Viewing and editing a contact

Update or edit a contact's details quickly in the Single customer view.

Edit a contact's details

1. Go to  Audience > Contacts .
2. Find and select the  contact  you want to edit.
3. On the Single customer overview, select the  Data fields  tab.
4. Edit any details you want to change in the default fields and/or your custom fields.
   
   
   
   
5. Select  SAVE .
   

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Customer view

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-personalised campaigns and content. 

Before you start

Things you need to know:

1. Check you have all the correct permissions to make the most of the Single customer view.
2. Read our checklist on how to make the most out of the Single customer view.
3. By default, the Single customer view filters data from the last 30 days. Depending on your account package, you can edit the date filter to a predefined date range, or a custom date, and see up to one year’s worth of data.
   

Use the Customer view

The Single customer view is made up of six informative sections of data

1. Customer information
2. Customer predictions
3. Channels
4. Membership
5. Sales
6. Engagement
7. Activity timeline and Recent orders
   
   

 Overview

The overview shows you the core data about your customer.

Data	Description
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
Contact scoring	The customer's contact score label
Optimised send time	The send time the customer is most likely to engage with your campaigns

Channels

The channels section shows the channels available to communicate with this customer.

Data	Description
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.
Status	The opt-in status of the channel

Membership

The membership section shows you the lists, segments, programs, and marketing preferences your customer is enrolled to.

 

Engagement

The engagement section shows your five tiles of data showing how the customer engages with your communications.

 

Data	Description
Number of emails sent	The total number of emails sent to the customer during the selected date range This data does not include transactional emails
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
Number of visits	The number of times the customer has visited your site

Activity timeline, recent orders and product recommendations

The Activity timeline, Orders history and Product recommendations tabs are displayed in the bottom section of the Single customer view. To switch between the three, select the relevant tab.

 

Activity timeline

The activity timeline shows all the latest activity of your customer from the last 30-days. To view more details about an activity item, select VIEW.

Recent activity shown on the activity timeline:

Activity type	Description
Email sent	Shows Emails sent, and when the customer opened and clicked those emails.
Transactional email sent	Shows Transactional emails sent, and when the customer opened and clicked those emails.
Form submitted	Shows when the customer submitted a form.
Site visit	Shows when the customer visited your site and viewed 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, then turn on or off the toggle switch for the activity timeline items you want to see or hide. 

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