Who is a Customer?

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.

A customer in Maestra is any of your customers that we can identify — whether they’ve placed an order, signed up for a newsletter, or just installed your app. Once a customer lands in your project, Maestra builds them a single profile that tracks who they are, how they engage, and what they’ve done across every channel.

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What makes someone a customer

Every customer needs at least one unique contact detail or ID. Any of the following will do:

• Email address
• Mobile phone number
• Loyalty or discount card number
• External ID — an ID from your own system (requires a custom field with field type Unique ID and entity Customer)
• Mobile app install
• Mobile push device

On top of that, Maestra automatically assigns every customer a Maestra ID so you always have a stable internal reference.

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Finding customer profiles

Go to Customer data platform → Customers to browse every profile in your project. Click any name to open that customer’s profile.

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Navigating the customer profile

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Main section

The main section is stacked top to bottom:

• Top — core contact and personal info: email, mobile phone, birthdate, gender, area, and time zone.
• Middle — IDs and discount cards, plus an ID Changelog with the full history of identifier updates. To the right, an authentication token — click it to copy the customer’s auth token to your clipboard.
• Bottom — the registration date and purchase data. Click the registration date to jump straight to that moment in the activity feed. For multi-brand projects, the customer’s first registration date and the brand they signed up under are shown here as well.

Purchase data The profile shows three top-line numbers calculated from the customer’s lifetime orders:

• Order count — how many orders this customer has placed.
• Average order value — total order revenue divided by order count.
• Total spend — lifetime revenue from this customer. If you have RFM segmentation set up, the customer’s RFM segment is shown alongside it.

Below the main section, you’ll find a row of tabs with a deeper view of the customer — their activity, the segments they belong to, their subscriptions, and other data tied to the profile: Activity feed, Subscriptions, Segments, Profile changelog, Custom fields, and Product lists. The customer’s devices live in a separate panel on the right side of the profile.

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Devices

The Devices section gives you a full picture of every device this customer has used to connect with your brand — across apps, browsers, and customers with shared devices. Mobile apps Browsers Customers with shared devices — other customers who’ve signed in on the same device or app:

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Activity feed

The Activity feed has two tabs: All activity and Bonus points. All activity A timeline of everything that’s happened with this customer: their own actions, anything done on their profile, campaigns sent to them, and personal data updates. Filter by date range or activity type to zero in on what you’re looking for. Bonus points The customer’s current points balance and the full ledger of changes across every bonus account, with the reason for each accrual or deduction.

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Subscriptions

The customer’s opt-in status across every channel and topic.

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Segments

• Current Segments — every segment (both Scheduled and Static) the customer belongs to right now, along with the date they entered it.

• Segment history — when and why the customer entered or left each segment, with the relevant Maestra ID and any merge events flagged. If the profile has been merged with others, you’ll see the full segmentation history of every merged customer.

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Profile changelog

Every change to the customer’s personal info — email, area, custom fields, and more, including profile merges. For each entry you’ll see what changed, when, at which touchpoint, who made the change, and the details of the change itself. Filter by date range to narrow it down.

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Custom fields

All custom and computed fields stored on this customer profile.

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Product lists

Every product the customer has added to their product lists — favorites, wishlists, and any custom lists you’ve defined.

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What you can do from a customer profile

From any profile, you can:

• Edit customer details
• Update subscriptions
• Issue actions

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Adding customers to your project

There are four ways to get customers into Maestra:

• Manually, one at a time
• Bulk import from a file
• Import from an FTP server
• Via API