Waht you will learn:
Customers tab enables browsing through individual customer profiles.
Enter your search in the search box or filter for a specific customer attribute (e.g. “Revenue Total”).
Search results contain:
- Customer ID that displays the identity ID assigned during the identity stitching process. Each ID can be investigated further with analysts if needed,
- Data Source,
- Value for this attribute,
Remember: The last column can be customized and any of the available attributes can be displayedied. For example, like on the screenshot below: attribute with the last interaction. To learn how to set the last column, please refer to this article.
Customer Detail tab
Click on a particular customer to see this customer details (attributes, events, identity graph).
On top of the page, various cards are displayed with customer attributes. Cards are fully customizable.
Customer Identifiers : Personal data collected about the customer across data sourcess.
Channel Engagement: shows customer activity across data sources.
A list of the available attributes for that particular customer, together with their data sources. All the available attributes are listed in the Data tab/ Attributes tab.
Attributes can be personalised to customer’s needs by a Meiro analyst. Please contact the Meiro team if you would like to discuss this further.
A chronological timeline of customer's activity and the Customer Events chart. All the available events are listed in the Data tab/ Events tab.
Identity Graph shows how your customer entity has been stitched from various identifiers across data sources.
- Stitched value,
- Event type where value appeared,
- The data source of the event where value appeared,
All identifiers are colour-coded based on the identifier type.
Learn more: Identity stitching and how customer identity appears.
Data protection settings can be enabled or disabled in the Administration tab/ Settings tab. Enabling this feature helps to limit access to the customer information for non-authorised users.
Learn more: How to manage data protection.
Learn more: What can I understand through customer profile.