Difference between revisions of "ATC/Current/AdminGuide/Customer details"

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{{Article
 
{{Article
 
|Standalone=No
 
|Standalone=No
|DisplayName=Customer details
+
|DisplayName=Customer summary
 
|Platform=PureEngage, PureConnect, PureCloud
 
|Platform=PureEngage, PureConnect, PureCloud
|TocName=Customer details
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|TocName=Customer summary
 
|ComingSoon=No
 
|ComingSoon=No
 
|Context=See details about a customer and their visit history.
 
|Context=See details about a customer and their visit history.
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** '''Journey '''>''' Visit''' > ''' View '''permission (to see live tracking information about visitors who are currently on your website)
 
** '''Journey '''>''' Visit''' > ''' View '''permission (to see live tracking information about visitors who are currently on your website)
 
|Section={{Section
 
|Section={{Section
|sectionHeading=About the customer
+
|sectionHeading=Customer summary
 
|Type=Structured
 
|Type=Structured
 
|alignment=Horizontal
 
|alignment=Horizontal
|image=VisitorDetails0411.png
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|image=CustomerDetails.png
 
|gif=No
 
|gif=No
|structuredtext=View details such as the customer's name and status.
+
|structuredtext=Customer summary details include the customer's current status and the total number of times they have viewed any of your tracked web pages during the current {{GlossaryTooltip|term=session}}. You can also see:
 +
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_details#DifferentVisit|display text=A different visit}}
 +
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_journey_map}}
 +
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Searches_performed}}
 +
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments_assigned}}
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* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcome_scores}}
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* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Additional_information}}
 
|fullwidth=No
 
|fullwidth=No
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=Visit details
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|sectionHeading=View a different session
 
|Type=Structured
 
|Type=Structured
 +
|anchor=DifferentVisit
 
|alignment=Horizontal
 
|alignment=Horizontal
|image=ViewDifferentVisit.png
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|image=SessionDetails.png
 
|gif=No
 
|gif=No
|structuredtext={{MINTYDOCSPRODUCT}} automatically shows information for the current visit. To see a different visit, click it in the list. {{MINTYDOCSPRODUCT}} displays the {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Customer_journey_map|display text=customer journey map}}, {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Segments_assigned|display text=segments assigned}}, and {{Link-SomewhereInThisManual|topic=Outcome_scores|display text=outcome scores}} specifically for the visit you select.
+
|structuredtext={{MINTYDOCSPRODUCT}} tracks user activity by <span>{{GlossaryTooltip|term=session}}</span>. When you view a customer's summary, you automatically see information for the current session. To see a different session, click it in the list. {{MINTYDOCSPRODUCT}} displays the {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Customer_journey_map|display text=customer journey map}}, {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Segments_assigned|display text=segments assigned}}, and {{Link-SomewhereInThisManual|topic=Outcome_scores|display text=outcome scores}} specifically for the session you select.
 
|fullwidth=No
 
|fullwidth=No
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Revision as of 10:59, August 21, 2019

See details about a customer and their visit history.

Prerequisites

  • Configure the following permissions in PureCloud:
    • Journey > Customer > View permission (to see information about existing customers)
    • Journey > Event > View permission (to see events on the customer journey map)
    • Journey > Visit > View permission (to see live tracking information about visitors who are currently on your website)

Customer summary

Customer summary details include the customer's current status and the total number of times they have viewed any of your tracked web pages during the currentNo results. You can also see:

View a different session

Genesys Predictive Engagement tracks user activity by No results. When you view a customer's summary, you automatically see information for the current session. To see a different session, click it in the list. Genesys Predictive Engagement displays the customer journey map, segments assigned, and outcome scores specifically for the session you select.
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