Customer Registration Configuration

This article covers all settings related to customer registration and profile update.

To configure customer registration, follow these steps.

1. On the InTouch home page, navigate to Profile > Organization Settings > Miscellaneous > Registration Configuration.
2. Configure the required fields based on the description provided in the following table.

External ID configuration

You can use the below configurations to enable the generation of a customised external ID for the customers. Once this configuration is enabled, the external ID in the customer add API payload will be replaced with the generated external ID.

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Attention

There is no UI to enable this configuration. You need to raise a JIRA ticket (sample ticket) to the sustenance team to enable these configurations. Turn around time is five days.

Customer ingestion restriction configuration

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There is no UI to enable this configuration. You need to raise a JIRA ticket (sample ticket) to the sustenance team to enable these configurations. Turn around time is five days.

CONF_RESTRICT_ORPHAN_V2_PROFILE - This configuration prevents the ingestion of a WebEngage profile into the Capillary platform for a specific customer if they do not already have an existing Instore profile.

Managing customer lifecycle with customer status

A customer status defines the relationship between a brand and a customer. For example, a customer who interacts often with the brand can be defined as an active customer. Further, these statuses can be used to run the loyalty program and assign coupons, reward points etc accordingly. For example, more offers can be offered to a customer to make an inactive customer to active customer..

Activating customer status

To activate customer status for your organisation, navigate to Organisation settings> Miscellaneous> Customer Status configuration and select the Enable customer status check box.

On enabling the customer status, the existing fraud status will be replaced by the customer status function.

Types of customer statuses

The various customer statuses available in the Capillary platform that you can configure are:

1. Active
2. Suspended
3. Deleted
4. Fraud suspected
5. Fraud confirmed
6. Internal
7. Pending deletion

Creating a custom label

You can click the Create new label option in the customer label and enter a new label name to assign a custom name for the status. You can add multiple labels if required. The first status label that you create is set as the default status value.

Active customer status

The active status can be used to indicate that the customer is active.

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NOTES:

• There are no restrictions for customers with Active status.
• All customers are marked Active by default.

Suspended, Fraud suspected, Fraud confirmed, and Internal customer status

You can restrict the following operations for the users with Suspended, Fraud suspected, Fraud confirmed or Internal status.

To restrict access, select the individual status labels or all the created status labels from the desired restriction drop-down. Click Select, and then click Update.

Deleted customer status

The deleted status allows you to block every action for customers with this status. To configure restriction, from the Block everything drop-down, select the individual custom labels or select all labels created for Deleted. Click Select and then click Update.

Pending deletion customer status

This status is used to indicate the status of customers for whom a deletion request is raised. For Pending Deletion, whenever a PII deletion request is triggered, a label Deletion_pending is automatically created and assigned to the customer, regardless of any other label that may have been created and set as default.