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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.

Customer attributes

Customer 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 customer 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.

Adding customer attributes 

Click the Add new feature button in the upper right corner. You can add a maximum of 20 features. Fill in the following fields: 

  • String – It means a string of characters, e.g., clothing size, gender, URL, delivery method. This field can hold a maximum of 256 characters. 
  • Text – It stores longer text information, e.g., the browser or operating system used by customers, color, brand,or type of product. 
  • Number – It displays any integer, e.g., average number of goods in the basket, number of transactions per month. 
  • Amount – It displays numerical values in the previously selected currency, e.g. average transaction value, purchase with the highest value. 
  • Date – It stores a date, e.g., date of birth, holiday dates, etc. 
  • Date and time – It displays the date and time. 
  • Description – It stores additional information about this feature, e.g., when to use it, for which customer segment or promotional campaigns it was created. 
  • Visible in the Preference Center – This feature is made available to customers after they go to the Preference Center. 

Click Save. 

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