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.

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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

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Consumers Table

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Table Columns

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Searching Consumers

Use the search bar to find consumers by:

• Email address
• Full name
• Phone number

Caption: Search by email, name, or phone number

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Filtering and Sorting

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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

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Required Fields

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Consumer Status

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Consumer Data Sources

Consumers can be added through multiple channels:

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Bulk Actions

Select multiple consumers to perform bulk actions:

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Data Syncing

When integrations are configured, consumer data stays synchronized:

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Klaviyo Sync

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

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Sync Status Indicators

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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

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Export Fields

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Best Practices

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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

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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

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Troubleshooting

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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

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Duplicate Consumers

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

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Sync Issues

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

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Related Guides

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