View customer data

Viewing the details for a customer account is critical to ensuring that the customer is successfully engaging with your program. The profile header at the top of the module provides a quick view of the customer. But, it's the tabs below that give an in-depth look at the data - across a variety of domains - associated with a specific customer.

About this task

Accessing a tab to view its data is the same for every tab in the Customers Module. The simple procedure below applies to the following tabs, along with their child sub-tabs:

Activity
Profile
Stored Value Cards
Campaigns
Offers
Notes
Data Privacy
Recommendations

Note that the set of tabs shown above reflect a typical implementation of the platform. Your organization's implementation may differ.

Steps

Search and locate the customer. For more information, see Search Customers.
Click the tab with the type of data you want to view.