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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

Profile Header

The header section displays key consumer information at a glance.

Contact Information

RFM Engagement Chart

The radar chart visualizes the consumer’s engagement across three dimensions: The chart shows percentile rankings compared to other consumers in your organization. Caption: The RFM chart shows engagement relative to other consumers

Metrics Cards

Six metric cards provide insights into different aspects of the consumer:

Customer Value Card

Caption: Track lifetime value and average order value

Purchase Recency Card

Recency Status Definitions

Engagement Health Card

Location Context Card

The best send time is calculated based on when the consumer typically engages, bucketed into standard windows:

Account Health Card

Bot Risk Levels

Loyalty Card

Editing Consumer Information

To update consumer details:
  1. Click the Edit button on the detail page
  2. Modify the desired fields
  3. Click Save to apply changes

Editable Fields

Non-Editable Fields

Consumer Tags

Tags help categorize and segment consumers.

Adding Tags

  1. Click the Tags section
  2. Type a new tag name
  3. Press Enter to add

Common Tags

Sync Sources

View external integrations linked to this consumer: Caption: View integration sync status for the consumer

Deleting Consumers

To delete a consumer:
  1. Navigate to the consumer detail page
  2. Click the Actions menu
  3. Select Delete
  4. 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:
  1. Click Actions > Export Data
  2. Select data to include
  3. Download the file

Delete Consumer Data

For GDPR/CCPA compliance:
  1. Click Actions > Delete Data
  2. Confirm the deletion request
  3. Data is permanently removed