Customer List
Overview
The Customer List provides a comprehensive view of all customers interacting with the brand. It allows analysis of customer behavior by presenting individual customer profiles along with their activity and purchase history. The Customer List consolidates essential data, including customer interactions, conversion history, purchase behavior, and additional attributes. It also provides quick access to key metrics, including first interaction, last purchase, total revenue, and product details.
How to enable the Customer List
To ensure accurate customer identification and reporting, the required settings must be configured:
1. Activate the conversion types.
Go to Tools → Conversion Tracking → enable the Customer Journey feature for the conversion type used to track purchases → set the “Purchase” role for that conversion type→ Save:
2. Assign roles in Brand settings.
Go to Brands → Additional Parameters → assign the roles as per your needs → Save:
3. Adjust customer data settings in the Brand form.
Use the Brand Form settings to configure how customer data is collected, stored, and attributed across RedTrack.
These settings directly affect the accuracy of customer identification, reporting, and Customer List functionality.
Hash personal data controls how personal information (email, phone number, name) is stored and displayed.
- Enabled (default): Personal data is stored in a hashed format to support privacy and compliance.
- Disabled: Personal data is stored and shown in its original form.
The customer attribution method determines how conversions are matched to customer records using identifiers such as Email & Phone, Email, Phone, or External_ID. Users can shorten the attribution chain by selecting a single identifier (e.g., Email only).
Attribution Logic:
When a conversion occurs, RedTrack checks for a matching customer in the following order:
1. Email & Phone
2. Email
3. Phone
4. External_ID
If no match is found → a new customer is created
If a match exists → the conversion is assigned to that customer.
Allows sending up to 5 custom attributes per customer record.
These additional fields can be used for filtering and deeper customer analysis.
How to work with the Customer List
1. Go to Customer analytics → Customer List → select the target Brand → Apply.
The full list of customers associated with that brand will be displayed.
2. Apply filters to refine the Customer List.
3. Open a customer profile.
Click on any customer in the list to view detailed information.
