Managing customers
The Customers dashboard provides you with the ability to view and manage your customers, enabling you to send personalized messages to specific groups of customers.
Access it by selecting 'Customers' in the left hand sidebar.
There are four types of fields associated with each customer. The customer's unique ID is the only required field, all other fields are optional.
- Profile: this includes optional personal details such as name, email address, location and an external ID.
- Custom fields: any other fields you would like to add. E.g. a “churn risk” score, or their preferred name. This field type can accommodate either a date or a string value.
- Analytics fields: this includes your customer’s platform and device related information, as well as event-related data, such as when they were first and last seen and more.
- Preferences: notification settings and time zone the customer has chosen from your app or site via the Atomic SDKs. These are read-only in the workbench - they can only be changed by the customer through your app using the User Preferences API or the relevant SDK setup guide.
Once added to Atomic, analytics fields will automatically be populated, including data such as the time zone they were last seen in, their operating system, and when they last completed a card.
Actions on a customer record
Each row in the Customers list has an overflow menu, opened with the ⋮ icon at the end of the row. It shows the customer's Atomic ID and when their record was created, along with the actions below. An action only appears if your role has the permission it requires.
| Action | What it does |
|---|---|
| View detail | Opens the customer record, where you can view and edit profile and custom fields, and view analytics fields and preferences. |
| View in Insights | Opens the Insights dashboard in a new tab, filtered to this customer. |
| Delete customer | Deletes the customer record. If they are later targeted by an Action Flow, or initialize an Atomic SDK in your app, the record is recreated automatically. |
| Allow test mode | Makes this customer a test customer, so they can be targeted by test Action Flow sends and receive draft card content. Once switched on, the same menu item reads 'Disable test mode'. |
Customer records that belong to workbench members are always test customers, so 'Delete customer' and 'Allow test mode' are not offered for them.