Customer Profile

You can easily access the context behind your customer feedback. EnjoyHQ identifies your customers across multiple channels so you can have a full view of all the interactions they are having with your business.

With customer profiles you can:

  • Have instant visibility into customer segmentation data like persona, user properties, billing information, product usage and more.
  • See other sources of feedback for that customer
  • See any segments that have been assigned to that customer

To see the customer profile, click on their name or profile image:

And the customer profile will show up:

In this example we see a profile of Ariana who sent us two responses via Typeform and sent feedback via Delighted NPS survey.

From here you can assign or remove properties, assign a different customer or unlink the customer from the document.

Assigning customer properties

EnjoyHQ imports user properties data from your integrations whenever possible. You can also push user properties and segmentation data to EnjoyHQ using our public API. Finally, you can add the properties within Enjoy:

In this example we have created a new customer with "test@example.com" email, and added the following properties to their profile:

  • company.name (Widgets Co)
  • persona (tester)
  • -number of events (100)
  • -date signed up (2020-03-01)

Customer properties are used for describing attributes of a customer such as cohort, persona, number of purchases made and so on.

If you want to update a property with a new value, remove the existing one and add the updated property with the new value. This applies to the customer name.

Assigning company properties

You can also use properties to describe the attributes of the organization the customer belongs to. By convention these properties are prefixed with company. (with a period between `company` and the property name) when setting the name, for example, `company.name` or `company.number of employees`

How is customer data merged?

EnjoyHQ merges customer information based on their email address. If a user record with same email address is found when synchronizing different data sources, we will assemble a unified profile of that user. The final view of the user data is based on the following priority:

- data supplied in EnjoyHQ's UI (manually provided when assigning a user or imported via spreadsheet)

- data sent via public API

- data coming from integrations, most recently synchronized entry is used

This way you can use our API to scrub potentially sensitive information coming from different sources, without affecting our regular data synchronization process.

Assigning customers to documents

Feedback data coming from integrations will come with the customer profile automatically assigned. However, for other sources such as notes, emails or reviews the information might not be present by default. You can assign a new or existing customer information, by clicking on the "add a customer" button in the document header:

Best of all, once customer data is linked to a document - it's always up to date, regardless of the document source.

Customer profiles can carry extra information, not only names and emails - read more about managing customer properties and customer segments.


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