The system is made up of three sets of data, "built in" (i.e. system generated) criteria such as emails opened, "extended profile criteria", which are fields specific to your business such as business name, and "account attributes", which are changeable and trackable e.g. lead stage.

Built In Criteria

The searchable "built in" criteria include: email, firstname, lastname, eCommerce campaign criteria, order dates, order amounts, item included in order, email campaigns criteria, email event (which is relating to a particular event, e.g. a Thursday newsletter), or email activity (an event has been clicked on, opened or it has failed).

"Built in" parameters are fixed and updating purchase and email data is automatically handled by the system.

Extended Profile Criteria

The Extended profile criteria are editable fields specific to your business and can be made up of the following data fields:

Text area (for a large amount of textual information), text (for a smaller amount of textual information, e.g. Customer ID), date (e.g. client since...), single select (for mutually exclusive groups where each user can only belong in one), multi select (for where a user can be assocaied to more than one option, e.g. interests), checkboxes, and radio buttons.

These fields have the following additional options:

Include in emails: Allows profile information to be carried through in an order email.

User viewable: Allows the user to see but not edit this field through their account login

User Editable: Allows the user to edit this field through their account login

Mandatory: Ensures that this field is filled out on application

Account Attributes

This category creates attributes related to your sales process. This may include standard sales stages like a meeting, proposal or consultation. You can then update and search across these parameters as a prospect makes their way through your sales pipeline. The account attributes are then shown in a report as a total count and what percentage is made up by each stage.