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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.
  • 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

Click Customers in the left-side menu of the Application to display all the customer profiles of this Application. This page contains the following information:

ColumnDescription
Integration IDIdentifier of the customer profile. It can be used for integration purposes. It is the same across all Applications.
CreatedDate and time when the profile was created.
Last activityDate and time when the profile was last updated.

Customer profile overview

Click the Integration ID to access all the information for a customer profile.

The profile page displays the following information:

  • 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:

Attributes

This tab displays any attributes set for this customer in the Application.

For example, attributes may refer to the customer's gender, language or shipping country.

Sessions

This tab 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.
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 programs

This tab displays all the transactions for any loyalty programs that are active in the Application, and information on the points that the customer has in their wallet.

Displaying loyalty point transactions

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

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

It 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

Once 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 Give Points.
  2. In Give 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 only be redeemed between these dates.
  5. Click Give Points.

A notification pops up, indicating that the points have been added. The operation appears as a new row in the table.

Manually removing loyalty points

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

  1. Click the arrow to the right of Give Points to expand the drop-down menu.
  2. Click Remove Points.
  3. In Remove Points, type the number of points you want to remove from the customer's wallet.
  4. In Reason, type why you are removing loyalty points.
  5. Click Remove Points.

A notification pops up, indicating that the points have been removed. The operation appears as a new row in the table.

Exporting the transaction log

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

  1. Click Export Transaction Log.

  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

    Data is exported in UTC.

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

  6. Click Export Data.

The data automatically downloads and a notification pops up, indicating that the transaction log has been exported.

Referred customers

This tab displays all 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

This tab displays all 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.