​

Consumers Overview

Consumers are the end users who participate in your experiences. The Consumers section provides tools to view, search, create, and manage consumer profiles in your organization.

​

Accessing Consumers

Navigate to Consumers in the sidebar to view your consumer list. The route is /app/customers. Caption: The consumers list shows all customers in your organization

​

Consumers Table

​

Table Columns

​

Searching Consumers

Use the search bar to find consumers by:

• Email address
• Full name
• Phone number

Caption: Search by email, name, or phone number

​

Filtering and Sorting

​

Creating Consumers

To add a new consumer manually:

1. Click the Add Customer button
2. Fill in the consumer details
3. Click Save to create

Caption: Add a new consumer to your database

​

Required Fields

​

Consumer Status

​

Consumer Data Sources

Consumers can be added through multiple channels:

​

Bulk Actions

Select multiple consumers to perform bulk actions:

​

Data Syncing

When integrations are configured, consumer data stays synchronized:

​

Klaviyo Sync

• Consumer profiles sync with Klaviyo contacts
• Tags and attributes are synchronized
• Sync status shown on consumer profile

​

Sync Status Indicators

​

Exporting Consumer Data

Export consumer data for external use:

1. Select consumers or use filters
2. Click Export
3. Choose format (CSV, Excel)
4. Download the file

​

Export Fields

​

Best Practices

​

Data Quality

1. Validate emails - Ensure email addresses are valid
2. Normalize phone numbers - Use E.164 format
3. Keep data current - Update stale records
4. Remove duplicates - Merge duplicate profiles

​

Privacy Compliance

1. Collect consent - Ensure proper consent for data collection
2. Honor requests - Process data deletion requests promptly
3. Limit access - Only grant necessary permissions
4. Audit regularly - Review data practices periodically

​

Troubleshooting

​

Consumer Not Found

1. Check for typos in search terms
2. Try alternative identifiers (email vs. phone)
3. Verify the consumer exists in the system
4. Check organization context

​

Duplicate Consumers

1. Search for existing records before creating
2. Use the merge feature if duplicates exist
3. Check import settings for duplicate handling

​

Sync Issues

1. Verify integration is configured correctly
2. Check API key permissions
3. Review sync logs for errors
4. Retry the sync operation

​

Related Guides

• Consumer Details - View individual profiles
• Consumer Activity - Activity history
• Import Consumers - Bulk import
• Audiences - Segment consumers