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Documentation Index

Fetch the complete documentation index at: https://help.maestra.io/llms.txt

Use this file to discover all available pages before exploring further.

An action is any event or change related to a customer. Every change in purchase status, participation in a campaign, product view, or edit to a customer profile is recorded as an action in the customer profile.

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What an action includes

Each action includes:
  • Action template (what happened)
  • Date (when it happened)
  • Touchpoint (where it happened)
  • Brand (for multi-brand projects)

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Action template

An action template is the name of the event — it describes what happened. All templates are divided into two top-level categories: 1. Personal actions Actions performed by the customer, for example:
  • viewing a product
  • opening a campaign
  • placing an order
2. Actions performed for a customer Actions initiated by your team, for example:
  • correcting errors
  • sending a campaign
  • issuing a reward
Action templates can also be grouped using tags. See the guide on action templates for more details on how to create them.

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Date

The date shows when the action happened. Sometimes actions are added with a delay, or historical data is uploaded to the project. In these cases, two timestamps are stored:
  • the time of the event
  • the time when the event was recorded in Maestra

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Touchpoint

A touchpoint shows the channel or place where the action happened (for example, a website, store, or social network). Touchpoints are grouped into channels.

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Brand

For multi-brand projects only, the brand field shows which brand the action belongs to.

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Where an action is stored

All customer actions are stored in the Сustomer profile on the Activity Feed → All activity. You can also view customer activity on the actions page. ​

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Where an action is used

  • Orders — every time an order status changes, it’s recorded as a separate action (created, purchased, paid, delivered, returned).
  • Campaigns — changes in campaign status for each customer (sent, opened, clicked) are recorded as actions in the customer profile.
  • Promo codes — issuing a promo code is also recorded as an action.
  • Customer profile — edits to personal data or subscriptions are recorded as actions.
  • Customer notes and tags, and other customer-related events.