# Display customer profiles
> A customer profile contains data created and updated by the Campaign Manager as well as external data shared through the Integration API, such as the email address, postal address or full name of the customer.
> For the complete documentation index, see [llms.txt](https://docs.talon.one/llms.txt).
:::tip
You can learn more about customer profiles in our [Developer docs](/docs/dev/concepts/entities/customer-profiles.md).
:::
In a customer profile, you can find information about:
- The amount of money spent by your customer in any campaigns within an Application.
- The total amount of discount obtained by your customer.
- Custom attributes with values defined for your customer profile.
- All your customer's sessions.
- Loyalty programs your customer is taking part in.
- Loyalty cards your customer has registered.
- Your customer's referral codes.
- The status of profile budgets for your customer.
- Achievements your customer is participating in.
- All coupons that have your customer as the recipient integration ID.
:::tip
Some of this data can be useful for troubleshooting. For example, your [customer
support](/docs/product/account/account-settings/manage-roles) agents can verify each customer's details and
provide them with information on which of their referral codes have been redeemed, or
adjust the number of loyalty points in the customer's wallet if necessary.
:::
## Customer profile environments
Customer profiles are either part of a sandbox or a live environment.
This helps differentiate between test data and production data.
The environment of a customer profile is automatically set to match the Application
related to the profile. Customer profiles are only created and updated via
the [Integration API](/docs/dev/integration-api/overview.md). So, if you send a request that
relies on an [Integration API key](/docs/product/applications/manage-api-keys.md) related
to a sandbox Application, the customer profile will be a sandbox profile.
A sandbox profile and a live profile can have the same
Integration ID as they are treated as entirely separate profiles by our system.
:::note
Customer data is still shared between Applications from the same environment.
:::
## List customer profiles
To display all the customer profiles of the Application, on the left-side menu,
click **Customers**. The page contains the following information:
| Column | Description |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Customer integration ID | Identifier of the customer profile. It can be used for integration purposes. It is the same across all Applications from the same environment. |
| Created | Date and time when the profile was created. |
| Last activity | Date and time of the last [customer activity](/docs/product/applications/display-customer-sessions.md) within the Application. This does not include [dry requests](/docs/dev/integration-api/best-practices.md#dry-requests). |
## Customer profile overview
To access all the information for the corresponding customer profile, click a **Customer integration ID**.
The profile page displays the following additional information:
- **Environment:** Environment of the customer profile, which corresponds to the [environment
of the Application](/docs/product/applications/overview#application-environments) where
the profile was created.
:::important
Customer profiles from a given environment can only be accessed from [Applications from
the same environment](/docs/product/applications/overview#application-environments).
:::
- **Discounted sessions:** Number of closed sessions containing discounts.
- **Undiscounted sessions:** Number of closed sessions not containing discounts.
- **Accrued discounts:** Total discounted amount for all closed sessions.
- **Net revenue:** Revenue produced by the customer after deducting all discounts.
- Tabs with additional information related to the customer profile:
- [Achievements](#achievements)
- [Attributes](#attributes)
- [Budgets](#budgets)
- [Coupons](#coupons)
- [Loyalty cards](#loyalty-cards)
- [Loyalty points](#loyalty-points)
- [Referred customers](#referred-customers)
- [Sessions](#sessions)
## Achievements
Displays all the [achievements](/docs/product/achievements/overview.md)
the customer has participated in.
You can see the following information for each achievement:
{
Column
Description
Achievement name
The display name of the achievement.
API name
The API name of the achievement used in the integration layer.
Campaign ID
The ID of the campaign this achievement belongs to.
Progress
The current progress of the customer in the achievement.
Target
The target value that the customer must reach to complete the achievement.
Status
Indicates whether the achievement is in progress, expired, or completed.
Start
Date and time when the customer started the achievement.
End
Date and time when the achievement ends and resets for the customer.
Completed on
Date and time when the customer completed the achievement.
}
## Attributes
Displays any attributes that exist for this customer in the Application. For example,
attributes may refer to the customer's gender, language, or shipping country.
## Budgets
Displays all the [profile budgets](/docs/product/campaigns/settings/manage-campaign-budgets.md#budget-types)
applied to this customer profile. You can see the following information for each profile
budget:
| Column | Description |
| ------------ | --------------------------------------------------------------------------------------- |
| Campaign | Campaign where the profile budget was created. |
| Action | Action that is limited in the budget settings. |
| Coupon value | Name of any per-profile coupon used by the customer. |
| Used | Bar and counter representing the profile budget usage in relation to the defined limit. |
| Limit period | Start and end dates of the recurrence period defined for the profile budget. |
| Resets | Budget recurrence period. It indicates how often the budget is reset. |
:::note
You can search the displayed results by campaign name and coupon code. To do so, provide the exact search string.
:::
## Coupons
Displays all the [coupons](/docs/product/campaigns/coupons/coupon-page-overview.md)
that have this customer profile as the coupon's recipient integration ID. You can see
the following information for each coupon:
| Column | Description |
| ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Coupon | Name of the coupon. |
| Status | Status of the coupon. It can be: **Active:** Coupon can be redeemed. **Inactive:** Coupon cannot be redeemed until its start date. **Limit reached:** Coupon cannot be redeemed because its [redemption limit](/docs/product/campaigns/settings/manage-campaign-budgets.md#coupon-limits) or [discount limit](/docs/product/campaigns/settings/manage-campaign-budgets.md#discount-limits) was reached. **Expired:** Coupon cannot be redeemed because it has expired. |
| Created | Date of creation of the coupon. |
| Campaign | Name of the campaign that the coupon is part of. |
| Session | Link to the [**Sessions**](#sessions) tab, which shows all the sessions associated with the coupon. |
| Redemptions | Number of times a coupon has been successfully redeemed out of the total redemption limit. |
| Attributes | [Coupon attributes](/docs/product/account/dev-tools/manage-attributes.md) defined in your account together with the values added during the coupon creation process. Attributes are used to build custom logic inside your rules and allow you to create advanced coupon campaigns. |
:::tip
To edit a coupon, in the **Edit** column of the coupon, click .
:::
## Loyalty cards
Displays all the [loyalty cards](/docs/product/loyalty-programs/card-based/card-based-overview.md)
registered by the customer. You can see the following information for each card:
| Column | Description |
| ---------- | ------------------------------------------------------------------------------------------------------------------------------------------ |
| Code | The loyalty card identification code. |
| Status | Indicates whether the card is active, inactive, or blocked. |
| Registered | Date and time when the customer profile was linked to the card, displayed in your operating system's time zone (detected by your browser). |
## Loyalty points
Displays all the point transactions for [profile-based loyalty programs](/docs/product/loyalty-programs/profile-based/profile-based-overview.md) that are active in the Application.
### Display loyalty point transactions
To display the point transactions for a specific loyalty program and ledger:
1. On the left-side menu of your Application, click **Customers**.
1. Select the **Customer Integration ID** of your choice and click the **Loyalty Points** tab.
1. In **Loyalty Program**, select the program whose point transactions you want to display.
1. (Optional) In **Ledger,** select the ledger whose point transactions you
want to display.
:::note
To display the point transactions of the main ledger and all the subledgers,
select **All ledgers**.
:::
This tab displays the following information for a specific ledger:
- **Tier**: The loyalty tier that the customer belongs to.
- **Current pending points:** The number of pending points that were awarded but are not
available until their start date and time.
- **Current active points:** The number of active points currently available in the
customer's loyalty balance.
The tab also contains a table with additional information about each point transaction:
| Column | Description | |
| ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --- |
| Created on | Date and time when the transaction occurred, displayed in your operating system's time zone (detected by your browser). | |
| Points | Number of added or deducted points. | |
| Ledger | Ledger the loyalty points are assigned to. This is only visible when you select **All ledgers** from the **Ledger** dropdown. | |
| Reason | Reason why the transaction occurred. | |
| Start date | Date and time when the loyalty points activate. | |
| Expiry date | Date and time when the loyalty points expire. | |
| Session | Session where the transaction occurred. If the points were manually added or deducted, this information appears instead of the session. | |
### Create a subledger
To create a new subledger in your loyalty program and add points to it:
1. On the left-side menu of your Application, click **Customers**.
1. Select the **Customer Integration ID** of your choice and click the **Loyalty Points** tab.
1. In **Loyalty program**, select the program where you want to create the subledger.
1. Click > **Create Subledger**.
1. In **Subledger ID**, enter the ID of the subledger.
1. In **Points**, enter the number of points you want to add to the customer's wallet.
1. In **Reason**, enter the reason for adding the points.
1. In **Start date**, select when the points become active.
- With **Program default**, the points become active based on the date set in the
loyalty program.
- With **Immediate**, the points become active immediately.
- In **Custom**, you can choose **Relative start** or **Absolute start**.
{
Examples: Points activation relative to session closure
For all the examples mentioned in this table, we assume that the customer session
closes on 12 October 2024, 07:20:50.
Time after session closure
Points become active on
1 days, Same time as session closure
13 October 2024, 07:20:50
1 days, Start of day (00:00:00)
13 October 2024, 00:00:00
1 days, End of day (23:59:59)
13 October 2024, 23:59:59
1 weeks, Same weekday as session close
19 October 2024, 07:20:50
1 weeks, End of week (Sunday 23:59:59)
20 October 2024, 23:59:59
1 months, Same day as session closure
12 November 2024, 07:20:50
1 months, End of month (23:59:59)
30 November 2024, 23:59:59
}
1. In **Expiry date**, select when the points expire.
- With **Program default**, the points expire based on the date set in the loyalty
program.
- With **Unlimited**, the points stay active for an unlimited period of time.
- In **Custom**, you can choose **Relative expiration** or **Absolute expiration**.
{
Examples: Points expiry relative to start date
For all the examples mentioned in this table, we assume:
The customer session closes on 12 October 2024, 07:20:50.
The rewarded loyalty points are active immediately.
Time after start date
Points expire on
1 days, Same time as start date
13 October 2024, 07:20:50
1 days, Start of day (00:00:00)
13 October 2024, 00:00:00
1 days, End of day (23:59:59)
13 October 2024, 23:59:59
1 weeks, Same weekday as start date
19 October 2024, 07:20:50
1 weeks, End of week (Sunday 23:59:59)
20 October 2024, 23:59:59
1 months, Same day as start date
12 November 2024, 07:20:50
1 months, End of month (23:59:59)
30 November 2024, 23:59:59
}
1. Click **Create Subledger**.
### Manually add loyalty points
To manually add loyalty points to your customer's wallet:
1. On the left-side menu of your Application, click **Customers**.
1. Select the **Customer Integration ID** of your choice and click the **Loyalty Points** tab.
1. In **Loyalty program**, select the program to which you want to add points.
1. In **Ledger**, select the ledger to which you want to add points.
1. Click > **Add Points**.
1. In **Points**, enter the number of points to add to the customer's wallet.
1. In **Reason**, enter the reason for adding the points.
1. In **Start date**, select when the points become active.
- With **Program default**, the points become active based on the date set in the
loyalty program.
- With **Immediate**, the points become active immediately.
- In **Custom**, you can choose **Relative start** or **Absolute start**.
{
Examples: Points activation relative to session closure
For all the examples mentioned in this table, we assume that the customer session
closes on 12 October 2024, 07:20:50.
Time after session closure
Points become active on
1 days, Same time as session closure
13 October 2024, 07:20:50
1 days, Start of day (00:00:00)
13 October 2024, 00:00:00
1 days, End of day (23:59:59)
13 October 2024, 23:59:59
1 weeks, Same weekday as session close
19 October 2024, 07:20:50
1 weeks, End of week (Sunday 23:59:59)
20 October 2024, 23:59:59
1 months, Same day as session closure
12 November 2024, 07:20:50
1 months, End of month (23:59:59)
30 November 2024, 23:59:59
}
1. In **Expiry date**, select when the points expire.
- With **Program default**, the points expire based on the date set in the loyalty
program.
- With **Unlimited**, the points stay active for an unlimited period of time.
- In **Custom**, you can choose **Relative expiration** or **Absolute expiration**.
{
Examples: Points expiry relative to start date
For all the examples mentioned in this table, we assume:
The customer session closes on 12 October 2024, 07:20:50.
The rewarded loyalty points are active immediately.
Time after start date
Points expire on
1 days, Same time as start date
13 October 2024, 07:20:50
1 days, Start of day (00:00:00)
13 October 2024, 00:00:00
1 days, End of day (23:59:59)
13 October 2024, 23:59:59
1 weeks, Same weekday as start date
19 October 2024, 07:20:50
1 weeks, End of week (Sunday 23:59:59)
20 October 2024, 23:59:59
1 months, Same day as start date
12 November 2024, 07:20:50
1 months, End of month (23:59:59)
30 November 2024, 23:59:59
}
1. Click **Add Points**.
### Manually deduct loyalty points
To manually deduct loyalty points from your customer's wallet:
1. On the left-side menu of your Application, click **Customers**.
1. Select the **Customer Integration ID** of your choice and click the **Loyalty Points** tab.
1. In **Loyalty program**, select the program from which you want to deduct points.
1. In **Ledger**, select the ledger from which you want to deduct points.
1. Click > **Deduct Points**.
1. In **Points**, enter the number of points to deduct from the customer's
wallet.
The number of points to be deducted can exceed the active points balance only if [negative points](/docs/product/loyalty-programs/profile-based/use-negative-points) balance is enabled for the loyalty program.
- **Negative balance enabled**: If negative points balance is enabled for the loyalty program, you can deduct more points than the active points balance.
- **Negative balance disabled**: If negative points balance is not enabled for the loyalty program, you can deduct a number of points less than or equal to the current active points balance.
1. In **Reason**, enter the reason for deducting the points.
1. Click **Deduct Points**.
### Export the transaction logs
To export a CSV file with all the loyalty point transactions:
1. On the left-side menu of your Application, click **Customers**.
1. Select the **Customer Integration ID** of your choice and click the **Loyalty Points** tab.
1. Click > **Export transaction log**.
1. In **Transaction logs after**, select the initial date.
1. (Optional) In **Transaction logs before**, select the end date.
1. In **Integration ID**, enter the [ID of the customer](#customer-profile-overview).
1. In **Date format**, select the date format of your choice.
:::note
In the exported file, all timestamp values follow `UTC+00:00`.
:::
1. Click **Export Data**.
## Referred customers
Displays all the users referred by this customer in a table with the following
information:
| Column | Description |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Session ID | Identifier of the [customer session](/docs/product/applications/display-customer-sessions.md#customer-session-overview). You can access all the data about a session by clicking its ID. |
| Code | Referral code that was used by the referred user. |
| Referred customer | Integration ID of the referred customer. |
## Sessions
Displays the [customer sessions](/docs/product/applications/display-customer-sessions.md#customer-session-overview)
and information about coupons and referrals. It also allows you to return cart items.
| Column | Description |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Session ID | Identifier of the customer session. You can access all the data about a session by clicking its ID. |
| Customer integration ID | Identifier of the customer profile. |
| State | Indicates whether the session is `open`, `closed`, `partially returned`, or `cancelled`. Learn more about customer sessions in the [Developer docs](/docs/dev/concepts/entities/customer-sessions.md). |
| Return items | Allows you to [return one or more cart items](/docs/product/applications/display-customer-sessions.md#return-individual-cart-items) purchased by the customer in the session. |
| Returned items | Number of returned items. |
| Items in session | Number of items currently in the customer session. |
| Coupon | Any coupons redeemed by the customer in the session. |
| Referral code | Any referral codes used by the customer in the session. |
| Created | Date and time when the session was created. |
## Related pages
- [Manage campaign budgets](/docs/product/campaigns/settings/manage-campaign-budgets.md)
- [Manage attributes](/docs/product/account/dev-tools/manage-attributes.md)
- [Delete customer's personal data](/integration-api#tag/Customer-profiles/operation/deleteCustomerData)