The customer profile page is where critical customer details are stored. A customer's profile is their conversation history. Re:amaze will display all historical conversations with a customer, but this depends on whether or not you have multiple email addresses, phone numbers, or social media profiles attached to the customer profile. The profile page also displays the customer's avatar (if they have one).
Additionally, the profile page allows you to edit the customer's name and even archive a customer. Doing this will block all future incoming messages that originate from their email addresses, phone numbers, and social media profiles. You can unarchive the customer if needed using the same action.
If one of your customers exist under two different emails, you can merge one profile to another by clicking the "Merge with another customer" button located in the customer profile. Once merged, the profile that got merged will be empty. We'll keep a record of this profile in your contacts tab for safekeeping but the profile will no longer function.
Customer data attributes
Customer data attributes are data points about your customer and they are displayed under the first message of every conversation from that customer. Data attributes help your support team identify the customer and keep track of important characteristics about the customer. You can add customer data attributes for customers manually or programmatically via our API.
In the example below, the customer attribute name is "Membership Status" and the value of the attribute is "Gold."
Adding attributes manually
Open a customer's profile by clicking on their name from any conversation page or search for their profile from the "Contacts" tab.
- On the right-hand rail, you can enter the attribute nam and value for each attribute you wish to add.
- You can add as many attributes as you need. Previously used attributes and values will be available to you in the form of a quick dropdown.
Attributes via API
When customers are authenticated you can also provide data attributes to describe the customer. These attributes will then be displayed within Re:amaze under the Contacts section and along with incoming customer conversations.
This can be useful for synchronizing application specific information into Re:amaze to make customer service even faster. You can also use our JSON API for server-to-server data syncing.
Read the detailed instructions, here.
Using data Attributes
Having customer data attributes in Re:amaze can be very useful:
- Create automation workflows based on customer data attributes
- Create workflows that automatically add data attributes to customer profiles
- Filter contacts by customer data attributes and export them to CSV
- Create advanced Cue rules and conditions based on customer data attributes