SmartIntellect aggregates all your customers in a list where you can access their detailed profiles. These data can be used for identifying and managing specific individuals or segments , allowing you to conduct targeted marketing campaigns. You can view customer information and data, customize the list columns, and gain insights into customer interactions, enabling you to provide personalized services and optimize your marketing strategies.
In This Article
- Viewing Basic Customer Information in SmartIntellect
- Viewing Detailed Customer Activities in SmartIntellect
- Customizing the Columns in the List
Viewing Basic Customer Information in SmartIntellect
- From your SHOPLINE admin panel, go to Apps and open SmartIntellect. Install it from SHOPLINE App Store if you haven’t.
- In SmartIntellect, click Customers or Profiles from the left sidebar to access the customer list.
- In the customer list, you can see information for all your customers, including their name, email, phone number, gender, address, currency, language, and timezone. You can also view the creation time of their profile (i.e., when they became your customer) and the last update time (i.e., the last time they were active in your store).
Note: SmartIntellect only collects and displays customer information if the customer has provided it. If a customer hasn’t entered their name, email, or phone number, such as when browsing anonymously without logging in, those fields will be displayed as dashes. - To search for a specific customer, enter their name, email, or phone number in the search bar at the top right corner.
Viewing Detailed Customer Activities in SmartIntellect
On the customer list page, clicking on a customer opens the timeline on the right side, where you can view their detailed activities.
The detailed activities include the customer’s behaviors, the time of these behaviors, their basic information, the device they used to perform these actions, and more.
Customizing the Columns in the List
You can decide which columns to be displayed in the customer list.
- Click the accordion icon (Edit columns) in the upper right corner to see all available columns.
- Click the eye icon to display or hide the columns based on your needs.
- Hold and drag the six dots icon to the left of each column to rearrange the order.
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