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:
- All existing customers are imported
- New customers are synced automatically
- Customer data stays up-to-date with changes
CSV Import
Upload customer lists manually:
Prepare Your CSV
Include columns for email (required), plus any other properties (name, phone, etc.)
Go to People
Navigate to the People section
Click Import
Use the Import button and select your CSV file
Map Fields
Match CSV columns to customer properties
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": "customer@example.com",
"properties": {
"url": "/products/widget"
}
}
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 |
Customer Actions
From a customer profile, you can:
Add to Segment
Manually add a customer to a static segment:
- Click Add to Segment
- Select the target segment
- Confirm
Add Tag
Apply tags for organization:
- Click Add Tag
- Enter or select a tag
- 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:
- Open the customer profile
- Click Delete Customer
- 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
Tags help you organize customers outside of formal segments:
vip - High-value customersinfluencer - Customers with social reachat-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)
