The Single Customer View provides visibility on a specific contact in an easy-to-read centralized overview including demographic data, interactions through the different channels, and key metrics. This information is based on data in the Consumer Engagement dataset crossed with data coming from the Communication Stats dataset.
By providing this information from a central location,
- Sales representatives can quickly see if the customer is in the retention stage of acquisition stage
- Customer agents have a direct view on the last interactions with the customer when a new call from that customer comes in
- Sales representatives can plan their calls to customers based on their most recent purchase
- Marketers get better insights on what information is missing for a customer and create more engagement by taking one customer as an example and manually action this observation for the next campaign.
Note: The Single Customer View dashboard is accessible to all Selligent by Zeta users with access to the Dashboards chapter. The Selligent by Zeta user does not require access to the Content, Journey or List chapter.
When multiple Audience Lists are available, you can first select the Audience List. If there is only one Audience List, this one is by default selected.
Next, you can filter the data for one specific contact by entering the email address or unique internal or external identifier for the contact.
- An AI-generated summary of this dashboard is displayed at the top.
Following details are available for the selected Audience List:
- Active consumers — The number of contacts that haven't opted out.
- Consumers optouts — The number of contacts that have opted out (for which the opt-out field in the Audience List contains a value different from 0 or null).
- Opt-out % — The percentage of contacts in the Audience list that have opted out.
For the selected contact following details are available from the Contact Card:
- Personal info — Email, name and first name, gender, birth Date, Age category, country, city, language
- Contact Details — Land line, mobile number, occupation, Employer Business unit, Marital status
- Preferences — Preferred store and product category
- Loyalty details — Loyalty number, activation date, loyalty level and points, last time they spent money.
- Opt-in/opt-out— Information such as subscribe source, Type, optin opt-out
- Recent activity — Last time an email was opened or clicked, last device used, last time a visit was made to the website, etc
- History— Providing insights in the activity per channel and opens and clicks over time.
- Most recent communications— Includes a list of journeys and messages that included the current contact
Note: When no data is available for a contact N/A is displayed on the dashboard. This can happen for customers not using Site for example, or who do not have information for instance for loyalty, preferences, etc.
Note: Field mappings may need to be set up between the fields from the Selligent by Zeta lists and the Consumer dataset fields before this dashboard will be available for your environment. Contact Zeta to set this up.
