In this article you will learn how to view customer profiles.
Depending on your integration, you may or may not send Customer Profile data to Talon.One.
If you do, when a customer interacts with your integrated application, a customer profile entry will be created in Talon.One and updated in future when they complete sessions.
Customers
Open your Application and navigate to the Customers page to see an overview of all customer entries.
Click on the Integration ID of the customer entry you'd like to view.
Customer Attributes and Sessions
Here you can see:
- Integration ID
- Creation date
- Last session date
- Totals and total accrued discounts for this customer
- Attributes within your system for which this customer has an assigned value
If you select the Sessions tab, you can see the list of all sessions related to this customer.
Clicking on the integration ID of the session brings you to the Events page featuring all the details of that particular session.
Customer Loyalty Programs
If you have one or more Loyalty programs set up in the current application, there will also be a tab to see an overview of this Customer's interactions with your programs and allow you to amend balances.
In this tab you can select for which Loyalty Program you'd like to see this customer's interactions and balance. If you have only one Loyalty program, it will be selected by default.
You can also Give or Remove points on this account, which is useful for customer support in situations where they may wish to manually edit a given customer's balance.
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