People

Manage customer profiles and understand your audience with the Customer Data Platform

The People section is RevBridge AI’s Customer Data Platform (CDP). It provides a unified view of all your customers, their behaviors, and their interactions with your brand.

Customer Database

Access the customer database from People in the sidebar. Here you’ll see a searchable, filterable list of all customers.

Customer List Features

Feature	Description
Search	Find customers by email, name, or phone
Filters	Filter by properties, segments, or events
Sort	Order by name, date added, last activity, revenue
Export	Download customer lists as CSV

Customer Profiles

Click on any customer to view their full profile. Each profile contains:

Identity

Basic information about the customer:

• Email: Primary identifier
• Phone: Mobile number for SMS/WhatsApp
• Name: First and last name
• External ID: ID from your e-commerce platform
• Created At: When the customer was first added

Engagement Metrics

Quick stats about the customer’s engagement:

Metric	Description
First Seen	Date of first recorded interaction
Last Seen	Date of most recent activity
Total Events	Cumulative tracked events
Total Purchases	Number of completed orders
Total Revenue	Lifetime customer value

Events Timeline

A chronological list of all events tracked for the customer:

• Page views
• Product views
• Cart additions
• Purchases
• Email opens/clicks
• Custom events

Each event shows:

• Event type
• Timestamp
• Associated properties

Purchase History

For customers synced from Shopify:

• Order ID and date
• Products purchased
• Order total
• Fulfillment status

Segment Membership

Lists which audiences the customer belongs to. Useful for understanding how a customer is being targeted.

Custom Properties

Any custom attributes stored for the customer:

• Tags
• Preferences
• Scores (engagement score, lead score, etc.)
• Any data imported or synced

Adding Customers

Customers can be added to RevBridge AI through several methods:

Integration Sync

The most common method. When you connect Shopify:

1. All existing customers are imported
2. New customers are synced automatically
3. Customer data stays up-to-date with changes

CSV Import

Upload customer lists manually:

1. Prepare Your CSV

   Include columns for email (required), plus any other properties (name, phone, etc.)

2. Go to People

   Navigate to the People section

3. Click Import

   Use the Import button and select your CSV file

4. Map Fields

   Match CSV columns to customer properties

5. Confirm Import

   Review and confirm the import

Duplicate emails will update existing customer records rather than creating new ones.

Events API

Customers can be created automatically when you send events:

{
  "event": "page_view",
  "customer_id": "[e-mail]",
  "properties": {
    "url": "/products/widget"
  }
}

If the customer doesn’t exist, they’ll be created.

Searching and Filtering

Quick Search

Use the search bar to find customers by:

• Email address
• Name
• Phone number

Advanced Filters

Click Filters to build complex queries:

Filter Type	Example
Property	Total Revenue > $500
Event	Has event "purchase" in last 30 days
Segment	In segment "VIP Customers"
Date	Created after 2024-01-01

Combine multiple filters with AND/OR logic.

Customer Actions

From a customer profile, you can:

Add to Segment

Manually add a customer to a static segment:

1. Click Add to Segment
2. Select the target segment
3. Confirm

Add Tag

Apply tags for organization:

1. Click Add Tag
2. Enter or select a tag
3. Save

View Campaign History

See which campaigns have targeted this customer:

• Campaign name
• Send date
• Message status (delivered, opened, clicked)
• Conversion status

Data Privacy

RevBridge AI respects customer privacy:

Opt-Out Handling

• Unsubscribed customers are marked and excluded from campaigns
• Opt-outs sync from your e-commerce platform
• Manual unsubscribe is available from the profile

Data Deletion

To delete a customer’s data:

1. Open the customer profile
2. Click Delete Customer
3. Confirm deletion

Customer deletion is permanent and cannot be undone. All associated events and history will be removed.

Best Practices

Keep Data Clean

• Regularly review and merge duplicate customers
• Update customer properties when you learn new information
• Remove invalid email addresses that cause bounces

Use Tags Wisely

Tags help you organize customers outside of formal segments:

• vip - High-value customers
• influencer - Customers with social reach
• at-risk - Customers showing churn signals

Monitor Customer Health

Review customer engagement metrics to identify:

• Highly engaged customers (potential advocates)
• Declining engagement (re-engagement candidates)
• Inactive customers (win-back targets)