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.
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01AI Search
How AI-powered search engines and assistants find, read and answer: models, retrieval, answer formats and search behavior.
33 terms · 8 subcategories
How AI-powered search engines and assistants find, read and answer: models, retrieval, answer formats and search behavior.
Choose a subcategory above to see its terms.
Foundations
Large Language Model
Also known as: LLMBeginner
An AI model trained on huge amounts of text that predicts the next word, which lets it understand questions and write fluent answers. LLMs power chatbots and AI search engines.
- Where it is used
- AI search engines, chat assistants, writing tools, coding assistants
- Example
- ChatGPT, Claude and Gemini are all built on LLMs that answer search-style questions in full sentences.
- Related to
- Token, Context Window, Training Data, Hallucination, Generative AI
AI Search Engine
Also known as: Answer EngineBeginner
A search system that answers a question with a written, summarized response instead of only a list of links. It combines retrieval of web sources with an LLM that writes the answer.
- Where it is used
- Perplexity, ChatGPT search, Google AI Mode, Microsoft Copilot
- Example
- A user asks "best patch cable for a data center" and gets a written comparison with source links.
- Related to
- LLM, Retrieval-Augmented Generation, Citation, Zero-Click Search
Generative Search
Also known as: Generative EngineBeginner
The broad shift from ranking documents to generating answers. The engine reads several sources and writes a new response that blends them.
- Where it is used
- Search strategy, industry reporting, SEO and GEO planning
- Example
- Google moving from ten blue links to AI-written summaries above the results.
Token
Intermediate
The small unit of text an AI model reads and writes, often a word or part of a word. Usage limits and pricing of AI models are measured in tokens.
- Where it is used
- AI model pricing, prompt length limits, technical documentation
- Example
- "Patchkabel" may be split into two or three tokens by the model.
- Related to
- Context Window, LLM, API Pricing
Context Window
Also known as: Context LengthIntermediate
The maximum amount of text (in tokens) an AI model can consider at one time, including the conversation, documents and its own answer.
- Where it is used
- Choosing AI models, long document analysis, chat sessions
- Example
- A model with a large context window can read a full 200-page report in one go.
- Related to
- Token, Multi-Turn Query, Retrieval-Augmented Generation
Training Data
Also known as: Pre-Training CorpusIntermediate
The large collection of text, images and other content used to teach an AI model. What is in it shapes what the model knows about brands and topics.
- Where it is used
- Model development, brand visibility in AI, legal debates
- Example
- A brand that was widely discussed online before training is more likely to be known by the model.
- Related to
- Knowledge Cutoff, LLM, Copyright and AI
Knowledge Cutoff
Also known as: Training CutoffBeginner
The date after which an AI model has no built-in knowledge. Newer facts only reach the answer if the system searches the web.
- Where it is used
- AI assistants, AI search accuracy, content freshness planning
- Example
- A model with a cutoff last year will not know your new product unless it can browse.
- Related to
- Training Data, Grounding, Retrieval-Augmented Generation
Search Features
AI Overviews
Also known as: AIO; formerly SGEBeginner
Google's AI-generated summary shown at the top of many search results. It answers the query in a few paragraphs and links to the pages it used.
- Where it is used
- Google Search results pages in many countries and languages
- Example
- Searching "how does fiber optic cable work" shows a short AI explanation with three cited pages.
- Related to
- Generative Search, Zero-Click Search, Citation, SERP
AI Mode
Also known as: Google AI ModeIntermediate
A separate, chat-style search mode in Google where users ask longer questions and follow-ups, and receive in-depth AI answers built from many searches at once.
- Where it is used
- Google Search (dedicated tab), mainly for complex or comparative questions
- Example
- A user plans a home network in AI Mode and keeps asking follow-up questions in the same thread.
- Related to
- AI Overviews, Query Fan-Out, Conversational Search
Search Behavior
Conversational Search
Also known as: Chat SearchBeginner
Searching through a back-and-forth dialogue in natural language, where the system remembers earlier questions in the session and refines its answers.
- Where it is used
- Chat assistants, AI search tabs, voice assistants
- Example
- "Which cable for 10 Gbit?" followed by "and for 50 meters?" without repeating the first question.
- Related to
- Multi-Turn Query, AI Mode, Context Window
Multi-Turn Query
Also known as: Follow-Up QueryBeginner
A question that depends on previous messages in the same conversation. The AI uses earlier context to understand what the new question refers to.
- Where it is used
- Chat assistants and AI search engines
- Example
- After asking about Cat6a, the user types "is it cheaper than Cat7?" and the AI knows what "it" means.
- Related to
- Conversational Search, Context Window, Session Memory
Zero-Click Search
Also known as: No-Click SearchBeginner
A search where the user gets the answer directly on the results page or in the AI answer and does not click through to any website.
- Where it is used
- Search analytics, traffic forecasting, content strategy
- Example
- A user reads the AI Overview about cable categories and leaves without visiting a site.
- Related to
- AI Overviews, Featured Snippet, AI Referral Traffic
Multimodal Search
Also known as: Visual and Voice SearchBeginner
Searching with a mix of text, images, voice or video, such as photographing an object and asking a question about it.
- Where it is used
- Google Lens, ChatGPT, Gemini, mobile apps
- Example
- Taking a photo of a connector and asking "what type of plug is this?"
- Related to
- Visual Search, Voice Search, Multimodal Model
Visual Search
Also known as: Image Search; Reverse Image SearchBeginner
Searching with an image instead of words, so the system identifies the object and finds similar products or information.
- Where it is used
- Google Lens, Pinterest Lens, e-commerce apps
- Example
- A shopper photographs a patch panel and finds where to buy the same model.
- Related to
- Multimodal Search, Alt Text, Image SEO
Voice Search
Also known as: Spoken SearchBeginner
Searching by speaking to a device or assistant. Queries tend to be longer and phrased as natural questions.
- Where it is used
- Smart speakers, phones, cars, voice assistants
- Example
- "Hey Google, which network cable do I need for a gaming PC?"
- Related to
- Conversational Search, Long-Tail Keyword, Featured Snippet
Personalized AI Results
Also known as: Personalized AnswersIntermediate
AI answers that change based on the user's history, location, saved preferences or connected accounts, so two people can see different answers.
- Where it is used
- Google AI Mode, ChatGPT with memory, Gemini
- Example
- Two users ask for "a good supplier" and get different recommendations based on their past chats.
- Related to
- Conversational Search, Session Memory, Prompt Tracking
Retrieval
Query Fan-Out
Also known as: Sub-Query ExpansionAdvanced
A technique where the AI splits one question into many smaller searches, runs them in parallel, and combines the results into one answer.
- Where it is used
- Google AI Mode, Perplexity Pro, ChatGPT search
- Example
- "Best laptop for video editing under 1500 euro" becomes searches on GPUs, screens, reviews and prices.
- Related to
- AI Mode, Retrieval, Deep Research, Long-Tail Keyword
Deep Research
Also known as: Agentic SearchIntermediate
An AI search mode that works for several minutes, reading dozens of sources, and returns a long, structured report with citations instead of a quick answer.
- Where it is used
- ChatGPT, Gemini, Perplexity and Claude research features
- Example
- A marketer asks for a market overview of Dutch network installers and receives a 10-page sourced report.
- Related to
- Query Fan-Out, AI Agent, Citation
Retrieval-Augmented Generation
Also known as: RAGIntermediate
A method where the AI first searches a set of documents or the web, then writes an answer based on what it found. It makes answers more current and accurate.
- Where it is used
- AI search engines, company chatbots, internal knowledge assistants
- Example
- A support bot looks up the product manual before answering a question about installation.
- Related to
- Vector Database, Embedding, Grounding, Hallucination
Grounding
Also known as: Source GroundingIntermediate
Linking an AI answer to real, verifiable sources so it is based on facts rather than only the model's memory. Grounded answers usually show citations.
- Where it is used
- AI search, enterprise AI tools, fact-checking workflows
- Example
- Gemini grounded in Google Search shows which web pages support each claim.
- Related to
- Retrieval-Augmented Generation, Citation, Hallucination
Embedding
Also known as: Vector EmbeddingAdvanced
A list of numbers that represents the meaning of a piece of text, so the computer can measure how similar two texts are in meaning.
- Where it is used
- AI search, recommendation engines, internal search tools
- Example
- "Network cable" and "ethernet lead" get similar embeddings because they mean almost the same.
Vector Database
Also known as: Vector StoreAdvanced
A database that stores embeddings and quickly finds the pieces of content closest in meaning to a question. It is the memory behind many RAG systems.
- Where it is used
- AI chatbots, enterprise search, product search
- Example
- A knowledge base of 5,000 support articles stored as vectors so the bot can find the right one.
- Related to
- Embedding, Retrieval-Augmented Generation, Semantic Search
Semantic Search
Also known as: Meaning-Based SearchIntermediate
Search that matches the meaning and intent of a query instead of only exact keywords, so different wording can still find the right content.
- Where it is used
- Google, site search, AI search engines, e-commerce search
- Example
- Searching "cable for long distance internet" finds pages about fiber optic cables.
- Related to
- Embedding, Search Intent, Entity
Reranking
Also known as: Re-RankerAdvanced
A second step that reorders retrieved results so the most relevant sources are passed to the AI model first.
- Where it is used
- AI search pipelines, enterprise RAG systems
- Example
- Out of 50 retrieved pages, the reranker selects the 5 best to use in the answer.
Passage Retrieval
Also known as: Chunk RetrievalAdvanced
Retrieving specific sections or paragraphs of a page instead of the whole page. AI systems often cite one passage from a long article.
- Where it is used
- AI search engines, Google passage ranking, RAG systems
- Example
- An AI quotes only the FAQ paragraph about bend radius from a long cable guide.
- Related to
- Chunking, Reranking, Answer-First Content
Chunking
Also known as: Text ChunkingAdvanced
Splitting long documents into smaller pieces so they can be stored, searched and retrieved efficiently by AI systems.
- Where it is used
- RAG system setup, knowledge base preparation
- Example
- A 40-page manual split into 300-word chunks before adding it to a chatbot.
- Related to
- Passage Retrieval, Embedding, Vector Database
Answer Output
Citation
Also known as: Source LinkBeginner
A link or reference in an AI answer that shows which source a statement came from. Being cited is the main way brands get visibility and clicks from AI search.
- Where it is used
- AI Overviews, Perplexity, ChatGPT search, Copilot
- Example
- A numbered footnote [2] in a Perplexity answer that links to a supplier's product guide.
- Related to
- AI Overviews, Citation Rate, Grounding, AI Referral Traffic
Synthesized Answer
Also known as: Generated AnswerBeginner
An answer the AI writes by combining information from several sources into one new text, rather than copying a single page.
- Where it is used
- All AI search engines and assistants
- Example
- An answer that mixes specs from a manufacturer site, a review and a forum into one paragraph.
- Related to
- Generative Search, Citation, Grounding
Model Behavior
Hallucination
Also known as: ConfabulationBeginner
When an AI states something false, invented or unsupported as if it were true, such as fake facts, products or sources.
- Where it is used
- AI search, chatbots, content creation, legal and brand risk discussions
- Example
- An assistant claims a product has a lifetime warranty that the company never offered.
Session Memory
Also known as: Chat MemoryBeginner
The ability of an AI assistant to remember details from earlier in a chat, or across chats, and use them in later answers.
- Where it is used
- Chat assistants, AI search, customer service bots
- Example
- An assistant remembers the user works in B2B and tailors later answers to that.
- Related to
- Multi-Turn Query, Personalized AI Results, Context Window
Access
AI Crawler
Also known as: AI Bot; LLM CrawlerIntermediate
An automated bot that visits websites to collect content for training AI models or for fetching live answers. Each AI company runs its own crawlers.
- Where it is used
- Server logs, robots.txt rules, GEO audits
- Example
- GPTBot, ClaudeBot and PerplexityBot appear in the server logs of a website.
- Related to
- Robots.txt, AI Crawler Access, Crawling
Search Index (AI)
Also known as: Retrieval IndexIntermediate
The collection of pages an AI search engine can search when answering. Some use Google's or Bing's index; others build their own.
- Where it is used
- AI visibility analysis, technical SEO
- Example
- Content not indexed by Bing may be missing from answers in tools that rely on Bing results.
- Related to
- Indexing, AI Crawler, Bing Webmaster Tools
Monetization
AI Search Ads
Also known as: Ads in AI AnswersIntermediate
Paid placements that appear inside or next to AI-generated answers, such as sponsored products or follow-up suggestions.
- Where it is used
- Google AI Overviews and AI Mode, Microsoft Copilot, other AI search engines
- Example
- A sponsored product block shown under an AI answer about home routers.
- Related to
- AI Overviews, Pay-Per-Click, Retail Media
02GEO
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.
Foundations
Generative Engine Optimization
Also known as: GEOBeginner
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: AEOBeginner
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 SEOIntermediate
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.
Measurement
AI Visibility
Also known as: AI PresenceBeginner
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".
- Related to
- Share of Model, Prompt Tracking, Citation Rate
Citation Rate
Also known as: Source RateIntermediate
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.
- Related to
- Citation, AI Visibility, AI Referral Traffic
Brand Mention (AI)
Also known as: Unlinked MentionBeginner
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.
- Related to
- Share of Model, Citation Rate, Co-Occurrence
AI Sentiment
Also known as: Answer SentimentIntermediate
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 TrackingIntermediate
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.
- Related to
- AI Visibility, Prompt Set, Share of Model
Prompt Set
Also known as: Tracked PromptsIntermediate
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.
- Related to
- Prompt Tracking, Search Intent, Buyer Persona
Prompt Volume
Also known as: AI Query DemandAdvanced
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.
- Related to
- Search Volume, Prompt Set, Keyword Research
AI Referral Traffic
Also known as: LLM TrafficBeginner
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
Content Optimization
Citation-Worthy Content
Also known as: Citable ContentBeginner
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.
- Related to
- Fact Density, Answer-First Content, Original Research
Answer-First Content
Also known as: Inverted Pyramid WritingBeginner
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.
- Related to
- Passage Retrieval, Featured Snippet, Citation-Worthy Content
Fact Density
Also known as: Information DensityIntermediate
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 ClaimsIntermediate
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.
- Related to
- Fact Density, Original Research, Quotation Addition
Quotation Addition
Also known as: Expert QuotesIntermediate
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 ValueIntermediate
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.
- Related to
- Original Research, Fact Density, Helpful Content
Original Research
Also known as: Proprietary DataIntermediate
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.
- Related to
- Information Gain, Statistics Addition, Digital PR
Chunk-Friendly Structure
Also known as: Extractable FormattingIntermediate
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.
- Related to
- Passage Retrieval, Chunking, Heading Structure
Authority Building
Brand Entity Consistency
Also known as: Entity AlignmentIntermediate
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.
- Related to
- Entity, Knowledge Graph, LLM Optimization
Co-Occurrence
Also known as: Brand AssociationAdvanced
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.
- Related to
- Brand Mention (AI), Digital PR, Entity
Third-Party Validation
Also known as: Earned AuthorityBeginner
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 PresenceIntermediate
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 PresenceAdvanced
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.
- Related to
- Knowledge Graph, Entity, Brand Entity Consistency
Technical GEO
llms.txt
Also known as: LLMs.txt FileAdvanced
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.
- Related to
- Robots.txt, XML Sitemap, AI Crawler
AI Crawler Access
Also known as: AI Bot ManagementIntermediate
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.
- Related to
- AI Crawler, Robots.txt, Training Data
Machine-Readable Content
Also known as: AI-Readable ContentIntermediate
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.
- Related to
- Structured Data, JavaScript SEO, Chunk-Friendly Structure
Brand Protection
Brand Misrepresentation
Also known as: AI Misinformation About a BrandIntermediate
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.
- Related to
- Hallucination, AI Sentiment, Prompt Tracking
AI Answer Correction
Also known as: Narrative CorrectionIntermediate
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.
Strategy
Model-Specific Optimization
Also known as: Platform-Specific GEOAdvanced
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.
- Related to
- AI Visibility, Search Index (AI), Prompt Tracking
03SEO
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.
Foundations
Search Engine Optimization
Also known as: SEOBeginner
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: SERPBeginner
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.
- Related to
- SERP Feature, Organic Result, AI Overviews
Organic Result
Also known as: Organic ListingBeginner
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
Search Features
SERP Feature
Also known as: Rich SERP ElementBeginner
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.
- Related to
- Featured Snippet, People Also Ask, Rich Result
Featured Snippet
Also known as: Position ZeroBeginner
A highlighted box at the top of Google results that shows a short answer pulled from one web page.
- Where it is used
- Content formatting, definitions, how-to pages
- Example
- A 45-word answer to "what is a patch panel" shown above all other results.
- Related to
- Answer-First Content, SERP Feature, Zero-Click Search
People Also Ask
Also known as: PAABeginner
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 SnippetIntermediate
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
Technical SEO
Crawling
Also known as: SpideringBeginner
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.
- Related to
- Crawling, Noindex, Google Search Console
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.
- Related to
- Crawling, Faceted Navigation, Log File Analysis
Robots.txt
Also known as: Robots Exclusion FileIntermediate
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.
- Related to
- Crawling, AI Crawler Access, Noindex
Noindex
Also known as: Meta Robots NoindexIntermediate
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.
- Related to
- Indexing, Robots.txt, Thin Content
XML Sitemap
Also known as: SitemapBeginner
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.
- Related to
- Crawling, Indexing, Google Search Console
Canonical Tag
Also known as: rel=canonicalIntermediate
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.
- Related to
- Canonical Tag, Thin Content, Keyword Cannibalization
301 Redirect
Also known as: Permanent RedirectBeginner
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.
- Related to
- 404 Error, Site Migration, Link Equity
404 Error
Also known as: Page Not FoundBeginner
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 MigrationAdvanced
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.
- Related to
- 301 Redirect, XML Sitemap, Crawling
JavaScript SEO
Also known as: JS SEOAdvanced
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
Log File Analysis
Also known as: Server Log AnalysisAdvanced
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.
- Related to
- Crawl Budget, AI Crawler, Crawling
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.
- Related to
- Indexing, Bing Webmaster Tools, XML Sitemap
Page Experience
Core Web Vitals
Also known as: CWVIntermediate
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: LCPAdvanced
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: INPAdvanced
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.
- Related to
- Core Web Vitals, JavaScript SEO, Page Speed
Cumulative Layout Shift
Also known as: CLSAdvanced
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.
- Related to
- Core Web Vitals, Page Speed
Page Speed
Also known as: Load TimeBeginner
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.
- Related to
- Core Web Vitals, Bounce Rate, Conversion Rate
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
International SEO
Hreflang
Also known as: hreflang TagAdvanced
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.
- Related to
- International SEO, Duplicate Content, Localization
International SEO
Also known as: Multilingual SEOIntermediate
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.
- Related to
- Hreflang, Localization, Keyword Research
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.
- Related to
- Search Volume, Keyword Difficulty, Search Intent, Long-Tail Keyword
Search Intent
Also known as: User IntentBeginner
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.
- Related to
- Keyword Research, Content Mapping, Conversion Rate
Search Volume
Also known as: Monthly Search VolumeBeginner
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.
- Related to
- Keyword Research, Prompt Volume, Keyword Difficulty
Keyword Difficulty
Also known as: KDBeginner
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.
- Related to
- Keyword Research, Backlink, Domain Authority
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".
- Related to
- Keyword Research, Search Intent, Voice Search
Keyword Cannibalization
Also known as: CannibalizationIntermediate
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".
- Related to
- Content Mapping, Canonical Tag, Duplicate Content
Content Mapping
Also known as: Keyword MappingIntermediate
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.
- Related to
- Keyword Cannibalization, Topic Cluster, Search Intent
Content Strategy
Topic Cluster
Also known as: Pillar and Cluster ModelIntermediate
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.
- Related to
- Pillar Page, Internal Linking, Topical Authority
Pillar Page
Also known as: Hub PageIntermediate
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.
- Related to
- Topic Cluster, Internal Linking, Topical Authority
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.
- Related to
- Topic Cluster, E-E-A-T, Information Gain
Programmatic SEO
Also known as: pSEOAdvanced
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 RefreshIntermediate
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
Quality Signals
E-E-A-T
Also known as: Experience, Expertise, Authoritativeness, TrustworthinessIntermediate
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.
- Related to
- Helpful Content, Author Bio, Third-Party Validation
Helpful Content
Also known as: People-First ContentBeginner
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.
- Related to
- E-E-A-T, Information Gain, Thin Content
Thin Content
Also known as: Low-Value ContentBeginner
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.
- Related to
- Helpful Content, Duplicate Content, Programmatic SEO
YMYL
Also known as: Your Money or Your LifeIntermediate
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.
- Related to
- E-E-A-T, Helpful Content
Algorithm
Core Update
Also known as: Core Algorithm UpdateIntermediate
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.
- Related to
- Ranking Factor, Helpful Content, E-E-A-T
Ranking Factor
Also known as: Ranking SignalBeginner
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.
- Related to
- Core Update, Backlink, Core Web Vitals
On-Page SEO
Title Tag
Also known as: Meta Title; SEO TitleBeginner
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: PermalinkBeginner
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–H6Beginner
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 TextBeginner
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 TextBeginner
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.
- Related to
- Alt Text, Visual Search, Page Speed
Structured Data
Structured Data
Also known as: Schema MarkupIntermediate
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.
- Related to
- Rich Result, Machine-Readable Content, Entity
JSON-LD
Also known as: JavaScript Object Notation for Linked DataAdvanced
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.
- Related to
- Structured Data, Rich Result
Semantic SEO
Entity
Also known as: Named EntityIntermediate
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.
- Related to
- Knowledge Graph, Brand Entity Consistency, Semantic Search
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.
- Related to
- Entity, Knowledge Panel, Wikipedia and Wikidata Presence
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.
- Related to
- Knowledge Graph, Entity, Google Business Profile
Off-Page SEO
Backlink
Also known as: Inbound LinkBeginner
A link from another website to yours. Quality backlinks are a strong signal of authority and trust.
- Where it is used
- Link building, PR, competitor analysis
- Example
- A trade magazine links to your installation guide.
- Related to
- Link Building, Anchor Text, Domain Authority, Link Equity
Link Building
Beginner
Activities to earn quality backlinks from relevant, trusted websites, such as outreach, digital PR and useful resources.
- Where it is used
- SEO campaigns, PR, partnerships
- Example
- Offering a free cabling checklist that installers' associations link to.
- Related to
- Backlink, Digital PR, Original Research
Link Equity
Also known as: Link JuiceIntermediate
The ranking value a link passes from one page to another, influenced by the linking page's authority and relevance.
- Where it is used
- Link strategy, site architecture, redirects
- Example
- A strong homepage passes link equity to key category pages through internal links.
- Related to
- Backlink, Internal Linking, 301 Redirect
Domain Authority
Also known as: DA; Domain Rating; Authority ScoreBeginner
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.
- Related to
- Backlink, Keyword Difficulty, Link Building
Nofollow
Also known as: rel=nofollow; rel=sponsored; rel=ugcIntermediate
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".
- Related to
- Backlink, Link Equity, Influencer Marketing
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.
- Related to
- Link Building, Original Research, Third-Party Validation
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".
- Related to
- Google Business Profile, NAP Consistency, Local Pack
Google Business Profile
Also known as: GBPBeginner
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, PhoneBeginner
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 PackBeginner
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".
- Related to
- Google Business Profile, Local SEO, SERP Feature
Measurement
Click-Through Rate (Organic)
Also known as: Organic CTRBeginner
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%.
- Related to
- Title Tag, Meta Description, Rich Result
Google Search Console
Also known as: GSCBeginner
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.
- Related to
- Indexing, Click-Through Rate (Organic), XML Sitemap
Rank Tracking
Also known as: Position TrackingBeginner
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.
- Related to
- Keyword Research, Prompt Tracking, SERP
Bing Webmaster Tools
Also known as: BWTIntermediate
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.
- Related to
- Google Search Console, Search Index (AI), IndexNow
04AI 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.
Foundations
AI Agent
Also known as: Autonomous AgentBeginner
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.
- Related to
- Agentic AI, Tool Use, Orchestration, Human-in-the-Loop
Agentic AI
Also known as: Agentic WorkflowBeginner
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 AssistantBeginner
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.
- Related to
- AI Agent, Human-in-the-Loop, Augmentation
Workflow Automation
Also known as: Process AutomationBeginner
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.
- Related to
- Trigger, Action, Robotic Process Automation, AI Workflow
AI Workflow
Also known as: AI-Powered AutomationIntermediate
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.
- Related to
- Workflow Automation, AI Agent, Prompt Chaining
Robotic Process Automation
Also known as: RPAIntermediate
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.
Capabilities
Tool Use
Also known as: Function CallingIntermediate
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: MCPAdvanced
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.
- Related to
- Tool Use, Connector, Application Programming Interface
Connector
Also known as: IntegrationBeginner
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: APIIntermediate
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 AgentIntermediate
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.
- Related to
- Robotic Process Automation, AI Agent, Tool Use
Rate Limit
Also known as: API LimitIntermediate
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 AgentIntermediate
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.
- Related to
- Scheduled Automation, AI Agent, Agent Observability
Workflow Design
Trigger
Also known as: Event TriggerBeginner
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.
- Related to
- Webhook, Action, Workflow Automation, Behavioral Trigger
Action
Also known as: Automation StepBeginner
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.
- Related to
- Trigger, Workflow Automation, Conditional Logic
Conditional Logic
Also known as: If/Then BranchingBeginner
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.
- Related to
- Trigger, Action, Lead Scoring
Event-Driven Automation
Also known as: Real-Time AutomationIntermediate
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.
- Related to
- Webhook, Trigger, Scheduled Automation
Scheduled Automation
Also known as: Batch AutomationBeginner
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 ChainIntermediate
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.
- Related to
- AI Workflow, Prompt, Task Decomposition
Error Handling
Also known as: Fallback PathIntermediate
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.
- Related to
- Conditional Logic, Agent Observability, Rate Limit
Platforms
Integration Platform as a Service
Also known as: iPaaSIntermediate
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 AutomationBeginner
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.
- Related to
- No-Code Automation, Shadow AI, AI Literacy
Agent Behavior
Task Decomposition
Also known as: PlanningIntermediate
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.
- Related to
- AI Agent, Reasoning Loop, Prompt Chaining
Reasoning Loop
Also known as: ReAct; Think-Act-ObserveAdvanced
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.
- Related to
- AI Agent, Tool Use, Task Decomposition
Agent Memory
Also known as: Long-Term MemoryIntermediate
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.
- Related to
- Session Memory, Vector Database, Context Window
Architecture
Multi-Agent System
Also known as: Agent TeamAdvanced
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.
- Related to
- Orchestration, Sub-Agent, Agent Handoff
Orchestration
Also known as: Agent OrchestrationAdvanced
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.
- Related to
- Multi-Agent System, Sub-Agent, Workflow Automation
Sub-Agent
Also known as: Worker AgentAdvanced
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.
- Related to
- Orchestration, Multi-Agent System, Task Decomposition
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.
- Related to
- Multi-Agent System, Human Escalation, Human-in-the-Loop
Control
Human-in-the-Loop
Also known as: HITLBeginner
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.
- Related to
- Human Oversight, Approval Workflow, AI Copilot
Guardrail
Also known as: AI GuardrailIntermediate
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 RightsIntermediate
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 AutonomyIntermediate
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.
- Related to
- Human-in-the-Loop, AI Copilot, AI Agent
Quality
Agent Evaluation
Also known as: EvalsAdvanced
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; MonitoringAdvanced
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.
- Related to
- Agent Evaluation, Audit Trail, Guardrail
05Content & 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.
Foundations
Generative AI
Also known as: GenAIBeginner
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.
- Related to
- Large Language Model, Diffusion Model, Multimodal Model
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 ModelIntermediate
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.
- Related to
- Chain-of-Thought Prompting, Large Language Model
Synthetic Media
Also known as: AI-Generated MediaIntermediate
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.
- Related to
- Deepfake, Content Credentials, AI Disclosure Label
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."
- Related to
- Prompt Engineering, System Prompt, Few-Shot Prompting
Prompt Engineering
Also known as: Prompt DesignBeginner
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.
- Related to
- Prompt, Few-Shot Prompting, Prompt Template
System Prompt
Also known as: System InstructionsIntermediate
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."
- Related to
- Prompt, Brand Voice Guidelines, Guardrail
Prompt Template
Also known as: Reusable PromptBeginner
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.
- Related to
- Prompt Engineering, Content Brief, Brand Voice Guidelines
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."
- Related to
- Few-Shot Prompting, Prompt
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.
- Related to
- Zero-Shot Prompting, Prompt Template, Brand Voice Guidelines
Chain-of-Thought Prompting
Also known as: Step-by-Step ReasoningIntermediate
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?"
- Related to
- Prompt Engineering, Reasoning Model
Model Settings
Temperature
Also known as: Creativity SettingAdvanced
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
Model Customization
Fine-Tuning
Also known as: Model Fine-TuningAdvanced
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.
- Related to
- LoRA, Brand Voice Guidelines, Retrieval-Augmented Generation
LoRA
Also known as: Low-Rank AdaptationAdvanced
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.
- Related to
- Fine-Tuning, Diffusion Model, Brand Asset Consistency
Brand Consistency
Brand Voice Guidelines
Also known as: Tone of Voice GuideBeginner
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."
- Related to
- System Prompt, Style Guide, Few-Shot Prompting
Style Guide
Also known as: Editorial GuidelinesBeginner
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 ConsistencyIntermediate
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.
- Related to
- Storyboard, Brand Asset Consistency
Image
Text-to-Image
Also known as: Image GenerationBeginner
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."
- Related to
- Diffusion Model, Negative Prompt, Image-to-Image
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: Img2ImgIntermediate
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".
- Related to
- Text-to-Image, Prompt
Seed
Also known as: Random SeedAdvanced
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.
- Related to
- Diffusion Model, Text-to-Image
Aspect Ratio Adaptation
Also known as: ResizingBeginner
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
Image Editing
Inpainting
Also known as: Generative FillBeginner
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.
- Related to
- Outpainting, Image-to-Image, Background Removal
Outpainting
Also known as: Generative ExpandBeginner
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.
- Related to
- Inpainting, Aspect Ratio Adaptation
Background Removal
Also known as: Cut-OutBeginner
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-ResolutionBeginner
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.
- Related to
- Image-to-Image, Image SEO
Video
Text-to-Video
Also known as: Video GenerationBeginner
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.
- Related to
- Image-to-Video, Diffusion Model, Storyboard
Image-to-Video
Also known as: Image AnimationBeginner
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 PresenterBeginner
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.
- Related to
- Text-to-Speech, Lip Sync, Synthetic Media
Lip Sync
Also known as: AI DubbingIntermediate
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.
- Related to
- AI Avatar, Voice Cloning, Localization
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.
- Related to
- Text-to-Video, Moodboard
Audio
Text-to-Speech
Also known as: TTSBeginner
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.
- Related to
- Voice Cloning, AI Avatar, Speech-to-Text
Speech-to-Text
Also known as: STT; TranscriptionBeginner
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.
- Related to
- Text-to-Speech, Content Repurposing, Speech Analytics
Voice Cloning
Also known as: Synthetic VoiceIntermediate
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.
- Related to
- Text-to-Speech, Deepfake, Consent
AI Music Generation
Also known as: Text-to-MusicBeginner
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."
- Related to
- Generative AI, Copyright and AI
Writing
AI Copywriting
Also known as: AI-Assisted WritingBeginner
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.
- Related to
- Prompt Template, Brand Voice Guidelines, Human Editing
Content Brief
Also known as: Creative BriefBeginner
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.
- Related to
- Prompt Template, Content Mapping, Search Intent
Quality
Human Editing
Also known as: Human ReviewBeginner
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.
- Related to
- Human-in-the-Loop, Content QA, Hallucination
Content QA
Also known as: Content Quality AssuranceBeginner
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.
- Related to
- Human Editing, Style Guide, Approval Workflow
AI Content Detection
Also known as: AI DetectorIntermediate
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.
- Related to
- Watermarking, Content Credentials, Human Editing
Content Strategy
Content Repurposing
Also known as: Content RecyclingBeginner
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.
- Related to
- Speech-to-Text, Content Atomization, Content Calendar
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.
- Related to
- Content Repurposing, Pillar Page
Content at Scale
Also known as: Scaled Content ProductionIntermediate
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.
- Related to
- Programmatic SEO, Prompt Template, Thin Content
Creative Variation
Also known as: Ad VariantsBeginner
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 ContentIntermediate
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.
- Related to
- User-Generated Content, AI Avatar, AI Disclosure Label
User-Generated Content
Also known as: UGCBeginner
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
06Data & 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 Types
First-Party Data
Also known as: 1P DataBeginner
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.
- Related to
- Zero-Party Data, Third-Party Data, Customer Data Platform
Zero-Party Data
Also known as: 0P DataBeginner
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.
- Related to
- First-Party Data, Preference Center, Personalization
Second-Party Data
Also known as: 2P DataIntermediate
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.
- Related to
- First-Party Data, Data Clean Room
Third-Party Data
Also known as: 3P DataBeginner
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 DataBeginner
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.
- Related to
- Unstructured Data, Data Warehouse
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.
Infrastructure
Data Warehouse
Also known as: DWHIntermediate
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.
- Related to
- Data Lake, ETL, Business Intelligence
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.
- Related to
- Data Warehouse, Unstructured Data
ETL / ELT
Also known as: Extract, Transform, LoadAdvanced
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.
- Related to
- Data Warehouse, Data Pipeline, Data Quality
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: SQLIntermediate
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.
- Related to
- Data Warehouse, Business Intelligence
Reporting
Business Intelligence
Also known as: BIBeginner
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.
- Related to
- Dashboard, Data Visualization, Data Warehouse
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: DatavizBeginner
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.
- Related to
- Dashboard, Business Intelligence
Year-over-Year Comparison
Also known as: YoYBeginner
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.
Metrics
Key Performance Indicator
Also known as: KPIBeginner
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.
- Related to
- North Star Metric, Objectives and Key Results, Vanity Metric
North Star Metric
Also known as: NSMIntermediate
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.
- Related to
- Conversion Rate, Micro-Conversion, Goal
Conversion Rate
Also known as: CRBeginner
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.
- Related to
- Conversion, Conversion Rate Optimization, Funnel Analysis
Micro-Conversion
Also known as: Soft ConversionIntermediate
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.
- Related to
- Conversion, Funnel Analysis
Optimization
Conversion Rate Optimization
Also known as: CROBeginner
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.
- Related to
- A/B Testing, Conversion Rate, Heatmap
Experimentation
A/B Testing
Also known as: Split TestingBeginner
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: MVTAdvanced
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.
- Related to
- A/B Testing, Statistical Significance
Statistical Significance
Also known as: SignificanceIntermediate
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.
- Related to
- Statistical Significance, A/B Testing
Control Group
Also known as: Holdout GroupIntermediate
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.
- Related to
- Incrementality, A/B Testing, Lift Test
Behavior Analysis
Heatmap
Also known as: Click Map; Scroll MapBeginner
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.
- Related to
- Session Recording, Conversion Rate Optimization
Session Recording
Also known as: Session ReplayBeginner
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.
- Related to
- Heatmap, Conversion Rate Optimization, Privacy by Design
Funnel Analysis
Also known as: Conversion FunnelBeginner
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.
- Related to
- Conversion Rate, Customer Journey, Micro-Conversion
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.
- Related to
- Retention Rate, Customer Lifetime Value
Tracking
Web Analytics
Also known as: Digital AnalyticsBeginner
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.
- Related to
- Event Tracking, Google Analytics 4, Session
Event Tracking
Also known as: Event-Based TrackingIntermediate
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.
- Related to
- Web Analytics, Tag Management System, Conversion
Session
Also known as: VisitBeginner
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.
- Related to
- Web Analytics, Engagement Rate, Bounce Rate
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.
- Related to
- Engagement Rate, Session, Landing Page
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 ModuleBeginner
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: TMSIntermediate
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.
- Related to
- Event Tracking, Google Tag Manager, Server-Side Tagging
Server-Side Tagging
Also known as: Server-Side TrackingAdvanced
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.
- Related to
- Tag Management System, Conversions API, Consent Mode
Cookie
Also known as: HTTP CookieBeginner
A small file stored in the browser that remembers information such as login status, preferences or tracking IDs.
- Where it is used
- Websites, analytics, advertising
- Example
- A cookie remembers the language a visitor selected.
Third-Party Cookie
Also known as: 3P CookieIntermediate
A cookie set by a domain other than the website being visited, mainly used for cross-site tracking and advertising. Browsers increasingly restrict it.
- Where it is used
- Programmatic advertising, retargeting
- Example
- An ad network's cookie that follows a user across many news sites.
- Related to
- Cookie, Cookieless Tracking, Third-Party Data
Cookieless Tracking
Also known as: Privacy-First MeasurementAdvanced
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.
- Related to
- Third-Party Cookie, Server-Side Tagging, Consent Mode
Consent Mode
Also known as: Google Consent ModeAdvanced
A Google feature that adjusts how tags behave based on a visitor's cookie consent and fills gaps with modeling when consent is refused.
- Where it is used
- Websites using Google tags in the EU
- Example
- Visitors who refuse cookies are not tracked, but conversions are estimated.
- Related to
- Consent Management Platform, Cookieless Tracking, GDPR
Data Management
Data Quality
Also known as: Data HygieneBeginner
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.
- Related to
- Data Governance, Deduplication, Golden Record
Deduplication
Also known as: DedupeBeginner
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.
- Related to
- Data Quality, Identity Resolution, Golden Record
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.
- Related to
- Third-Party Data, Lead Scoring, Ideal Customer Profile
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.
- Related to
- Second-Party Data, Privacy by Design, Retail Media
Attribution & Measurement
Attribution
Also known as: Marketing AttributionBeginner
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.
- Related to
- Attribution, Last-Click Attribution, Data-Driven Attribution
Last-Click Attribution
Also known as: Last-TouchBeginner
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.
- Related to
- Attribution Model, First-Click Attribution
First-Click Attribution
Also known as: First-TouchBeginner
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.
- Related to
- Attribution Model, Last-Click Attribution
Multi-Touch Attribution
Also known as: MTAIntermediate
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.
- Related to
- Attribution Model, Data-Driven Attribution, Customer Journey
Data-Driven Attribution
Also known as: DDAAdvanced
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.
- Related to
- Multi-Touch Attribution, Machine Learning
Marketing Mix Modeling
Also known as: MMM; Media Mix ModelingAdvanced
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.
- Related to
- Attribution, Incrementality, Regression Analysis
Incrementality
Also known as: Incremental LiftAdvanced
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.
- Related to
- Lift Test, Marketing Mix Modeling, Control Group
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.
- Related to
- Marketing Mix Modeling, Predictive Analytics
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.
- Related to
- Machine Learning, Predictive Lead Scoring, Churn Prediction
Machine Learning
Also known as: MLBeginner
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.
- Related to
- Predictive Analytics, Large Language Model, Smart Bidding
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.
- Related to
- Predictive Analytics, Seasonality
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.
- Related to
- Forecasting, Year-over-Year Comparison
Natural Language Processing
Also known as: NLPIntermediate
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 MiningBeginner
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.
07Advertising & 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.
Foundations
Pay-Per-Click
Also known as: PPCBeginner
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".
- Related to
- Cost per Click, Search Advertising, Quality Score
Channels
Search Advertising
Also known as: SEA; Paid SearchBeginner
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".
- Related to
- Pay-Per-Click, Keyword Match Type, Shopping Ads
Shopping Ads
Also known as: Product Listing Ads; PLABeginner
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.
- Related to
- Product Feed, Search Advertising, Performance Max
Product Feed
Also known as: Merchant FeedIntermediate
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.
- Related to
- Shopping Ads, Feed Optimization, Structured Data
Paid Social
Also known as: Social AdvertisingBeginner
Paid advertising on social media platforms, targeted by audience, interests, behavior or job information.
- Where it is used
- Meta, LinkedIn, TikTok, Pinterest, X
- Example
- A LinkedIn ad targeting IT managers in the Benelux.
- Related to
- Lookalike Audience, Creative Testing, Advantage+
Display Advertising
Also known as: Banner AdvertisingBeginner
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.
- Related to
- Programmatic Advertising, Viewability, Cost per Mille
Connected TV
Also known as: CTVIntermediate
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.
- Related to
- Programmatic Advertising, Video Advertising
Video Advertising
Also known as: Video AdsBeginner
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.
- Related to
- Connected TV, View-Through Rate, Paid Social
Retail Media
Also known as: Retail Media Network; RMNIntermediate
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 MarketingBeginner
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.
- Related to
- Cost per Acquisition, Nofollow, Attribution
Influencer Marketing
Also known as: Creator MarketingBeginner
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.
- Related to
- User-Generated Content, AI Disclosure Label, Paid Social
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.
- Related to
- Product Feed, Shopping Ads, Title Tag
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.
- Related to
- Frequency, Ad Fatigue, Retargeting
Ad Fatigue
Also known as: Creative FatigueBeginner
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.
- Related to
- Frequency, Creative Testing, Creative Variation
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.
- Related to
- Bidding Strategy, Forecasting
Programmatic
Programmatic Advertising
Also known as: ProgrammaticIntermediate
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: RTBAdvanced
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.
- Related to
- Programmatic Advertising, Ad Exchange, Demand-Side Platform
Demand-Side Platform
Also known as: DSPAdvanced
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.
- Related to
- Supply-Side Platform, Ad Exchange, Real-Time Bidding
Supply-Side Platform
Also known as: SSPAdvanced
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.
- Related to
- Demand-Side Platform, Ad Exchange
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.
Metrics
Cost per Click
Also known as: CPCBeginner
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 ThousandBeginner
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.
- Related to
- Impression, Display Advertising, Reach
Click-Through Rate (Ads)
Also known as: Ad CTRBeginner
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.
- Related to
- Cost per Click, Quality Score, Ad Fatigue
Cost per Acquisition
Also known as: CPA; Cost per ConversionBeginner
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.
- Related to
- Target CPA, Return on Ad Spend, Conversion
Cost per Lead
Also known as: CPLBeginner
The average cost to generate one lead.
- Where it is used
- B2B campaigns, lead generation
- Example
- A webinar campaign generates leads at €45 each.
- Related to
- Cost per Acquisition, Lead
Return on Ad Spend
Also known as: ROASBeginner
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%).
- Related to
- Target ROAS, Cost per Acquisition, Profit on Ad Spend
Profit on Ad Spend
Also known as: POASAdvanced
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.
- Related to
- Cost per Mille, Reach, Viewability
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.
- Related to
- Impression, Frequency
Frequency
Also known as: Average FrequencyBeginner
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.
- Related to
- Reach, Frequency Cap, Ad Fatigue
View-Through Rate
Also known as: VTRIntermediate
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.
- Related to
- Video Advertising, Viewability
Quality
Viewability
Also known as: Viewable ImpressionIntermediate
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.
- Related to
- Impression, Ad Fraud, Brand Safety
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.
- Related to
- Brand Suitability, Viewability, Contextual Targeting
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.
- Related to
- Brand Safety, Contextual Targeting
Ad Fraud
Also known as: Invalid Traffic; IVTIntermediate
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
Search Optimization
Quality Score
Also known as: QSIntermediate
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.
- Related to
- Ad Rank, Cost per Click, Landing Page
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.
- Related to
- Quality Score, Bidding Strategy
Keyword Match Type
Also known as: Broad, Phrase, Exact MatchIntermediate
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.
- Related to
- Negative Keyword, Search Advertising, Search Terms Report
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.
- Related to
- Keyword Match Type, Search Terms Report
Search Terms Report
Also known as: Search Query ReportIntermediate
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.
- Related to
- Negative Keyword, Keyword Match Type
Ad Extensions
Also known as: AssetsBeginner
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".
- Related to
- Responsive Search Ad, Click-Through Rate (Ads)
Bidding
Bidding Strategy
Also known as: Bid StrategyBeginner
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.
- Related to
- Smart Bidding, Target CPA, Target ROAS
Smart Bidding
Also known as: Automated BiddingIntermediate
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.
- Related to
- Bidding Strategy, Target CPA, Target ROAS, Machine Learning
Target CPA
Also known as: tCPAIntermediate
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.
- Related to
- Smart Bidding, Cost per Acquisition
Target ROAS
Also known as: tROASIntermediate
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.
- Related to
- Smart Bidding, Return on Ad Spend, Conversion Value
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.
- Related to
- Target ROAS, Value-Based Bidding, Customer Lifetime Value
Value-Based Bidding
Also known as: VBBAdvanced
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.
- Related to
- Conversion Value, Target ROAS, Offline Conversion Import
Measurement
Offline Conversion Import
Also known as: OCIAdvanced
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; TagBeginner
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.
- Related to
- Conversions API, Tag Management System, Retargeting
Conversions API
Also known as: CAPI; Server-Side Conversion TrackingAdvanced
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 StudyAdvanced
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.
- Related to
- Incrementality, Control Group
Automated Campaigns
Performance Max
Also known as: PMaxIntermediate
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.
- Related to
- Audience Signals, Asset Group, Smart Bidding
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.
- Related to
- Performance Max, Responsive Search Ad, Creative Variation
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.
- Related to
- Paid Social, Dynamic Creative Optimization, Broad Targeting
Responsive Search Ad
Also known as: RSAIntermediate
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.
- Related to
- Asset Group, Creative Variation, Search Advertising
Creative
Dynamic Creative Optimization
Also known as: DCOAdvanced
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.
- Related to
- Creative Variation, Personalization, Advantage+
Creative Testing
Also known as: Ad TestingBeginner
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.
- Related to
- Creative Variation, A/B Testing, Ad Fatigue
Hook Rate
Also known as: Thumb-Stop RatioIntermediate
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.
- Related to
- Creative Testing, View-Through Rate
Audiences
Targeting
Also known as: Audience TargetingBeginner
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.
- Related to
- Lookalike Audience, Contextual Targeting, Retargeting
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.
- Related to
- Targeting, Cookieless Tracking, Brand Safety
Retargeting
Also known as: RemarketingBeginner
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.
- Related to
- Frequency Cap, Custom Audience, Cart Abandonment
Custom Audience
Also known as: Customer MatchIntermediate
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.
- Related to
- Retargeting, Lookalike Audience, First-Party Data
Lookalike Audience
Also known as: Similar AudienceIntermediate
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.
- Related to
- Custom Audience, Audience Signals, Targeting
Broad Targeting
Also known as: Open TargetingIntermediate
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.
- Related to
- Advantage+, Audience Signals, Smart Bidding
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.
- Related to
- Quality Score, Conversion Rate Optimization, Bounce Rate
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.
- Related to
- Full-Funnel Advertising, Budget Pacing, Forecasting
08CRM, 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.
Foundations
Customer Relationship Management
Also known as: CRMBeginner
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.
- Related to
- Customer Data Platform, Lead, Pipeline
Customer Data Platform
Also known as: CDPIntermediate
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.
- Related to
- Single Customer View, Identity Resolution, First-Party Data
Data Foundation
Single Customer View
Also known as: SCV; Customer 360Intermediate
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.
- Related to
- Customer Data Platform, Golden Record, Identity Resolution
Identity Resolution
Also known as: Identity MatchingAdvanced
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.
- Related to
- Single Customer View, Deduplication, Customer Data Platform
Golden Record
Also known as: Master RecordAdvanced
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.
- Related to
- Identity Resolution, Deduplication, Data Quality
Lead Management
Lead
Also known as: ProspectBeginner
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.
- Related to
- Marketing Qualified Lead, Lead Scoring, Cost per Lead
Marketing Qualified Lead
Also known as: MQLBeginner
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: SQLBeginner
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.
- Related to
- Marketing Qualified Lead, Opportunity, Pipeline
Opportunity
Also known as: DealBeginner
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.
- Related to
- Pipeline, Sales Qualified Lead
Pipeline
Also known as: Sales PipelineBeginner
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 ScoringAdvanced
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.
- Related to
- Lead Scoring, Predictive Analytics, Machine Learning
Targeting
Ideal Customer Profile
Also known as: ICPBeginner
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.
- Related to
- Buyer Persona, Account-Based Marketing, Lead Scoring
Buyer Persona
Also known as: Customer PersonaBeginner
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."
- Related to
- Ideal Customer Profile, Segmentation, Prompt Set
Account-Based Marketing
Also known as: ABMIntermediate
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 DataAdvanced
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.
- Related to
- Account-Based Marketing, Lead Scoring, Third-Party Data
Segmentation
Also known as: Audience SegmentationBeginner
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.
- Related to
- Personalization, RFM Analysis, Buyer Persona
RFM Analysis
Also known as: Recency, Frequency, MonetaryIntermediate
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.
- Related to
- Segmentation, Customer Lifetime Value, Win-Back Campaign
Lifecycle
Customer Lifecycle
Also known as: Lifecycle StagesBeginner
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.
- Related to
- Lifecycle Marketing, Customer Journey, Retention
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.
- Related to
- Customer Lifecycle, Nurture Flow, Onboarding Sequence
Customer Journey
Also known as: Buyer JourneyBeginner
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.
- Related to
- Customer Lifecycle, Touchpoint, Customer Journey Map
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.
- Related to
- Customer Journey, Attribution, Omnichannel
Nurture Flow
Also known as: Lead NurturingBeginner
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.
- Related to
- Drip Campaign, Lead Scoring, Lifecycle Marketing
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.
- Related to
- Nurture Flow, Onboarding Sequence, Behavioral Trigger
Onboarding Sequence
Also known as: Welcome SeriesBeginner
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 MessageBeginner
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.
- Related to
- Trigger, Cart Abandonment, Event-Driven Automation
Cart Abandonment
Also known as: Abandoned Cart FlowBeginner
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.
- Related to
- Behavioral Trigger, Retargeting, Conversion Rate
Replenishment Reminder
Also known as: Reorder ReminderIntermediate
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.
- Related to
- Behavioral Trigger, RFM Analysis, Predictive Analytics
Win-Back Campaign
Also known as: Reactivation CampaignBeginner
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.
- Related to
- Churn, RFM Analysis, Retention
Retention & Value
Retention
Also known as: Customer RetentionBeginner
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.
- Related to
- Retention Rate, Churn, Loyalty Program
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.
- Related to
- Retention, Churn Rate, Cohort Analysis
Churn
Also known as: Customer ChurnBeginner
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.
- Related to
- Churn Rate, Churn Prediction, Win-Back Campaign
Churn Rate
Also known as: Attrition RateBeginner
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.
- Related to
- Churn, Retention 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 ScoreIntermediate
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; LTVIntermediate
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.
- Related to
- Customer Acquisition Cost, RFM Analysis, Conversion Value
Customer Acquisition Cost
Also known as: CACIntermediate
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.
- Related to
- Customer Lifetime Value, Cost per Acquisition
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.
- Related to
- Customer Lifetime Value, Customer Acquisition Cost
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.
- Related to
- Cross-Sell, Next-Best Action
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.
- Related to
- Upsell, Recommendation Engine
Loyalty Program
Also known as: Rewards ProgramBeginner
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.
- Related to
- Retention, Customer Lifetime Value, Zero-Party Data
Personalization
Personalization
Also known as: PersonalizationBeginner
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.
- Related to
- Segmentation, Dynamic Content, Hyper-Personalization
Hyper-Personalization
Also known as: 1:1 PersonalizationAdvanced
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.
- Related to
- Personalization, Next-Best Action, Customer Data Platform
Dynamic Content
Also known as: Smart ContentIntermediate
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.
- Related to
- Personalization, Segmentation, Dynamic Creative Optimization
Recommendation Engine
Also known as: Recommender SystemIntermediate
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…"
- Related to
- Cross-Sell, Machine Learning, Personalization
Next-Best Action
Also known as: NBA; Next-Best OfferAdvanced
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.
Consent & Preferences
Preference Center
Also known as: Email Preference CenterBeginner
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".
- Related to
- Zero-Party Data, Unsubscribe Rate, Consent
Double Opt-In
Also known as: Confirmed Opt-InBeginner
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
Email Performance
Email Deliverability
Also known as: Inbox PlacementIntermediate
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.
- Related to
- Email Authentication, Sender Reputation, Bounce (Email)
Email Authentication
Also known as: SPF, DKIM, DMARCAdvanced
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.
- Related to
- Email Deliverability, Sender Reputation
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.
- Related to
- Email Deliverability, Email Authentication
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.
- Related to
- Click Rate, Email Deliverability
Click Rate
Also known as: Email CTR; Click-to-Open RateBeginner
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.
- Related to
- Open Rate, Conversion Rate
Unsubscribe Rate
Also known as: Opt-Out RateBeginner
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 BounceBeginner
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.
- Related to
- Email Deliverability, Data Quality
09AI 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.
Foundations
Marketing Technology
Also known as: MarTechBeginner
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 StackBeginner
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.
- Related to
- Marketing Technology, Composable Stack, Stack Audit
Software as a Service
Also known as: SaaSBeginner
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.
- Related to
- License Model, Total Cost of Ownership
Architecture
Composable Stack
Also known as: Best-of-Breed StackIntermediate
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 CloudBeginner
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.
- Related to
- Composable Stack, Vendor Lock-In
Stack Management
Tool Sprawl
Also known as: Stack BloatIntermediate
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.
- Related to
- Stack Audit, Data Silo, Shadow AI
Stack Audit
Also known as: MarTech AuditIntermediate
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.
- Related to
- Tool Sprawl, Total Cost of Ownership, Vendor Evaluation
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 SelectionIntermediate
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 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.
- Related to
- Large Language Model, Custom GPT, AI Search Engine
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.
- Related to
- Large Language Model, Model Context Protocol, Projects
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.
- Related to
- AI Overviews, AI Mode, Multimodal Model
Microsoft Copilot
Also known as: M365 CopilotBeginner
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.
- Related to
- AI Copilot, Search Index (AI), Bing Webmaster Tools
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.
- Related to
- AI Search Engine, Citation, Deep Research
Custom GPT
Also known as: Custom Assistant; Gem; ProjectBeginner
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.
- Related to
- System Prompt, Prompt Template, Brand Voice Guidelines
Projects
Also known as: WorkspacesBeginner
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.
- Related to
- Custom GPT, Agent Memory
AI Models
Open-Weight Model
Also known as: Open-Source ModelAdvanced
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.
- Related to
- Fine-Tuning, Data Residency, Vendor Lock-In
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.
- Related to
- Text-to-Image, Diffusion Model, Seed
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.
- Related to
- Inpainting, Outpainting, Content Credentials
Canva AI
Also known as: Canva Magic StudioBeginner
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.
- Related to
- Brand Kit, Aspect Ratio Adaptation, Text-to-Image
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.
- Related to
- Brand Asset Consistency, Canva AI, Style Guide
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.
- Related to
- Text-to-Video, AI Avatar, Lip Sync
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.
- Related to
- Text-to-Speech, Voice Cloning, Lip Sync
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.
- Related to
- AI Copywriting, Brand Voice Guidelines, Prompt Template
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: ESPBeginner
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.
- Related to
- Email Deliverability, Drip Campaign, Segmentation
Marketing Automation Platform
Also known as: MAPIntermediate
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.
- Related to
- Nurture Flow, Lead Scoring, Workflow Automation
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 IntegromatIntermediate
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.
Analytics Tools
Google Analytics 4
Also known as: GA4Beginner
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.
- Related to
- Event Tracking, Web Analytics, Consent Mode
Google Tag Manager
Also known as: GTMIntermediate
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.
- Related to
- Tag Management System, Event Tracking, Server-Side Tagging
Looker Studio
Also known as: formerly Google Data StudioBeginner
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.
- Related to
- Dashboard, Business Intelligence, Data Visualization
Microsoft Power BI
Also known as: Power BIIntermediate
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.
- Related to
- Business Intelligence, Dashboard, Data Warehouse
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.
- Related to
- Heatmap, Session Recording, Conversion Rate Optimization
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.
- Related to
- Keyword Research, Rank Tracking, AI Visibility
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.
- Related to
- Backlink, Domain Authority, Keyword Research
Screaming Frog
Also known as: SEO SpiderIntermediate
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.
- Related to
- Crawling, 404 Error, Canonical Tag
AI Visibility Tools
Also known as: GEO Tools; LLM Tracking ToolsIntermediate
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.
- Related to
- Prompt Tracking, Share of Model, AI Sentiment
Web Platforms
Content Management System
Also known as: CMSBeginner
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.
- Related to
- Headless CMS, Page Builder, E-Commerce Platform
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 PlatformBeginner
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 EditorBeginner
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.
- Related to
- Content Management System, Landing Page
Product Information Management
Also known as: PIMIntermediate
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.
- Related to
- Product Feed, Digital Asset Management, E-Commerce Platform
Productivity
Browser Extension
Also known as: Add-OnBeginner
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.
- Related to
- AI Copilot, Computer Use
Commercial
API Pricing
Also known as: Usage-Based PricingIntermediate
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.
- Related to
- Token, Total Cost of Ownership, License Model
License Model
Also known as: Pricing ModelBeginner
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.
- Related to
- API Pricing, Total Cost of Ownership, Software as a Service
10Marketing 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.
Foundations
Marketing Operations
Also known as: MOps; Marketing OpsBeginner
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.
- Related to
- Revenue Operations, MarTech Stack, Process Documentation
Revenue Operations
Also known as: RevOpsIntermediate
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.
Collaboration
Sales and Marketing Alignment
Also known as: SmarketingBeginner
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: SLAIntermediate
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 ManagementIntermediate
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.
Processes
Lead Routing
Also known as: Lead AssignmentIntermediate
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.
- Related to
- Content Brief, Key Performance Indicator, Approval Workflow
Content Operations
Also known as: ContentOpsIntermediate
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 ProcessBeginner
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.
- Related to
- Human-in-the-Loop, Content QA, RACI Matrix
Quality Assurance Checklist
Also known as: QA ChecklistBeginner
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.
- Related to
- Content QA, Approval Workflow, UTM Parameters
Process Documentation
Also known as: Standard Operating Procedure; SOPBeginner
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.
- Related to
- Approval Workflow, AI Workflow, Onboarding (Team)
Marketing Request Intake
Also known as: Request FormBeginner
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.
- Related to
- Backlog, Capacity Planning, Campaign Brief
Planning
Marketing Calendar
Also known as: Editorial CalendarBeginner
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.
- Related to
- Content Calendar, Campaign Brief, Capacity Planning
Content Calendar
Also known as: Publishing CalendarBeginner
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.
- Related to
- Marketing Calendar, Content Operations
Capacity Planning
Also known as: Resource PlanningIntermediate
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.
- Related to
- Marketing Calendar, Backlog
Marketing Budget Allocation
Also known as: Budget PlanningIntermediate
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
Data Standards
Naming Convention
Also known as: TaxonomyBeginner
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.
- Related to
- UTM Parameters, Data Quality, Digital Asset Management
Data Dictionary
Also known as: Field DictionaryIntermediate
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."
- Related to
- Naming Convention, Data Governance, Data Quality
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.
- Related to
- Approval Workflow, Project Management
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.
- Related to
- Agile Marketing, Kanban, RACI Matrix
Agile Marketing
Intermediate
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.
- Related to
- Agile Marketing, Backlog, Retrospective
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.
- Related to
- Sprint, Agile Marketing, Use Case Prioritization
Kanban
Also known as: Kanban BoardBeginner
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".
- Related to
- Agile Marketing, Project Management
Retrospective
Also known as: Retro; Post-MortemBeginner
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.
- Related to
- Sprint, Campaign Reporting
Onboarding (Team)
Also known as: Employee OnboardingBeginner
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.
- Related to
- Process Documentation, AI Literacy
Measurement
Campaign Reporting
Also known as: Performance ReportingBeginner
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.
- Related to
- Dashboard, Key Performance Indicator, Retrospective
Asset Management
Digital Asset Management
Also known as: DAMIntermediate
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.
- Related to
- Product Information Management, Naming Convention, Brand Kit
Content Operations
Localization
Also known as: Localization; L10nIntermediate
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.
- Related to
- Translation Memory, Hreflang, International SEO
Translation Memory
Also known as: TMIntermediate
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.
- Related to
- Localization, Termbase, Style Guide
Termbase
Also known as: Terminology Database; GlossaryIntermediate
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.
- Related to
- Translation Memory, Style Guide, Brand Voice Guidelines
11AI 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.
Foundations
AI Strategy
Also known as: AI Marketing StrategyBeginner
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.
- Related to
- AI Roadmap, Use Case Prioritization, AI Governance
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.
- Related to
- AI Readiness, Data Governance, First-Party Data
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.
- Related to
- AI Strategy, Pilot, Scaling AI
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.
- Related to
- Use Case Prioritization, Return on Investment (AI)
Use Case Prioritization
Also known as: Impact–Effort MatrixIntermediate
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.
- Related to
- AI Use Case, Quick Win, AI Roadmap
Quick Win
Also known as: Low-Hanging FruitBeginner
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.
- Related to
- Use Case Prioritization, Pilot
Objectives and Key Results
Also known as: OKRIntermediate
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.
- Related to
- Key Performance Indicator, North Star Metric
Execution
Pilot
Also known as: Proof of Concept; POCBeginner
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 CriteriaIntermediate
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%.
- Related to
- Pilot, Key Performance Indicator, Return on Investment (AI)
Scaling AI
Also known as: AI RolloutIntermediate
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.
- Related to
- Pilot, AI Operating Model, Change Management
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.
- Related to
- Pilot, Scaling AI, Success Criteria
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.
- Related to
- Return on Investment (AI), Total Cost of Ownership
Return on Investment (AI)
Also known as: AI ROIIntermediate
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.
- Related to
- Business Case, Total Cost of Ownership, Productivity Gain
Total Cost of Ownership
Also known as: TCOIntermediate
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.
- Related to
- Return on Investment (AI), API Pricing, Build vs Buy
Productivity Gain
Also known as: Efficiency GainBeginner
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.
- Related to
- Return on Investment (AI), Augmentation
Competitive Advantage (AI)
Also known as: AI MoatAdvanced
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
Decisions
Build vs Buy
Also known as: Make or BuyIntermediate
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.
- Related to
- Vendor Evaluation, Total Cost of Ownership, Vendor Lock-In
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.
- Related to
- Build vs Buy, Composable Stack, Open-Weight Model
Model Selection
Also known as: Foundation Model ChoiceAdvanced
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.
Workforce
Augmentation
Also known as: Human AugmentationBeginner
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.
- Related to
- Automation (Strategic), AI Copilot, Human-AI Collaboration
Automation (Strategic)
Also known as: Task Automation StrategyIntermediate
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.
- Related to
- Augmentation, Autonomy Level, Workflow Automation
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.
- Related to
- Augmentation, Human-in-the-Loop, Job Redesign
Job Redesign
Also known as: Role RedesignIntermediate
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.
- Related to
- Human-AI Collaboration, Upskilling
People
AI Literacy
Also known as: AI FluencyBeginner
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.
- Related to
- Upskilling, AI Acceptable Use Policy, EU AI Act
Upskilling
Also known as: ReskillingBeginner
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.
- Related to
- AI Literacy, Job Redesign
AI Champion
Also known as: AI AmbassadorBeginner
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.
- Related to
- AI Center of Excellence, Change Management
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.
- Related to
- AI Adoption, Stakeholder Alignment, AI Champion
AI Adoption
Also known as: Adoption RateBeginner
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.
- Related to
- Change Management, AI Literacy, Scaling AI
Experimentation Culture
Also known as: Test-and-LearnBeginner
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.
- Related to
- A/B Testing, Agile Marketing, Pilot
Organization
AI Center of Excellence
Also known as: AI CoEIntermediate
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.
- Related to
- AI Operating Model, AI Governance, AI Champion
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.
- Related to
- AI Center of Excellence, Scaling AI, AI Governance
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.
- Related to
- Stakeholder Alignment, Business Case
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.
- Related to
- Executive Sponsor, Change Management
Assessment
AI Maturity Model
Also known as: AI MaturityIntermediate
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.
- Related to
- AI Readiness, AI Roadmap
AI Readiness
Also known as: AI Readiness AssessmentIntermediate
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.
- Related to
- AI Maturity Model, Data Strategy
12Governance, Ethics & Legal
AI governance, EU regulation, privacy, risks, ethics, intellectual property and consumer protection. General information, not legal advice.
53 terms · 12 subcategories
AI governance, EU regulation, privacy, risks, ethics, intellectual property and consumer protection. General information, not legal advice.
Choose a subcategory above to see its terms.
Foundations
AI Governance
Beginner
The policies, roles, processes and controls that ensure AI is used safely, legally, ethically and in line with business goals.
- Where it is used
- Leadership, legal, IT, compliance
- Example
- An AI board reviews new use cases for risk before approval.
- Related to
- Responsible AI, AI Acceptable Use Policy, EU AI Act
Responsible AI
Also known as: Ethical AI; Trustworthy AIBeginner
Developing and using AI in a fair, transparent, safe, private and accountable way.
- Where it is used
- Policies, brand values, procurement
- Example
- Publishing principles on how the company uses AI in customer communication.
- Related to
- AI Governance, Fairness, Transparency
Policies
AI Acceptable Use Policy
Also known as: AI Usage PolicyBeginner
An internal policy stating which AI tools employees may use, for which tasks and what data they may or may not enter.
- Where it is used
- All organizations using AI
- Example
- Staff may not paste customer personal data into public AI tools.
- Related to
- Shadow AI, Data Leakage, AI Literacy
Risks
Shadow AI
Beginner
Employees using AI tools that the organization has not approved or does not know about, which creates data and compliance risks.
- Where it is used
- IT security, compliance
- Example
- An employee uploads a confidential price list to a free AI tool.
- Related to
- AI Acceptable Use Policy, Data Leakage, Tool Sprawl
Data Leakage
Also known as: Data ExposureBeginner
Confidential or personal data ending up where it should not, for example by being typed into an AI tool or exposed by an agent.
- Where it is used
- Security, compliance
- Example
- A client contract pasted into a public chatbot.
- Related to
- Shadow AI, Agent Permissions, AI Acceptable Use Policy
Prompt Injection
Advanced
An attack where hidden or malicious instructions in content trick an AI system into ignoring its rules or taking unwanted actions.
- Where it is used
- AI agents, chatbots, browsing tools
- Example
- A web page with hidden text tells an agent to email out customer data.
- Related to
- Guardrail, Agent Permissions, AI Agent
Jailbreak
Intermediate
Attempts to get an AI model to break its safety rules through clever wording or role-play.
- Where it is used
- Chatbots, public AI apps
- Example
- A user tries to make a brand chatbot write offensive content.
- Related to
- Prompt Injection, Guardrail
Deepfake
Beginner
Realistic synthetic video, audio or images showing people saying or doing things they never did.
- Where it is used
- Fraud, misinformation, regulation
- Example
- A fake video of a CEO announcing a false price change.
- Related to
- Synthetic Media, Voice Cloning, Transparency Obligation
AI Liability
Advanced
Legal responsibility for harm caused by AI systems or AI-generated content, such as wrong advice, defamation or defective products.
- Where it is used
- Contracts, legal risk management
- Example
- A company is liable for false promises its chatbot made to customers.
- Related to
- Accountability, Hallucination, Human Oversight
Regulation
EU AI Act
Also known as: Artificial Intelligence ActIntermediate
The European Union's law regulating AI based on risk levels, with obligations for providers and users of AI systems, phased in from 2025 onward.
- Where it is used
- EU businesses, AI vendors, compliance
- Example
- A chatbot must tell users they are talking to AI.
- Related to
- Risk-Based Approach, Transparency Obligation, AI Literacy
Risk-Based Approach
Also known as: Risk CategoriesIntermediate
The EU AI Act's system of grouping AI into unacceptable (banned), high, limited and minimal risk, with stricter rules for higher risk.
- Where it is used
- Compliance assessments
- Example
- An AI for screening job candidates counts as high risk.
- Related to
- EU AI Act, High-Risk AI System
High-Risk AI System
Advanced
An AI system used in sensitive areas (such as hiring, credit or education) that faces strict EU requirements for risk management, documentation and human oversight.
- Where it is used
- HR tech, finance, public sector
- Example
- A CV-ranking tool must be documented and overseen by people.
- Related to
- Risk-Based Approach, Human Oversight, Conformity Assessment
Transparency Obligation
Also known as: AI TransparencyIntermediate
The duty to make clear when people interact with AI or see AI-generated or manipulated content.
- Where it is used
- Chatbots, synthetic media, marketing content
- Example
- Labelling an AI-generated video as artificially created.
- Related to
- AI Disclosure Label, Deepfake, EU AI Act
General Data Protection Regulation
Also known as: GDPR; AVG (NL)Beginner
The EU law protecting personal data, setting rules for how organizations collect, use, store and share information about people.
- Where it is used
- All organizations handling EU personal data
- Example
- Asking for consent before adding someone to a newsletter.
- Related to
- Lawful Basis, Data Subject Rights, Data Processing Agreement
Personal Data
Also known as: PII; Personally Identifiable InformationBeginner
Any information about an identified or identifiable person, such as name, email, IP address or customer ID.
- Where it is used
- CRM, analytics, AI prompts
- Example
- An email address and order history are personal data.
Special Category Data
Also known as: Sensitive Personal DataIntermediate
Personal data needing extra protection under GDPR, such as health, religion, ethnicity, political opinions, biometrics and sexual orientation.
- Where it is used
- HR, healthcare, targeting rules
- Example
- Ads may not target people based on inferred health conditions.
- Related to
- Personal Data, Data Protection Impact Assessment
Lawful Basis
Also known as: Legal BasisIntermediate
One of the six legal grounds under GDPR for processing personal data, such as consent, contract or legitimate interest.
- Where it is used
- Privacy policies, data processing records
- Example
- Processing order data is based on the contract with the customer.
Consent
Beginner
A freely given, specific, informed and clear agreement by a person to process their data, which they can withdraw at any time.
- Where it is used
- Email marketing, cookies, tracking
- Example
- A visitor clicks "Accept analytics cookies".
- Related to
- Lawful Basis, Consent Management Platform, Double Opt-In
Legitimate Interest
Advanced
A GDPR lawful basis allowing processing that is necessary for a genuine business interest, as long as it does not override people's rights.
- Where it is used
- B2B marketing, fraud prevention, analytics
- Example
- Sending relevant product updates to existing B2B customers, with an easy opt-out.
- Related to
- Lawful Basis, Balancing Test
ePrivacy Rules
Also known as: Cookie Law; Telecommunicatiewet (NL)Intermediate
EU rules (implemented in national laws) on cookies, tracking and electronic direct marketing, alongside GDPR.
- Where it is used
- Websites, email and SMS marketing
- Example
- Non-essential cookies need consent before they are placed.
- Related to
- Consent Management Platform, Consent, Cookie
Data Subject Rights
Also known as: Privacy RightsIntermediate
The rights people have over their personal data under GDPR, such as access, correction, deletion, objection and data portability.
- Where it is used
- Customer service, CRM, compliance
- Example
- A customer requests a copy of all data you hold about them.
Right to Erasure
Also known as: Right to Be ForgottenIntermediate
A person's right to have their personal data deleted when it is no longer needed or consent is withdrawn, with some exceptions.
- Where it is used
- CRM, email, data management
- Example
- Removing a former lead from all systems after their request.
- Related to
- Data Subject Rights, Data Retention Policy
International Data Transfer
Advanced
Moving personal data outside the European Economic Area, which requires a legal safeguard such as an adequacy decision or standard contractual clauses.
- Where it is used
- US-based SaaS and AI tools
- Example
- Using a US AI tool covered by the EU–US Data Privacy Framework.
- Related to
- Data Residency, Data Processing Agreement
Digital Services Act
Also known as: DSAAdvanced
EU law setting rules for online platforms on illegal content, transparency, advertising and user protection.
- Where it is used
- Platforms, marketplaces, ad transparency
- Example
- Platforms must show why a user sees a specific ad.
- Related to
- Digital Markets Act, Transparency
Digital Markets Act
Also known as: DMAAdvanced
EU law setting obligations for very large "gatekeeper" platforms to ensure fair competition.
- Where it is used
- Big tech platforms, advertising ecosystem
- Example
- Gatekeepers need consent to combine user data across services.
- Related to
- Digital Services Act
Practices
AI Disclosure Label
Also known as: AI LabelBeginner
A visible notice that content, an image or an interaction was created or assisted by AI.
- Where it is used
- Ads, social media, websites, chatbots
- Example
- "This image was created with AI" under a campaign visual.
Consent Management Platform
Also known as: CMP; Cookie BannerIntermediate
A tool that shows the cookie banner, records visitors' choices and controls which tags are allowed to run.
- Where it is used
- Websites and apps in the EU
- Example
- Analytics tags only fire after a visitor accepts statistics cookies.
- Related to
- Consent, Consent Mode, ePrivacy Rules
Pseudonymization
Also known as: AnonymizationAdvanced
Replacing identifying details with codes (pseudonymization) or removing the link to the person entirely (anonymization) to reduce privacy risk.
- Where it is used
- Analytics, AI training, data sharing
- Example
- Replacing customer names with IDs before analysis.
- Related to
- Personal Data, Privacy by Design
Data Protection Impact Assessment
Also known as: DPIAAdvanced
A required assessment for high-risk data processing that identifies privacy risks and measures to reduce them.
- Where it is used
- New AI tools, large-scale profiling
- Example
- A DPIA before introducing AI-based customer profiling.
Data Residency
Also known as: Data LocalizationIntermediate
Where data is physically stored and processed, important for compliance and transfers outside the EU.
- Where it is used
- Tool selection, contracts
- Example
- Choosing an AI vendor that processes data in EU data centers.
- Related to
- International Data Transfer, Open-Weight Model
Data Retention Policy
Intermediate
Rules on how long different types of data are kept and when they are deleted.
- Where it is used
- CRM, analytics, AI chat logs
- Example
- Inactive leads are deleted after 24 months.
- Related to
- Right to Erasure, Data Minimization
Data Governance
Intermediate
Policies, roles and processes that ensure data is accurate, secure, used correctly and compliant.
- Where it is used
- Data management, compliance
- Example
- Each data field in the CRM has an owner and rules.
- Related to
- Data Quality, Data Dictionary, AI Governance
Principles
Data Minimization
Beginner
Collecting and using only the personal data that is really necessary for a specific purpose.
- Where it is used
- Form design, CRM, AI projects
- Example
- Removing "date of birth" from a B2B quote form.
- Related to
- Privacy by Design, Personal Data, Purpose Limitation
Purpose Limitation
Intermediate
Using personal data only for the purposes it was collected for, unless a new purpose is compatible or newly justified.
- Where it is used
- Data use decisions, AI training
- Example
- Support chat logs cannot automatically be reused to train an ad model.
- Related to
- Data Minimization, Lawful Basis
Privacy by Design
Also known as: Data Protection by DesignIntermediate
Building privacy protection into systems and processes from the start instead of adding it later.
- Where it is used
- Product development, tool selection
- Example
- A new AI tool is configured to anonymize names before processing.
Contracts
Data Processing Agreement
Also known as: DPA; Verwerkersovereenkomst (NL)Intermediate
A contract between a company and a supplier that processes personal data on its behalf, defining security and responsibilities.
- Where it is used
- SaaS and AI tool contracts
- Example
- Signing a DPA with the email marketing provider.
- Related to
- Data Processor, General Data Protection Regulation, Vendor Evaluation
Ethics
Algorithmic Bias
Also known as: AI BiasBeginner
Systematic unfair results from AI, often because training data or design reflects existing prejudices.
- Where it is used
- Targeting, hiring, scoring, image generation
- Example
- An image tool showing only men when asked for "engineer".
- Related to
- Fairness, Explainability, High-Risk AI System
Fairness
Intermediate
The principle that AI should treat individuals and groups equitably and not discriminate.
- Where it is used
- AI design, audits
- Example
- Checking that lead scoring does not disadvantage smaller regions without reason.
- Related to
- Algorithmic Bias, Responsible AI
Explainability
Also known as: Explainable AI; XAIAdvanced
The ability to understand and explain why an AI system made a certain decision or prediction.
- Where it is used
- Scoring models, high-risk AI, audits
- Example
- Showing which factors raised a lead's predictive score.
- Related to
- Transparency, Algorithmic Bias, Model Card
Transparency
Beginner
Openness about when, how and why AI is used, what data it relies on and what its limits are.
- Where it is used
- Policies, customer communication
- Example
- A website page explaining how the company uses AI.
- Related to
- Transparency Obligation, Explainability, Responsible AI
Accountability
Beginner
Clear responsibility for AI decisions and their effects. People and organizations, not the AI, remain responsible.
- Where it is used
- Governance, contracts
- Example
- The marketing lead is accountable for all AI-generated published content.
- Related to
- Human Oversight, AI Governance, RACI Matrix
Human Oversight
Intermediate
Meaningful control by people over AI systems, including the ability to monitor, intervene and stop them.
- Where it is used
- Governance, EU AI Act compliance
- Example
- A manager can pause an AI bidding agent at any time.
- Related to
- Human-in-the-Loop, Accountability, High-Risk AI System
Documentation
Model Card
Also known as: System CardAdvanced
A document describing an AI model's purpose, training data, performance, limitations and risks.
- Where it is used
- AI procurement, documentation
- Example
- Reviewing a vendor's model card before approval.
- Related to
- Explainability, Transparency, Vendor Evaluation
Audit Trail
Also known as: LoggingIntermediate
A record of who did what, when, including AI inputs, outputs and decisions, for accountability and review.
- Where it is used
- Compliance, regulated industries
- Example
- Logs of every AI-generated customer email and who approved it.
- Related to
- Agent Observability, Accountability
Intellectual Property
Copyright and AI
Also known as: AI and Intellectual PropertyIntermediate
The legal questions around AI, including whether training on protected works is allowed and who owns AI-generated output. Rules differ by country and are still developing.
- Where it is used
- Content creation, legal review
- Example
- Checking tool terms before using AI images in a paid campaign.
AI Output Ownership
Advanced
Who holds rights to content created with AI. In many jurisdictions purely AI-generated work may not be protected by copyright without enough human creative input.
- Where it is used
- Contracts, agencies, brand assets
- Example
- An agency contract states who owns AI-assisted designs.
- Related to
- Copyright and AI, Terms of Service
Text and Data Mining Exception
Also known as: TDM Opt-OutAdvanced
An EU copyright rule allowing automated analysis of content, where rights holders can reserve (opt out of) commercial use in a machine-readable way.
- Where it is used
- Publishers, website owners
- Example
- Adding a machine-readable reservation to stop commercial AI training use.
- Related to
- Copyright and AI, AI Crawler Access, Training Data
Trademark Risk (AI)
Intermediate
The risk that AI-generated names, logos or images resemble existing trademarks or protected characters.
- Where it is used
- Naming, logo design, ad creative
- Example
- Checking an AI-generated product name against trademark databases.
- Related to
- Copyright and AI, Brand Asset Consistency
Provenance
Content Credentials
Also known as: C2PAAdvanced
An open standard that attaches secure information to media about how it was created and edited, including AI use.
- Where it is used
- Images, video, publishing, design tools
- Example
- An image file shows it was edited with generative AI in a design tool.
- Related to
- Watermarking, AI Disclosure Label, Synthetic Media
Watermarking
Also known as: AI WatermarkIntermediate
Embedding a visible or invisible mark in AI-generated content to identify it as machine-made.
- Where it is used
- AI image, video and audio tools
- Example
- An invisible watermark identifies a generated image as AI-made.
- Related to
- Content Credentials, AI Content Detection
Consumer Protection
Misleading Advertising
Also known as: Unfair Commercial PracticesIntermediate
Advertising that deceives people about a product, price or claims, prohibited under EU consumer law and national rules such as the Dutch advertising code.
- Where it is used
- Ads, product pages, AI-generated claims
- Example
- An AI-written ad claims "the fastest cable on the market" without proof.
- Related to
- Greenwashing, Dark Patterns, AI Disclosure Label
Greenwashing
Intermediate
Making misleading environmental or sustainability claims, subject to growing EU rules on green claims.
- Where it is used
- Product content, campaigns, packaging
- Example
- Calling a product "climate neutral" without verified evidence.
- Related to
- Misleading Advertising
Dark Patterns
Also known as: Deceptive DesignIntermediate
Interface designs that trick users into choices they did not intend, such as hidden costs or hard-to-find unsubscribe options. Banned under several EU laws.
- Where it is used
- Websites, apps, checkout, cookie banners
- Example
- A cookie banner that makes "Reject" nearly invisible.
13Customer 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.
Foundations
Customer Experience
Also known as: CXBeginner
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.
- Related to
- Customer Journey Map, Voice of the Customer, Touchpoint
CX Design
Customer Journey Map
Also known as: Journey MapBeginner
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.
- Related to
- Customer Journey, Pain Point, Moment of Truth
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.
- Related to
- Customer Journey Map, Voice of the Customer
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.
- Related to
- Customer Journey Map, Customer Experience
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.
- Related to
- Customer Journey Map, Omnichannel
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.
- Related to
- Multichannel, Single Customer View, Touchpoint
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.
- Related to
- Omnichannel, Touchpoint
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.
- Related to
- Human Escalation, Chatbot
Conversational Commerce
Also known as: Chat CommerceIntermediate
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 APIIntermediate
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.
- Related to
- Conversational Commerce, Proactive Messaging, Consent
Feedback
Voice of the Customer
Also known as: VoCBeginner
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.
- Related to
- Sentiment Analysis, Net Promoter Score, Pain Point
Metrics
Net Promoter Score
Also known as: NPSBeginner
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: CSATBeginner
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.
- Related to
- Net Promoter Score, Customer Effort Score
Customer Effort Score
Also known as: CESIntermediate
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.
- Related to
- Customer Satisfaction Score, Self-Service
First Contact Resolution
Also known as: FCRIntermediate
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.
- Related to
- Average Handle Time, Customer Satisfaction Score
Average Handle Time
Also known as: AHTIntermediate
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.
- Related to
- First Contact Resolution, Agent Assist
Containment Rate
Also known as: Automation RateIntermediate
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.
- Related to
- Deflection Rate, Human Escalation
Deflection Rate
Also known as: Ticket DeflectionIntermediate
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.
- Related to
- Self-Service, Knowledge Base, Containment Rate
Resolution Rate (AI)
Also known as: Automated Resolution RateIntermediate
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.
- Related to
- Containment Rate, Customer Satisfaction Score
Service Level
Also known as: Service Level TargetIntermediate
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.
- Related to
- Average Handle Time, First Contact Resolution
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.
- Related to
- Knowledge Base, Deflection Rate, Chatbot
Knowledge Base
Also known as: Help CenterBeginner
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.
- Related to
- Self-Service, Retrieval-Augmented Generation, Chatbot
Human Escalation
Also known as: Live Agent HandoverBeginner
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.
- Related to
- Agent Handoff, Fallback Response, Live Chat
Proactive Messaging
Also known as: Proactive SupportBeginner
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.
- Related to
- Behavioral Trigger, Customer Effort Score
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.
- Related to
- Conversational AI, Rule-Based Bot, Virtual Assistant
Rule-Based Bot
Also known as: Decision-Tree BotBeginner
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".
- Related to
- Chatbot, Conversational AI
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.
- Related to
- Conversational AI, AI Agent, Tool Use
AI Customer Service Agent
Also known as: AI Support AgentIntermediate
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.
- Related to
- AI Agent, Virtual Assistant, Human Escalation
Natural Language Understanding
Also known as: NLUIntermediate
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 DetectionIntermediate
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.
- Related to
- Natural Language Understanding, Fallback Response
Entity Extraction
Also known as: Slot FillingIntermediate
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.
- Related to
- Intent Recognition, Natural Language Understanding
Design
Conversation Design
Also known as: Conversational UXIntermediate
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".
- Related to
- Bot Persona, Fallback Response, Brand Voice Guidelines
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 IntentIntermediate
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?"
- Related to
- Human Escalation, Intent Recognition
Contact Center AI
Agent Assist
Also known as: AI Agent AssistIntermediate
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.
- Related to
- Average Handle Time, AI Copilot, Knowledge Base
Ticket Triage
Also known as: Auto-TriageIntermediate
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.
- Related to
- Intent Recognition, Sentiment Analysis, Lead Routing
Conversation Summarization
Also known as: Call SummaryBeginner
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.
- Related to
- Speech-to-Text, Agent Assist
Speech Analytics
Also known as: Conversation AnalyticsIntermediate
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.
- Related to
- Speech-to-Text, Sentiment Analysis, Voice of the Customer
Sentiment-Based Routing
Also known as: Emotion RoutingAdvanced
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.
- Related to
- Sentiment Analysis, Ticket Triage, Human Escalation
Voice
Interactive Voice Response
Also known as: IVRBeginner
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 AgentIntermediate
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.
- Related to
- Interactive Voice Response, Text-to-Speech, Speech-to-Text
Turn these terms into results
Knowing the vocabulary is step one. Markaigen helps your team apply AI search, GEO, automation and analytics to real campaigns.

S
Social Listening
Also known as: Social MonitoringBeginnerMonitoring online conversations about a brand, competitors and topics to find insights, trends and risks.