Customer Insights (CDP subscription plan only)

Record and track the total number of customers and their sources across all channels.

Previous Feature Name: Omni-Customer Report

Customer Insights

1. Omni-customer

Definition: Omni-customer refers to the number of individuals who have joined your social channels or registered as members.

When a customer completes social identity binding, the system automatically merges the identities of the same customer from different channels.

2. Social Identity Binding

Definition: Customers who have completed social identity binding.

How to complete social identity binding? Click to view detailed instructions.

3. Member Identity

Definition: Customers who have completed member registration or login.

4. Members who finish social identity binding

Definition: Customers who have registered as members and completed social identity binding.

---

Overview of channel contacts

1. Total contacts

The total number of contacts across different social media channels.

2. Total number of social identity binding

The total number of contacts who have completed social identity binding across different social media channels.

3. Number of new contacts

The total number of new contacts added across social media channels.

4. Number of unsubscribers

The total number of contacts unsubscribed (blocked) across social media channels.

---

Binding source of social identity

Show the social binding performance, including binding sources and frequency.

1. Select the month for viewing.

2. The total number of new social identity binding for the selected month.

3. Social Binding Plugin: Number of customers who completed social identity binding through the Website Binding on the website.

4. Chatbot directs to the website: Number of customers who completed social identity binding by clicking the bot buttons.

5. Abandoned Cart Remarketing: Number of customers who completed social identity binding through the shopping cart opt-in button.

6. Omnichat Pixel (WhatsApp only)

1. How to set up Website Binding on the website? Click here for instructions 👈

2. How to use the bot button to enable customers to complete social identity binding? Click here for instructions 👈

3. How to set up the shopping cart opt-in button? Click here for instructions 👈

Source of new contacts

1. Select the month for viewing.

2. Total count: Total number of new contacts for the selected month.

3. The number of new contacts from each source.

Source Types	Methods
Manual Import	Import Contact List from Contact Page CSV Broadcast Import WhatsApp Conversation History Import Custom Attributes Import LINE Member Binding from 91App
API Synchronization	LINE Friend Sync
Manual Addition	Manually add user's phone numbers to WhatsApp Channel. (WhatsApp Channel Only)
OMO Binding	OMO Binding QR Code Manually add a customer Keyword Auto Assignment (Branch QR Code/Link) Manual assign
Keyword Auto Reply/Assignment	Join social media channels through QR codes or links generated by keyword auto-reply/assignment.
Webside Binding	Website Binding Chatbot Binding (URL Binding)
Abandoned Cart Remarketing	Opt-in plugin
Instagram Comment Reply	A customer leaves a comment on an Instagram post and receives an auto-reply
Facebook Comment Reply	A customer leaves a comment on a Facebook fan page post and receives an auto-reply
Facebook Recurring Notification	A customer subscribes to Facebook Recurring Notification
Instagram Live Comment Replies	A customer joins by leaving comments on Instagram Live
Instagram Reel Tagging	A customer joins by tagging your official account in Instagram Reel
Instagram Reel Comment	A customer joins by commenting on Instagram Reel
Facebook Ad (Click-to-WhatsApp)	A customer joins through Click-to-WhatsApp Ad
Facebook Ad (Click-to-Messenger)	A customer joins through Click-to-Messenger Ad
Coupons	A customer becomes a new contact by receiving a coupon.
Game Modules	A customer becomes a new contact by clicking on a game link.
Pixel	The Omnichat pixel captures a user's phone number and automatically adds a new WhatsApp contact. (WhatsApp Channel Only)
LINE Member Binding from 91App	A customer can join the LINE official account by binding their membership with 91App. (91App customer Only)
Organic Traffic	A customer joins by searching for the LINE official account. A customer sends messages to Messenger, Instagram, WhatsApp, or WeChat.

---

Valid contacts at social channels

The number and percentage of valid contacts in each social media channel, as well as the number of unsubscribed (blocked) contacts.

1. Total: The total number of valid contacts across all social media channels.

2. Channels: All integrated social media channels.

3. Valid Contacts (Unsubscribed): The number of valid contacts in a specific social media channel.

4. Percentage: (Valid contacts in a specific social media channel／Total number of contacts in that channel)*100%