CDP / Customer

This dashboard is designed to provide a 360-degree view of your users, allowing you to manage identities, track behaviors, and refine data fields in real-time. Click Audiences, select the Journey tab, then click View journey contacts in the top-right corner of the page.

By combining real-time event tracking (what they do) with field management (who they are), marketing teams can create highly personalized journeys and ensure data hygiene across the entire audience.

Customer Journey Contacts

The primary screen serves as the central repository for all identified users.

1. Search & Filter: You can search for specific users by their Contact ID. The interface includes a filter icon and a column management tool.
2. Contact Overview: The table displays high-level data including:

• Channels: Shows which communication methods (Email, SMS, Push, etc.) are active for the user.
• Sends Status: Indicates if the user is "Enabled" to receive communications.
• Activity Dates: Tracks the "Creation date" and the "Last modification."

3. Bulk Actions: You can download the contact list as a .csv or manually add new contacts via the blue button in the top right.
4. The Three Main Tabs: The "three-dot" menu on the main dashboard gives you instant shortcuts to:

• View events
• View and edit fields
• Delete contact
• View information

Event Management

The Events tab is the behavioral core of the Customer Data Platform, providing a real-time chronological log of every interaction a contact has with your brand. This section is designed to transform raw activity data into actionable insights for your team.

• Behavioral Tracking: Monitor specific actions such as order_completed, sign-ups, or custom events. Each entry provides a deep dive into the transaction, including product names, categories, and purchase amounts.
• Granular Metadata: Beyond the basic action, you can inspect technical and logistical details of each event.
• Targeted Filtering: Use the event search bar to isolate specific behaviors. The dynamic filter allows you to navigate thousands of interactions instantly.

By leveraging this detailed event history, you can build a precise understanding of the customer journey, enabling highly personalized engagement based on actual user behavior.

The "three-dot" menu

• Fields Tab: This section manages the Attributes (static data) of the customer.

• Dynamic Editing: You can modify values directly (e.g., updating an address).
• Custom Attributes: It displays standard and custom fields like age, and calculated metrics like amount_purchases_last_month.

• Delete contact: To permanently remove the user and their associated data.
• View Information Tab: This provides the technical "System of Record" for the contact.

• Unique Identifiers: Displays the full Contact ID string and a shorter internal ID with the option to copy them.
• Audit Trail: Clearly shows the original creation date (e.g., 2021) versus the most recent modification (e.g., 2026).
• Channels: Identifies the channels for the user.

Filters & Customization

Advanced Filtering Capabilities

To narrow down your contact list and find specific segments, click on the Filter icon located next to the search bar. This opens the "Filter by contact fields" menu, which allows for highly specific data segmentation using logic.

• Custom Criteria: You can choose any contact field (e.g., Buy, Newsletter) and set specific conditions such as "Is set," "equals," "contains," and more.

• Boolean Logic (AND/OR): You have the flexibility to combine multiple conditions to refine your search:

AND: Use this when you want the results to meet all selected criteria simultaneously (e.g., users who have bought a product and are part of the Premium Club).

OR: Use this when you want results that meet at least one of the criteria.

• Dynamic Addition: Simply click Add filter to layer as many conditions as needed to reach your target audience.

Once your criteria are set, click Apply filters to update the table, or use Clear filters to reset your view. This powerful tool ensures you can isolate the most relevant user data for your analysis or campaigns in seconds.

Column Management

You can fully customize your main table view by checking or unchecking fields to display only the data you need. Reordering columns is now easier than ever: simply hover your mouse over any column header at the top of the table to reveal the six-dot drag handle. Click and drag the column to the left or right to reorder it as you prefer, allowing you to keep your most relevant KPIs front and center.

At the top of the page, use the action buttons to manage your contact database:

• Add contacts (.csv): Upload a .csv file to add contacts directly to your list.
• Configure Fields: Set up and manage custom fields to organize your contact data.
• Download contacts (.csv): Download a .csv file containing all your current contacts.

Add contacts (.csv)

Import contacts in bulk:

1. Click Add contacts (.csv) and select your file.
2. The file must include a customerId column, the unique identifier of each contact. Imports without it can't be processed.
3. Add extra columns for any other contact field, using the field names defined in Configure fields.
4. The first row must be the header, with column names separated by commas.
5. Click Add contacts.

Example:
customerId,email,first_name,city
5e1f0c92,[email protected],Grace,Orlando
7a4d2b18,[email protected],Ethan,Tampa

Configure fields

Open Configure fields to manage the data your contacts store. The Contact fields list shows each field's Name, Description, Creation date, Data type (String, Number, Boolean, Date, Date and time) and Usage type (Multichannel, Journey only, or Journey only (aggregated) for computed fields).

Click Create field and fill in:

• Field name and an optional Field description (up to 500 characters).
• Data type.
• How is the data included and updated?
  • Manually (Fixed): the value is entered manually or through imports/API.
  • Automatically (Computed): the value is calculated from the contact's events. Choose the Event (created in the CDP), the Event data to use, and the Data calculation type (e.g. Last, First, Count, Sum…).

Download contacts (.csv)

Click Download contacts (.csv) to export your contacts with their customerId and all their contact fields. You can use the file to audit your data or reuse it in other tools.