Learn how to use the Single customer view to get an all-around view of your customers and their activity.
Know who your customers are, their interests, and what drives them. The single customer view brings together all the up-to-date, actionable and real-time data you have on a customer and lets you instantly access it in one single location. Covering everything from Engagement to Ecommerce, the Single customer view enables you to gather the correct data to engage with your customers using one-to-one, hyper-personalized campaigns and content.
Before you start
Things you need to know:
- Check you have all the correct permissions to make the most of the Single customer view.
To learn more, check out the article How users of different permissions see Single customer view data.
- Read our checklist on how to make the most out of the Single customer view.
- By default, the Single customer view will filter data from the last 30 days. Amplify package customers can edit the date filter to a predefined date range, or a custom date, and see up to one year’s worth of data.
Using the Single customer view
The Single customer view is made up of six informative sections of data:
- Customer information
- Activity timeline and Recent orders
The customer profile shows you the core data about your customer.
|Email address||The customer's email address|
|Name||The customer's full name|
|Created||The date the customer was added to your account|
|Subscribed||The date the customer subscribed to your communications|
|eRFM persona||The eRFM persona of the customer|
|Purchase phase||The purchase phase of the customer|
|Contact score||The customer's contact score|
|Optimised send time||The send time the customer is most likely to engage with your campaigns|
The channels section shows the channels available to communicate with this customer.
|Channel type||The type of communication channel available, for example, Email.|
|Channel identifier||The customer's unique channel identifier. For example, their email address or mobile phone number.|
|Opt-in type||The opt-in status of the channel|
The membership section shows you the Address books, Segments, Programs, and Marketing preferences your customer is enrolled to.
The sales section shows you six tiles of data relating to your ecommerce transactions with the customer.
|Last order value||The value of the last order the customer made from your store|
|Last order date||The date the customer made their last order from your store|
|Average time between orders||The average time that passes between the customer’s orders|
|AOV||The average order value of the customer’s orders|
|Total revenue||The total revenue from all the customer’s orders|
|Number of orders||The number of orders the customer has made in your store|
The engagement section shows your five tiles of data showing how the customer engages with your communications.
|Number of emails sent||
The total number of emails sent to the customer during the selected date range
|Last email send||The date you last sent an email to the customer|
|Last email open||The date the customer last opened one of your emails|
|Last visit date||The date the customer last visited your site|
|Visits last 30 days||The number of times the customer has visited your site in the past 30-days|
Activity timeline, recent orders and product recommendations
The Activity timeline, Recent orders and Product recommendations are displayed in the same section of the Single customer view. To switch between the three, select either the Activity timeline, Recent orders or Product recommendations tab.
The activity timeline shows all the latest activity of your customer from the last 30-days. By default, the activity timeline is visible on the Single customer view. To view more details about an activity item, select VIEW.
Recent activity shown on the activity timeline:
|Email sent||Shows Emails sent, and when the customer opens and clicks those emails.|
|Transactional email sent|
|Order place||Shows when the customer places, cancels, and returns an order.|
|Form submitted||Shows when the customer submits a form.|
|Site visit||Shows when the customer visits your site and views pages.|
Filter your customer activity
You can filter the Activity timeline by activity type – Email sent, Order placed, and Site visit.
To filter the Activity timeline, select Filter. And then turn on or off the toggle switch for the activity timeline items you want to see or hide.
The recent orders tab shows all your customers orders within the last 30-days. To view your recent orders, select the Recent orders tab. To see more details about any orders in the Recent orders, select VIEW.
|Order number||The order number of the order|
|Date||The date the order was made|
|Status||The status of the order|
|Discount code||The code used for any discounts or offers|
|Total||The total cost of the order and the currency used|
|View||Select View to see more information about the order|
The product recommendations tab shows you customer centric product recommendations, this includes:
Product based recommendations such as, Most viewed product recommendation are not available in Single customer view.
If you find a perfect customer on the single customer view, you can generate a segment based on their profile to collect more contacts like them.
Generate a look-a-likes segment
To generate a look-a-likes segment based on your currently viewed customer:
- In the top-right of the customer’s Profile page, select Generate look-a-likes segment. This automatically creates a segment with rules to help find contacts most similar to the currently viewed customer.
- If required, you can create, edit and remove the segment’s rules to make it more personalised.
For more information on segment rules, check out the article Create a segment.
- Select GENERATE SEGMENT.
Make the most of the Single customer view
Here's a handy checklist to make sure your account is optimized to make the most out of the Single customer view.
- Ensure your integrations are set up correctly and sync all relevant data to your data fields and insight collections.
- Set up Web behavior tracking to capture your contacts' browsing data.
- Review your data fields to make sure you're capturing all the information you need.
- Review your Marketing preference centre to make sure customers can access it easily and that you're capturing valuable data that helps with your marketing strategies.
- Consider sending out a survey to existing customers to capture any required data you might be missing.
- Set up ROI tracking for improved email reporting.