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Customers

The CDP allows users to search for and delete customer profiles from the Single Customer View management screen. This page outlines the process for searching and deleting customer profiles.

Searching for Customer Profiles

  1. Select Customers in the menu on the left side of the window.

    Customers menu

  2. Enter the desired search criteria to find a customer profile.

    customers search

    You can search by Customer ID, Name, Email, or Tertiary ID. The Tertiary ID is a searchable field unique to your organization and can be configured along with other searchable fields.

  3. Locate the customer you wish to view in the list. The list is sorted by The first column, Customer ID.

  4. Click the customer’s Customer ID. You will be taken to the Customer view for that customer. This page has two tabs: Details and Attributes.

    Customer details view
    Customer attributes view
    The fields on these screens are not editable; they are populated by data gathered from configured sources.

Deleting Customer Profiles

By default, only the tenant owner role can delete the custom profile.

After you have located the customer profile from the search results, you can delete it using the following steps:

  1. Either:

    1. Select the Delete icon next to the profile to delete the profile,

    2. Or select the profile to view its detail then click the Delete icon associated with the profile.

  2. After the customer deletion process is initiated. A confirmation prompt will appear to ensure that you intend to remove the customer profile permanently.

  3. Select Confirm to remove the customer profile from the Single Customer View permanently.

A confirmation message will display to indicate that the deletion was successful. After confirmation, the customer profile will be permanently removed from the CDP platform.

This action cannot be undone. Ensure that you intend to delete the customer profile before confirming the action.