How to track contact data in Customerly

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:

• JS API

• 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.

Discover more:

• All you need to know about contact properties.

• Learn more about company properties.

• Full-on guide about tags.

• A complete guide about contact events.