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Tab: Customers

Learn from this article about: 

Customer Detail tab

Data Protection

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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”).

customers-tab-search.png

Search results contain:

  • Customer ID that displays the identity ID assigned during the identity stitching process. 
  • Data Source,
  • Attribute,
  • 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.

Last-Interaction.png

 

Customer Detail tab

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

customer-profile.png

 

Attributes 

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.

       

      Timeline

      A chronological timeline of customer's activity and the Customer Events chart.

      customer-profile-timeline.png

       

      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

      What can I understand through customer profile.

       Identity stitching and how customer identity appears





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