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.
Flow
User Guide
Main views
- Suomalainen Kirjakauppa knows their customer with the help of the right CDP
- Sales heat map
- Pin code for in-store interface
- In-store interface
- Cohort Analysis
- Customer page symbols
- Products view
- Events view
- Dashboard view
- Customer 360° view layout configuration
- Customers view
- Customer change history
- The new search blocks
- Sales view
Video tutorials
- Flow video tutorial
- Facebook Ads integration tutorial video
- Google Ads Customer Match integration tutorial video
- Email campaign video tutorial
- Email content editor video tutorial
- SMS campaign video tutorial
- Template designer video tutorial
Email campaigns
- Call to action email module
- Link an Unsubscribe page to a mailing list
- How to purchase email or SMS credits?
- UTM Tags
- Custom utm_source tags
- How to add coupon codes to your campaign
- Customer satisfaction survey
- Unsubscribe survey & report
- Email sender authentication
- IP address warmup
- Product recommendations
- Create your own template with the template designer
- How to use Custobar stickers on product images
- Creating and editing a template
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Creating an email campaign action — Whole process
- Campaign statistics view
- A/B testing in Custobar
- Email campaign video tutorial
- Email content editor video tutorial
- Template designer video tutorial
Banner campaigns
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Campaign statistics view
- Setting up banner campaigns
SMS campaigns
- How to purchase email or SMS credits?
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Campaign statistics view
- Creating an SMS campaign action
- SMS campaign video tutorial
- Two-way SMS
External campaigns
- Facebook Ads integration tutorial video
- Facebook Ads Manager integration
- Google Ads Customer Match integration tutorial video
- Google Ads Customer Match integration
- Audiences in Custobar
- External campaign configuration for data extraction
- Create a campaign for a fixed recipient
- Creating an External Campaign Action
- Campaign statistics view
Push campaigns
- How to set up a push action
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Campaign statistics view
Add-ons
- Facebook Ads Manager integration
- Google Ads Customer Match integration
- How to add coupon codes to your campaign
- Product recommendations
- How to use Custobar stickers on product images
Data integrations
Importing and updating data
- Data import file templates
- Setting up Custobar - Zapier integration
- Promoting customers
- How to send events from a website
- Deleting customers in bulk
- Adding, updating and removing customer's mailing lists
- Adding a new user to Custobar
- Updating data of multiple customers at once
Marketing and advertising integrations
- Facebook Ads integration tutorial video
- Facebook Ads Manager integration
- Google Ads Customer Match integration tutorial video
- Google Ads Customer Match integration