A Customer View is a fully customizable view of a customer across one or more domains that exist within a Monetate account.
Access the Customer Views list page by selecting Customer View from COMPONENTS in the top navigation bar.
Click the name of the Customer View to see its details page, which consists of an overview of the Person ID created for it.
A Person ID is the unique identifier assigned to an individual and set up for the purpose of identifying people in cross-device targeting and testing. It can be configured to recognize visitors to your site using two methods, and both methods rely on ID Collectors. An ID Collector is a custom target that collects a Person ID from the webpage or a URL query parameter. You can use a previously created ID Collector (or on-site ID you created for Data Activation) or create a new one.
Sites in Customer View
You can set up a Customer View to work on multiple domains connected to the account. View the sites linked to the Customer View by clicking the button that follows the on-screen text A Single View of the Customer for. That button shows the number of sites linked to the Customer View.
The modal that appears shows not only the sites linked to the Customer View but also sites eligible to be added to it.
If you remove a linked site from the Customer View, then cross-device testing and targeting stops working on that site. Group assignments for any active tests and any experience-targeting based on customer behavior are also impacted.
Session Match Analytics
The ANALYTICS view allows you to gauge the performance of the Person ID based on the session match rate over the past 30 days. The information displayed populates in real time, with the date and time of the last update displayed in the upper-right corner of the view.
The Session Match Rate column on the left displays a high-level overview of the data points explained in this table.
| Metric | Description |
|---|---|
| Session Match Rate | The percentage of Monetate sessions linked to an identified person over the past 30 days |
| Sessions Matched to Customers | The total number of sessions where a Monetate ID has been linked to the Person ID over the past 30 days |
| Total Sessions | The total number of Monetate sessions observed over the past 30 days across all domains of the Customer View |
When your mouse pointer hovers over a specific point on the Session Match Rate Over Time graph, a modal appears that contains the match rate percentage, total matched sessions and total sessions for that specific point in time. Additionally, this modal shows the number of sessions that were matched to customers within the session and the number of sessions that were matched to customers in a prior session.
Collection Configuration
You can configure two methods to recognize visitors to your site(s): collecting the Person ID on-site and collecting it after click-through. Each method relies on one or more ID Collectors to accomplish its respective task.
You can use one or both of these methods as makes sense for your business, but you must use at least one of them.
Collect Onsite
You can collect a visitor's Person ID after they perform an on-site recognition event such as logging in or checking out using these means:
- JavaScript variable
- Cookie
- HTML snippet
For more information on how to find this type of collector, refer to Find ID Collectors.
Collect After Click-Through
You can collect a visitor's Person ID in a URL parameter after they click through to your site from an email or third-party site. For more information about query strings, refer to Pass-Through Parameters in Open-Time Email Analytics.
More information about finding this type of collector is also available in Find ID Collectors.
Cross-Device Targeting and Testing
After you configure the collection method(s) for a Person ID, you can then enable it for cross-device targeting and customer analytics. Once enabled, the platform automatically begins targeting identified people based on cross-device behavior for any active experiences using a cross-device behavioral target and including identified people in their test group across devices, if applicable.
To enable a Person ID for cross-device targeting and testing, click ENABLE FOR CROSS-DEVICE.
Clicking ENABLE FOR CROSS-DEVICE triggers this modal reminding you of the implications of enabling cross-device targeting and testing:
You can disable cross-device targeting and testing by clicking DISABLE FOR CROSS-DEVICE. This action too triggers a modal warning of the implications of disabling this function, which are as follows:
- Cross-device testing and targeting stop working until you activate a new Person ID
- Targeting defaults to information known about visitors on their current device
- Group assignment for any active tests and any experience targeting based on customer behavior are impacted
Deleting a Customer View
While you can delete a Customer View by clicking the Delete View option from the additional options menu (...), this action is not recommended.
Deleting a Customer View also deletes all Person IDs contained in it, stopping any collecting of site visitor information as configured by the methods in those Person IDs. Furthermore, deleting a Customer View is a permanent action.