Tab: Customers

You can access the Customers tab by clicking on the icon in the home screen or on the tab in the top menu. By clicking on Customers, you can obtain individual customer profiles.

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Enter your search in the search box or filter for a specific customer attribute (e.g. “Revenue Total” filter will show customer profiles with the highest revenue on the top).

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To learn more about customer profiles, please refer to this article.

Click on a particular customer to see customer detail.

Customer Detail tab

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  • Customer Identifiers 

Personal data collected about the customer from the data sources

Personal data can be hidden for non-authorised users (the Administration tab under the Settings tab). 

 

Shows customer activity in the identified data sources

Channel Engagement attributes can be specified by the administrator in the Administration tab ( Settings tab)

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Channel Engagement data sources can be defined by the administrator in the Administration tab (Sources & Destinations tab).

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Channel Engagement settings can be personalised to customer’s needs by Meiro analyst. Please contact the Meiro team if you would like to discuss this further.

To learn about what can be personalised to customers needs, please refer to this article

 

  • Customers Identified In

 

Shows sources which data is collected from. All available data sources are listed in the Data tab (Sources & Destinations tab)

To learn what is a data source, please refer to this article

Data sources can be personalised to customer’s needs by a Meiro analyst. Please contact the Meiro team if you would like to discuss this further.

To learn about what can be personalised to customers needs, please refer to this article

 

  • Customer Events/ Time for Customer Events

The Customer Events chart visualises the activity of a customer throughout time. All the available attributes are listed in the Data tab (under the Events tab). The time for the events can be chosen in the setting on the left from Customer Events chart.

To learn what is an event, please refer to this article

The Customer Events chart can be personalised to customer’s needs by a Meiro analyst. Please contact the Meiro team if you would like to discuss this further.

To learn about what can be personalised to customers needs, please refer to this article.

  • Attributes  

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.

To learn about what can be personalised to customers needs, please refer to this article

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  • Timeline

A chronological timeline of identified events (customer’s actions).

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Data Protection

Data protection settings can only be enabled or disabled by a Meiro Business Explorer administrator in the Administration tab (under the Settings tab). This helps to limit access to the customer information for non-authorised users.

To learn more about Data Protection, please refer to this article