Contact details: Single customer view – Ometria Help Centre

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

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:

Key contact details

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

This panel shows which channels your contact is opted-in to, as well as whether they are part of a segment synced with Google Adwords or Facebook.

Field	Description
User ID	The ID number optionally assigned by you as the ‘customer_id’ field.
First name	The contact’s first name.
Last name	The contact’s last name.
Date of birth	The contact’s date of birth, if known.
Country	The contact’s home country. This is either supplied to us by you (e.g. uploaded via CSV) or based on a customer’s past orders (billing address) and/or visits (IP address).
Phone	The contact’s phone number, if known.
Gender	The contact’s gender, if known. Ometria’s gender options are M/F/O.
Tags	Any tags assigned to this contact.

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.

Check which custom fields this contact has associated to them:

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Note: Custom fields only display if they are populated for that contact.

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.

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

Select any segment to open it in the segment explorer.

You can quickly remove the contact from static segments from this panel by clicking the X.