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Tab: Customers

Waht you will learn:

Customer Detail tab

Data Protection

Learn more

 

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”).

customers-tab-search.png

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,
  • Attribute,
  • 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.

Last-Interaction.png

Customer Detail tab

Click on a particular customer to see this customer details (attributes, events, identity graph). 

customer-profile.png

 

Attributes cards

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. 

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 personal data is hidden.

Channel Engagement: shows customer activity across data sources. 

Learn more: Channel Engagement-how does it work and how to set it up. 

      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 customer's activity and the Customer Events chart. All the available events are listed in the Data tab/ Events tab. 

      Identity

      Identity Graph shows how your customer entity has been stitched from various identifiers across data sources.

      See:

      • Stitched value,
      • Event type where value appeared,
      • The data source of the event where value appeared,
      • Timestamp.

      All identifiers are colour-coded based on the identifier type. 

      Learn more: Identity stitching and how customer identity appears.

      identity-graph.png

      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: How to manage data protection. 

      Learn more

      Learn more: What can I understand through customer profile.

      Learn more:  Identity stitching and how customer identity appears





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