How to track contact data in Customerly

A tutorial on how you can track contact info in your Customerly environment

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.

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