Consumer Details
The consumer detail page provides a comprehensive view of an individual consumer, including their profile information, engagement metrics, and participation history.
Accessing Consumer Details
Click on any consumer in the consumers list to view their detail page.
Caption: The consumer detail page shows comprehensive profile information
The header section displays key consumer information at a glance.
| Field | Description |
|---|
| Name | Consumer’s full name |
| Email | Primary email address |
| Phone | Phone number (if provided) |
| Status | Active or Inactive badge |
RFM Engagement Chart
The radar chart visualizes the consumer’s engagement across three dimensions:
| Dimension | Description |
|---|
| Activity | How recently and frequently they engage |
| Frequency | How often they make purchases |
| Monetary | Their total spend and value |
Metrics Cards
Six metric cards provide insights into different aspects of the consumer:
Customer Value Card
| Metric | Description |
|---|
| LTV | Lifetime value (total spend) |
| AOV | Average order value |
| Percentile | Ranking compared to other consumers |
Purchase Recency Card
| Metric | Description |
|---|
| Last Order | Time since last purchase |
| Order Cadence | Average days between orders |
| Recency Status | Fresh, Active, At Risk, or Dormant |
Recency Status Definitions
| Status | Criteria | Description |
|---|
| Fresh | < 7 days | Recently engaged |
| Active | 7-30 days | Regular engagement |
| At Risk | 30-60 days | May be churning |
| Dormant | > 60 days | Has not engaged recently |
Engagement Health Card
| Metric | Description |
|---|
| Response Rate | Percentage of messages engaged |
| Last Engaged | Date of most recent engagement |
Location Context Card
| Metric | Description |
|---|
| Location | City, region, or country |
| Timezone | Consumer’s local timezone |
| Best Send Time | Recommended time for communications |
| Window | Time Range | Recommendation |
|---|
| Morning | 6am-10am | 8am |
| Midday | 10am-2pm | 12pm |
| Afternoon | 2pm-6pm | 3pm |
| Evening | 6pm-10pm | 7pm |
Account Health Card
| Metric | Description |
|---|
| Bot Risk | Likelihood of being a bot (Low/Medium/High) |
| Return Rate | Percentage of orders returned |
| Churn Risk | Likelihood of churning |
Bot Risk Levels
| Level | Score Range | Description |
|---|
| Low | 0-30% | Likely a real customer |
| Medium | 30-70% | Some suspicious patterns |
| High | 70-100% | High likelihood of bot activity |
Loyalty Card
| Metric | Description |
|---|
| Loyalty Score | Overall loyalty points |
| Activity Rank | Activity score (1-5) |
| Frequency Rank | Purchase frequency score (1-5) |
| Monetary Rank | Spending score (1-5) |
- Click the Edit button on the detail page
- Modify the desired fields
- Click Save to apply changes
Editable Fields
| Field | Editable | Notes |
|---|
| Full Name | Yes | Consumer’s display name |
| Email | Yes | Primary identifier |
| Phone | Yes | E.164 format recommended |
| Status | Yes | Active or Inactive |
| Loyalty Score | Yes | Manual adjustment |
| Tags | Yes | Add or remove tags |
Non-Editable Fields
| Field | Reason |
|---|
| LTV | Calculated from order history |
| AOV | Calculated automatically |
| Activity Metrics | Derived from engagement data |
| Created At | System timestamp |
- Click the Tags section
- Type a new tag name
- Press Enter to add
| Tag Type | Examples |
|---|
| VIP Status | VIP, Premium, Gold |
| Source | Import, Klaviyo, Shopify |
| Behavior | High-Value, Frequent-Buyer |
| Campaign | Spring-Sale, Beta-Tester |
Sync Sources
View external integrations linked to this consumer:
Caption: View integration sync status for the consumer
| Information | Description |
|---|
| Source | Integration name (e.g., Klaviyo) |
| External ID | ID in the external system |
| Last Synced | When data was last synchronized |
| Status | Sync status (synced, error, etc.) |
Deleting Consumers
To delete a consumer:
- Navigate to the consumer detail page
- Click the Actions menu
- Select Delete
- Confirm the deletion
Deleting a consumer removes all associated data including activity history, audience memberships, and experience participation records. This action cannot be undone.
Data Privacy Actions
Export Consumer Data
Download all data associated with a consumer:
- Click Actions > Export Data
- Select data to include
- Download the file
Delete Consumer Data
For GDPR/CCPA compliance:
- Click Actions > Delete Data
- Confirm the deletion request
- Data is permanently removed
