Direct Data in Digital Marketing: The Smartest Way to Connect with Customers

Tie Soben
8 Min Read
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In digital marketing today, data-driven strategies are more important than ever. Among the different types of data available, direct data (also called first-party data) is gaining huge value. It is accurate, privacy-friendly, and helps businesses better understand and serve their customers.

With rising privacy concerns, changes in browser tracking policies, and growing customer expectations, marketers are now focusing on collecting and using direct data to drive smarter campaigns. This article explores what direct data is, why it matters, how to collect it, and how businesses can use it effectively.

What is Direct Data?

Direct data refers to information a company collects straight from its customers or audience. This includes data from:

  • Website visits and user behavior
  • Newsletter sign-ups
  • Purchase history
  • App usage
  • Survey responses
  • Customer support interactions
  • Loyalty program sign-ups

Because this data is gathered directly, it is more reliable, timely, and transparent than third-party data collected through cookies or external platforms (Salesforce, 2023).

Why Direct Data Matters Now

1. Tighter Privacy Regulations

Global privacy laws like the General Data Protection Regulation (GDPR) in the EU and the California Consumer Privacy Act (CCPA) in the U.S. require companies to get explicit user consent to collect personal data (European Commission, 2023). Direct data allows marketers to comply by collecting data responsibly.

2. End of Third-Party Cookies

Major browsers like Google Chrome, Firefox, and Safari are phasing out third-party cookies, making traditional tracking methods less effective. Google’s Privacy Sandbox will completely remove third-party cookie support by 2025 (Google, 2024). Direct data offers a sustainable alternative.

3. Improved Trust and Engagement

When customers provide their data willingly—such as by filling out a form—they are more likely to engage with your brand and expect relevant communication in return. This creates a win-win relationship based on value exchange and transparency (Adobe, 2024).

Examples of Direct Data Sources

ChannelData Type
WebsitePage visits, form submissions
CRM systemPurchase and contact history
EmailsOpens, clicks, preferences
Mobile appsIn-app activity, location, usage trends
Customer surveysFeedback, interests, satisfaction scores

Each touchpoint gives brands direct insights into customer behaviour and preferences.

How to Collect Direct Data

Here are some practical ways businesses can collect direct data ethically and effectively:

1. Signup and Lead Forms

Use tools like Mailchimp or ConvertKit to create opt-in forms for newsletters, eBooks, or promotions.

2. Web Analytics Platforms

Use privacy-first tools like Google Analytics 4 or Fathom to track user behaviour on your website.

3. Surveys and Feedback Tools

Platforms like Typeform or Google Forms are easy to use for collecting preferences, feedback, or demographic info.

4. Loyalty and Rewards Programs

Apps like Smile.io help brands gather data while offering points or rewards, encouraging customers to provide more insights.

5. Live Chat and Chatbots

Chat tools such as Tidio or Intercom can capture both conversation data and behavioural context.

Using Direct Data in Marketing

1. Segmentation and Personalisation

Direct data enables you to group your audience by interests, location, age, or behavior. You can send highly personalised messages and offers, increasing engagement and conversions (Salesforce, 2023).

2. Email Marketing Optimisation

Create personalised email journeys with data such as purchase history, product preferences, or recent website actions using tools like HubSpot or Klaviyo.

3. Ad Retargeting and Custom Audiences

Platforms like Meta Ads and Google Ads allow you to upload direct customer data for tailored advertising. This leads to higher ROI and lower ad spend.

4. Improving Customer Experience (CX)

By understanding what users do on your website or app, you can fix UX issues, improve navigation, and guide users toward conversions.

5. Building Better Personas

Use direct data to create detailed customer personas—based on actual interactions rather than assumptions. This improves all areas of marketing strategy.

Direct vs Zero-, Second-, and Third-Party Data

Data TypeDefinitionSourceReliabilityPrivacy Risk
Zero-partyData shared intentionally by users (e.g. survey)Direct from usersVery HighLow
First-partyDirect interactions with your brandWebsite, CRM, appsHighLow
Second-partyShared data between partnersPartner platformsMediumMedium
Third-partyPurchased or collected from outside partiesData brokersLowHigh

Direct data (first-party) and zero-party data are the most valuable in today’s privacy-first world (Adobe, 2024).

Benefits of Direct Data

  • Better Customer Understanding
  • Higher Email Open Rates
  • Improved Ad Efficiency
  • Greater ROI on Campaigns
  • Stronger Brand-Customer Relationships
  • Full Data Ownership and Compliance

According to Salesforce’s 2023 Marketing Report, 67% of high-performing marketers rely on first-party data for personalisation, and 71% believe it builds stronger customer trust (Salesforce, 2023).

Challenges and Risks

Businesses must clearly explain how data will be used. This requires a clear privacy policy and opt-in methods.

2. Data Accuracy and Maintenance

People change jobs, locations, or interests. It’s important to regularly clean and update your database.

3. Data Storage and Security

Direct data must be stored securely. Use cloud platforms like AWS, Google Cloud, or Microsoft Azure with encryption and access control.

Future of Direct Data in Marketing

As third-party data becomes obsolete, direct data will become the core of digital marketing. Future trends include:

  • More AI-powered tools to predict user behavior from first-party data
  • Cookieless targeting technologies
  • Growth in Customer Data Platforms (CDPs) like Segment
  • Increased focus on ethical data collection and usage

Adobe’s 2024 study shows 79% of marketers plan to boost their first-party data strategy within the year (Adobe, 2024).

ToolPurpose
Google Analytics 4Website tracking
HubSpotCRM, email, forms
TypeformData collection
SegmentCustomer data platform
KlaviyoEmail and SMS marketing

Note

Direct data is the key to privacy-first, performance-driven digital marketing. It allows marketers to connect with their audience on a personal level—legally, ethically, and effectively.

If you’re still relying on cookies and third-party data, now is the time to shift your strategy. Start with opt-in forms, email campaigns, and feedback surveys. Focus on collecting valuable data with consent and transparency.

As regulations grow and customer expectations evolve, businesses that master direct data will stay ahead and build long-term loyalty.

References

Adobe. (2024). The Future of Marketing: First-Party Data and Personalisation Trends. Retrieved from https://business.adobe.com

European Commission. (2023). Data Protection Rules as a Citizen. Retrieved from https://commission.europa.eu/law/data-protection_en

Google. (2024). Privacy Sandbox Timeline. Retrieved from https://privacysandbox.com

Salesforce. (2023). State of Marketing Report. Retrieved from https://www.salesforce.com/resources/articles/state-of-marketing/

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