Viewing a customer

To view the details of an individual customer:

  • Click the appropriate entry in the Table of customers.
    The Customer details page displays.

Example of the Customer details page

The Customer details page

The Customer details page includes the following:

  • The Customer Summary panel.
  • The Event Summary panel.
  • The Overview tab.
  • The Consent tab.
    Displays the consent categories that are active for the customer, together with any associated limitation or objection settings.
    See Viewing customer consents for more details.

The Customer Summary panel

The Customer Summary panel is positioned at the top of the page and includes:

  • The customer’s picture, if available.
  • The customer’s first and last name.
  • The customer’s email address.
  • The Edit icon Edit.
    Click to open the Customer properties page, where you can view and/or edit the customer entries.
  • The Bin icon Delete.
    Click to delete the customer. See Deleting a customer for more details.
  • A Back to list link.
    Enables you to return to the Customers management page and the appropriate Table of customers.

The Event Summary panel

The Event Summary panel is positioned to the right of the Customer Summary panel. It includes a summary of events related to the customer, broken down into categories such as e-commerce, web, retail, digital campaigns and similar.

The Customer Properties section

Positioned to the left of the page, the Customer Properties section is made up of panels that are only displayed, if relevant data is available.

The section may include the following panels:

  • Tags
    The tags that are manually or automatically associated with the customer.
  • External ID
    Displayed if an external system identifier has been defined.
  • Details
    Provides access to all of the customer socio-demographic data, according to the Base and user-defined Extended properties.
  • See the Glossary and Understanding Properties and Matching Policies for more about Base and Extended properties.
    The panel displays the following customer details:

      • The address.
      • The email address.
      • Available telephone numbers.
      • The date of birth.
      • The gender.

    If you click View all, the Customer properties page displays, which includes all of the available socio-demographic data for the customer.

  • Subscriptions
    Displays a summary of the relevant service and/or digital message subscriptions. 
  • Social data
    Displays a summary of details that generally come from social media, such as:

    • Likes.
    • Education.
    • Work.
  • Buying behavior
    Displays a summary of the customer buying activities with relation to the brand.
  • System info.
    Displays details such as when and how the customer was registered on the system, together with the source of the registration data and any updates.

The Events Timeline section

Positioned to the right of the page, the Events Timeline section shows all of the recorded events for the customer, according to the date and time they took place.

Filters

You can refine the timeline display by applying the following filters, which appear towards the top of the section:

  • Mode
    Customer or company initiatives, or all.
  • Context
    The event context, for example, a digital campaign event, a Web event, a retail event and similar.
  • Type
    The event type, for example, abandoned cart, campaign subscribed, clicked link and similar.

Timeline organization

The timeline is arranged as follows:

  • Company and brand initiated events appear on the left.
    For example, a price has been given to the customer.
  • Customer initiated events appear on the right.
    For example, the customer made a purchase or opened a newsletter.

Click any event to display the details, for example, a completed order.

Example of an Event details page

 

 

Previous page: The Customer properties page | Next page: Viewing customer consent