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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.

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Customer Database

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

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Customer List Features

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Customer Profiles

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

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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

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Engagement Metrics

Quick stats about the customer’s engagement:

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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

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Purchase History

For customers synced from Shopify:
  • Order ID and date
  • Products purchased
  • Order total
  • Fulfillment status

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Segment Membership

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

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Custom Properties

Any custom attributes stored for the customer:
  • Tags
  • Preferences
  • Scores (engagement score, lead score, etc.)
  • Any data imported or synced

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Adding Customers

Customers can be added to RevBridge AI through several methods:

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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

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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.

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Events API

Customers can be created automatically when you send events:
If the customer doesn’t exist, they’ll be created.

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Searching and Filtering

Use the search bar to find customers by:
  • Email address
  • Name
  • Phone number

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Advanced Filters

Click Filters to build complex queries: Combine multiple filters with AND/OR logic.

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Customer Actions

From a customer profile, you can:

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Add to Segment

Manually add a customer to a static segment:
  1. Click Add to Segment
  2. Select the target segment
  3. Confirm

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Add Tag

Apply tags for organization:
  1. Click Add Tag
  2. Enter or select a tag
  3. Save

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View Campaign History

See which campaigns have targeted this customer:
  • Campaign name
  • Send date
  • Message status (delivered, opened, clicked)
  • Conversion status

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Data Privacy

RevBridge AI respects customer privacy:

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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

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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.

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Best Practices

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Keep Data Clean

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

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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

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Monitor Customer Health

Review customer engagement metrics to identify:
  • Highly engaged customers (potential advocates)
  • Declining engagement (re-engagement candidates)
  • Inactive customers (win-back targets)