Customer profile

Customer profile contains all information about the customer sent to the Platform from different sources.

You can go to the customer profile by clicking the customer's name in the list of customers.

Customer profile page:

Customer profile page

All information from customer profile is used in the building of segments.

Customer profile contains information about the customer and customer's actions.

Customer information

Information about the customer is located on the left side of the profile and contains personal data of the customer:

• Contact information (phone number, e-mail):

  • If the customer does not have a contact listed, or incorrect contact information is listed, a warning icon is displayed next to this contact.

• The Platform automatically detects the type of phone, specified in the contact information, and displays it on the screen: mobile phone ( ) or landline phone ( ). If the customer specified a landline phone number, it will be excluded from SMS mailings.
• If the customer specified an invalid e-mail, it will be excluded from all e-mail mailings.

• Personal data (gender, date of birth, country, city, date of registration, etc.). These data are specified by the customer when registering in the loyalty system.

Personal data can be individual for each customer and it is configured during the Platform installation.

• Metrics:

  • Date of the first receipt;

  • Date of the last receipt;

  • Days since the first receipt;

  • Days since the last receipt;

  • Total sum in the last receipt;

  • Number of receipts;

  • Receipts issued to the amount;

  • Average receipt;

  • Average number of items in receipt;

  • RFM segment;

  • Days since registration.

• Customer information in the loyalty program, if it is activated:

  • Total active bonuses;

  • Bonuses pending activation;

  • Bonuses pending deactivation, total;

  • Nearest date of bonus deactivation;

  • The nearest number of deactivated bonuses.

You can change the list of attributes displayed in the customer profile.

Information about customer’s actions

Information about customer's actions is contained in the right part of the Customer profile. The following information is presented in the form of blocks:

• Receipts;
• Mailings;
• Promo codes;
• Tags;
• Subscriptions;
• Polls;
• Categories of interest;
• Activity;
• Favourite e-stores;
• Abandoned cart.

Customer receipts

The Receipts tab displays information about all of the client's receipts.

Customer’s receipts

You can set up a list of receipt attributes.

Receipt information

When you click on the receipt number, the following information is displayed:

• On the left side of the page: a set of receipt attributes (status, date, delivery cost, etc.).

• On the right side of the page: the list of products in this receipt.

Information about customer’s receipt

You can configure the data set in each block.

Mailings

The Mailings block displays information about all mailings, in which the customer participated.

Customer’s mailings

If the customer participated in the mailing as part of the control group, the information about the mailing will look as follows:

Clicking on the mailing list name takes you to the mailing list information page.

Promo codes

The Promo codes block displays all promo codes that were issued to the customer in mass mailing or campaign.

Customer’s promo codes

Clicking the name of the mailing/campaign takes you to the mailing/campaign info page.

The Re-issued? field shows whether the promotion code was originally issued or re-issued to the customer.

Tags

The Tags block displays all of the customer's tags.

Customer's tags

Clicking on the tag displays a list of customers who have the tag:

Customers with tags

Subscriptions

The Subscriptions block displays information about the customer's subscriptions.

Customer’s subscriptions

Available settings:

• Activate/deactivate customer subscriptions. For example, customer can be subscribed to e-mail mailings, but not subscribed to SMS mailings.

• Set up subscription statuses depending on the category. For instance, customer can be subscribed to campaigns but unsubscribed from entertainment category.

• Configure channels for receiving mailings. For example, customer can receive promo actions via SMS, newsletters via e-mail, and entertainment information via push.

Only mailings from active categories are displayed in the Subscriptions block.

For more information on subscription categories, see manage subscriptions.

Polls

The Polls block displays information about all polls, in which the customer participated.

Customer polls

Clicking on the poll’s name takes you to the Polls results page.

Poll’s results

Interest in categories

The Interest in categories block displays information about customer interests.

Interest in categories page:

Profile of customer’s interests is built upon the information about what product categories the customer viewed on the website. The customer's interest is taken into account only for the last several days. The number of days is specified in the Settings --> General --> Advanced options --> Calculate customer interest for the last X days.

For example, customer viewed 24 inch monitor on the website. This means he has interest in the category "24 inch monitors” in the next X days, if there was no purchase in that category.

• If the customer bought a product from this category, the interest is considered satisfied.

• If X days have passed since viewing, it's considered that the customer is no longer interested in this category.

The page displays only the top product categories (up to 10 categories) in which the customer interested the most.

Activity

In the Activity block you can see information about all types of customer activity:

1. Participation in mailings:

   1. In mass mailings;

   2. In mailings within a campaign;

2. Orders;

3. Events:

   1. Contacting call center;

4. Events on website:

   1. Website visits;

   2. Viewing category;

   3. Viewing product;

   4. Viewing web page;

   5. Abandoning cart.

5. Accrued bonuses in loyalty program;

6. Accrued score;

7. Tag is set.

Activity block:

The following is displayed for each event:

• Name;

• Category (icon to the left of the event);

• Date and time the event occurred;

• Description.

By clicking the Show more button you can see more events.

Show more events

Information on this web page can be filtered by category. For example, to see only information about receipts, you need to uncheck all other categories:

Filtering events by category

In case of the Mailing type events, by clicking the View mailing button you will go to the web page where you will see mailing settings.

In case of Customer issued receipt type of events, by clicking the View receipt button you will see information about receipt.

Favorite e-stores

In the Favorite e-stores block you can see information about the e-stores where the customer made purchases.

The following is displayed for each e-store:

1. Identifier;

2. Name;

3. The number of customer's receipts in this e-store.

Favorite e-stores block

Abandoned cart

The Abandoned cart block displays information about the products that the customer put into the cart, but did not buy.

The following is displayed for each product:

1. Name;

2. Price;

3. Date and time of adding to the cart.

Abandoned cart block