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Customers and custom attributes 

Here you can enter the settings necessary to import customer data to ExpertSender, add individual customer attributes and their consent for receiving communication from you. You can access each of these settings in a separate tab. 

Customers

This tab contains settings helpful in importing customer data to ExpertSender: 

  1. Required customer information fields – basic information about customers that must be imported into the platform. It will facilitate their identification, e.g., next time they shop in your online store without logging in. Select at least one of the following: 
    • Email
    • Phone number
    • CRM ID – Serial number assigned to the customer by your CRM system.
  1. Required customer information fields amount – Indicate how much data will be required to import data from the file: 
    • All of the above – All the selected data must be present. 
    • Any of the above – At least one of the selected data must be available for import. 
  1. Default matching mode – Select the data by which your customers will be identified. This setting is useful for generating reports and mapping columns when importing customer data from a file. 
    • Email 
    • Phone number  
    • CRM ID 
    • GUID. Find out what GUID is. 
  1. Duplicates in import – Choose how to deal with repeated data: 
    • Ignore duplicates – Only the first record (one data set) will be imported into the platform and the rest will be omitted. 
    • Process all – We will create one record (i.e., a set of customer data) in the platform from the duplicate customer data. Duplicate data higher in your file will be overwritten by data lower down.

What is GUID?

GUID is a globally unique identifier (or tag), i.e., a unique string of letters and numbers assigned to your clients in ExpertSender CDP. It allows us to distinguish customers from each other and properly attribute to them data obtained from your website, emails sent and completed scenarios. 

GUID is also helpful when importing customers with a unique CRM ID. Such identifiers assigned in external platforms may be duplicated or incomplete. Assigning a GUID guarantees that customer behavior data obtained while using ExpertSender will be assigned to appropriate customer profiles in the platform.

Custom attributes

Custom attributes are necessary for personalized communication with them. These are, e.g., date of birth, gender, clothing size. They are used to building segments in email communication, pop-ups, and scenarios. 

In this tab, you can add custom attributes that are characteristic of your business. 

All features introduced to the platform are available in table form: 

  • ID – Ordinal number of a feature – it also serves as its identifier. 
  • Name – Individual definition of a given feature. 
  • Display name – A name that replaces the original name in the Preference Center. 
  • Type – Data type, e.g., integer, date, text, URL. 
  • Description – Additional characterization of the feature, e.g., application. 
  • Edit or delete a feature. 

You can filter data in all columns by clicking on the column name. Clicking on the funnel icon opens up a search engine window with a set of filters.

Add custom attributes 

You can add up to 20 attributes.

Click the Create new customer attribute button in the upper right corner. Fill in the following fields: 

  1. Name – enter a unique name for the attribute, so you can easily tell it apart from others.
  2. Display name – enter the name that will be visible to your customers in the Preference Center.
  3. Type – choose the data type that fits this attribute best:
  4. String – a text value, e.g., clothing size, gender, URL, or delivery method. This field can hold up to 256 characters, including letters, digits, and symbols.
    • Text – for longer text information (up to 2048 characters), like the customer’s browser or operating system, product color, brand, or type. Keep in mind: text-type data isn’t available in segmentation, so you won’t be able to build segments based on it.
    • Number – any whole number in a rage from -2,147,483,648 to 2,147,483,647, for example, the average number of orders per month.
    • Money – a numeric value from -999,999,999,99 to 999,999,999,99 displayed in a selected currency, e.g., the average order value.
    • Date – A specific calendar date in the MM/DD/YYYY or DD/MM/YYYY format, such as the date the customer signed up for your newsletter. The format depends on the business unit language.
    • Date and time – A date and time in the MM/DD/YYYY hh:mm AM/PM, or DD/MM/YYYY hh:mm AM/PM format, such as the exact time of a customer’s first order.
    • Single select – lets you add a predefined list of values, e.g. loyalty card types.
    • Yes/No – a checkbox field for simple true/false information, like whether the customer is eligible for free shipping.
    • URL – stores a web address.
  5. Description – It stores additional information about this feature, e.g., when to use it, for which customer segment or promotional campaigns it was created. 
  6. Visible in the Preference Center – This feature is made available to customers after they go to the Preference Center. 
  7. Click Save. 
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