Customer Account

Customer 360° App gathers all available information about the customer and shows them clearly and concisely. These details are grouped in Tabs and Widgets so that you will find all relevant information in one 360° View.

Customer Profile

You find all essential information regarding the customer account on the "Customer profile" tab - personal and contact details, additional customer data, properties, and a basic overview of customer scoring, like Score Card, Lifetime Value, and Engagement Score. You can also see customer cards, account relations, contact sources, and much more.
Click here to learn more about the "Customer profile" tab.

Purchasing Behavior

You can see what, where, how, and when the customer purchases on this tab. You find the widgets that inform you about the details of the Customer's revenue, Purchase frequency, Business Units Location, Frequently purchased products, and Recency - Frequency - Monetary parameters. This tab provides a possibility to add or cancel purchases manually.
Click here to learn more about the "Purchasing behavior" tab.

Benefits

Benefits represent details about vouchers and rewards. Here you will find out how the customer uses them, what vouchers and rewards are available, and much more.
Click here to learn more about the "Benefits" tab.

Communication

All information that relates to the communication is on the "Communication" tab. There are statistics about communication with the customer and the possibility of sending emails, SMS, and PUSH notifications to the customer.
Click here to learn more about the "Communication" tab.

Segments

This tab provides information about what audiences and customer segments the customer is in. There are possibilities to perform actions with the segments, for example, adding a customer to the segments and removing a customer from the segments.
Click here to learn more about the "Segments" tab.

Wallet

Here you will find information about points and credits, how the customer uses them, how much the customer uses them, and other statistics. You can add or deduct points and credits.
Click here to learn more about the "Wallet" tab.

Marketing Automation

You find here the overview of marketing automation workflows and all details of both Event-triggered workflows and Periodically-triggered workflows.
Click here to learn more about the "Marketing automation" tab.

Events

Here is an overview of events that occurred on the customer account.
Click here to learn more about the "Events" tab.

Customer's Documents

On the "Customer Documents" tab, you can upload, download or edit files on the customer account. Documents are divided into widgets according to their type, i.e., pdf files, videos, text files, images, presentations, and tables.
Click here to learn more about the "Customer´s Documents" tab.

Tasks

The "Tasks" tab provides information about tasks that are linked to the customer account.
Click here to learn more about the "Tasks" tab.