.

    Where it is used
    Experiments, email, ads, loyalty programs
    Example
    10% of customers do not get the promotion email, to measure its real effect.
    Data & Analytics

    Behavior Analysis

    Heatmap

    Also known as: Click Map; Scroll Map
    Beginner

    A visual showing where users click, move and scroll on a page, with colors for high and low activity.

    Where it is used
    UX research, CRO
    Example
    A heatmap shows nobody scrolls down to the specifications.

    Session Recording

    Also known as: Session Replay
    Beginner

    Anonymous video-like replays of how real users move through a website.

    Where it is used
    UX research, bug finding
    Example
    Replays show users repeatedly clicking an image that is not a link.

    Funnel Analysis

    Also known as: Conversion Funnel
    Beginner

    Measuring how many users move through each step toward a conversion and where they drop off.

    Where it is used
    E-commerce, lead generation, apps
    Example
    60% leave between the cart and payment page.

    Cohort Analysis

    Intermediate

    Comparing groups of users who share a starting point (such as sign-up month) to see how their behavior changes over time.

    Where it is used
    Retention, subscriptions, repeat purchases
    Example
    Customers acquired in January reorder more often than those from March.
    Data & Analytics

    Tracking

    Web Analytics

    Also known as: Digital Analytics
    Beginner

    Collecting and analyzing data about website visitors and their behavior to improve performance.

    Where it is used
    Websites, e-commerce, marketing reporting
    Example
    Seeing which channels bring visitors who request quotes.

    Event Tracking

    Also known as: Event-Based Tracking
    Intermediate

    Recording specific user actions as events, such as clicks, downloads, video plays or form submissions.

    Where it is used
    Analytics setup, GA4, product analytics
    Example
    Tracking each click on "Download datasheet" as an event.

    Session

    Also known as: Visit
    Beginner

    A group of user interactions on a website within a given time frame, usually ending after 30 minutes of inactivity.

    Where it is used
    Analytics reports
    Example
    One user visiting twice in a day creates two sessions.

    Bounce Rate

    Beginner

    The share of sessions where a user leaves without meaningful interaction. In GA4 it is the opposite of engagement rate.

    Where it is used
    Analytics, landing page review
    Example
    A landing page with a 75% bounce rate may not match the ad's promise.

    Engagement Rate

    Beginner

    The share of sessions or views where users meaningfully interact. Definitions differ by platform (web analytics versus social media).

    Where it is used
    Web analytics, social media reporting
    Example
    An engagement rate of 62% on a blog post in GA4.
    Related to
    Bounce Rate, Session, Engagement

    UTM Parameters

    Also known as: Urchin Tracking Module
    Beginner

    Tags added to a URL (source, medium, campaign, term, content) that show in analytics where a visit came from.

    Where it is used
    Email, social, ads, partner links
    Example
    ?utm_source=newsletter&utm_medium=email&utm_campaign=october_fiber
    Related to
    Campaign Tracking, Naming Convention, Web Analytics

    Tag Management System

    Also known as: TMS
    Intermediate

    A tool to add and manage tracking codes (tags) on a website without editing the site's code each time.

    Where it is used
    Analytics and ad tracking setup
    Example
    Adding a new ad pixel through the tag manager in five minutes.

    Server-Side Tagging

    Also known as: Server-Side Tracking
    Advanced

    Sending tracking data through your own server before it goes to analytics and ad platforms, which gives more control, privacy and accuracy.

    Where it is used
    Advanced tracking setups, privacy compliance
    Example
    Moving tracking to a server container to reduce data loss from blockers.

    Cookieless Tracking

    Also known as: Privacy-First Measurement
    Advanced

    Measurement methods that work without third-party cookies, such as first-party data, server-side tagging, modeling and aggregated reporting.

    Where it is used
    Analytics and advertising strategy
    Example
    Using modelled conversions and first-party IDs instead of cross-site cookies.
    Data & Analytics

    Data Management

    Data Quality

    Also known as: Data Hygiene
    Beginner

    How accurate, complete, consistent and up to date data is. Poor data quality leads to wrong decisions and failed automations.

    Where it is used
    CRM, reporting, AI projects
    Example
    Removing 1,200 duplicate contacts improves email reporting.

    Deduplication

    Also known as: Dedupe
    Beginner

    Finding and merging or removing duplicate records in a database.

    Where it is used
    CRM clean-ups, list imports
    Example
    Merging "J. de Vries" and "Jan de Vries" with the same email.

    Data Enrichment

    Intermediate

    Adding extra information to existing records, such as company size, industry or job title, from internal or external sources.

    Where it is used
    B2B marketing, sales, CRM
    Example
    Adding employee count and sector to new leads automatically.
    Data & Analytics

    Privacy-Safe Analytics

    Data Clean Room

    Advanced

    A secure environment where two parties can analyze combined data without sharing raw personal data with each other.

    Where it is used
    Retail media, partnerships, advertising measurement
    Example
    A brand and a retailer measure campaign impact on sales without exchanging customer lists.
    Data & Analytics

    Attribution & Measurement

    Attribution

    Also known as: Marketing Attribution
    Beginner

    Assigning credit for a conversion to the marketing touchpoints that contributed to it.

    Where it is used
    Performance marketing, budget decisions
    Example
    Deciding how much credit an order gives to search, email and social.

    Attribution Model

    Intermediate

    The rule set used to split conversion credit across touchpoints, such as last-click, first-click, linear, time-decay or data-driven.

    Where it is used
    Analytics and ad platforms
    Example
    Comparing results under last-click and data-driven models.

    Last-Click Attribution

    Also known as: Last-Touch
    Beginner

    A model giving 100% of the credit to the final touchpoint before conversion. Simple, but it undervalues early-stage channels.

    Where it is used
    Basic reporting, older setups
    Example
    Brand search gets all credit, though a webinar started the journey.

    First-Click Attribution

    Also known as: First-Touch
    Beginner

    A model giving 100% of the credit to the first touchpoint that brought the customer in.

    Where it is used
    Awareness channel evaluation
    Example
    A LinkedIn ad that first introduced the brand gets all credit.

    Multi-Touch Attribution

    Also known as: MTA
    Intermediate

    Spreading conversion credit across several touchpoints in the customer journey based on a chosen model.

    Where it is used
    Performance marketing, B2B journeys
    Example
    Search, email and a webinar each get a share of the credit for one deal.

    Data-Driven Attribution

    Also known as: DDA
    Advanced

    An algorithmic model that uses actual conversion paths to estimate how much each touchpoint contributed.

    Where it is used
    GA4, Google Ads, advanced analytics
    Example
    The model learns that display ads assist many later search conversions.

    Marketing Mix Modeling

    Also known as: MMM; Media Mix Modeling
    Advanced

    A statistical method using historical data to estimate how each channel and external factor (season, price) affects sales, without tracking individuals.

    Where it is used
    Budget planning, large advertisers, privacy-safe measurement
    Example
    MMM shows TV and search together drive 40% of sales.

    Incrementality

    Also known as: Incremental Lift
    Advanced

    The extra result a marketing activity truly caused, compared with what would have happened without it.

    Where it is used
    Ad measurement, retention campaigns
    Example
    Retargeting shows 500 conversions, but only 120 are incremental.
    Data & Analytics

    Advanced Analytics

    Regression Analysis

    Advanced

    A statistical method to estimate how one or more factors influence an outcome.

    Where it is used
    Forecasting, pricing, MMM
    Example
    Estimating how much ad spend and season affect monthly orders.

    Predictive Analytics

    Intermediate

    Using historical data, statistics and machine learning to predict future outcomes, such as sales, churn or lead quality.

    Where it is used
    Forecasting, CRM, budgeting
    Example
    Predicting which customers are likely to reorder next month.

    Machine Learning

    Also known as: ML
    Beginner

    A branch of AI where systems learn patterns from data to make predictions or decisions without being programd with fixed rules.

    Where it is used
    Bidding, recommendations, fraud detection, forecasting
    Example
    An ML model learns which visitor behaviors predict a purchase.

    Anomaly Detection

    Intermediate

    Automatically spotting unusual changes in data, such as sudden traffic drops or cost spikes, so teams can react quickly.

    Where it is used
    Monitoring, analytics, ad accounts
    Example
    An alert fires when ad costs double overnight.
    Related to
    Machine Learning, Dashboard, Alerting

    Forecasting

    Intermediate

    Estimating future values such as traffic, leads or revenue based on historical data and trends.

    Where it is used
    Budget planning, targets, inventory
    Example
    Forecasting Q4 organic traffic based on the last three years.

    Seasonality

    Beginner

    Regular, repeating patterns in data linked to times of the year, month or week.

    Where it is used
    Planning, reporting, bidding
    Example
    B2B demand drops every August and late December.

    Natural Language Processing

    Also known as: NLP
    Intermediate

    The field of AI that helps computers understand, interpret and generate human language.

    Where it is used
    Text analysis, chatbots, search
    Example
    Automatically grouping 5,000 reviews by topic.

    Sentiment Analysis

    Also known as: Opinion Mining
    Beginner

    Using AI to classify text as positive, negative or neutral, and often to find the emotions and topics behind it.

    Where it is used
    Reviews, social media, surveys, support tickets
    Example
    30% of reviews mention delivery with negative sentiment.

    Social Listening

    Also known as: Social Monitoring
    Beginner

    Monitoring online conversations about a brand, competitors and topics to find insights, trends and risks.

    Where it is used
    Brand management, PR, product development
    Example
    Spotting a rising complaint about a competitor's delivery times.
    07

    Advertising & Performance

    Paid channels, programmatic buying, ad metrics, bidding, automated campaigns, audiences and ad quality.

    69 terms · 14 subcategories

    Paid channels, programmatic buying, ad metrics, bidding, automated campaigns, audiences and ad quality.

    Choose a subcategory above to see its terms.

    Advertising & Performance

    Foundations

    Pay-Per-Click

    Also known as: PPC
    Beginner

    An advertising model where you pay each time someone clicks your ad.

    Where it is used
    Google Ads, Microsoft Ads, social ads
    Example
    Paying €1.20 each time someone clicks your ad for "fiber patch cable".
    Advertising & Performance

    Channels

    Search Advertising

    Also known as: SEA; Paid Search
    Beginner

    Text and shopping ads shown in search engine results, triggered by the keywords people search for.

    Where it is used
    Google Ads, Microsoft Ads
    Example
    An ad at the top of Google for "cat6a kabel kopen".

    Shopping Ads

    Also known as: Product Listing Ads; PLA
    Beginner

    Ads showing a product image, price and store name, created from a product data feed.

    Where it is used
    E-commerce, Google Merchant Center
    Example
    A carousel of cable products with photos and prices above search results.

    Product Feed

    Also known as: Merchant Feed
    Intermediate

    A structured file listing all products with attributes such as title, price, image and availability, used to create shopping ads and listings.

    Where it is used
    E-commerce advertising, marketplaces, comparison sites
    Example
    A feed sending 4,000 products with prices and stock to Google Merchant Center.

    Display Advertising

    Also known as: Banner Advertising
    Beginner

    Visual ads (banners, images, rich media) shown on websites and apps across ad networks.

    Where it is used
    Google Display Network, programmatic, publisher sites
    Example
    A banner ad on a tech news site.

    Connected TV

    Also known as: CTV
    Intermediate

    Advertising on streaming content watched on internet-connected TVs, smart TVs and streaming devices.

    Where it is used
    Brand campaigns, streaming services
    Example
    A 15-second ad shown during a streamed series on a smart TV.

    Video Advertising

    Also known as: Video Ads
    Beginner

    Ads in video format on platforms like YouTube, social media, websites and streaming services.

    Where it is used
    YouTube, TikTok, Meta, programmatic
    Example
    A 6-second bumper ad on YouTube.

    Retail Media

    Also known as: Retail Media Network; RMN
    Intermediate

    Advertising sold by retailers and marketplaces on their own sites and apps, using their shopper data.

    Where it is used
    Amazon, Bol, retailer sites, marketplaces
    Example
    A sponsored product at the top of a marketplace's search results.
    Related to
    Data Clean Room, Sponsored Products, First-Party Data

    Affiliate Marketing

    Also known as: Partner Marketing
    Beginner

    A performance model where partners promote your products and earn a commission for each sale or lead they generate.

    Where it is used
    E-commerce, comparison sites, blogs
    Example
    A tech blog earns 8% commission on each router sold through its link.

    Influencer Marketing

    Also known as: Creator Marketing
    Beginner

    Working with creators who have engaged audiences to promote products or messages.

    Where it is used
    Social media, YouTube, podcasts
    Example
    A tech YouTuber reviews a home networking kit in a paid partnership.
    Advertising & Performance

    Optimization

    Feed Optimization

    Intermediate

    Improving the titles, descriptions, categories and attributes in a product feed so ads show for the right searches and get more clicks.

    Where it is used
    E-commerce advertising
    Example
    Rewriting feed titles to start with type, length and connector.

    Frequency Cap

    Intermediate

    A limit on how often the same person sees an ad in a period, to avoid annoyance and waste.

    Where it is used
    Display, video, retargeting
    Example
    Maximum three impressions per person per day.

    Ad Fatigue

    Also known as: Creative Fatigue
    Beginner

    When an audience sees an ad too often and performance drops, with falling CTR and rising costs.

    Where it is used
    Paid social, display
    Example
    After three weeks, CTR halves, so new visuals are needed.

    Budget Pacing

    Intermediate

    How evenly or intentionally the ad budget is spent over a period, avoiding overspending early or underspending at the end.

    Where it is used
    Campaign management
    Example
    By mid-month 70% of the budget is spent, so daily limits are lowered.
    Advertising & Performance

    Programmatic

    Programmatic Advertising

    Also known as: Programmatic
    Intermediate

    Automated buying and selling of ad space through software and real-time auctions instead of manual deals.

    Where it is used
    Display, video, CTV, audio advertising
    Example
    A DSP buys impressions on 2,000 sites based on audience data.

    Real-Time Bidding

    Also known as: RTB
    Advanced

    An auction that happens in milliseconds every time an ad is loaded, where advertisers bid for that single impression.

    Where it is used
    Programmatic display and video
    Example
    An advertiser wins an impression for €0.004 the moment a page loads.

    Demand-Side Platform

    Also known as: DSP
    Advanced

    Software advertisers use to buy ad impressions across many exchanges and publishers from one place.

    Where it is used
    Programmatic buying, agencies
    Example
    Running a video campaign across many publishers through one DSP.

    Supply-Side Platform

    Also known as: SSP
    Advanced

    Software publishers use to sell their ad space automatically to many buyers.

    Where it is used
    Publishers, media owners
    Example
    A news website sells its banner space through an SSP.

    Ad Exchange

    Advanced

    A digital marketplace where DSPs and SSPs meet to trade ad impressions through auctions.

    Where it is used
    Programmatic ecosystem
    Example
    Google Ad Manager's exchange connecting buyers and sellers.
    Advertising & Performance

    Metrics

    Cost per Click

    Also known as: CPC
    Beginner

    The average amount you pay for each click on your ad.

    Where it is used
    Search and social advertising
    Example
    €300 spent for 250 clicks gives a CPC of €1.20.
    Related to
    Pay-Per-Click, Click-Through Rate, Cost per Acquisition

    Cost per Mille

    Also known as: CPM; Cost per Thousand
    Beginner

    The cost for 1,000 ad impressions. Common for awareness and display campaigns.

    Where it is used
    Display, video, social, CTV
    Example
    €8 CPM means 1,000 impressions cost €8.

    Click-Through Rate (Ads)

    Also known as: Ad CTR
    Beginner

    The share of ad impressions that lead to a click.

    Where it is used
    All ad platforms
    Example
    100 clicks from 5,000 impressions is a 2% CTR.

    Cost per Acquisition

    Also known as: CPA; Cost per Conversion
    Beginner

    The average ad cost to get one conversion, such as a sale or lead.

    Where it is used
    Performance campaigns
    Example
    €1,000 spent and 40 leads gives a CPA of €25.

    Cost per Lead

    Also known as: CPL
    Beginner

    The average cost to generate one lead.

    Where it is used
    B2B campaigns, lead generation
    Example
    A webinar campaign generates leads at €45 each.

    Return on Ad Spend

    Also known as: ROAS
    Beginner

    Revenue generated for every euro spent on advertising.

    Where it is used
    E-commerce advertising, bidding
    Example
    €5,000 revenue from €1,000 spend is a ROAS of 5 (500%).

    Profit on Ad Spend

    Also known as: POAS
    Advanced

    Gross profit (instead of revenue) generated per euro of ad spend. It accounts for product margins.

    Where it is used
    Advanced e-commerce advertising
    Example
    A high ROAS on low-margin products can still give a low POAS.
    Related to
    Return on Ad Spend, Margin

    Impression

    Beginner

    One showing of an ad on a screen, whether or not it is clicked.

    Where it is used
    All ad platforms
    Example
    An ad shown 20,000 times has 20,000 impressions.

    Reach

    Beginner

    The number of unique people who saw an ad at least once.

    Where it is used
    Awareness campaigns, social, video
    Example
    An ad with 20,000 impressions reached 8,000 people.

    Frequency

    Also known as: Average Frequency
    Beginner

    The average number of times one person saw an ad in a given period.

    Where it is used
    Social, display, video
    Example
    20,000 impressions divided by 8,000 people gives a frequency of 2.5.

    View-Through Rate

    Also known as: VTR
    Intermediate

    The share of video ad impressions that are watched to the end or to a set point.

    Where it is used
    Video and CTV campaigns
    Example
    40% of viewers watched the full 15-second ad.
    Advertising & Performance

    Quality

    Viewability

    Also known as: Viewable Impression
    Intermediate

    Whether an ad actually had the chance to be seen, usually at least 50% of the ad on screen for one second (two for video).

    Where it is used
    Display and video buying
    Example
    Only 60% of bought impressions were viewable.

    Brand Safety

    Intermediate

    Making sure ads do not appear next to harmful, offensive or inappropriate content that could damage the brand.

    Where it is used
    Programmatic, video, social advertising
    Example
    Excluding sites with violent content from a display campaign.

    Brand Suitability

    Advanced

    A finer-grained approach than brand safety: choosing which content environments fit your specific brand values and risk level.

    Where it is used
    Programmatic and video campaigns
    Example
    A family brand avoids political news, while a news brand accepts it.

    Ad Fraud

    Also known as: Invalid Traffic; IVT
    Intermediate

    Fake impressions, clicks or conversions created by bots or deceptive practices to steal ad budgets.

    Where it is used
    Programmatic, display, affiliate
    Example
    Thousands of bot clicks from one data center in a few minutes.
    Related to
    Viewability, Brand Safety, Click Fraud
    Advertising & Performance

    Search Optimization

    Quality Score

    Also known as: QS
    Intermediate

    Google Ads' 1-to-10 rating of a keyword's ad relevance, expected click-through rate and landing page experience.

    Where it is used
    Google Ads
    Example
    Improving the landing page raises Quality Score from 5 to 8 and lowers CPC.

    Ad Rank

    Intermediate

    The value that decides an ad's position and whether it shows, based on bid, ad quality, context and expected impact of ad assets.

    Where it is used
    Google Ads auctions
    Example
    A higher-quality ad can rank above a competitor's higher bid.

    Keyword Match Type

    Also known as: Broad, Phrase, Exact Match
    Intermediate

    Settings that control how closely a search must match your keyword for your ad to show.

    Where it is used
    Google Ads, Microsoft Ads
    Example
    Exact match [cat6a kabel] only shows for very close variants.

    Negative Keyword

    Beginner

    A keyword that prevents your ad from showing for searches containing it.

    Where it is used
    Search advertising
    Example
    Adding "free" and "repair" as negatives for a cable shop.

    Search Terms Report

    Also known as: Search Query Report
    Intermediate

    A report of the actual searches that triggered your ads, used to find new keywords and negatives.

    Where it is used
    Google Ads, Microsoft Ads
    Example
    Finding that "cable tester" triggers your ads and adding it as a negative.

    Impression Share

    Also known as: IS
    Intermediate

    The percentage of impressions your ads received out of all impressions they were eligible for.

    Where it is used
    Google Ads, Microsoft Ads
    Example
    A 45% impression share, with 30% lost to budget.

    Ad Extensions

    Also known as: Assets
    Beginner

    Extra information added to search ads, such as sitelinks, callouts, phone numbers or prices, that make ads larger and more useful.

    Where it is used
    Google Ads, Microsoft Ads
    Example
    Sitelinks to "Fiber cables", "Patch panels" and "Request a quote".
    Advertising & Performance

    Bidding

    Bidding Strategy

    Also known as: Bid Strategy
    Beginner

    The method that decides how much you bid in ad auctions, manually or automatically, to reach a goal.

    Where it is used
    All ad platforms
    Example
    Switching from manual CPC to Maximize Conversions.

    Smart Bidding

    Also known as: Automated Bidding
    Intermediate

    Bid strategies that use machine learning to set the bid for every auction based on the likelihood of conversion.

    Where it is used
    Google Ads, Microsoft Ads, Meta
    Example
    The system bids higher for a user on a business laptop during work hours.

    Target CPA

    Also known as: tCPA
    Intermediate

    An automated bid strategy that aims to get as many conversions as possible at or below a set cost per acquisition.

    Where it is used
    Lead generation, B2B campaigns
    Example
    A target CPA of €30 per quote request.

    Target ROAS

    Also known as: tROAS
    Intermediate

    An automated bid strategy that aims for a set return on ad spend.

    Where it is used
    E-commerce advertising
    Example
    A target ROAS of 600% for the cable category.

    Conversion Value

    Intermediate

    The monetary value assigned to a conversion, such as order revenue or an estimated lead value, used by value-based bidding.

    Where it is used
    Ad platforms, analytics
    Example
    Assigning €200 to an enterprise quote request and €40 to a small one.

    Value-Based Bidding

    Also known as: VBB
    Advanced

    Bidding to maximize the total value of conversions rather than their number.

    Where it is used
    Advanced performance marketing
    Example
    Bidding more for searches likely to lead to large B2B orders.
    Advertising & Performance

    Measurement

    Offline Conversion Import

    Also known as: OCI
    Advanced

    Sending conversions that happen outside the website, such as signed deals in the CRM, back to ad platforms to improve bidding.

    Where it is used
    B2B, call centers, long sales cycles
    Example
    Uploading closed CRM deals to Google Ads with their revenue.

    Tracking Pixel

    Also known as: Pixel; Tag
    Beginner

    A small piece of code on a website that sends visitor actions to an ad or analytics platform.

    Where it is used
    Meta, LinkedIn, TikTok, Google ads
    Example
    The Meta pixel records purchases for campaign reporting.

    Conversions API

    Also known as: CAPI; Server-Side Conversion Tracking
    Advanced

    A server-to-server connection that sends conversion events directly to an ad platform, more reliable than browser pixels alone.

    Where it is used
    Meta, TikTok, LinkedIn, Google Enhanced Conversions
    Example
    Purchases are sent from the webshop server to Meta's Conversions API.

    Lift Test

    Also known as: Conversion Lift; Brand Lift Study
    Advanced

    An experiment comparing an exposed group and a holdout group to measure how much ads truly increased conversions or brand awareness.

    Where it is used
    Meta, Google, YouTube, large campaigns
    Example
    A lift test shows ads increased sales by 12% compared with the holdout.
    Advertising & Performance

    Automated Campaigns

    Performance Max

    Also known as: PMax
    Intermediate

    A Google Ads campaign type that uses AI to run ads across all Google channels (Search, Shopping, YouTube, Display, Gmail, Maps) from one campaign.

    Where it is used
    Google Ads, e-commerce, lead generation
    Example
    One PMax campaign promotes the full product feed on every Google channel.

    Asset Group

    Intermediate

    A set of headlines, descriptions, images, videos and audience signals that automated campaigns combine into ads.

    Where it is used
    Google Ads Performance Max
    Example
    One asset group per product category with matching images.

    Audience Signals

    Intermediate

    Hints you give automated campaigns about who your likely customers are, to help the AI find them faster.

    Where it is used
    Google Ads automated campaigns
    Example
    Uploading a customer list and interest topics as signals.
    Related to
    Performance Max, Customer Match, Lookalike Audience

    Advantage+

    Also known as: Meta Advantage+
    Intermediate

    Meta's suite of AI-driven campaign tools that automate targeting, placements, budgets and creative for Facebook and Instagram ads.

    Where it is used
    Meta advertising
    Example
    An Advantage+ sales campaign finds buyers with minimal targeting input.

    Responsive Search Ad

    Also known as: RSA
    Intermediate

    A search ad where you supply several headlines and descriptions and the system tests and combines them automatically.

    Where it is used
    Google Ads, Microsoft Ads
    Example
    15 headlines and 4 descriptions combined into the best-performing ads.
    Advertising & Performance

    Creative

    Dynamic Creative Optimization

    Also known as: DCO
    Advanced

    Technology that automatically builds and serves ad versions by combining creative elements based on the viewer or context.

    Where it is used
    Display, programmatic, paid social
    Example
    An ad shows a different product and headline depending on the viewer's last visit.

    Creative Testing

    Also known as: Ad Testing
    Beginner

    Systematically comparing different ad creatives to find what drives the best results.

    Where it is used
    Paid social, display, video, search
    Example
    Testing a product photo against a lifestyle photo with the same copy.

    Hook Rate

    Also known as: Thumb-Stop Ratio
    Intermediate

    The share of people who watch the first seconds of a video ad, showing how well the opening grabs attention.

    Where it is used
    Paid social video
    Example
    30% of viewers watched past the first three seconds.
    Advertising & Performance

    Audiences

    Targeting

    Also known as: Audience Targeting
    Beginner

    Choosing who sees your ads based on demographics, interests, behavior, location, job or context.

    Where it is used
    All ad platforms
    Example
    Targeting IT decision makers in companies with 50+ employees.

    Contextual Targeting

    Intermediate

    Showing ads based on the content of the page or video instead of the user's personal data.

    Where it is used
    Display, video, privacy-first advertising
    Example
    A cable ad shown next to an article about home networks.

    Retargeting

    Also known as: Remarketing
    Beginner

    Showing ads to people who already visited your site, used your app or interacted with your brand.

    Where it is used
    Display, social, search
    Example
    Showing the viewed product to visitors who left without buying.

    Custom Audience

    Also known as: Customer Match
    Intermediate

    An audience built from your own data, such as customer email lists or website visitors, for targeting or exclusion.

    Where it is used
    Meta, Google, LinkedIn advertising
    Example
    Uploading existing customers to exclude them from acquisition ads.

    Lookalike Audience

    Also known as: Similar Audience
    Intermediate

    An audience of new people who resemble your existing customers, found by the ad platform's algorithms.

    Where it is used
    Meta, LinkedIn, TikTok advertising
    Example
    A 1% lookalike of your best customers in the Netherlands.

    Broad Targeting

    Also known as: Open Targeting
    Intermediate

    Giving the platform's AI minimal targeting limits and letting it find the best audience itself, mostly through creative and conversion data.

    Where it is used
    Meta, TikTok, automated campaigns
    Example
    Targeting all adults in the Netherlands and letting the algorithm optimize.
    Advertising & Performance

    Conversion

    Landing Page

    Beginner

    The page a visitor lands on after clicking an ad or link, designed to match the ad and lead to one specific action.

    Where it is used
    Ads, email, campaigns
    Example
    A landing page for a "data center cabling" campaign with a quote form.
    Advertising & Performance

    Strategy

    Full-Funnel Advertising

    Intermediate

    Planning ads for every stage of the journey: awareness, consideration and conversion, with matching messages and metrics.

    Where it is used
    Media planning, campaign strategy
    Example
    Video for awareness, guides for consideration, offers for conversion.
    Related to
    Marketing Funnel, Retargeting, Reach

    Media Plan

    Beginner

    A plan stating where, when, how much and to whom ads will run, with budgets, channels and goals.

    Where it is used
    Agencies, campaign planning
    Example
    A Q4 plan split across Google, LinkedIn and programmatic.
    08

    CRM, Lifecycle & Personalization

    Customer data, lead management, lifecycle journeys, retention and value metrics, personalization and email performance.

    55 terms · 9 subcategories

    Customer data, lead management, lifecycle journeys, retention and value metrics, personalization and email performance.

    Choose a subcategory above to see its terms.

    CRM, Lifecycle & Personalization

    Foundations

    Customer Relationship Management

    Also known as: CRM
    Beginner

    Both the strategy and the software for managing all interactions and data about customers and prospects in one place.

    Where it is used
    Sales, marketing, service teams
    Example
    Recording calls, quotes, orders and emails for every account in HubSpot.

    Customer Data Platform

    Also known as: CDP
    Intermediate

    Software that collects customer data from all sources, unifies it into single profiles and makes it available to other tools for targeting and personalization.

    Where it is used
    Personalization, segmentation, data activation
    Example
    A CDP combines webshop, email and support data into one profile per customer.
    CRM, Lifecycle & Personalization

    Data Foundation

    Single Customer View

    Also known as: SCV; Customer 360
    Intermediate

    A complete, unified profile of each customer combining all their data and interactions across systems.

    Where it is used
    CRM, CDP, service
    Example
    A service agent sees orders, emails and open tickets on one screen.

    Identity Resolution

    Also known as: Identity Matching
    Advanced

    Linking data from different devices, channels and systems to the same person or company.

    Where it is used
    CDP, advertising, analytics
    Example
    Matching a newsletter subscriber with a webshop account and a phone number.

    Golden Record

    Also known as: Master Record
    Advanced

    The single most accurate and complete version of a customer or company record, created by merging duplicates and choosing the best values.

    Where it is used
    Master data management, CRM
    Example
    Two company records merged into one with the correct VAT number.
    CRM, Lifecycle & Personalization

    Lead Management

    Lead

    Also known as: Prospect
    Beginner

    A person or company that has shown interest in your products, for example by filling in a form, and may become a customer.

    Where it is used
    B2B marketing, sales
    Example
    An installer downloads a catalog and becomes a lead.

    Marketing Qualified Lead

    Also known as: MQL
    Beginner

    A lead that marketing judges ready for sales attention based on fit and engagement, often reaching a lead score threshold.

    Where it is used
    B2B funnels, CRM
    Example
    A lead with score 60+ that visited the pricing page twice becomes an MQL.
    Related to
    Sales Qualified Lead, Lead Scoring, Service Level Agreement

    Sales Qualified Lead

    Also known as: SQL
    Beginner

    A lead that sales has reviewed and accepted as a real opportunity worth active follow-up.

    Where it is used
    B2B sales processes
    Example
    After a call, the account manager marks the lead as an SQL.

    Opportunity

    Also known as: Deal
    Beginner

    A qualified potential sale with an expected value and close date, tracked through sales stages.

    Where it is used
    CRM, sales forecasting
    Example
    A €25,000 cabling project opportunity in the proposal stage.

    Pipeline

    Also known as: Sales Pipeline
    Beginner

    The visual overview of all open opportunities and the stages they are in.

    Where it is used
    Sales management, forecasting
    Example
    The pipeline shows €400,000 in open deals this quarter.
    Related to
    Opportunity, Pipeline Velocity, Revenue Operations

    Lead Scoring

    Intermediate

    Assigning points to leads based on profile fit (company, role) and behavior (visits, downloads) to rank them by sales readiness.

    Where it is used
    B2B marketing automation, CRM
    Example
    +20 for a data center company, +10 for a pricing page visit.

    Predictive Lead Scoring

    Also known as: AI Lead Scoring
    Advanced

    Lead scoring done by machine learning, which finds the patterns that best predict which leads become customers.

    Where it is used
    CRM platforms with AI
    Example
    The model learns that leads viewing three spec sheets convert five times more often.
    CRM, Lifecycle & Personalization

    Targeting

    Ideal Customer Profile

    Also known as: ICP
    Beginner

    A description of the type of company that gets the most value from your offer and brings the most value to you.

    Where it is used
    B2B strategy, sales targeting, ABM
    Example
    Installers with 10 to 200 employees active in commercial projects in the Benelux.

    Buyer Persona

    Also known as: Customer Persona
    Beginner

    A research-based profile of a typical buyer: role, goals, challenges, information needs and buying behavior.

    Where it is used
    Content, messaging, product marketing
    Example
    "Project manager Pieter, 45, needs fast delivery and complete documentation."

    Account-Based Marketing

    Also known as: ABM
    Intermediate

    A B2B strategy that treats selected high-value companies as markets of one, with tailored campaigns for each account.

    Where it is used
    Enterprise B2B, key accounts
    Example
    A personalized campaign for 25 target data center operators.

    Intent Data

    Also known as: Buyer Intent Data
    Advanced

    Signals showing that a company or person is researching a topic or product, collected from your own channels or external providers.

    Where it is used
    B2B sales and marketing
    Example
    A target company reads several articles about fiber upgrades this week.

    Segmentation

    Also known as: Audience Segmentation
    Beginner

    Dividing customers into groups with shared characteristics or behavior to send more relevant messages.

    Where it is used
    Email, ads, CRM, product
    Example
    Separate segments for installers, wholesalers and data centers.

    RFM Analysis

    Also known as: Recency, Frequency, Monetary
    Intermediate

    Segmenting customers by how recently they bought, how often they buy and how much they spend.

    Where it is used
    E-commerce, retail, B2B reorders
    Example
    Top customers bought recently, often and for high amounts.
    CRM, Lifecycle & Personalization

    Lifecycle

    Customer Lifecycle

    Also known as: Lifecycle Stages
    Beginner

    The stages a customer goes through with a brand, such as awareness, consideration, purchase, onboarding, retention, loyalty and advocacy.

    Where it is used
    CRM strategy, automation planning
    Example
    Defining lifecycle stages in the CRM from subscriber to loyal customer.

    Lifecycle Marketing

    Beginner

    Sending the right message at each stage of the customer lifecycle to move people forward and keep them engaged.

    Where it is used
    Email, CRM, apps
    Example
    Different email flows for new leads, first-time buyers and loyal customers.

    Customer Journey

    Also known as: Buyer Journey
    Beginner

    The full path a customer takes across touchpoints and channels, from first contact to purchase and beyond.

    Where it is used
    Strategy, attribution, CX
    Example
    Search, webinar, sales call, quote, order and reorder.

    Touchpoint

    Beginner

    Any point where a customer interacts with a brand, such as an ad, website, email, call or invoice.

    Where it is used
    Journey design, attribution, CX
    Example
    The delivery confirmation email is an important post-purchase touchpoint.

    Nurture Flow

    Also known as: Lead Nurturing
    Beginner

    A series of automated, relevant messages that build trust and guide leads toward buying over time.

    Where it is used
    B2B email marketing, marketing automation
    Example
    Six emails over six weeks with guides, cases and a quote offer.

    Drip Campaign

    Beginner

    A set of pre-written emails sent automatically on a fixed schedule or after a sign-up.

    Where it is used
    Email marketing
    Example
    Day 1 welcome, day 3 tips, day 7 product overview.

    Onboarding Sequence

    Also known as: Welcome Series
    Beginner

    Messages that welcome new subscribers or customers, explain how to get value and set expectations.

    Where it is used
    Email, SaaS, e-commerce
    Example
    A welcome email explaining ordering, delivery times and account benefits.
    Related to
    Drip Campaign, Customer Lifecycle, Time to Value

    Behavioral Trigger

    Also known as: Triggered Message
    Beginner

    A message sent automatically in response to a specific customer action or inaction.

    Where it is used
    Email, SMS, push, apps
    Example
    A reminder when a customer views a product three times without buying.

    Cart Abandonment

    Also known as: Abandoned Cart Flow
    Beginner

    An automated message to shoppers who added products to their cart but did not complete the purchase.

    Where it is used
    E-commerce email, SMS, ads
    Example
    "You left 3 items in your cart" email one hour later.

    Replenishment Reminder

    Also known as: Reorder Reminder
    Intermediate

    A message timed to when a customer is likely to need to reorder a product they bought before.

    Where it is used
    Consumables, B2B supplies
    Example
    An installer gets a reorder reminder for patch cables every 60 days.

    Win-Back Campaign

    Also known as: Reactivation Campaign
    Beginner

    A campaign to re-engage customers who have stopped buying or interacting.

    Where it is used
    Email, ads, CRM
    Example
    "We miss you" offer for customers inactive for six months.
    CRM, Lifecycle & Personalization

    Retention & Value

    Retention

    Also known as: Customer Retention
    Beginner

    Keeping existing customers buying or using your service over time.

    Where it is used
    E-commerce, B2B, subscriptions
    Example
    A strong reorder process improves retention among installers.

    Retention Rate

    Beginner

    The percentage of customers who remain active or keep buying over a given period.

    Where it is used
    Reporting, subscriptions, B2B accounts
    Example
    85 of 100 customers ordered again this year: 85% retention.

    Churn

    Also known as: Customer Churn
    Beginner

    When customers stop buying from or using a company.

    Where it is used
    Subscriptions, SaaS, B2B accounts
    Example
    A wholesaler moves its orders to a competitor.

    Churn Rate

    Also known as: Attrition Rate
    Beginner

    The percentage of customers lost in a period.

    Where it is used
    SaaS, subscriptions, reporting
    Example
    Losing 3 of 60 accounts in a quarter is a 5% churn rate.

    Churn Prediction

    Advanced

    Using data and machine learning to identify customers likely to leave before they actually do.

    Where it is used
    CRM, SaaS, account management
    Example
    An alert when a key account's order frequency drops 40%.

    Customer Health Score

    Also known as: Account Health Score
    Intermediate

    A combined score showing how engaged and satisfied an account is, based on usage, orders, support tickets and feedback.

    Where it is used
    B2B, SaaS, customer success
    Example
    A score of 42/100 prompts a call from the account manager.
    Related to
    Churn Prediction, Net Promoter Score, Account Management

    Customer Lifetime Value

    Also known as: CLV; LTV
    Intermediate

    The total value (revenue or profit) a customer is expected to bring during the whole relationship.

    Where it is used
    Budgeting, segmentation, bidding
    Example
    An installer spending €5,000 a year for 6 years has a CLV of about €30,000.

    Customer Acquisition Cost

    Also known as: CAC
    Intermediate

    The total sales and marketing cost to win one new customer.

    Where it is used
    Growth planning, unit economics
    Example
    €40,000 spend for 100 new customers gives a CAC of €400.

    LTV:CAC Ratio

    Advanced

    The relation between customer lifetime value and acquisition cost, showing whether growth is profitable.

    Where it is used
    SaaS, investors, growth strategy
    Example
    A ratio of 3:1 is often seen as healthy.

    Upsell

    Beginner

    Encouraging a customer to buy a more expensive or upgraded version of a product.

    Where it is used
    E-commerce, B2B sales
    Example
    Suggesting armoured cable instead of standard cable for outdoor use.

    Cross-Sell

    Beginner

    Recommending related or complementary products to what a customer is buying.

    Where it is used
    E-commerce, B2B, email
    Example
    Offering connectors and a cable tester with a fiber order.

    Loyalty Program

    Also known as: Rewards Program
    Beginner

    A structured scheme that rewards repeat customers with points, discounts, tiers or perks.

    Where it is used
    Retail, B2B partner programs
    Example
    Installers earn tiered discounts based on yearly spend.
    CRM, Lifecycle & Personalization

    Personalization

    Personalization

    Also known as: Personalization
    Beginner

    Tailoring content, offers and experiences to an individual or segment based on data about them.

    Where it is used
    Websites, email, ads, apps
    Example
    The homepage shows fiber products to visitors who browsed fiber before.

    Hyper-Personalization

    Also known as: 1:1 Personalization
    Advanced

    Using AI and real-time data to tailor experiences to each individual at a very detailed level.

    Where it is used
    E-commerce, banking, apps
    Example
    Each customer receives a unique email with products, timing and copy chosen for them.

    Dynamic Content

    Also known as: Smart Content
    Intermediate

    Parts of an email or web page that change automatically depending on who is viewing them.

    Where it is used
    Email, landing pages, websites
    Example
    An email block showing different products for installers and wholesalers.

    Recommendation Engine

    Also known as: Recommender System
    Intermediate

    An algorithm that suggests products or content based on behavior, similar customers or product attributes.

    Where it is used
    E-commerce, media, email
    Example
    "Customers who bought this cable also bought…"

    Next-Best Action

    Also known as: NBA; Next-Best Offer
    Advanced

    An AI-driven decision on the most relevant next message, offer or step for each customer at a given moment.

    Where it is used
    CRM, contact centers, banking
    Example
    The system suggests calling a customer instead of emailing a discount.
    CRM, Lifecycle & Personalization

    Consent & Preferences

    Preference Center

    Also known as: Email Preference Center
    Beginner

    A page where subscribers choose which topics they receive, how often and through which channels.

    Where it is used
    Email marketing, compliance
    Example
    Subscribers choose "monthly" and "only fiber optics news".

    Double Opt-In

    Also known as: Confirmed Opt-In
    Beginner

    A sign-up process where a new subscriber confirms their email address through a link before being added to the list.

    Where it is used
    Email list building, compliance
    Example
    "Confirm your subscription" email after a newsletter sign-up.
    Related to
    Consent, Email Deliverability, GDPR
    CRM, Lifecycle & Personalization

    Email Performance

    Email Deliverability

    Also known as: Inbox Placement
    Intermediate

    The ability of emails to reach the inbox instead of spam or being blocked, based on sender reputation, authentication and engagement.

    Where it is used
    Email marketing operations
    Example
    Removing inactive contacts improves inbox placement.

    Email Authentication

    Also known as: SPF, DKIM, DMARC
    Advanced

    Technical records that prove an email really comes from your domain and protect against spoofing. Large mailbox providers require them.

    Where it is used
    Email setup, IT, security
    Example
    Setting up DMARC for the company domain before a large mailing.

    Sender Reputation

    Intermediate

    A score mailbox providers assign to a sending domain or IP, based on spam complaints, bounces and engagement.

    Where it is used
    Email operations
    Example
    Many spam complaints lower reputation, so emails land in spam.

    Open Rate

    Beginner

    The percentage of delivered emails that were opened. Privacy features make it less reliable than before.

    Where it is used
    Email reporting
    Example
    2,500 opens from 10,000 delivered is a 25% open rate.

    Click Rate

    Also known as: Email CTR; Click-to-Open Rate
    Beginner

    The share of delivered (or opened) emails where a link was clicked.

    Where it is used
    Email reporting, testing
    Example
    400 clicks from 10,000 delivered is a 4% click rate.

    Unsubscribe Rate

    Also known as: Opt-Out Rate
    Beginner

    The percentage of recipients who unsubscribe after an email.

    Where it is used
    Email reporting
    Example
    A sharp rise in unsubscribes after doubling the send frequency.
    Related to
    Preference Center, Email Frequency

    Bounce (Email)

    Also known as: Hard Bounce; Soft Bounce
    Beginner

    An email that could not be delivered. A hard bounce is permanent (invalid address); a soft bounce is temporary (full mailbox).

    Where it is used
    Email operations, list hygiene
    Example
    Removing hard-bounced addresses after each send.
    09

    AI Tools & MarTech

    The marketing technology landscape: stack design, AI assistants, creative AI tools, platforms and commercial models.

    48 terms · 13 subcategories

    The marketing technology landscape: stack design, AI assistants, creative AI tools, platforms and commercial models.

    Choose a subcategory above to see its terms.

    AI Tools & MarTech

    Foundations

    Marketing Technology

    Also known as: MarTech
    Beginner

    All software and technology marketers use to plan, run, measure and optimize their work.

    Where it is used
    Every marketing team
    Example
    Email platform, CRM, analytics, CMS and AI tools together form a team's MarTech.
    Related to
    MarTech Stack, Integration, Tool Sprawl

    MarTech Stack

    Also known as: Tech Stack
    Beginner

    The specific combination of tools a company uses for marketing and how they are connected.

    Where it is used
    Planning, procurement, operations
    Example
    Magento for the webshop, HubSpot for CRM, GA4 for analytics, Semrush for SEO.

    Software as a Service

    Also known as: SaaS
    Beginner

    Software delivered online by subscription instead of being installed on your own computers.

    Where it is used
    Almost all MarTech
    Example
    Paying a monthly fee per user for an email marketing platform.
    AI Tools & MarTech

    Architecture

    Composable Stack

    Also known as: Best-of-Breed Stack
    Intermediate

    A stack built from separate specialized tools that connect through APIs, instead of one all-in-one suite.

    Where it is used
    Enterprise architecture, scaling companies
    Example
    A separate CDP, email tool and CMS connected through APIs.

    All-in-One Suite

    Also known as: Marketing Cloud
    Beginner

    A single vendor platform covering many marketing functions such as CRM, email, automation, landing pages and reporting.

    Where it is used
    SMB and enterprise marketing
    Example
    Using one platform for CRM, email, forms and dashboards.
    AI Tools & MarTech

    Stack Management

    Tool Sprawl

    Also known as: Stack Bloat
    Intermediate

    Having too many overlapping or unused tools, which raises costs and creates data silos.

    Where it is used
    Operations reviews, budgeting
    Example
    Three different survey tools used by three teams.

    Stack Audit

    Also known as: MarTech Audit
    Intermediate

    A review of all tools for use, cost, overlap, integrations and value, to decide what to keep, replace or remove.

    Where it is used
    Annual planning, budget reviews
    Example
    An audit finds €18,000 a year in unused licenses.

    Data Silo

    Beginner

    Data locked in one tool or team that other systems and teams cannot easily access.

    Where it is used
    Stack design, analytics problems
    Example
    Webshop data and CRM data are never combined, so nobody sees total customer value.
    Related to
    Tool Sprawl, Customer Data Platform, Integration

    Vendor Evaluation

    Also known as: Tool Selection
    Intermediate

    The structured process of comparing tools on requirements, cost, integrations, security, support and AI capabilities before buying.

    Where it is used
    Procurement, IT, marketing leadership
    Example
    Scoring four AI writing tools against ten criteria.
    Related to
    Stack Audit, Build vs Buy, Request for Proposal
    AI Tools & MarTech

    AI Assistants

    ChatGPT

    Beginner

    OpenAI's AI assistant for writing, analysis, research, image generation and web search, available in free and paid plans.

    Where it is used
    General productivity, content, research
    Example
    Drafting campaign ideas and analyzing a data export.

    Claude

    Beginner

    Anthropic's AI assistant, known for long-document work, writing, analysis and coding, with projects, connectors and file creation.

    Where it is used
    Writing, analysis, coding, research
    Example
    Analyzing a long product catalog and drafting category texts.

    Gemini

    Beginner

    Google's AI model family and assistant, integrated into Google Search, Workspace and Android.

    Where it is used
    Google Workspace, search, mobile
    Example
    Summarizing a long email thread in Gmail.

    Microsoft Copilot

    Also known as: M365 Copilot
    Beginner

    Microsoft's AI assistant built into Windows, Edge, Bing and Microsoft 365 apps such as Word, Excel, Outlook and Teams.

    Where it is used
    Office productivity, enterprise
    Example
    Drafting a report in Word from notes in Teams.

    Perplexity

    Beginner

    An AI answer engine that searches the web and gives cited answers, with modes for deeper research.

    Where it is used
    Research, competitive analysis, GEO tracking
    Example
    Researching market trends with clickable sources.

    Custom GPT

    Also known as: Custom Assistant; Gem; Project
    Beginner

    A personalized version of an AI assistant with saved instructions, knowledge files and tools for a recurring task.

    Where it is used
    Team productivity, content operations
    Example
    A "Product Copy Assistant" with the brand style guide uploaded.

    Projects

    Also known as: Workspaces
    Beginner

    A feature in AI assistants for grouping chats, files and instructions around one topic or client.

    Where it is used
    AI assistants for teams
    Example
    A project containing all briefs and rules for the SEO program.
    AI Tools & MarTech

    AI Models

    Open-Weight Model

    Also known as: Open-Source Model
    Advanced

    An AI model whose trained weights are published so companies can run and adapt it on their own infrastructure.

    Where it is used
    Privacy-sensitive projects, custom AI apps
    Example
    Running an open-weight model on a company server for internal documents.
    AI Tools & MarTech

    Creative AI Tools

    Midjourney

    Beginner

    An AI image generator known for highly artistic and stylized visuals.

    Where it is used
    Concept art, campaign visuals, moodboards
    Example
    Creating stylized hero images for a campaign concept.

    Adobe Firefly

    Beginner

    Adobe's family of generative AI models built into Photoshop, Illustrator, Express and other Adobe apps, positioned for commercial use.

    Where it is used
    Professional design, advertising
    Example
    Using Generative Fill in Photoshop to extend a product photo.

    Canva AI

    Also known as: Canva Magic Studio
    Beginner

    AI features inside Canva for creating designs, images, text, resizing and brand-consistent templates.

    Where it is used
    Social media, presentations, small teams
    Example
    Resizing one design for Instagram, LinkedIn and a banner in one click.

    Brand Kit

    Beginner

    A saved set of a brand's logos, colors, fonts and templates inside a design tool, used to keep output consistent.

    Where it is used
    Design tools, content teams
    Example
    All team designs automatically use the brand's fonts and colors.

    AI Video Tools

    Beginner

    Tools that generate or edit video with AI, such as text-to-video generators, avatar presenters and automated editors. Popular names include Runway, Sora, Veo, Synthesia and HeyGen.

    Where it is used
    Social video, training, ads
    Example
    Producing a multilingual explainer with an avatar tool.

    AI Voice Tools

    Beginner

    Tools for text-to-speech, voice cloning and dubbing, such as ElevenLabs.

    Where it is used
    Voice-overs, podcasts, localization
    Example
    Generating voice-overs in Dutch and German for a product video.

    AI Writing Tools

    Beginner

    Software focused on marketing copy and long-form content, often with brand voice and templates, such as Jasper or Writer.

    Where it is used
    Marketing teams, agencies
    Example
    Generating ad copy that follows the saved brand voice.
    AI Tools & MarTech

    CRM & Automation Platforms

    HubSpot

    Beginner

    An all-in-one CRM platform with marketing, sales, service, content and operations tools, plus built-in AI features.

    Where it is used
    SMB and mid-market B2B
    Example
    Managing leads, emails and deals in one HubSpot portal.

    Salesforce

    Beginner

    A large enterprise CRM platform with clouds for sales, service and marketing, and AI agent features.

    Where it is used
    Enterprise sales and marketing
    Example
    A global sales team managing accounts and forecasts in Salesforce.

    Email Service Provider

    Also known as: ESP
    Beginner

    A platform for building, sending and analyzing email campaigns, such as Mailchimp, Klaviyo or Brevo.

    Where it is used
    Email marketing
    Example
    Sending the monthly newsletter and automated flows from an ESP.

    Marketing Automation Platform

    Also known as: MAP
    Intermediate

    Software that automates multi-step marketing across email, forms, landing pages, scoring and nurturing.

    Where it is used
    B2B marketing
    Example
    Running lead scoring and nurture flows in a MAP connected to the CRM.
    AI Tools & MarTech

    Automation Tools

    Zapier

    Beginner

    A no-code automation platform that connects thousands of apps through trigger-and-action workflows called Zaps.

    Where it is used
    Small teams, marketing operations
    Example
    New form entries are added to a spreadsheet and posted in Slack.

    Make

    Also known as: formerly Integromat
    Intermediate

    A visual automation platform for building complex multi-step workflows with branches and data transformations.

    Where it is used
    Marketing and operations automation
    Example
    A scenario that enriches leads, scores them and routes them.

    n8n

    Intermediate

    A flexible workflow automation tool that can be self-hosted and has strong AI and agent features.

    Where it is used
    Technical marketing teams, privacy-sensitive automation
    Example
    A self-hosted workflow that summarizes incoming emails with an AI model.
    AI Tools & MarTech

    Analytics Tools

    Google Analytics 4

    Also known as: GA4
    Beginner

    Google's event-based web and app analytics platform for measuring traffic, engagement and conversions.

    Where it is used
    Websites, apps, marketing reporting
    Example
    Checking which channels drive quote requests in GA4.

    Google Tag Manager

    Also known as: GTM
    Intermediate

    Google's free tag management system for deploying and managing tracking tags on websites and apps.

    Where it is used
    Tracking implementation
    Example
    Adding the LinkedIn Insight Tag through GTM.

    Looker Studio

    Also known as: formerly Google Data Studio
    Beginner

    Google's free tool for building interactive dashboards and reports from many data sources.

    Where it is used
    Marketing reporting
    Example
    A client dashboard combining GA4, Google Ads and Search Console data.

    Microsoft Power BI

    Also known as: Power BI
    Intermediate

    Microsoft's business intelligence platform for data modeling, dashboards and reporting.

    Where it is used
    Management reporting, enterprise analytics
    Example
    A sales and marketing dashboard shared in Teams.

    Hotjar

    Beginner

    A behavior analytics tool for heatmaps, session recordings and on-site surveys.

    Where it is used
    UX research, CRO
    Example
    Watching recordings of users who abandon the checkout.
    AI Tools & MarTech

    SEO & GEO Tools

    Semrush

    Beginner

    An all-in-one platform for SEO, keyword research, competitor analysis, advertising research and AI visibility tracking.

    Where it is used
    SEO, content, PPC research
    Example
    Finding the keywords a competitor ranks for.

    Ahrefs

    Beginner

    An SEO platform known for its backlink index, keyword research, site audits and AI visibility features.

    Where it is used
    SEO, link building
    Example
    Analyzing which sites link to a competitor.

    Screaming Frog

    Also known as: SEO Spider
    Intermediate

    A desktop crawler that scans websites to find technical SEO issues such as broken links, redirects and missing tags.

    Where it is used
    Technical SEO audits
    Example
    Crawling 20,000 URLs to find missing meta descriptions.

    AI Visibility Tools

    Also known as: GEO Tools; LLM Tracking Tools
    Intermediate

    Software that tracks how brands appear in AI answers across platforms, using prompt tracking, citation and sentiment analysis.

    Where it is used
    GEO measurement
    Example
    Weekly reports on brand mentions in ChatGPT, Gemini and Perplexity.
    AI Tools & MarTech

    Web Platforms

    Content Management System

    Also known as: CMS
    Beginner

    Software for creating, managing and publishing website content without coding, such as WordPress.

    Where it is used
    Websites, blogs, landing pages
    Example
    Publishing a new blog post in WordPress.

    Headless CMS

    Advanced

    A CMS that stores and manages content separately from the website front end and delivers it through APIs to any channel.

    Where it is used
    Multi-channel content, modern web development
    Example
    The same product content feeds the website, app and kiosk screens.

    E-Commerce Platform

    Also known as: Webshop Platform
    Beginner

    Software for running an online store, managing products, orders, payments and customers, such as Magento (Adobe Commerce), Shopify or WooCommerce.

    Where it is used
    Online retail, B2B webshops
    Example
    A B2B distributor runs its webshop on Magento 2.

    Page Builder

    Also known as: Visual Editor
    Beginner

    A drag-and-drop tool for designing pages without code, available in many CMS and e-commerce platforms.

    Where it is used
    Landing pages, category pages, content blocks
    Example
    Building a category page with Magento Page Builder blocks.

    Product Information Management

    Also known as: PIM
    Intermediate

    A system for storing and managing all product data (specs, texts, images, translations) in one place and sending it to every channel.

    Where it is used
    E-commerce, distributors, manufacturers
    Example
    Updating a cable spec once in the PIM so it changes on the webshop and in feeds.
    AI Tools & MarTech

    Productivity

    Browser Extension

    Also known as: Add-On
    Beginner

    A small add-on to a web browser that adds features, such as AI writing help or SEO metrics on any page.

    Where it is used
    Daily productivity, SEO checks
    Example
    An extension showing word count and headings of any page.
    AI Tools & MarTech

    Commercial

    API Pricing

    Also known as: Usage-Based Pricing
    Intermediate

    Paying for AI models by usage, usually per million input and output tokens, instead of a fixed monthly seat.

    Where it is used
    AI app development, automation budgets
    Example
    Estimating monthly costs for generating 10,000 product texts through an API.

    License Model

    Also known as: Pricing Model
    Beginner

    The way a tool is charged: per user (seat), per usage, per contact, flat fee or a mix.

    Where it is used
    Procurement, budgeting
    Example
    An email tool priced per 1,000 contacts.
    10

    Marketing Operations

    Processes, planning, data standards, ways of working and asset management that keep marketing running smoothly.

    31 terms · 10 subcategories

    Processes, planning, data standards, ways of working and asset management that keep marketing running smoothly.

    Choose a subcategory above to see its terms.

    Marketing Operations

    Foundations

    Marketing Operations

    Also known as: MOps; Marketing Ops
    Beginner

    The function that makes marketing run efficiently through processes, technology, data, governance and performance measurement.

    Where it is used
    Marketing departments, B2B companies
    Example
    A MOps specialist manages the CRM, reporting and campaign processes.

    Revenue Operations

    Also known as: RevOps
    Intermediate

    Aligning marketing, sales and customer success operations around shared data, processes and revenue goals.

    Where it is used
    B2B, SaaS, growth companies
    Example
    One team owns the full funnel data from lead to renewal.
    Marketing Operations

    Collaboration

    Sales and Marketing Alignment

    Also known as: Smarketing
    Beginner

    Agreeing shared goals, definitions, processes and communication between sales and marketing.

    Where it is used
    B2B organizations
    Example
    Agreeing together what counts as an MQL and how fast sales responds.

    Service Level Agreement (Sales–Marketing)

    Also known as: SLA
    Intermediate

    An internal agreement on what marketing delivers (such as number of MQLs) and how sales follows up (such as contact within 24 hours).

    Where it is used
    B2B lead management
    Example
    Sales contacts every MQL within one working day.

    Vendor Management

    Also known as: Agency Management
    Intermediate

    Selecting, briefing, managing and evaluating external agencies, freelancers and tool vendors.

    Where it is used
    Marketing departments, procurement
    Example
    Quarterly reviews with the SEO agency based on agreed KPIs.
    Marketing Operations

    Processes

    Lead Routing

    Also known as: Lead Assignment
    Intermediate

    Automatically assigning new leads to the right person or team based on rules such as region, size or product.

    Where it is used
    CRM, marketing automation
    Example
    German leads go to the DACH account manager; data center leads to the enterprise team.

    Campaign Brief

    Beginner

    A document defining a campaign's goal, audience, message, channels, budget, timing, KPIs and responsibilities.

    Where it is used
    Campaign planning, agencies
    Example
    A brief for a Q1 fiber promotion with targets and deadlines.

    Content Operations

    Also known as: ContentOps
    Intermediate

    The people, processes and tools for planning, creating, approving, publishing and measuring content at scale.

    Where it is used
    Content teams, e-commerce, publishers
    Example
    A defined workflow from brief to translation to publishing.

    Approval Workflow

    Also known as: Sign-Off Process
    Beginner

    The defined steps and people that must review and approve work before it goes live.

    Where it is used
    Content, ads, legal review, AI output
    Example
    Product texts are checked by the product manager before publishing.

    Quality Assurance Checklist

    Also known as: QA Checklist
    Beginner

    A standard list of checks done before launch, such as links, tracking, spelling, rendering and legal requirements.

    Where it is used
    Email sends, landing pages, campaigns
    Example
    Checking subject line, preview text, links and UTMs before every newsletter.

    Process Documentation

    Also known as: Standard Operating Procedure; SOP
    Beginner

    Written step-by-step descriptions of how recurring tasks are done, so anyone can do them consistently.

    Where it is used
    Operations, training, quality control
    Example
    An SOP for adding a new product to the webshop.

    Marketing Request Intake

    Also known as: Request Form
    Beginner

    A standard way for colleagues to submit marketing requests with all needed information, so work can be prioritized.

    Where it is used
    In-house marketing teams
    Example
    Sales submits a flyer request through a form with deadline and audience.
    Marketing Operations

    Planning

    Marketing Calendar

    Also known as: Editorial Calendar
    Beginner

    A shared schedule of all planned campaigns, content, events and launches.

    Where it is used
    Planning, team alignment
    Example
    All newsletters, webinars and promotions planned for the year.

    Content Calendar

    Also known as: Publishing Calendar
    Beginner

    A schedule of what content will be published, where and when, with owners and status.

    Where it is used
    Blogs, social media, email
    Example
    Two blog posts a month and three LinkedIn posts a week.

    Capacity Planning

    Also known as: Resource Planning
    Intermediate

    Matching available people, hours and skills to planned work to avoid overload and missed deadlines.

    Where it is used
    Team management, agencies
    Example
    The design team can handle 30 requests a month, so priorities are set.

    Marketing Budget Allocation

    Also known as: Budget Planning
    Intermediate

    Dividing the marketing budget across channels, campaigns, tools and people based on goals and expected returns.

    Where it is used
    Annual and quarterly planning
    Example
    40% paid media, 25% content, 20% tools, 15% events.
    Related to
    Media Plan, Marketing Mix Modeling, Return on Investment
    Marketing Operations

    Data Standards

    Naming Convention

    Also known as: Taxonomy
    Beginner

    Agreed rules for naming campaigns, files, UTMs, fields and assets so everything stays consistent and reportable.

    Where it is used
    Campaigns, analytics, CRM, file storage
    Example
    "2026-10_NL_Fiber_LinkedIn_Leadgen" for every campaign name.

    Data Dictionary

    Also known as: Field Dictionary
    Intermediate

    A document defining every data field, its meaning, format, owner and allowed values.

    Where it is used
    CRM, reporting, data teams
    Example
    "Lifecycle stage: one of subscriber, lead, MQL, SQL, customer."
    Marketing Operations

    Governance of Work

    RACI Matrix

    Intermediate

    A table that defines who is Responsible, Accountable, Consulted and Informed for each task or decision.

    Where it is used
    Projects, processes, cross-team work
    Example
    The campaign manager is Accountable; the designer is Responsible for visuals.
    Marketing Operations

    Ways of Working

    Project Management

    Beginner

    Planning, organizing and controlling tasks, people and timelines to deliver a project on time and within budget.

    Where it is used
    Campaigns, website projects, launches
    Example
    Managing a website redesign in a project tool with milestones.

    Agile Marketing

    Intermediate

    Applying agile methods to marketing: short work cycles, prioritized backlogs, frequent testing and adjusting based on results.

    Where it is used
    Digital marketing teams
    Example
    Two-week sprints with a review of results and new priorities.
    Related to
    Sprint, Kanban, Backlog

    Sprint

    Intermediate

    A fixed short period (often one or two weeks) in which a team completes a set of prioritized tasks.

    Where it is used
    Agile teams
    Example
    Sprint goal: launch three landing pages and two email flows.

    Backlog

    Beginner

    A prioritized list of tasks and ideas waiting to be worked on.

    Where it is used
    Agile teams, product and content planning
    Example
    The backlog contains 40 content ideas ranked by impact.

    Kanban

    Also known as: Kanban Board
    Beginner

    A visual board with columns (such as To do, Doing, Review, Done) that shows the flow of work.

    Where it is used
    Task management
    Example
    Content cards moving from "Draft" to "Published".

    Retrospective

    Also known as: Retro; Post-Mortem
    Beginner

    A team meeting after a sprint or campaign to discuss what went well, what did not and what to improve.

    Where it is used
    Agile teams, campaign evaluation
    Example
    After a launch, the team agrees to start QA two days earlier.

    Onboarding (Team)

    Also known as: Employee Onboarding
    Beginner

    Introducing new team members to tools, processes, standards and goals so they become productive quickly.

    Where it is used
    Team management
    Example
    A new marketer receives the SOP library and tool access on day one.
    Marketing Operations

    Measurement

    Campaign Reporting

    Also known as: Performance Reporting
    Beginner

    Regular reports on campaign results against goals, with insights and recommended actions.

    Where it is used
    Teams, management, clients
    Example
    A monthly report on leads, costs and pipeline per campaign.
    Marketing Operations

    Asset Management

    Digital Asset Management

    Also known as: DAM
    Intermediate

    A central system to store, organize, find and share images, videos, logos and other brand files.

    Where it is used
    Brand teams, e-commerce, agencies
    Example
    Finding the latest approved product photo in seconds.
    Marketing Operations

    Content Operations

    Localization

    Also known as: Localization; L10n
    Intermediate

    Adapting content to a specific language, culture and market, beyond word-for-word translation.

    Where it is used
    Multi-country marketing
    Example
    Adapting units, examples and tone for the German market.

    Translation Memory

    Also known as: TM
    Intermediate

    A database of previously translated sentences that translators and tools reuse for speed and consistency.

    Where it is used
    Translation workflows
    Example
    A product spec sentence translated once is reused in 200 products.

    Termbase

    Also known as: Terminology Database; Glossary
    Intermediate

    A list of approved terms and their translations, so the same words are used in every language and text.

    Where it is used
    Localization, technical content
    Example
    "Patch cable" is always "patchkabel" in Dutch and "Patchkabel" in German.
    11

    AI Strategy & Leadership

    Planning, executing and scaling AI: use cases, value, decisions, workforce, organization and maturity.

    35 terms · 9 subcategories

    Planning, executing and scaling AI: use cases, value, decisions, workforce, organization and maturity.

    Choose a subcategory above to see its terms.

    AI Strategy & Leadership

    Foundations

    AI Strategy

    Also known as: AI Marketing Strategy
    Beginner

    A plan for how an organization will use AI to reach its business goals, including priorities, investments, people, data and risk management.

    Where it is used
    Leadership, board discussions, planning
    Example
    A strategy to use AI first in content, customer service and reporting.

    Data Strategy

    Intermediate

    A plan for how an organization collects, manages, protects and uses data to support its goals, a key foundation for AI.

    Where it is used
    Leadership, IT, marketing
    Example
    Investing in clean product and customer data before AI projects.
    AI Strategy & Leadership

    Planning

    AI Roadmap

    Beginner

    A timeline showing which AI initiatives will be launched, in which order, with milestones and owners.

    Where it is used
    Planning, stakeholder communication
    Example
    Q1 content assistant, Q2 support chatbot, Q3 predictive scoring.

    AI Use Case

    Beginner

    A specific business task or problem where AI can create measurable value.

    Where it is used
    Strategy workshops, project planning
    Example
    Using AI to write first drafts of 3,000 product descriptions.

    Use Case Prioritization

    Also known as: Impact–Effort Matrix
    Intermediate

    Ranking AI use cases by expected value, feasibility, risk and effort to decide what to do first.

    Where it is used
    Strategy workshops, budgeting
    Example
    Plotting ten ideas on an impact–effort grid and starting with two quick wins.

    Quick Win

    Also known as: Low-Hanging Fruit
    Beginner

    An initiative with high value and low effort that shows results fast and builds support for further investment.

    Where it is used
    Change programs, AI adoption
    Example
    An AI meeting-summary tool saving each manager two hours a week.

    Objectives and Key Results

    Also known as: OKR
    Intermediate

    A goal-setting method with an inspiring objective and three to five measurable key results.

    Where it is used
    Goal setting, quarterly planning
    Example
    Objective: make content production AI-ready. KR: 80% of texts drafted with approved templates.
    AI Strategy & Leadership

    Execution

    Pilot

    Also known as: Proof of Concept; POC
    Beginner

    A small, time-limited trial of an AI solution to test value and feasibility before wider rollout.

    Where it is used
    AI projects, vendor tests
    Example
    A six-week pilot of an AI chatbot on one product category.
    Related to
    Scaling AI, Success Criteria, Minimum Viable Product

    Success Criteria

    Also known as: Exit Criteria
    Intermediate

    Clear, measurable conditions agreed in advance that decide whether a pilot is a success and should be scaled.

    Where it is used
    Pilots, business cases
    Example
    The pilot must answer 70% of questions correctly and cut tickets by 20%.

    Scaling AI

    Also known as: AI Rollout
    Intermediate

    Moving AI from pilots to broad, reliable use across teams, with the processes, training and support needed.

    Where it is used
    Enterprise AI programs
    Example
    Rolling out the content assistant from one team to all markets.

    Pilot Purgatory

    Intermediate

    When AI pilots never move to full use because of unclear value, missing ownership, data problems or a lack of budget.

    Where it is used
    AI program reviews
    Example
    Twelve pilots run in a year, but none is in daily use.
    AI Strategy & Leadership

    Value

    Business Case

    Beginner

    A document showing the expected costs, benefits, risks and return of an investment, used to get approval.

    Where it is used
    Budget approval, leadership decisions
    Example
    Showing that an AI support bot pays back its cost within 10 months.

    Return on Investment (AI)

    Also known as: AI ROI
    Intermediate

    The financial value created by an AI initiative compared with its total cost, including time savings, revenue growth and cost reduction.

    Where it is used
    Reporting to leadership, budgeting
    Example
    €60,000 yearly saving on a €20,000 investment.

    Total Cost of Ownership

    Also known as: TCO
    Intermediate

    The full cost of a solution over its life: licenses, usage, setup, integration, training, maintenance and oversight.

    Where it is used
    Procurement, business cases
    Example
    A "cheap" tool becomes expensive after integration and training costs.

    Productivity Gain

    Also known as: Efficiency Gain
    Beginner

    The time or effort saved, or extra output produced, thanks to AI.

    Where it is used
    AI impact measurement
    Example
    Product text creation drops from 30 to 8 minutes per item.

    Competitive Advantage (AI)

    Also known as: AI Moat
    Advanced

    A lasting advantage gained from AI that competitors cannot easily copy, often based on unique data, processes or customer relationships.

    Where it is used
    Strategy, positioning
    Example
    Unique installation data improves recommendations no competitor can match.
    Related to
    Data Strategy, Proprietary Data
    AI Strategy & Leadership

    Decisions

    Build vs Buy

    Also known as: Make or Buy
    Intermediate

    The decision whether to develop an AI solution in-house, buy a ready-made tool, or combine both.

    Where it is used
    Technology strategy
    Example
    Buying a chatbot platform instead of building one from scratch.

    Vendor Lock-In

    Intermediate

    Being dependent on one supplier because switching would be expensive or difficult.

    Where it is used
    Technology and procurement strategy
    Example
    All workflows rely on one vendor's proprietary AI features.

    Model Selection

    Also known as: Foundation Model Choice
    Advanced

    Choosing which AI model or models to use based on quality, speed, cost, privacy, language skills and features.

    Where it is used
    AI product design, tool setup
    Example
    Using a fast model for tagging and a stronger model for analysis.
    AI Strategy & Leadership

    Workforce

    Augmentation

    Also known as: Human Augmentation
    Beginner

    Using AI to support and strengthen people's work rather than replace them.

    Where it is used
    Workforce strategy, change communication
    Example
    AI drafts, people decide and refine.

    Automation (Strategic)

    Also known as: Task Automation Strategy
    Intermediate

    Deciding which tasks AI should take over completely, based on risk, volume and value.

    Where it is used
    Operating model design
    Example
    Fully automating invoice tagging, while proposals stay human-led.

    Human-AI Collaboration

    Beginner

    Designing work so people and AI each do what they do best, with clear roles and handovers.

    Where it is used
    Team design, process design
    Example
    AI handles research and drafts; experts handle judgment and relationships.

    Job Redesign

    Also known as: Role Redesign
    Intermediate

    Changing job roles and responsibilities as AI takes over some tasks and creates new ones.

    Where it is used
    HR, leadership
    Example
    A copywriter becomes a content strategist and AI editor.
    AI Strategy & Leadership

    People

    AI Literacy

    Also known as: AI Fluency
    Beginner

    The knowledge and skills people need to use AI effectively, critically and responsibly. The EU AI Act requires organizations to ensure sufficient AI literacy of their staff.

    Where it is used
    Training programs, compliance
    Example
    A company-wide course on prompting, risks and data rules.

    Upskilling

    Also known as: Reskilling
    Beginner

    Training employees in new skills (upskilling) or for new roles (reskilling) as work changes due to AI.

    Where it is used
    HR, team development
    Example
    Training the marketing team in AI-assisted analytics.

    AI Champion

    Also known as: AI Ambassador
    Beginner

    An enthusiastic employee who helps colleagues adopt AI, shares good practices and collects feedback.

    Where it is used
    AI adoption programs
    Example
    One champion per team runs a monthly "AI tip" session.

    Change Management

    Beginner

    The structured approach to helping people accept and adopt new ways of working, tools and processes.

    Where it is used
    Transformations, tool rollouts
    Example
    Communication, training and support during an AI tool launch.

    AI Adoption

    Also known as: Adoption Rate
    Beginner

    The extent to which people actually use AI tools in their daily work, measured by active users and frequency.

    Where it is used
    Rollout monitoring
    Example
    60% of the team uses the assistant at least three times a week.

    Experimentation Culture

    Also known as: Test-and-Learn
    Beginner

    A working culture where teams regularly test ideas, measure results and learn from failures without blame.

    Where it is used
    Growth teams, innovation
    Example
    Each team runs at least one AI experiment per quarter.
    AI Strategy & Leadership

    Organization

    AI Center of Excellence

    Also known as: AI CoE
    Intermediate

    A central team that sets AI standards, supports projects, shares knowledge and manages tools across the organization.

    Where it is used
    Mid-size and large organizations
    Example
    The CoE approves new AI tools and maintains the prompt library.

    AI Operating Model

    Advanced

    How AI work is organized: who owns it, how decisions are made, how teams work together and how AI is funded and supported.

    Where it is used
    Organization design, transformation
    Example
    A hub-and-spoke model with a central team and AI leads in each department.

    Executive Sponsor

    Beginner

    A senior leader who supports an AI initiative, secures resources and removes obstacles.

    Where it is used
    Programs, transformation projects
    Example
    The CMO sponsors the AI content program.

    Stakeholder Alignment

    Beginner

    Making sure everyone affected by an AI initiative understands and agrees on its goals, scope and impact.

    Where it is used
    Projects, strategy
    Example
    Workshops with sales, IT and legal before launching an AI chatbot.
    AI Strategy & Leadership

    Assessment

    AI Maturity Model

    Also known as: AI Maturity
    Intermediate

    A framework describing stages of AI capability, from first experiments to fully embedded AI, used to assess where an organization stands.

    Where it is used
    Strategy assessments, consulting
    Example
    Moving from "experimenting" to "operational" within a year.

    AI Readiness

    Also known as: AI Readiness Assessment
    Intermediate

    How prepared an organization is to use AI, looking at data, technology, skills, processes, culture and governance.

    Where it is used
    Strategy planning
    Example
    A readiness check finds that product data quality is the biggest gap.
    13

    Customer Experience & Conversational AI

    Customer experience design, CX metrics, chatbots, conversational AI, contact center AI and messaging channels.

    42 terms · 10 subcategories

    Customer experience design, CX metrics, chatbots, conversational AI, contact center AI and messaging channels.

    Choose a subcategory above to see its terms.

    Customer Experience & Conversational AI

    Foundations

    Customer Experience

    Also known as: CX
    Beginner

    The total perception customers have of a brand, formed by every interaction across the whole relationship.

    Where it is used
    Strategy, service, product, marketing
    Example
    Fast delivery and helpful support create a strong B2B customer experience.
    Customer Experience & Conversational AI

    CX Design

    Customer Journey Map

    Also known as: Journey Map
    Beginner

    A visual representation of the steps, actions, thoughts, feelings and pain points customers experience while interacting with a brand.

    Where it is used
    CX workshops, service design
    Example
    Mapping an installer's experience from searching for a product to receiving it on site.

    Pain Point

    Beginner

    A specific problem or frustration customers experience in their journey.

    Where it is used
    CX research, product and service improvement
    Example
    Customers cannot find delivery times before checkout.

    Moment of Truth

    Intermediate

    A key moment in the journey that strongly shapes how customers feel about a brand.

    Where it is used
    CX strategy
    Example
    The first delivery of an urgent project order.

    Service Design

    Intermediate

    Designing all the people, processes and systems behind a service so it works well for customers and staff.

    Where it is used
    CX projects, process redesign
    Example
    Redesigning the returns process end to end.
    Customer Experience & Conversational AI

    Channels

    Omnichannel

    Beginner

    A connected experience across all channels, where customers can switch between web, chat, email, phone and stores without starting over.

    Where it is used
    Retail, service, B2B commerce
    Example
    A chat started on the website continues by email with full history.

    Multichannel

    Beginner

    Being present on several channels that may work separately, without shared context between them.

    Where it is used
    Channel strategy
    Example
    Phone and email support use separate systems and histories.

    Live Chat

    Beginner

    Real-time text chat between customers and human agents on a website or app.

    Where it is used
    Websites, webshops, B2B portals
    Example
    A sales rep answers a bulk pricing question in live chat.

    Conversational Commerce

    Also known as: Chat Commerce
    Intermediate

    Selling through chat and messaging, where customers get advice, product recommendations and can order within the conversation.

    Where it is used
    Messaging apps, websites, social media
    Example
    A customer finds and orders the right cable through a chat conversation.

    WhatsApp Business Platform

    Also known as: WhatsApp Business API
    Intermediate

    Meta's solution for businesses to send messages, notifications and support conversations at scale through WhatsApp, with rules on opt-in and templates.

    Where it is used
    Customer service, notifications, sales
    Example
    Sending delivery updates and answering questions on WhatsApp.
    Customer Experience & Conversational AI

    Feedback

    Voice of the Customer

    Also known as: VoC
    Beginner

    A program that collects and analyzes customer feedback from surveys, reviews, calls and chats to guide improvements.

    Where it is used
    CX, product, marketing
    Example
    Monthly VoC report on top complaints and praise.
    Customer Experience & Conversational AI

    Metrics

    Net Promoter Score

    Also known as: NPS
    Beginner

    A loyalty metric based on the question "How likely are you to recommend us?" on a 0–10 scale; promoters minus detractors gives the score.

    Where it is used
    CX measurement, management reporting
    Example
    50% promoters and 20% detractors give an NPS of +30.

    Customer Satisfaction Score

    Also known as: CSAT
    Beginner

    A metric measuring how satisfied customers are with a specific interaction or product, usually on a 1–5 scale.

    Where it is used
    Support, delivery, post-purchase surveys
    Example
    92% of customers rated their support chat 4 or 5.

    Customer Effort Score

    Also known as: CES
    Intermediate

    A metric measuring how easy it was for a customer to get something done, such as solving an issue.

    Where it is used
    Support, onboarding, checkout
    Example
    "How easy was it to change your order?" rated 6 out of 7.

    First Contact Resolution

    Also known as: FCR
    Intermediate

    The share of customer issues solved in the first interaction, without follow-up.

    Where it is used
    Contact centers, support teams
    Example
    78% of chat questions are solved in one conversation.

    Average Handle Time

    Also known as: AHT
    Intermediate

    The average time an agent spends on one interaction, including talking, holding and follow-up work.

    Where it is used
    Contact centers
    Example
    AI summaries cut AHT from 7 to 5 minutes.

    Containment Rate

    Also known as: Automation Rate
    Intermediate

    The share of conversations a bot fully handles without passing them to a human.

    Where it is used
    Chatbot performance
    Example
    The bot handles 65% of conversations from start to finish.

    Deflection Rate

    Also known as: Ticket Deflection
    Intermediate

    The share of potential support requests solved through self-service or bots before they become tickets.

    Where it is used
    Support reporting
    Example
    Help articles prevent 1,500 tickets a month.

    Resolution Rate (AI)

    Also known as: Automated Resolution Rate
    Intermediate

    The share of AI-handled conversations where the customer's problem was actually solved, not just closed.

    Where it is used
    AI support measurement
    Example
    70% containment but only 55% real resolution.

    Service Level

    Also known as: Service Level Target
    Intermediate

    A target for how quickly customers should be helped, such as answering 80% of calls within 30 seconds.

    Where it is used
    Contact centers, support planning
    Example
    Responding to all emails within 4 working hours.
    Customer Experience & Conversational AI

    Service Model

    Self-Service

    Beginner

    Letting customers find answers and complete tasks themselves through a knowledge base, portal or chatbot.

    Where it is used
    Support, B2B portals
    Example
    Customers download invoices and track orders in their account.

    Knowledge Base

    Also known as: Help Center
    Beginner

    A structured library of help articles, FAQs and guides used by customers, agents and AI bots.

    Where it is used
    Support websites, internal help
    Example
    An article explaining how to choose the right fiber connector.

    Human Escalation

    Also known as: Live Agent Handover
    Beginner

    Transferring a conversation from a bot to a human agent, ideally with the full context so the customer does not have to repeat themselves.

    Where it is used
    Support chat, voice bots
    Example
    A complaint about a damaged delivery is passed to a person with the chat history.

    Proactive Messaging

    Also known as: Proactive Support
    Beginner

    Contacting customers before they reach out, for example about delays, renewals or helpful tips.

    Where it is used
    Support, logistics, SaaS
    Example
    An automatic message that a delivery will arrive one day late.
    Customer Experience & Conversational AI

    Conversational AI

    Chatbot

    Beginner

    Software that holds text conversations with users, from simple rule-based menus to AI-powered assistants.

    Where it is used
    Websites, messaging apps, support
    Example
    A chatbot on the webshop answers questions about delivery.

    Rule-Based Bot

    Also known as: Decision-Tree Bot
    Beginner

    A chatbot that follows fixed scripts and buttons and can only handle pre-defined questions.

    Where it is used
    Simple FAQs, form filling
    Example
    "Choose: 1. Order status 2. Returns 3. Other".

    Conversational AI

    Beginner

    AI that can understand and respond to natural language in text or voice, holding flexible, human-like conversations.

    Where it is used
    Support, sales, voice assistants
    Example
    A bot that understands "where is my order from Tuesday?" without menus.

    Virtual Assistant

    Also known as: AI Assistant (Customer-Facing)
    Beginner

    An AI-powered assistant that helps customers with questions and tasks, often connected to business systems.

    Where it is used
    Websites, apps, messaging
    Example
    An assistant that checks stock and creates a quote request.

    AI Customer Service Agent

    Also known as: AI Support Agent
    Intermediate

    An AI agent that can resolve customer requests end to end, such as processing returns or changing orders, not just answering questions.

    Where it is used
    Support, e-commerce, SaaS
    Example
    The agent processes a return and sends the shipping label automatically.

    Natural Language Understanding

    Also known as: NLU
    Intermediate

    The part of conversational AI that figures out what a user means, including intent and key details.

    Where it is used
    Chatbots, voice bots, search
    Example
    Understanding that "my cable hasn't arrived" means an order status question.

    Intent Recognition

    Also known as: Intent Detection
    Intermediate

    Identifying the goal behind a user's message, such as checking an order, asking for a price or complaining.

    Where it is used
    Chatbots, routing, analytics
    Example
    "Can I send this back?" is recognized as a return intent.

    Entity Extraction

    Also known as: Slot Filling
    Intermediate

    Pulling specific details from a message, such as order number, product, date or location, needed to complete a task.

    Where it is used
    Chatbots, forms, voice bots
    Example
    Extracting order number 12345 from a customer's message.
    Customer Experience & Conversational AI

    Design

    Conversation Design

    Also known as: Conversational UX
    Intermediate

    Designing how a bot speaks, asks questions, handles errors and guides users, so conversations feel natural and efficient.

    Where it is used
    Chatbot and voice assistant projects
    Example
    Writing friendly clarifying questions instead of "I don't understand".

    Bot Persona

    Beginner

    The defined personality, name and tone of a chatbot, aligned with the brand.

    Where it is used
    Customer-facing bots
    Example
    A helpful, technical bot named "Kabelcoach" that clearly says it is AI.

    Fallback Response

    Also known as: Fallback Intent
    Intermediate

    What a bot says or does when it does not understand or cannot help, such as rephrasing, offering options or escalating.

    Where it is used
    Chatbots, voice bots
    Example
    "I'm not sure I understood. Do you mean an order question or a product question?"
    Customer Experience & Conversational AI

    Contact Center AI

    Agent Assist

    Also known as: AI Agent Assist
    Intermediate

    AI that supports human agents in real time with suggested answers, knowledge articles, summaries and next steps.

    Where it is used
    Contact centers, support teams
    Example
    The agent sees a suggested reply and the matching return policy instantly.

    Ticket Triage

    Also known as: Auto-Triage
    Intermediate

    Automatically classifying, prioritizing and routing incoming support requests to the right team.

    Where it is used
    Help desks, email support
    Example
    Urgent delivery complaints are flagged and sent to the priority queue.

    Conversation Summarization

    Also known as: Call Summary
    Beginner

    AI-generated summaries of chats or calls, saved to the CRM or ticket for later reference.

    Where it is used
    Contact centers, sales calls
    Example
    A 15-minute call becomes a five-line summary with next steps.

    Speech Analytics

    Also known as: Conversation Analytics
    Intermediate

    Analyzing recorded calls and chats at scale to find topics, sentiment, compliance issues and coaching opportunities.

    Where it is used
    Contact centers, sales teams
    Example
    Finding that 20% of calls mention unclear delivery times.

    Sentiment-Based Routing

    Also known as: Emotion Routing
    Advanced

    Routing or prioritizing conversations based on the detected emotion of the customer.

    Where it is used
    Contact centers, chat support
    Example
    An angry customer is moved directly to an experienced agent.
    Customer Experience & Conversational AI

    Voice

    Interactive Voice Response

    Also known as: IVR
    Beginner

    An automated phone system that interacts with callers through voice or keypad choices and routes them.

    Where it is used
    Customer service phone lines
    Example
    "Press 1 for orders, 2 for technical support."
    Related to
    Voice Bot, Contact Center

    Voice Bot

    Also known as: Voice AI Agent
    Intermediate

    An AI system that holds natural spoken conversations on the phone or in apps.

    Where it is used
    Phone support, appointment booking
    Example
    A voice bot answers after-hours calls and books callbacks.
    Next step

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