Customer profiles are a single, centralized repository of all communications, interactions, profile data, and UGC for every customer that interacted with your brand and shopped at your store. Okendo automatically creates a profile for a customer when they place an order or submit a review, and then provides a snapshot of all the zero-party data collected throughout the customer's buying journey. This action allows you to increase your connection to your customers and surface actionable insights.
Okendo pulls in data from Shopify and from different integrations that you set up within your Okendo app.
Note: If you set up Klaviyo to integrate with Okendo, Klaviyo will pull our customer profile data into their platform. You can then use this data to create segments for your Klaviyo flows and campaigns.
In this article, you'll learn about:
Before you begin
If haven't already done so, you'll need to sync your customer data in Shopify with Okendo. Click here to learn more.
Access a customer's profile
Open your Okendo app.
Click Profiles in the sidebar.
Enter a customer's email in the Email Search field to navigate directly to a specific customer.
Click the customer's name to see their complete profile.
View the customer's profile details
You can analyze your customers' profile data to better understand them and then derive strategies to personalize their experience throughout their buying journey. Each customer profile in Okendo shows general profile data, a timeline of the customer's activity, a list of orders, and any reviews or UGC they submitted.
Keep in mind that not every profile may contain the exact same information as it depends on what data each individual customer provides.
Tab | What it does |
Summary | See a complete view of your customer's profile that consolidates Okendo-generated profile data and data collected from various systems onto the Summary tab. This unified customer view allows you to discover actionable insights that will drive more effective marketing strategies. |
Activity | A real-time log of all customer activity. You can use the timeline to investigate the status of specific interactions and outcomes. For example, you can determine if a coupon email was successfully sent to the customer. Use the buttons embedded within a timeline event to:
|
Orders | See a summary of your customers' orders, including the order number, the total amount of the order, which products they purchased, the quantity, the price of each item, and whether or not they left a review. |
UGC | See all the reviews, questions, and media submitted by the customer. You can navigate to a review to see the full content submitted. |
Surveys | View all the responses given by your customers to any survey they participated in. |
Provides a comprehensive list of all communications Okendo automatically sent to your customers, including survey coupons, reward coupons, and review requests. |
Pin a property
You can pin a property at the top of the page to see at a glance the properties that you find most valuable. These properties will remain pinned at the top when you navigate between the tabs or switch to a different customer's profile.
Select a customer and open their profile page.
Hover over the space to the left of a property and click the 3 dots.
Click Pin to top.
Edit the order of pinned properties
You can re-arrange your pinned properties to place them in the order you want.
Expand the Actions menu by clicking located in the top-right corner of the Profile page.
Click Edit Pin Order.
Change the order by dragging a property to where you want to place it.
Click Accept to save your changes.
View a property's history
You can see a timeline of changes that were made to that property.
Select a customer and open their Profile page.
Hover over the space to the left of a property and click the 3 dots.
Click Property history.
Add and configure custom properties
You can add your own properties to capture custom data points to truly make user profiles your own. For example, you can add a custom property to tag someone as a VIP customer or keep track of store-specific customer data.
Go to the Profile page for any customer.
Scroll to the bottom and click the + Add Property button.
Click New Property.
Enter a name and select the value type.
Click Done.
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