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  • CDP 365 INTRODUCTION
    • Overview of CDP 365
    • Feature Structure
    • CDP 365's Interface
    • Help feature
  • PERSONAS
    • Visitors & Customers
      • Data table
      • Explore data
      • Upload data
      • Apply data view
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    • Segments
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    • Predictive Models
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  • DATA HUB
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  • Marketing Hub
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    • Channel Integration - Destinations
      • All Destinations
        • Email
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    • Media Template
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  • Insights
    • Quick start guide
    • Data Source
      • Create a data source
    • Reports
      • Create reports
        • About reports
        • Build, stylize, and add data to reports
          • Set report date ranges
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          • Chart references
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        • Copy a report
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        • Tutorial: Create a new report
      • Filter your data
        • About filters
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        • Let your viewers control the date range
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        • About data blending
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  • DATAFLOWS
    • Dataflows
      • Creating a Dataflows
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          • Export to CDP 356 Events
          • Export to CDP 365 Business Object
          • Export to CDP 365 Segment
      • Work with Dataflow
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    • Data Destinations
      • Create a Data Destination
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      • Data Destinations Connectors
        • Amazon S3
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        • CDP Segment
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        • Audience SaleForce Maketing Cloud
        • Google BigQuery
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    • Data Source
      • Create a Data Source
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  • PORTAL SETTINGS
    • Overview
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  • TICKET MANAGEMENT
    • Tickets
  • Use cases
    • Personas
      • Visitors/Customers
        • How to add new and update Customers to CDP
        • How to create a Customer Custom Attribute
        • How to create a Customer Computed-Last Attribute
      • Segments
        • How to export .xml file?
        • How to create a Dynamic Segment
        • How to create a Static Segment (Matching file)
        • How to create a new segment?
        • Create a segment for Cart Abandonment
        • Set up a "Segment" containing emails to be excluded before sending mail
      • How to create "Attribute" for "Customer"/"Visitors"?
    • Data Hub
      • Event Sources
        • Set up Event Tracking code to track events into CDP
        • Set up Event Tracking code to track events into CDP
        • How to check data after you track an event on the website and app?
      • Business Objects
        • How to create "Data Source" connected with the "Data Object" of CDP 365
        • How to create a Collection
        • How to create "Custom Attributes" with Input via UI feature
    • Marketing Hub
      • How do I set up an advertising SMS campaign using the SMS FPT destination?
      • Strengthening User Identity Verification with OTP Authentication
      • How to use Line Message Templates?
      • How to set up a Webhook Journey
      • How to set up a campaign using SMS channel
      • How to setup a campaign using App Notification channel?
      • How to configure a smart inbox campaign? (In Progress...)
      • How to calculate conversion goals for a journey?
      • How to recommend products using the Parent-Child Algorithm
      • How to create Branded domain in Link Management?
      • How to send messages using OneWay SMS destination?
      • How to explore Journeys?
      • How to test a Journey using Email channel?
      • How to send marketing email using Mailgun Destination?
      • How to send marketing SMS using One Way SMS Destination?
      • How to create Web Personalization using Media JSON in CDP 365?
      • How to create an Email Customer Journey?
      • How to create a Web personalization journey?
      • How to create a "Trello Card" using CDP 365
      • How to display template on website using CDP 365
      • Initialize customer after submitting form
      • How to create Customer Journey?
      • How to set up some Inline templates
      • How to monitor campaign performance?
      • How to create "Promotion"/"Coupon" by uploading files?
      • How to create Coupon from Magento or ERP system to CDP 365?
      • How to send "SMS Yondu" using CDP 365
      • How to send mail from email upload?
      • How to send "Zalo Notification Service" using CDP 365
      • How to send message using "FB Messenger" in CDP
      • How to Send SMS using "Klasik SMS" in CDP 365
      • How to push notification "Firebase Cloud Messaging" using CDP 365
      • How to Send email using "Amazon SES" in CDP 365
      • How to define zone in website for improve web personalize performance
      • How to Send "Viber Yondu" using CDP 365
      • How to send "Infobip Viber" using CDP 365
      • How to send "eSMS Viber" using CDP 365
      • How to create a new "Display Zone"
      • How to Send SMS using "Telerivet SMS" in CDP 365
      • How to push notification using "Onesignal (App Push)" in CDP 365
      • How to push notification using Antsomi Web Push in CDP 365?
      • How to Send email using "SendGrid" in CDP 365
      • How to send email using "Mailjet" in CDP 365?
      • How to send WhatsApp message in CDP 365?
      • How to send Telegram message in CDP 365?
      • How to track click metric of OneSignal App Push
      • How to send Ticket from CDP 365 to Antbuddy?
    • Insights
      • How to create "Report" with “Journey performance” data source?
      • How to create a new "Data sources"?
    • Dataflows
      • How can I export data from CDP 365 to Google Sheets?
      • Collect data from TikTok Form to CDP 365
      • How to create a Segment Data Source
      • How to create a report from multiple data sources?
      • How to send messages using "Facebook Messenger" in CDP 365
      • How to create a new Google Analytics data source?
      • How to create Facebook Ads data source?
      • How to create Google Ads data source?
      • How to create a "Destination Channel" in "Dataflows"?
      • Set up Dataflows to push data to a Business Object in CDP 365
      • Set up Dataflows to push data to Google and Facebook Audiences
      • How to upload segment data into Google Ad Manager (GAM) 360 using Dataflow?
    • Portal Settings
      • How to set up two-step authentication?
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On this page
  • INTRODUCE
  • VISITORS/ CUSTOMERS
  • Data table
  • Remove Visitors/ Customers
  • Explore Visitors/ Customers
  • AUDIENCE PROFILE
  • Visitor profile
  • Customer profile
  • USE CASES
  • How to add new and update Customers to CDP
  • How to create a Customer Custom Attribute
  • How to create a Customer Computed-Last Attribute

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  1. PERSONAS

Visitors & Customers

PreviousHelp featureNextData table

Last updated 8 months ago

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INTRODUCE

Visitors and Customers are the Business Objects in CDP 365.

The data tables of these apps provide

  • An overview of the visitors or customers data

  • Details of a visitor or a customer by clicking on a User ID or a Customer name.

If you want to create a new attribute, go to Data Hub.

If you want to make data confidential, go to Portal Settings.

VISITORS/ CUSTOMERS

Data table

Remove Visitors/ Customers

To delete the data of Visitors/ Customers, follow these steps:

  1. Choose the row(s) you want to delete

  2. Click on EDIT & choose Remove

  1. Enter your account password to confirm the action. After clicking confirm, the system will start deleting the data so it would take a certain amount of time.

Explore Visitors/ Customers

Explore function allows you to have an overview of the data. Here you can analyze objects by creating charts yourself or using the system's built-in templates.

  • In Explore pop up, you can add charts or drag and drop to change the dimensions and metrics as desired.

AUDIENCE PROFILE

Audience profile is classified into Visitor profile and Customer profile.

Not only CDP 365 provides a 365-degree picture of a visitor or a customer but also indicates the relationship between a customer profile and visitor profiles which represents a unique user.

Visitor profile

A visitor profile has an Activities tab that provides

  • Visitor Information: ID, the last updated date of the audience's events, etc.

  • Identity Graph: The relationship between a customer and other visitors

  • Product recommendations: The results are proposed based on the events of the visitor or the customer

  • Timeline: Detailed events that the visitor or the customer has taken

  • Searches: Keywords that the visitor or the customer has searched on domains.

Customer profile

A customer profile has two tabs: Overview and Activities.

The Activities tab provides as similar content as the Activities tab of a Visitor Profile.

The Overview tab provides a statistical report of the customer's events.

  • Days & Hours

  • Devices

  • Activity Distributions

  • Brand Affiliates

  • Interests

  • Revenue

  • Success Orders

You are able to know the Journey name where an event happened and also the provided Promotion code. As a result, the profile provides an in-depth understanding of the audience for future marketing strategies.

USE CASES

You are able to delete the data as long as you have "Everything" permission on this menu. (To know more details, read )

You could also perform this action in the Data Table of each

Click on to Save this explore become Private template (only you can view and edit) or Public template (everyone can view and use.) Or select Manage template to view all template you can view.

this article
Business Objects
How to add new and update Customers to CDP
How to create a Customer Custom Attribute
How to create a Customer Computed-Last Attribute
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