How to create individual customer profiles?
Every time a new customer enters your database that is synced with Voucherify, the app creates a unique individual profile automatically. If you click on the customer name in the Dashboard, you will see the customer details, their order history, activity, and assigned promo codes.
The customer profile includes the following data:
- Details: Contains basic information about the customer.
- Activity: Shows a record of the customer's actions.
- Orders: Displays the customer's order history, including transaction details.
- Redemption History: Lists the customer's redeemed offers, rewards, or discounts.
- Wallet: Provides details of the customer's digital wallet, such as available balances or discount coupons.
- Marketing Permissions: Outlines the customer's marketing permissions.
- Metadata: Contains additional data (custom fields) relevant to the customer's profile.
Create a customer profile
To add a new customer manually:
- In the Engagement section of the dashboard, go to Customers
- Click on the three dots in the upper-right corner of the screen.
- From the dropdown menu, select Add customer.
This action will open a form to input the customer's details:
- General information – name, source ID, description, birthdate
- Contact details – email, phone
- Address
- Metadata
You can always edit your customers' profiles. To do so, enter their profile and choose a pencil tool. Confirm the change with Save.
You may update customer details in bulk using a CSV import or the API.
Applying filters:
- You can apply filters (at the top-left with the Add filter option) to narrow down customers based on selected criteria, such as profile attributes, activity, or metadata.
- The customer list will update to display only those matching the applied filters.
- After applying filters, the filtered customer list can be used to create either a static segment (fixed list of customers) or a dynamic segment (list updates automatically based on filter conditions). When filters are applied, the Save as segment option in the upper-right corner becomes unlocked.
Read the Customers article to learn more.