Customer 360° view layout configuration
It is now possible to configure the layout of the 360° view in Custobar to suit your needs.
The layout can be configured differently for each user roles, so you could have different information available or prioritized whether you are an Administrator user or a Sales person in a brick and mortar store.
To configure the layout of the view, use the dropdown next to the Edit button and choose “Customer view layout…”
In the window that pops open, you can now choose whether you want to change the layout for the Fields or the Timeline. To change the layout of the fields, just drag and drop the blocks you want to see in the position you want them to be.
Click on any of the blocks to modify the content. Choose a title to reflect the data withing the block, or when selecting a Key value or Key information, choose which field or fields you want to display. You can use titles and labels to further clarify which data is showing, and you can choose to use conditional formatting to highlight relevant data to you or your team.
The Timeline configuration allows you to edit which “groups” of events you want to use in the Timeline, as well as configure extra fields of timeline cards.
Those two configurations allow you to create and arrange all your standard entries of the timeline as well as custom events or activities. You could for example create a new Field label titled “My Events” that gathers all your custom events so you can see them in isolation from Campaign or Sales activity.
When configured, you can choose which of the user roles you are seeing the 360° view as. This allows you to verify that the configuration is as you want it to be, and you can always switch between views. Use the dropdown menu to pick a role. You will see in the upper corner which role you are currently viewing as.
If you have any questions or concerns, please contact Custobar support.
User Guide
Tutorials
- Email campaign video tutorial
- Email content editor video tutorial
- SMS campaign video tutorial
- Template designer video tutorial
Running campaigns
- Setting up banner campaigns
- Updating data of multiple customers at once
- Campaign statistics view
- Audiences in Custobar
- Product recommendations
- How to use Custobar stickers on product images
- How to set up a push action
- Product recommendation API
- Adding, updating and removing customer's mailing lists
- IP address warmup
- Create a campaign for a fixed recipient
- Creating an email campaign action — Whole process
- Creating an External Campaign Action
- Customer satisfaction survey
- Deleting customers in bulk
- How to add coupon codes to your campaign
- Custom utm_source tags
- UTM Tags
- External campaign configuration for data extraction
- How to purchase email or SMS credits?
- Creating an SMS campaign action
- A/B testing in Custobar
- Two-way SMS
Main views
- Customers view
- Customer 360° view layout configuration
- Adding a new user to Custobar
- Campaign statistics view
- Audiences in Custobar
- Create your own template with the template designer
- Customer page symbols
- Creating and editing a template
- Products view
- Events view
- Dashboard view
- Shopify Plugin
- Email sender authentication
- Unsubscribe survey & report
- Customer change history
- The new search blocks
- Sales view
