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Each guide below walks one task from start to finish. For what a single view or tab does, see Customers under Navigating in TWICE; for how the data is modelled, see the Customer Profiles and Customer Groups concepts. One customer record holds everything TWICE knows about a person or a company — their details, the orders they have had, the items they took out. These guides cover creating and reading those records, deciding what you collect in the first place, grouping customers to act on them, and answering a data request when one arrives.

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Customer records

Creating a profile, reading its history, and the B2B and self-service cases. Guides for creating a customer profile, reading a customer’s history, business customers, importing from a CSV, and customer accounts are in progress.

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Data you collect

What the checkout asks for, and what lands on the profile. Guides for collecting customer data at checkout and verifying identity with documents are in progress.

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Segmentation

Grouping customers, and getting a segment out to the tool that will use it. Guides for segmenting with groups and attributes, and exporting customers, are in progress.

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Privacy

Access and erasure requests, and what survives them. A guide for exporting or erasing a customer’s data is in progress.