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