View Customer Profile | Vantage CX - 1.4 - Viewing Customer Profiles - Vantage Customer Experience

Vantage Customer Experience User Guide

Product
Vantage Customer Experience
Release Number
1.4
Release Date
June 2021
Content Type
User Guide
Publication ID
B035-3800-099K
Language
English (United States)
  1. Select "" > Customer profile.
  2. [Optional] Use a filter to find a subset of customers.
    Filter Description
    Customer ID Requires an exact match between the filter string and the customer ID.
    Name Finds records that contain the filter string
  3. To display a full customer profile, select the customer record.
    Field Description
    Demographics Includes general contact information, as well as custom traits, marketing programs for which the customer has opted in, and when the customer last opted in.
    Campaigns Includes interaction details and recent marketing campaigns.
    Household Lists additional customers identified as belonging to the same household, if any. Select another household member to view the profile for that customer.
    Purchases Displays customer purchases, including current status and related dates.