The Contact Dashboard provides an aggregated birds-eye view of the many touchpoints a client has with a specific customer and that customer's behaviors and activity.
The dashboard includes following data points on a contact:
- Attribute Spotlights
- Geolocation Map (relevant to a contact’s attributes and events)
- Event History
- Order History
- Recently Purchased Products
You can find the Contact Dashboard as a separate tab on the Contact Profile.
You can navigate directly to the Contact Profile/Dashboard from the main navigation menu by doing a quick search on any of the contact's Identifiers.
There are 3 panels available to spotlight 3 specific data attributes pertaining to a contact.
When clicking to add an attribute, you will be presented with a dropdown of all available string, date, and number attributes. Arrays and geo attributes are excluded from this list at this time.
Each attribute type has decorators that are available to apply.
For string attributes, you can specify the casing of the value.For number attributes, you can specify the number format to be a Number, Percent, or Currency. For date attributes, you can specify the date or date time format you prefer.
These panels provide the ability to highlight important data points about a customer. A simple example of this might be a contact's membership level, or their birthday, or a more complex value like lifetime order value that might be derived and populated through a data transformation.
On the map, you'll see two different types of geolocation markers.
One will be mapping any populated geolocation attributes for the contact. This can be a geolocation attribute auto-populated by the Autolocate by IP feature, if it's in use, or any other geolocation attributes populated by imports provided by the client. These will be denoted by a grey location marker.
The other type of marker will for geolocations that are auto populated based on the customer's IP address when a system event occurs for that contact. These will be denoted by colored location markers corresponding to the color of the corresponding event icon (see Events History Panel).
Only those attributes and events which have a coordinate set are shown in the location map.
You can hover over a location pin to see details:
- Attribute or event name
- Address - if available
- Timezone - if available
You can also hover over the place marker in the Events Panel, if a location is available for the event, and it will highlight the corresponding location on the map.
This panel provides a quick look at where and how a contact typically interacts with your brand. They may be avid travelers or reside primarily in one region. Visualizing this data across channels can provide a fuller picture of a customer's movements.
The most recent unfiltered 30 events for the contact are shown in the Events panel. Both system and custom events are included.
For each event, there is an event icon, location marker (if available), event name, channel (if applicable), date and time of the event, message name (if applicable), link (if applicable).
There are different event icons to distinguish between Email, SMS, Mobile, Push, Podium, and custom events.
Clicking on any event will open a modal with the full JSON object view of the event. In this view, you will have the opportunity to copy the JSON.
"View All Events" will take you to the Event Data Report page with the contact preselected and the date filter defaulted to the last 18 months (the retention window for event data).
This panel provides a quick look at engagement of a contact and contact activity across different channels, through the JS listener, or integrations, etc.
You can quickly see if in recent history, the contact has been unresponsive, with messages sent and no engagement, or conversely, if a contact is well engaged.
Recently Purchased Products
The Recently Purchased Products Panel is populated based on contact's recent order history (See Order History)
Products purchased in the last 10 orders will be highlighted in an image reel. If there is an image URL provided for the product, the image thumbnail will be shown. If an image URl is not provided for the product, a placeholder image will be shown.
This panel provides a quick visual snapshot of the customer and their purchasing preferences.
The last 10 orders by the contact are shown in the Orders panel.
Clicking on any order will open a modal with the full JSON object view of the order. In this view, you will have the opportunity to copy the JSON.
“View All Orders” will open a paginated modal of all orders associated with the contact. You can subsequently click on an order in this view to open a modal with the full JSON object view of the order.
This panel provides a quick snapshot into the order value and frequency exhibited by the customer.
When the contact has cart items, they are shown in the Cart Items panel.
The following information about the Cart is shown:
- Total amount
- Date last modified - date and time the cart has been last modified
- Cart items with available images and product details
"View JSON" will open a modal with the full JSON object view of the cart. In this view, you will have the opportunity to copy the JSON.
This panel provides a quick view into records tied to the contact stored in contact enabled supplements in the account.
The drop down provides a list of contact enabled supplements.
Selecting each supplement provides a list of the last 10 records, if available, that are tied to the contact in that supplement.
The following columns are shown:
- Last Modified timestamp
- Indexed columns
- reserveKey (if coupon supplement)
Clicking on any row will open a modal with the full JSON object view of the supplement record. In this view, you will have the opportunity to copy the JSON.