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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.
- Data Source,
- Value for this attribute,
- Additional attribute (if set by administrator e.g. email, last interaction).
Add customer profile to favorites and see it on the top of the Customers tab.
Customer Detail tab
Click on a particular customer to see this customer details (attributes,timeline, identity graph).
On top of the page, various cards are displayed with customer attributes:
Customer Identifiers with personal data collected about the customer across data sources.
Channel Engagement that shows customer activity across data sources.
Below are listed all available attributes for that particular customer, together with their data sources. All the available attributes across the platform 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.
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.