Displaying 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.

tip

You can learn more about customer profiles in our Developer docs.

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 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. So, if you send a request that relies on an Integration API key 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.

Listing 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 when the profile was last updated.

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 where the profile was created.

  important

  Customer profiles from a given environment can only be accessed from Applications from the same environment.

• Discounted orders: Number of closed sessions containing any discounts.

• Undiscounted orders: Number of closed sessions that didn't contain 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
  • Attributes
  • Budgets
  • Coupons
  • Loyalty cards
  • Loyalty points
  • Referred customers
  • Sessions

Achievements

Displays all the achievements 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 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 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 or discount limit 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 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 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 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 that are active in the Application.

Displaying 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.

2. Select the Customer Integration ID of your choice and click the Loyalty Points tab.

3. In Loyalty Program, select the program whose point transactions you want to display.

4. (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.
Expires on	Expiration date of the loyalty points.
Active on	Activation date of the loyalty points.
Session	Session where the transaction occurred. note If the points were manually added or deducted, this information appears instead of the session.

Creating 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.
2. Select the Customer Integration ID of your choice and click the Loyalty Points tab.
3. In Loyalty program, select the program where you want to create the subledger.
4. Click > Create Subledger.
5. In Subledger ID, enter the ID of the subledger.
6. In Points, enter the number of points you want to add to the customer's wallet.
7. In Reason, enter the reason for adding the points.
8. In Reward start, 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: Relative reward start

     For all the examples mentioned in this table, we assume that the customer session closes on 12 October 2024, 07:20:50.

     Relative reward start date	Points become active on
     10 minute(s) after the session	12 October 2024, 07:30:50
     1 hour(s) after the session	12 October 2024, 08:20:50
     5 day(s) after the session	17 October 2023, 07:20:50
     5 day(s) after the session, start of the day	17 October 2024, 00:00:00
     5 day(s) after the session, end of the day	17 October 2024, 23:59:59
     1 week(s) after the session	19 October 2024, 07:20:50
     1 week(s) after the session, on the last Sunday	20 October 2024, 23:59:59
     1 month(s) after the session	12 November 2024, 07:20:50
     1 month(s) after the session, on the last day of the month	30 November 2024, 23:59:59

9. In Reward expiration, select when the ponts 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: Relative reward expiration

     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.

     Reward expiration	Points expire on
     10 minute(s) after the session	12 October 2024, 07:30:50
     1 hour(s) after the session	12 October 2024, 08:20:50
     5 day(s) after the session	17 October 2023, 07:20:50
     5 day(s) after the session, start of the day	17 October 2024, 00:00:00
     5 day(s) after the session, end of the day	17 October 2024, 23:59:59
     1 week(s) after the session	19 October 2024, 07:20:50
     1 week(s) after the session, on the last Sunday	20 October 2024, 23:59:59
     1 month(s) after the session	12 November 2024, 07:20:50
     1 month(s) after the session, on the last day of the month	30 November 2024, 23:59:59

10. Click Create Subledger.

Manually adding loyalty points

To manually add loyalty points to your customer's wallet:

1. On the left-side menu of your Application, click Customers.
2. Select the Customer Integration ID of your choice and click the Loyalty Points tab.
3. In Loyalty program, select the program to which you want to add points.
4. In Ledger, select the ledger to which you want to add points.
5. Click > Add Points.
6. In Points, enter the number of points to add to the customer's wallet.
7. In Reason, enter the reason for adding the points.
8. In Reward start, 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: Relative reward start

     For all the examples mentioned in this table, we assume that the customer session closes on 12 October 2024, 07:20:50.

     Relative reward start date	Points become active on
     10 minute(s) after the session	12 October 2024, 07:30:50
     1 hour(s) after the session	12 October 2024, 08:20:50
     5 day(s) after the session	17 October 2023, 07:20:50
     5 day(s) after the session, start of the day	17 October 2024, 00:00:00
     5 day(s) after the session, end of the day	17 October 2024, 23:59:59
     1 week(s) after the session	19 October 2024, 07:20:50
     1 week(s) after the session, on the last Sunday	20 October 2024, 23:59:59
     1 month(s) after the session	12 November 2024, 07:20:50
     1 month(s) after the session, on the last day of the month	30 November 2024, 23:59:59

9. In Reward expiration, select when the ponts 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: Relative reward expiration

     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.

     Reward expiration	Points expire on
     10 minute(s) after the session	12 October 2024, 07:30:50
     1 hour(s) after the session	12 October 2024, 08:20:50
     5 day(s) after the session	17 October 2023, 07:20:50
     5 day(s) after the session, start of the day	17 October 2024, 00:00:00
     5 day(s) after the session, end of the day	17 October 2024, 23:59:59
     1 week(s) after the session	19 October 2024, 07:20:50
     1 week(s) after the session, on the last Sunday	20 October 2024, 23:59:59
     1 month(s) after the session	12 November 2024, 07:20:50
     1 month(s) after the session, on the last day of the month	30 November 2024, 23:59:59

10. Click Add Points.

Manually deducting loyalty points

To manually deduct loyalty points from your customer's wallet:

1. On the left-side menu of your Application, click Customers.
2. Select the Customer Integration ID of your choice and click the Loyalty Points tab.
3. In Loyalty program, select the program from which you want to deduct points.
4. In Ledger, select the ledger from which you want to deduct points.
5. Click > Deduct Points.
6. In Points, enter the number of points to deduct from the customer's wallet.
7. In Reason, enter the reason for deducting the points.
8. Click Deduct Points.

Exporting 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.

2. Select the Customer Integration ID of your choice and click the Loyalty Points tab.

3. Click > Export transaction log.

4. In Transaction logs after, select the initial date.

5. (Optional) In Transaction logs before, select the end date.

6. In Integration ID, enter the ID of the customer.

7. In Date format, select the date format of your choice.

   note

   In the exported file, all timestamp values follow UTC+00:00.

8. 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. 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 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.
Return items	Allows you to return one or more 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

• Managing campaign budgets
• Creating and managing attributes
• Deleting customer profiles