You can store contact data to group them later based on multiple information. Customerly stores five types of data points for each contact:
Default properties - data points we store for you (eg. IP address, last page viewed, rating)
Custom properties - any data you want to send us about your contacts (eg. phone, plan_type)
Tags - tags are used when you want to categorize something or someone (e.g. happy_customer)
Events - data tracked about the actions of the contacts that trigger an event in Customerly (e.g. clicked_button)
Company - a company property is a data point related to any of your company’s contact. It can be a String, Date, Number, or Boolean (e.g. company_size).
All this data can be collected via:
REST API
CSV/XML import
Outbound Profiling chats messages
data connectors (eg. Zapier, Integromat)
Why do I need to collect this data?
You learn about your customers: who they are, their behavior, and easily identify them when filtering your contacts.
This data will help you target the correct audience when delivering marketing newsletters, or launching a workflow or survey.
This data will help you to use the Smart rules to automatically assign chat messages to the correct teams.
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