To view your transaction data, follow the steps below:
📌Note: Viewing your transaction data from the contact segmentation doesn't display the insights and states for you; it just represents for you the customer segments that have a certain monetary spend behaviour. To view the spend and transactions data for your sites and brands, view the View Communications Insights.
Open the Single Customer View module, then click Contact Segmentation.
From the Data Tree nodes list, click the arrow
to expand the nodes under Transaction values.Drag and drop the Transactions (Wizard).
Select the relevant criteria:
Order Date: the transaction date.
Paid Amount: the paid amount by customers.
Source: the list of transaction data sources.
The source can be your reservations or your third-party transactions.
Location: the list of sites added to your Acteol system.
Order Status: Includes the used statuses:
Paid, this is the frequently used status.
Cancelled.
Invoiced.
Incomplete.
Refunded.
Partially Paid.
Order Type:
Deposit.
InStore.
PreOrder.
Count of Interactions: Specify the frequency to apply to all the chosen criteria.
Click Next.