A CRM audit for Bloomreach

Where Bloomreach programmes drift

Common Bloomreach problems the audit finds

• Scenarios built for one campaign, still live and now overlapping.
• Customer attributes and events imported at setup and never used.
• Predictions and product recommendations available, and not changing who gets what.
• Email, SMS, push and weblayers each planned on their own.
• Segments built on opens rather than on what customers buy.
• No control group, so nobody can say what the programme adds.

What the audit looks at in Bloomreach

Scenarios

Every live scenario: what starts it, who enters, and what happens at each step when people don't do the thing you wanted.

Customer data

Profiles, events and catalogs, and what comes in from your shop or your other tools. What you use, and what's missing that would change what you send.

Channels

Email, SMS, push, in-app and weblayers. Whether each one has a job, and how frequency policies hold up across all of them.

Predictions and recommendations

Whether the predictive and product data in Bloomreach changes what people get, or just sits in the project.

Deliverability

Sender domains and authentication (SPF, DKIM, DMARC), how inactive customers are handled, and your spam complaint rate against Gmail and Yahoo's sender rules.

Measurement

Control groups and evaluation. Whether you can tell what the programme adds, or only what was sent. The Holdout Calculator works out how big a fair holdout test needs to be.

How a Bloomreach audit works

I've worked hands-on in Bloomreach, so the audit comes from someone who knows where things hide in a project. We usually work inside your Bloomreach project, with access agreed up front, or alongside your team if they'd rather make the changes. You get a plan in order of impact: what's going on, why it matters and what to do first.

Ash is a firm believer in outcomes, and always looks to understand the details in what makes a campaign tick, highlighting successes and adjusting losses in a proactive manner.

Ryan Jans, worked with Ash

Questions about a Bloomreach audit

Is this a Bloomreach account audit?

Yes, and a bit more. It covers how your Bloomreach project is set up, and also what customers actually receive across every channel, because most problems sit between the settings and the inbox.

Do you need access to our account?

Usually, yes: a user with limited permissions is enough for the audit, agreed up front. If you'd rather not share access, we can work from exports and screen shares with your team.

Can you fix what you find, or only point at it?

Both. You can run with the plan yourselves, or have us build it with your team, agency or platform partner. If you need a Bloomreach consultant for longer, see interim and fractional CRM leadership.

The full CRM audit: what you get, and how it works · The CRM audit checklist