CRM

Filters

There are no clients in the list after applying the filter
  • Check if there are customers who actually meet the filtering conditions.
  • Make sure that the filtering conditions are set correctly.
  • Check if the time range in the filter is within the data retention period for your Business Profile.
The search engine doesn't return people with a given attribute

Make sure that customers with the given attribute exist.

If you want to search for a specific name, surname, email or UUID, just enter it in the box.

Note: You can enter only one attribute at a time. A combination of the name and surname will not show any results.

If you want to search for another attribute, select it from the list in the upper-right area of the list. It can be an attribute, tag, or any other data. You must select an attribute to search for. Entering only the value, for example, a phone number, will not yield any results.

No results when an attribute is not selected

Click the search box and choose the type of search. In this case, by Phone.

Selecting an attribute to search by

When you choose the attribute, enter the value to search for.

Entering the search query

Client cards

I can't see any aggregates, segments, or expressions on the customer's card

Check that you added the segments, aggregates, or expressions to customers by using the Show in client card option in Analytics.

Location of the "Show in client card" slider

Imports

No columns shown in the CSV import
Please make sure that every column in your source file has a header and that the file is a properly-formatted .csv document.
Mapping menu is missing the left panel

Import with error

This means that you don’t have an appropriate API key generated. Create an API key with a proper scope here.

Upload error

Import upload error

Please make sure that your file is saved with UTF-8 formatting.

Exporting clients

Export takes too long
Waiting times may vary, but exports of under 100,000 entries may take up to 10 or 15 minutes, with larger exports taking more time. Factors that may influence this time include:

  • the number of exported clients
  • the number of marked attributes
  • the number of clients waiting for export
Progress bar is at 0% for too long

Try again and wait some time. If this doesn’t help, report the task to the help desk with this information:

  • Business profile ID/Name
  • Date and time when the problem occurred
  • CampaignId, ClientId, AutomationId, and so on, in link format - if applicable
  • Screenshot/attachment if possible

We will check if the export is queued or if it’s necessary to execute it once more.

Note: If you didn’t find the answer to your issue, please collect all relevant information and provide our help desk with examples or screenshots.