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

Vantage Customer Experience User Guide

prodname
Vantage Customer Experience
vrm_release
1.4
created_date
June 2021
category
User Guide
featnum
B035-3800-099K
  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.