customersummary

Overview¶

Generally, Acquia CDP promotes data utilizing the “last non-null” paradigm, where the most recent data received is the data promoted and surfaced in summary tables at the master customer level. In some instances, Acquia CDP employs more complex promotion logic because “last non-null” can have undesirable results. This complex promotion logic can be overwritten per tenant if you require adjustments to our standard logic. Rank conditions that begin with START_DYNAMIC_RANK__ and end with END_DYNAMIC_RANK__ can be overwritten for a specific client.

Related data:

AddressID
Country
State
City
Zip
Address1
Address2
Suite
Certified
DpvConfirm
CountryCode
ZipExt
NCOADateUpdate
MoveType
MoveDate
DoNotMail
LastName
RowModified
RBDI
AddressType

Summary logic applied:

Prefer USPS delivery point verification confirmed addresses
Prefer USPS-certified addresses
Prefer the most recent address record
Prefer addresses that are opted-in to receive mail
Prefer more complete addresses

Related data:

Email
Preferences
EmailStatus
DoNotEmail

Summary logic applied:

Prefer non-empty email addresses that are not @marketplace.amazon
Prefer emails that are not opted-out of marketing communications
Prefer emails whose syntax is verified by Acquia
Prefer emails that transacted most recently
Prefer the most recent customer record

Email-related ranking can be configured to de-duplicate DoNotEmail across customers with the same email address.

Related data:

PrimaryPhone
SecondaryPhone
MobilePhone
DoNotCall
DoNotText
PrimaryPhoneValidity
SecondaryPhoneValidity
MobilePhoneValidity

Summary logic applied:

Prefer non-empty primary phone numbers
Prefer phone numbers that are not opted-out of marketing communications
Prefer phone numbers that transacted most recently
Prefer the most recent customer record

Related data:

FirstName
MiddleName
LastName
Title
Sal
BirthYear
BirthMonth
Age
Gender
RowModified
BirthDate

Summary logic applied:

Prefer the most complete record with first and last name heavily weighted
Prefer the most recent customer record

Customer summary attributes¶

Attribute Name	Description	Data Type
MasterCustomerID	The unique identifier of the de-duplicated master customer. It can change daily. Therefore, it cannot be consistent or persist across days.	string
FirstTransactionDate	The date of the first transaction of the customer.	timestamp
FirstTransactionDateDigital	The date of the first transaction that the customer made in the digital sales channel.	timestamp
FirstTransactionDatePhysical	The date of the first transaction that the customer made in the physical sales channel.	timestamp
PreviousTransactionDate	The date of the penultimate (second to last) transaction of the customer.	timestamp
LastTransactionDate	The date of the last transaction of the customer.	timestamp
LastTransactionDateDigital	The date of the last transaction that the customer made in the digital sales channel.	timestamp
LastTransactionDatePhysical	The date of the last transaction that the customer made in the physical sales channel.	timestamp
FirstTransactionRevenue	The revenue generated from the first transaction of the customer.	decimal
TotalRevenue	The total revenue generated from the transactions that the customer made in their lifetime.	decimal
TotalRevenue_Last12Months	The total revenue generated from the transactions that the customer made in the last 12 months.	decimal
TotalRevenue_Last13_24Months	The total revenue generated from the transactions that the customer made between the last 13 and 24 months.	decimal
TotalRevenuedecile_Last12Months	The total revenue generated from the transactions that the customer made in the last 12 months, grouped by deciles. Decile 1 being the highest spenders and decile 10 being the lowest spenders.	int
TotalRevenuedecile_Last13_24Months	The total revenue generated from the transactions that the customer made between the last 13 and 24 months, grouped by deciles. Decile 1 being the highest spenders and decile 10 being the lowest spenders.	int
TotalTransactionCount	The total number of transactions that the customer made in their lifetime.	int
TotalTransactionCount_Last12Months	The total number of transactions that the customer made in the last 12 months.	int
TotalTransactionCount_Last13_24Months	The total number of transactions that the customer made between the last 13 and 24 months.	int
TotalTransactionCountWithDiscount	The total number of transactions that the customer made in their lifetime, with a discount amount greater than $0.	int
TotalListPrice	The total amount of MSRP that the customer purchased before markdown or discount.	decimal
TotalDiscount	The total amount of the discount that the customer used in their lifetime.	decimal
TotalProductcategoryCount	The total number of distinct product categories that the customer purchased in their lifetime.	int
TotalProductCount	The total number of distinct products that the customer purchased in their lifetime.	int
LastOpenDate	The date when the customer last opened an email campaign.	timestamp
LastSendDate	The date of the last email that you sent to the customer.	timestamp
LastClickDate	The date when the customer last clicked an email campaign.	timestamp
FirstVisitDate	The date when the customer first visited your website.	timestamp
LastVisitDate	The date when the customer last visited your website.	timestamp
TotalVisitCountLast30Days	The total number of times the customer visited the website in the last 30 days.	int
TotalVisitCount31_60Days	The total number of times the customer visited the website between the last 31 and 60 days.	int
TotalClickCountLast30Days	The total number of times the customer clicked the links of an email campaign in the last 30 days.	int
TotalClickCount31_60Days	The total number of times the customer clicked the links of an email campaign between the last 31 and 60 days.	int
TotalOpenCount31_60Days	The total number of emails that the customer opened between the last 31 and 60 days.	int
TotalOpenCountLast30Days	The total number of emails that the customer opened in the last 30 days.	int
TotalSendCount31_60Days	The total number of emails sent to the customer between the last 31 and 60 days.	int
TotalSendCountLast30Days	The total number of emails sent to the customer in the last 30 days.	int
PrimaryBrand	The brand that the customer purchased the most in their lifetime based on the total transaction count. The default value is Unknown.	string
PrimaryOrganization	The organization from which the customer purchased the most in their lifetime. The default value is Unknown.	string
Country	The country of the winning address of the customer. The default value is Unknown. By default, CDP promotes addresses that are DPV, certified, recent, opted-in to receive mails, and complete.	string
CountryCode	The two-letter country code (ISO 3166-1 alpha-2) of the winning address of the customer. The default value is Unknown.	string
State	The state of the winning address of the customer. The default value is Unknown. By default, CDP promotes addresses that are DPV, certified, recent, opted-in to receive mails, and complete.	string
City	The city of the winning address of the customer. The default value is Unknown. By default, CDP promotes addresses that are DPV, certified, recent, opted-in to receive mails, and complete.	string
ZipCode	The 5-digit zip code of the winning address of the customer. The default value is Unknown. By default, CDP promotes addresses that are DPV, certified, recent, opted-in to receive mail, and complete.	string
Gender	The gender of the customer as provided by your standard customer feed or as deduced by CDP’s Identity Resolution Engine based on their first name. The default value is Unknown.	string
FirstPromoID	The marketing campaign through which you acquired the customer, as provided by your analytics data. For example, Google Analytics or Adobe Analytics. This is the most granular level of your marketing campaign categorization, typically the keyword level. The default value is Unknown.	string
FirstPromoCategoryID	The promo category of the first online promo (FirstPromoID).	string
AovGroup	The average value of the transactions that the customer made in their lifetime, grouped into buckets for easier use.	string
AverageDiscountRate	The average rate of discount that the customer used in their lifetime.	string
CategoryMixGroup	The total number of distinct product categories that the customer purchased in their lifetime, grouped into buckets for easier use.	string
DaySinceFirstWebLogin	The number of days since the customer first visited your website.	int
DaySinceFirstWebLoginGroup	The number of days since the customer first visited your website, grouped into buckets for easier use.	string
DaySinceLastWebLogin	The number of days since the customer last visited your website.	int
DaySinceLastWebLoginGroup	The number of days since the customer last visited your website, grouped into buckets for easier use.	string
FirstTransactionRevenueGroup	The revenue generated from the first transaction of the customer, grouped into buckets for easier use.	string
LastTransactionInterval	The number of days between the last and penultimate (second to last) transactions that the customer made.	int
RecencyDaysGroup	The number of days since the last transaction that the customer made, grouped into buckets for easier use.	string
RecencyMonth	The number of months since the last transaction that the customer made.	string
Frequency	The number of transactions that the customer made per year on an average in their lifetime. If the customer is a non-buyer, the customer will have a value of -99.	double
TenureDays	The number of days since the first transaction that the customer made.	int
TenureDaysGroup	The number of days since the first transaction that the customer made, grouped into buckets for easier use.	string
TotalClickCount31_60DaysGroup	The total number of times the customer clicked the links of an email campaign between the last 31 and 60 days, grouped into buckets for easier use.	string
TotalClickCountLast30DaysGroup	The total number of times the customer clicked the links of an email campaign in the last 30 days, grouped into buckets for easier use.	string
TotalOpenCount31_60DaysGroup	The total number of emails that the customer opened between the last 31 and 60 days, grouped into buckets for easier use.	string
TotalOpenCountLast30DaysGroup	The total number of emails that the customer opened in the last 30 days, grouped into buckets for easier use.	string
TotalSendCount31_60DaysGroup	The total number of emails sent to the customer between the last 31 and 60 days, grouped into buckets for easier use.	string
TotalSendCountLast30DaysGroup	The total number of emails sent to the customer in the last 30 days, grouped into buckets for easier use.	string
TotalProductCountGroup	The total number of distinct products that the customer purchased in their lifetime, grouped into buckets for easier use.	string
TotalRevenue_Last13_24MonthsGroup	The total revenue generated from the transactions that the customer made between the last 13 and 24 months, grouped in buckets for easier use.	string
TotalRevenue_Last12MonthsGroup	The total revenue generated from the transactions that the customer made in the last 12 months, grouped into buckets for easier use.	string
TotalRevenueGroup	The total revenue generated from the transactions that the customer made in their lifetime, grouped into buckets for easier use.	string
TotalRevenueSegment_13_24Months	An easier way to use the “Revenue decile”: “1 - High Value” represents your top 10% customers in terms of revenue on this period “2 - Medium Value” represents your 80% average customers, that is, not in the top/bottom 10% in terms of revenue in this period “3 - Low Value” represents your bottom 10% customers in terms of revenue in this period	string
TotalRevenueSegment_Last12Months	An easier way to use the “Revenue decile”: “1 - High Value” represents your top 10% customers in terms of revenue on this period “2 - Medium Value” represents your 80% average customers, that is, not in the top/bottom 10% in terms of revenue in this period “3 - Low Value” represents your bottom 10% customers in terms of revenue in this period	string
TotalTransactionCount_13_24MonthsGroup	The total number of transactions that the customer made between the last 13 and 24 months, grouped into buckets for easier use.	string
TotalTransactionCount_Last12MonthsGroup	The total number of transactions that the customer made in the last 12 months, grouped into buckets for easier use.	string
TotalTransactionCountGroup	The total number of transactions that the customer made in their lifetime, grouped into buckets for easier use.	string
TotalVisitCount31_60DaysGroup	The total number of times the customer visited the website between the last 31 and 60 days, grouped into buckets for easier use.	string
TotalVisitCountLast30DaysGroup	The total number of times the customer visited the website in the last 30 days, grouped into buckets for easier use.	string
Zipconcat	A concatenation of the winning country and zip code, since some zip codes can conflict across countries.	string
Age	The age of the customer. This comes from your standard customer feed.	int
BirthMonth	The birth month of the customer. This comes from your standard customer feed.	string
BirthYear	The birth year of the customer. This comes from your standard customer feed.	string
FrequencyGroup	The number of transactions that the customer made per year on an average in their lifetime, grouped into buckets for easier use.	string
TotalRevenueSegment_SegmentationStatus	A segmentation representing the progression of revenue for your customers between 13-24 months ago and the last 12 months. It characterizes whether they spent less (Downward), the same (Stable), or more (Upward) in the last 12 months when compared to the 13-24 months ago period. If a customer was acquired in the last 12 months, then they are marked as “New Buyer”. “Reactivated” customers are buyers who made a purchase in the last 12 months, but did not make a purchase in the previous 13-24 months, and made a transaction before the last 24 months. “2 Period Inactive” customers are buyers who did not make a purchase in the last 24 months, but made a purchase before 24 months ago. “Lapsed” customers are buyers who made a purchase in the last 13-24 months, but did not make a transaction in the last 12 months.	string
LastTransactionIntervalGroup	The number of days between the last and penultimate (second to last) transactions that the customer made, grouped into buckets for easier use.	string
EmailDomain	The domain of the customer’s email address. The default value is Unknown.	string
ClosestStore	The name of the store closest to the winning zip code of the customer. The default value is Unknown.	string
ClosestStoreDistance	The distance, in miles, between the location of the customer and the closest store. This filter can work only for US, Canada and UK addresses for both stores and customers.	int
ClosestStoreDistanceGroup	The distance, in miles, between the location of the customer and the closest store, grouped into buckets for easier use. The default value is Unknown. This filter can work only for US, Canada and UK addresses for both stores and customers.	string
TotalOrganizationCount	The total number of organizations or transaction channels from which the customer purchased in their lifetime.	int
FirstTransactionOrganization	The organization or transaction channel from which the customer made the first purchase. The default value is Unknown.	string
LastTransactionOrganization	The organization or transaction channel from which the customer made the last purchase. The default value is Unknown.	string
PrimaryStore	The physical store from which the customer purchased the most in their lifetime. The default value is Unknown.	string
Email	The winning email address of the master customer after CDP’s Identity Resolution Engine de-duplicates child customer profiles.	string
EmailOptInDate	The date when the customer opted in to email communication.	string
EmailOptOutDate	The date when the customer opted out of email communication.	string
CustomerStatus	A flag to distinguish between customers who are buyers and non-buyers. Customers who have ever made a purchase are considered buyers. The following are the statuses: Buyer NonBuyer High Volume Buyer 10k+ transactions NA	string
Preferences	This is a deprecated field. Use DoNotEmail, DoNotMail, DoNotCall, and DoNotText instead.	string
BuyerIdentification	A flag to distinguish individuals that are identified with an email address or other contact information, as opposed to anonymous customers. It can be either identified or unidentified.	string
FirstName	The winning first name of the master customer after CDP’s Identity Resolution Engine de-duplicates child customer profiles.	string
MiddleName	The winning middle name of the master customer after CDP’s Identity Resolution Engine de-duplicates child customer profiles.	string
LastName	The winning last name of the master customer after CDP’s Identity Resolution Engine de-duplicates child customer profiles.	string
Title	The title to use for the customer as provided by your standard customer feed. The default value is Unknown.	string
SAL	The salutation deduced by CDP’s Identity Resolution Engine.	string
PrimaryPhone	The winning phone number of the master customer after CDP’s Identity Resolution Engine de-duplicates child customer profiles.	string
SecondaryPhone	The winning secondary phone number of the master customer after CDP’s Identity Resolution Engine de-duplicates child customer profiles.	string
MobilePhone	The winning mobile phone number of the master customer after CDP’s Identity Resolution Engine de-duplicates child customer profiles.	string
Address1	The Address1 of the winning address of the customer. The default value is Unknown. By default, CDP promotes addresses that are DPV, certified, recent, opted-in to receive mail, and complete.	string
Address2	The Address2 of the winning address of the customer. The default value is Unknown. Address2 should not be used for direct mail campaigns. Choose Address 1 and Suite for direct mail campaigns.	string
TotalCost	The total cost of goods of all products that the customer purchased in their lifetime.	decimal
TotalCost_Last12Months	The total cost of goods of all products that the customer purchased in the last 12 months.	decimal
TotalCost_Last13_24Months	The total cost of goods of all products that the customer purchased between the last 13 to 24 months.	decimal
PrimaryDeviceType	The device that the customer used the most for their purchases in their lifetime. The default value is Unknown.	string
RecencyDays	The number of days since the last transaction of the customer.	int
PropensityToBuyDecile	A deprecated machine learning model that has been replaced with a new model.	string
PropensityToEngageDecile	A deprecated machine learning model that has been replaced with a new model.	string
PropensityToConvertDecile	A deprecated machine learning model that has been replaced with a new model.	string
BehaviorBasedClusterID	A deprecated machine learning model that has been replaced with a new model.	string
PurchaseClusterID	A deprecated machine learning model that has been replaced with a new model.	string
BrowseClusterID	A deprecated machine learning model that has been replaced with a new model.	string
ProductClusterID	A deprecated machine learning model that has been replaced with a new model.	string
BrandClusterID	A deprecated machine learning model that has been replaced with a new model.	string
EmailStatus	The validity of the email address of the customer. “V” means “Verified” and the syntax is valid, the domain is good or known and this email address is not a known spam trap “U” means “Unverified” and the syntax is valid, but the domain is unknown/bad “X” means “Invalid” and the syntax is invalid	string
AddressCertified	A flag to mark whether the address is CASS certified by the USPS. “True” means that the address is CASS certified “False” means that the address is not CASS certified and is likely invalid “Unknown” means that there is no address or the address is not in the US or Canada. Currently, these are the only countries that are certified.	string
Suite	The apartment, suite, or room number of the winning address.	string
DpvConfirm	The DPV confirmation results that CDP receives from USPS for US addresses. The new filter is called “DPV Confirmed”, and can take the values: “Y” when the address is DPV confirmed “N” when the address is not certified.	string
FirstOfflinePromoID	The marketing campaign through which you acquired your customers, as provided by your direct mail. This is the most granular level of your marketing campaign categorization. The default value is Unknown.	string
DoNotEmail	The subscription preference of the customer for email campaigns. The possible values are: “Y” indicates that the contacts explicitly opted-out “N” indicates that the contacts explicitly opted-in “U” indicates that the contacts have no explicit values and are usually the contacts that you can/want to contact	string
DoNotCall	The subscription preference of the customer for phone campaigns. The possible values are: “Y” indicates that the contacts explicitly opted-out “N” indicates that the contacts explicitly opted-in “U” indicates that the contacts have no explicit values and are usually the contacts that you can/want to contact	string
DoNotText	The subscription preference of the customer for text (SMS) campaigns. The possible values are: “Y” indicates that the contacts explicitly opted-out “N” indicates that the contacts explicitly opted-in “U” indicates that the contacts have no explicit values and are usually the contacts that you can/want to contact	string
DoNotMail	The subscription preference of the customer for direct postal mail campaigns. The possible values are: “Y” indicates that the contacts explicitly opted-out “N” indicates that the contacts explicitly opted-in “U” indicates that the contacts have no explicit values and are usually the contacts that you can/want to contact	string
BirthDate	The birth date of the customer. This comes from your standard customer feed.	timestamp
ZipExt	The 4-digit zip code extension of the winning address of the customer. The default value is Unknown. By default CDP, promotes addresses that are DPV, certified, recent, opted-in to receive mail, and complete.	string
NCOADateUpdate	The date when the record last went through NCOA processing.	string
NCOAMatchFlag	The match flag that was returned by NCOA processing. The possible values are: “M” for Moved “G” for PO Box Closed “K” for Moved, left no forwarding address “F” for Moved to a Foreign Country	string
MoveType	The type of move that was registered within the USPS NCOA database. The possible values are: “I” for Individual Match “F” for Family Match “B” for Business Name Match	string
MoveDate	The date when the move was registered with USPS in the NCOA database. This is in the format “YYYYMM”. For example, “201905” is a move that was registered in January 2014. The actual move could have happened earlier or later, the NCOA database cannot provide that information.	string
NCOADateUpdateBigInt	The date when the move was registered with USPS in the NCOA. database.	timestamp
PrimaryPhoneValidity	Returned by Melissa to indicate the primary phone validity. The possible values are V, X, and Unidentified. By default, phone validation is turned off.	string
SecondaryPhoneValidity	Returned by Melissa to indicate the secondary phone validity. The possible values are V, X, and Unidentified. By default, phone validation is turned off.	string
MobilePhoneValidity	Returned by Melissa to indicate the mobile phone validity. The possible values are V, X, and Unidentified. By default, phone validation is turned off.	string
PropensityToBuyDecile_L1M	A deprecated machine learning model that has been replaced with a new model.	string
PropensityToBuyDecile_L2M	A deprecated machine learning model that has been replaced with a new model.	string
BehaviorBasedClusterID_L1M	A deprecated machine learning model that has been replaced with a new model.	string
BehaviorBasedClusterID_L2M	A deprecated machine learning model that has been replaced with a new model.	string
PropensityToBuyDecile_ThisMonth	A deprecated machine learning model that has been replaced with a new model.	string
BehaviorBasedClusterID_ThisMonth	A deprecated machine learning model that has been replaced with a new model.	string
EmailHash	A SHA-256 hash of the winning email address of the master customer after CDP’s Identity Resolution Engine de-duplicates child customer profiles.	string
RBDI	A flag to indicate whether the address is a business or residential address for the United States only: "R" - Residential Address "B" - Business Address "U" - No address or address unknown by the USPS	string
AddressType	Example Address Types: Firm or Company address, General Delivery address, High Rise or Business complex, PO Box address, Rural Route address, Street or Residential address	string
ProductClusterID_L1M	A deprecated machine learning model that has been replaced with a new model.	string
ProductClusterID_L2M	A deprecated machine learning model that has been replaced with a new model.	string
ProductClusterID_ThisMonth	A deprecated machine learning model that has been replaced with a new model.	string
ClosestStoreID	The unique identifier of the store closest to the winning zip code of the customer.	string
PrimaryStoreID	The unique identifier of the physical store from which the customer purchased the most in their lifetime.	string
ChannelMix	The mix of sales channels from which the customer purchased in their lifetime.	string
ChannelMix_Last12Months	The mix of sales channels from which the customer purchased in the last 12 months.	string
ChannelMix_Last13_24Months	The mix of sales channels from which the customer purchased between the last 13 and 24 months.	string

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Overview¶

Address-related ranking¶

Email-related ranking¶

Phone-related ranking¶

Preferences-related ranking¶

Customer summary attributes¶

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