Contact details – Ometria Help Centre

Overview

The contact details screen presents all of the available data for an individual contact.

Navigation

Go to Customer > Segment explorer > select the Contacts tab:

Search for/select any contact from the list to view their contact details.

Alongside the key contact details in the left of the screen, which remain static, there are six tabs in the contact details screen:

Overview
Activity
Emails
Orders
Products
Notes

Key contact details

The key contact details display in the left of the screen.

The top panel includes:

The contact’s name
The contact’s email address
The contact’s profile ID
The contact’s lifecycle status
The contact’s country
Tags associated with the contact
Whether or not the contact is subscribed

Select Edit to change any of this information, as well as gender, date of birth, and any custom fields you have setup:

You can also select Edit > Anonymise contact to anonymise this contact record.

Click here for more information on anonymisation.

Important milestones

The important milestones panel shows the contact’s key dates.

Milestone	Description
Date of first visit	The date the contact was first identified on your site, including the source through which they arrived, e.g. cpc / Google, direct, etc.
Date of first order	The date the contact first placed an order, including the source this order was attributed to.
Date of last order	The date of the contact’s most recent order.
Date of last visit	The date of the contact’s most recent identified visit to your site, including the source through which they arrived.
Date will become at risk	The date this contact’s lifecycle status will become ‘at risk’, if they do not place any further orders.
Date will lapse	The date this contact’s lifecycle status will become ‘lapsed’ if they do not place any further orders.

Segments

In the bottom panel, you can see which dynamic and static segments this contact belongs to:

Right-click a segment to open it in the segment explorer.

You can quickly Remove the contact from static segments from this panel:

Overview tab

The Overview tab contains the following information:

Key metrics
Attribute Affinity
Latest orders
Recently viewed products
Recommended products

Key metrics

The following key metrics are available at a glance:

Metric	Description
Total lifetime revenue	The revenue generated by this contact over their entire lifetime.
Average order value	The average value of orders placed by this contact.
Valid orders	The number of valid orders this contact has placed over their entire lifetime.
Units purchased	The total number of products purchased by this contact over their entire lifetime - these are not unique, so if the contact has purchased five identical t-shirts, this still counts as five units.
Visits	The number of identified visits the contact has made to your website.
Lifecycle status	The contact’s current lifecycle status.
Email engagement	The contact’s current email engagement band.
Frequency	The contact’s customer frequency band.
Value	The contact’s customer value. See: Customer value bands in Ometria Note: AOV in Ometria is calculated with tax included.

Attribute Affinity

The Attribute Affinity table shows the contact’s orders based on the attributes of the products they have purchased.

Use the dropdown to select an attribute - these vary depending on your unique setup:

The report headings are:

Heading	Description
Attribute ID	The unique identifier for the attribute.
Attribute Title	The name of the attribute.
Attribute Path	The location of this attribute.
Attribute Type	The attribute type, as selected from the dropdown at the top of the report.
Affinity	Bar displaying the contact’s attribute affinity - the larger the bar, the stronger their affinity for this attribute.
Units Sold	The number of units sold to this contact.
Revenue	The total revenue generated from this attribute for this contact.

Latest orders

The Latest orders report presents a quick overview of the contact’s most recent orders:

Heading	Description
ID	The unique ID for the order.This is generated by you and sent to Ometria via your ecommerce importer.
Order date	The date and time the order was placed.
Number of items	The number of items included in the order.
Coupon code	The coupon code used (if any).
Store	The ID number of the store this order was placed with.
Channel	The channel through which this order was placed, e.g. online, in store, etc.
Valid	Whether or not the order is valid.
Subtotal	The order subtotal (before tax and shipping).
Tax	The total tax for this order.
Shipping	The total shipping cost for this order.
Discount	The total discount applied to this order (if any).
Grand total	The order grand total (including tax, shipping and any discounts).

Click on any order in the list to see the order in more detail, including shipping address, payment method etc., or select View all orders to go to the Orders tab in the contact’s profile:

Recommended products

The Recommended products report shows the products this contact will be recommended on your site:

Click the icon to go to the listing on your site.

Activity tab

The Activity tab shows a stream of all of the contact’s web activity in chronological order:

The contact’s activity is updated 5 - 10 minutes after the activity is identified in the platform - this depends on when the activity data is pushed to Ometria.

E.g. Ecommerce platforms may push order data at varying intervals, depending on your setup, while visits, product views, abandoned baskets etc. arrive in Ometria once the visit session ends.

Use the event types dropdown to filter the activity in the steam:

You can also filter your results by store.

Event type	Description
Visit	All visits to your stores, including: the device type date of each visit length of the session. Click on the event to expand and view: the source of the visit, e.g. cpc/google the number of pages viewed.
Order	All orders placed by the contact including: the order ID - click the link to view the order profile the store ordered from the grand total value of the order the date the order was placed. Click on the event to expand and view: the order’s valid status the source, if known coupon code, if used a breakdown of the order
Lifecycle	All changes to the contact’s lifecycle status, including the date they transitioned from one stage to another.
Subscribe	The contact’s subscription date(s).
Unsubscribe	The date(s) the contact unsubscribed (if relevant).
Enter segment	Every time the contact has entered a segment, including the date they entered.
Exit segment	Every time the contact has exited a segment, including the date they exited.
Abandon basket	Every time the contact has abandoned their basket without checking out, including: the store the total value of the products left in the basket the date the basket was abandoned Click on the event to expand and view: The basket size (i.e. number of items in the basket)
Emails	Email activity for the past 14 days.

Emails tab

The Emails tab provides insight into the contact’s email activity:

Key email metrics

The contact’s key email metrics are available at a glance:

Metric	Description
Emails delivered	The total number of emails delivered to this contact (i.e. they reached the contact’s inbox).
Emails opened	The total number of emails this contact has opened.
Emails clicked	The total number of emails this contact has clicked.
Email orders	The total number of orders placed by this contact which are attributed to Ometria campaigns.
Email revenue	The total revenue from orders placed by this contact which are attributed to Ometria campaigns.

Email campaigns sent

The Email campaigns sent report shows a list of every email sent to this contact:

Heading	Description
Title	The name of the campaign.
Date sent	The date the campaign was sent.
Campaign Type	The campaign type - Automation or Broadcast.
Email status	The status of the email: Sent Delivered Opened Clicked
Preview	Click the button to see a preview of the email the contact received.

Automation campaigns activity

The Automation campaigns activity report shows all of the automation campaigns this contact has been entered in:

Heading	Description
Title	The name of the automation campaign.
Emails sent	The number of emails sent to this contact since they entered the campaign.
Date entered	The date and time the contact entered the campaign.
Status	The current status of the contact in this campaign.

Orders tab

The Orders tab displays all of the orders this contact has made:

From here you can see:

The order ID - click the ID to see the Product details screen.
The store the contact ordered from
The date the order was placed
Coupon codes (if used)
The source of the order (if known)
A breakdown of the order including subtotals, shipping, tax etc.

Products tab

The Products tab shows a list of all of the products this contact has interacted with:

Select the interaction type from the dropdown list:

Viewed - the contact has browsed the product listing on your site
Viewed but not Purchased
Added to Basket
Purchased
Refunded

Notes tab

In the Notes tab, you can enter and review any notes left for the contact by other Ometria users:

This tab is useful for reviewing any notes left for this contact by you or other members of your team.