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 support@custobar.com
User Guide
Tutorials
- Email campaign tutorial video
- Email content editor tutorial video
- SMS campaign tutorial video
- Template designer tutorial video
Running campaigns
- Setting up banner campaigns
- Bulk Update
- Campaign statistics view
- Product Recommendations
- Adding, updating and removing customer's mailing lists
- External campaign configuration for data extraction
- Product recommendation API
- Creating an email campaign action - Whole process
- Creating an External Campaign Action
- Audiences in Custobar
- How to set up a push action
- How to use Custobar stickers on product images
- Create a campaign for a fixed recipient
- IP Warmup
- Creating an SMS campaign action
- AB testing in Custobar
- Two-way SMS
Main views
- Campaign statistics view
- New Customers page and details
- 360 View Layout Configuration
- Adding a new user to Custobar
- Dashboard
- Events
- Products
- Audiences in Custobar
- Creating and editing a template
- Customer page symbols
- Create your own template with the template designer
- Customer change history
- The new Search blocks
- Sales
