Who is a Customer?

A customer in Maestra is any consumer that can be identified and found in the system.

Once recorded in a project, every customer must have at least one unique contact detail / ID, such as:

• email;
• mobile phone number;
• discount card number;
• external ID (an ID issued by your external system; you’ll need to create an additional custom field to save this info (field type: Unique ID, entity: Customer)
• mobile app;
• mobile push device.

In addition, a Maestra ID is generated automatically for all customers recorded in the project.

The system also creates an individual customer profile for every customer.

Go to Customer data platform → Customers to see all the customer profiles:

To open the profile of a particular customer, click the customer’s name:

Navigating the customer profile

In the center are the main contacts and personal information of a customer: email, mobile phone number, birthdate, gender, area and time zone.

Below, you'll find IDs and discount cards, along with a detailed history of past customer identifiers (ID Changelog) if they’ve been updated. To the right of this section, there’s an authentication token. Clicking on it copies the customer's authorization token value directly to the clipboard.

In the right area — devices.

Devices

Mobile applications:

Browsers for sending push notifications:

Customers using the same devices to log in into their accounts or app:

Tabs at the bottom of the screen.

Activity feed

This tab displays all the actions of this customer:

Bonus points

This tab displays the customer’s current points balance and all changes in their bonus points accounts, as well as promo codes and prizes across all campaigns:

Subscriptions

This tab displays all subscription statuses of the customer:

Segments

The Current tab in the Segments section displays all the segments the customer belongs to.

The Segment history tab in the Segments section shows the history of segmentation: when and which Recalculated segments the customer was added to or removed from.

When customers are merged, you can view the whole history of segmentation for each merged customer:

Profile changelog

This tab displays details of all the updates to the customer's personal information (email, area, custom fields, etc.), including merging details: full name, timestamp, touchpoint, initiator, and what has changed:

Customer profiles allow you to:

• edit customer details;
• change subscriptions;
• issue actions.

Customers can be added to the database:

• manually;
• via file import;
• by importing a customer from an FTP server
• via API.