Customer History Dashboard

Customer History Dashboard provides a holistic view of customer interactions and activities, helping you better understand and meet their needs. It provides a single point of reference for all essential customer-related information, such as customer transactions, subscriptions and subscription switches, support interactions, etc.

To open the Customer History Dashboard, go to Customer > Customer Accounts > select the customer whose history you'd like to explore > click the 'Customer History' button in the upper right corner.

You can find a detailed explanation of the data points covered by the dashboard below.

Account Summary

It’s a snapshot of your customer's engagement. This data helps you identify and understand your most valuable customers' purchasing behavior.

• Customer email: This is the email address used by the customer.
• Lifetime transaction value: This is the overall gross transaction value from the particular customer in your currency.
• Lifetime transactions: This is the overall count of all transactions made by a particular customer.
• Active subscriptions: This is the count of currently active subscriptions for this customer.
• Account activation date: This is the date of the account creation.
• Last transaction date: This is the date of the last transaction for this customer.
• Next payment date: This is the next scheduled payment date for this customer, regardless of how many active subscriptions they hold.
• First transaction channel: This is the store that the customer had a first transaction on (eg. Apple, Android, Web).
• Last transaction channel: This is the store that the customer used for the last transaction (eg. Apple, Android, Web).
• Last payment method: This is the most recent method used by the customer to make a purchase - Mastercard, Visa, AMEX, iDEAL, sms, ivr, direct banking, etc.

Transaction History

Dive deeper into the customer's transaction journey. Track the evolution of their lifetime transaction value over time with an intuitive timeline. Explore detailed transaction records to see what they purchased and when.

• Lifetime transaction value evolution: This is the representation of the customer revenue generated month by month.
• Date: The day on which the transaction was completed.
• Transaction ID: A unique transaction identifier (ID) that each transaction has.
• Offer Price: Value of the offer price without tax in offer currency.
• Offer ID Title: The name/title of an offer.
• Payment Method: The method used by the customer to make a purchase - Mastercard, Visa, AMEX, iDEAL, sms, ivr, direct banking, etc.
• Payment Service Order ID: External payment ID, if populated in the payment process through the APIs and webhooks.
• Offer ID: Cleeng’s offer identifier of the transaction. The structure is as follows: the first letter defines the type of offer. It is followed by 9 numbers, underscore, and country code, e.g. S123456789_PL.
• Offer Type: A parameter of the transaction offer. The Cleeng framework supports multiple offer types. They are all accessible via API and can be integrated within any CMS or platform. Possible values: Subscription, Pass, Event, Rental, VoD, or Unknown.
• Offer Period: Defines how long your customer will have access to your offer after they make a purchase. It is applicable to rental offers that give access for an exact period of time and subscription offers that indicate the recurring period of a purchase (monthly, annual, seasonal, etc).
• Discount Rate: Indicates a free purchase or the percentage of a discount applied to the offer price.
• Campaign Name: The name of the coupon campaign, if a coupon was applied to discount the transaction.
• Offer Total Price: Price after subtracting the discount (without tax) in offer currency.
• Payment Vat Value: Value of the tax applied.

Subscription History

View a comprehensive history of your customer's subscriptions, including past and current subscriptions. The table shows one row per subscription event, not one row per subscription. Explore any switch history to see how their choices have evolved.

• Event Date: The date when the event happened.
• Subscription ID: It is a unique identifier of a subscription (recurring offer purchased by a specific customer) at Cleeng.
• Offer Title: The name/title of the subscription offer.
• Offer ID: Cleeng’s offer identifier of the subscription. The structure is as follows: the first letter defines the type of offer. It is followed by 9 numbers, underscore, and a country code, e.g. S123456789_PL.
• Offer Period: Subscription renewal period (monthly, 3-months, 6-months, etc.)
• Channel: The store where the subscription was bought, e.g., Web, Apple, Android, Roku.
• Subscription Status: The status of the subscription at the time of each event. Possible values:
  • subscription_start: The subscription started.
  • subscription_continues: The subscription is still running, for example after a renewal, a cancellation request, a pause, or a switch.
  • subscription_churned: The subscription ended.
• Subscription Start Date: The date on which the subscription started.
• Expiry Date: The date on which the subscription expires or will expire.

Subscription Switch History

• Transaction ID: A unique transaction identifier (ID) that each transaction has.
• Transaction Date: The day on which the transaction was completed.
• Payment method: The method used by the customer to make a purchase - Mastercard, Visa, AMEX, iDEAL, sms, ivr, direct banking, etc.
• Subscription ID: It is a unique identifier of a subscription (recurring offer purchased by a specific customer) at Cleeng.
• Subscription Switch Direction: Upgrade or Downgrade (based on your switch settings), or Unspecified (for externally-managed subscriptions when the Cleeng system cannot determine the direction).
• Subscription Switch from Offer ID: ID of the subscription that was changed (switched from).
• Subscription switch ID: A unique reference ID for each switch.

Pass History

View a detailed history of your customer’s pass purchases, including access periods and transaction data. Use this report to analyze how individual pass offers are used and identify patterns in customer behavior.

• Pass ID: It is a unique identifier of a pass (pass offer purchased by a specific customer) at Cleeng.
• Pass Status: Current status of the pass. Binary variable: 'active' or 'terminated'.
• Pass Start Date / Time: The date and time when the pass starts.
• Pass End Date / Time: The date and time when the pass ends.
• Offer Title: The name/title of the pass offer.
• Offer ID: Cleeng’s offer identifier of the subscription. The structure is as follows: the first letter defines the type of offer. It is followed by 9 numbers, an underscore, and a country code, e.g., P123456789_PL.
• Offer Price: Value of the offer price without tax in ‘offer currency’.
• Offer Period: Defines how long your customer will have access to your pass after they make a purchase.
• Payment Method: The method used by the customer to make a purchase - Mastercard, Visa, AMEX, iDEAL, sms, ivr, direct banking, etc.
• Last Transaction Date / Time: The date and time of the last transaction associated with the pass.
• Transaction Value: The value of the transaction in ‘offer currency’, including taxes.
• Campaign: The name of the coupon campaign, if a coupon was applied to discount the transaction.
• Coupon ID: Cleeng’s unique identifier of the coupon applied.

Refunds

Here you can track the customer's refund history.

• Cancellation ID: A unique identifier (ID) of the cancellation of payment (refund or chargeback)
• Offer ID: Cleeng’s offer identifier of the offer. The structure is as follows: the first letter defines the type of offer. It is followed by 9 numbers, an underscore, and a country code, e.g. S123456789_PL.
• Offer Title: The name/title of the subscription offer.
• Cancellation Date: Date of the cancellation.
• Cancellation Reason: Reason why the cancellation was granted
• Cancellation Type: Type of the cancellation. Binary variable: refund or chargeback
• Cancelled Revenue: Value of the refund in your account currency.
• Cancellation Currency: Currency in which the refund was completed
• Cancellation Fee: Value of the cancellation fee
• Customer External ID: External Customer unique identifier, if populated in the payment process.

Additional Information

Check the customer's marketing consent status and their consent to your terms to ensure you're reaching out to them in compliance with their preferences. Stay up-to-date with their last login date, coupons used, discounts in your currency, and the latest campaign they engaged with.

• Marketing terms consent: This is the customer's consent to marketing terms. It can take one of three values: ‘accepted’, ‘declined’, or ‘not specified’ when a customer does not provide an answer.
• Your account Terms Consent: This is the customer's consent to your terms. Binary variable: ‘accepted’ or ‘declined’.
• Last login date: This is the date of the customer's last login.
• Coupons used: This is the total number of redeemed coupons by a customer.
• Discounts in your account's Currency: This is the total amount of applied discounts in your currency.
• Last campaign: This is the name of the most recent coupon campaign if a coupon has been used by this customer.

Customer Support History

Use the ticket history to gain insights into recurring issues for the client and enhance your support process.

• Submitted tickets: This is the number of support tickets submitted by the customer.
• Open tickets: This is the number of tickets that are currently in the ‘Open’ status.
• The last device used: This is the most recent device used by the customer to access content.
• Created Time: The date when the ticket was submitted.
• Status: The status of the ticket: open or solved.
• Contact Reason: The reason for which a customer has contacted the support team.
• Device: The device used to submit a ticket to the support team.
• Solved Date: The day on which the ticket was marked as solved.
• Country: This is the country setting of a customer. The initial country setting is automatically selected based on their IP detection.
• Satisfaction rating: The customer’s rating of the support that they received (if submitted by the customer).