Single Customer Profile
What did we do for this customer?.
Every message sent, every mail opened, every link clicked, every conversation held and every journey entered, on one contact card, in date order.
Why it exists
The answer is on five different screens
When a customer calls, you want to know what you sent them, whether they opened it and what they asked before. In most systems that data exists, but it sits in five places and nobody visits all five.
What it does
4 capabilities, one screen.
Unified timeline
Sends, opens, clicks, complaints, conversations, in one list.
Consent status
Which channel has consent, from what source, obtained when.
Journey state
Which journey, which step, and why they left it.
Summary figures
How many messages went out, how many were opened, at what rate.
How it works
In 2 steps.
Find the person
By address, name or external id.
Open the card
The whole history on one screen.
Specifications
Does it really do that?
- Sources
- Messages · events · chat · journeys · consent ledger
- Ordering
- By date, regardless of type
- Privacy
- The plain address is stored only on the contact record
Questions
Things you might wonder.
Can I match it to the customer id in my own system?
Yes. The external_id field binds it to your records, and you can use the same id when sending events.
Works well with