The contact profile summary contains all the information for a single customer.
Open the contact's summary page
To view a contact's profile summary, follow the steps below:
From the home page, click SCV, then click Search contact.
In the search bar, search for the contact's name or email address.
📌Note: To search using different information, select the field from the dropdpwn list:
Contact Name.
Email.
Address.
Contact Phone.
Contact IDs.
External IDs.
Click the Search
icon, then click the Display Contact Profile
icon.
🤓 Tip: From here, you can also view their:
Profile.
Marketing.
Interactions: website tracking details, transactions, bookings and visits.
Surveys.
Vouchers, if your instance is licensing the modules.
Summary
You can see the contact's useful visit and spend information at the top-right of the page. To see information for a certain brand and time period, follow the steps below:
From the Brands dropdown, select the relevant brand.
From the Lifetime list, select the preferred time frame.
Click the Apply Filter
icon.
Contactable
In the top-left of the page are the available communication statuses.
If the icon is green, the customer has opted-in and is having valid information regarding the channel. Hover over the icons for more information.
These include:
SMS | |
Phone | |
App communications channel. | |
Web push notification communications channel. |
🤓 Tip: Customers can set these in the preference centre manually. If a customer hasn't received a campaign, they may not have opted in from there or when their details were recorded by the relevant third party.
Tags
You can create new tags in the Acteol settings. When a customer meets the tag criteria, the tag is automatically applied to the contact's profile. These help you quickly see a customer's habits in relation to the brand. Hover over the tag to see its name.
Interactions highlights
You can view the main highlights of the customer's visits and spend data.
First Visit: The date of the first visit the customer has made, if applicable.
Last Visit: The date of the first visit the customer has made, if applicable.
Lifetime Spend: The lifetime spend the customer has made, if available.
Favourite and preferred sites
The customer's favourite and preferred sites names are indicated and displayed on the interactive map.
Further communication preferences
The opt-in preferences can be chosen by customers to indicate what they’d like to be contacted about.
These are displayed in this box. If a customer hasn't received a particular campaign, it could be because this setting was not factored into the campaign send.
Timeline
You can view a customer's interactions with the brand in the timeline. Use the filter to display specific items.