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Tab: Customers

Access the Customers tab by clicking on the icon in the home screen or on the tab in the top menu. 

Customers tab enables browsing through 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”).

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Search results will be organized in columns:

  • ID that displays the identity ID assigned during identity stitching process (can be investigated further with analysts if needed),
  • Source,
  • Attribute
  • Value for this attribute,

Remember: The last column can be customized, any of the available attributes can be chosen to display.  For example, on the screenshot below it displays attribute with the last interaction. To learn how to set the last column, please refer to this article.

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Customer Detail tab

Click on a particular customer to see the customer details. 

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Customer Identifiers 

Personal data collected about the customer from the data sources. 

Remember: Personal data can be hidden for non-authorised users the Administration tab/ Settings tab. "Protected information" note will be displayed for the non-authorised user when PII is enabled.

 

Channel Engagement

Channel Engagement shows customer activity across data sources. 

Learn more: To learn about what can what is channel engagement and how to set it up, 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.

       

      Timeline

      customer-profile-timeline.png

      A chronological timeline of identified customer's events.

       

       

      Customer Events

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

       

      Data Protection

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

       

      Learn more

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

      Learn more:  What can I understand through my customer profile





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