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Displaying customer profiles

A new customer profile is created when a customer first opens a session. The 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.
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.

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:

ColumnDescription
Customer integration IDIdentifier of the customer profile. It can be used for integration purposes. It is the same across all Applications from the same environment.
CreatedDate and time when the profile was created.
Last activityDate 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:

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.

Sessions

Displays the customer sessions and information about coupons and referrals. It also allows you to return cart items.

ColumnDescription
Session IDIdentifier of the customer session. You can access all the data about a session by clicking its ID.
Customer integration IDIdentifier 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 itemsAllows you to return one or more cart items purchased by the customer in the session.
Returned itemsNumber of returned items.
Items in sessionNumber of items currently in the customer session.
CouponAny coupons redeemed by the customer in the session.
Referral codeAny referral codes used by the customer in the session.
CreatedDate and time when the session was created.

Loyalty points

Displays all the transactions for any profile-based loyalty programs that are active in the Application, and information on the points that the customer has in their wallet.

Displaying loyalty point transactions

Select the loyalty program for which you want to check transactions.

  1. From the Loyalty Program drop-down menu, select a program.
  2. (Optional) In Subledger, select a subledger. This option appears only if subledgers are enabled for the selected loyalty program.

The page displays:

  • Current pending points: Number of pending points that were awarded but are not available until their start date.
  • Current active points: Number of active points that are currently available in the customer's balance.

The page also displays all individual loyalty point transactions as a table containing the following information:

ColumnDescription
Created onDate and time when the transaction occurred.
PointsNumber of added or deducted points, along with a + or - symbol.
ReasonReason why the transaction occurred.
Expires onExpiration date of the loyalty points.
Active onActivation date of the loyalty points.
Session

Session where the transaction occurred.

If the points were manually added or deducted, this information appears instead of the session.

Manually adding loyalty points

After you have selected a loyalty program, and a subledger if needed, you can manually add loyalty points to your customer's wallet.

Important

You can create a new subledger by adding points to it. To do this, type a name for the subledger in the box at the bottom of the drop-down menu and click Create Subledger.

  1. Click ... > Add Points.
  2. In the pop-up that appears, in Points, type the number of points you want to add to the customer's wallet.
  3. In Reason, type why you are adding loyalty points.
  4. (Optional) Click Reward Settings to set a start date and an expiration date for the reward. The loyalty points can be redeemed only between these dates.
  5. Click Add Points.

Manually deducting loyalty points

After you have selected a loyalty program, and a subledger in case it is required, you can manually deduct loyalty points from your customer's wallet.

  1. Click ... > Deduct Points.
  2. In the pop-up that appears, in Points, type the number of points you want to deduct from the customer's wallet.
  3. In Reason, type why you are deducting loyalty points.
  4. Click Deduct Points.

Exporting the transaction logs

Obtain a CSV file with all loyalty point transactions made by your customer.

  1. Click Export Transaction Logs.

  2. In Transaction logs after, set the initial date.

  3. (Optional) In Transaction logs before, set the end date. The default end date is the current date.

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

    note

    The time in exported transaction logs is in UTC.

  5. In Integration ID, type the ID of the customer.

  6. Click Export Data.

Loyalty cards

Displays all the loyalty cards registered by the customer. You can see the following information for each card:

ColumnDescription
Card identifierThe loyalty card identification number.
StatusIndicates whether the card is active, disabled, or permanently disabled.
RegisteredDate and time when the customer profile was linked to the card. The time zone is in UTC.

Referred customers

Displays all the users referred by this customer in a table with the following information:

ColumnDescription
Session IDIdentifier of the customer session. You can access all the data about a session by clicking its ID.
CodeReferral code that was used by the referred user.
Referred customerIntegration ID of the referred customer.

Budgets

Displays all the profile budgets applied to this customer profile. You can see the following information for each profile budget:

ColumnDescription
CampaignCampaign where the profile budget was created.
ActionAction that is limited in the budget settings.
Coupon valueName of any per-profile coupon used by the customer.
UsedBar and counter representing the profile budget usage in relation to the defined limit.
Limit periodStart and end dates of the recurrence period defined for the profile budget.
ResetsBudget recurrence period. It indicates how often the budget is reset.