How to Use Share & Shop Reports to See Detailed Customer Data

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The Share & Shop section of the Shopper Insights page in your Commerce Automation Manager (CAM) account provides you with detailed information on the emails and text messages that are shared from your connected devices.

Requirements/Tools Needed:

Getting Started

1. In the main navigation, click Shopper Insights and choose Share & Shop from the drop-down list.

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2. To view the text messages and emails sent from a specific kiosk or tablet device, click the Devices drop-down and select the device name from the list.

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3. To view email and text messages from a specific time-frame, click on the Time Frame Selector and select the requested time frame from the drop-down list. The default time frame is 14 days, but that can be changed to other time frames: 

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4. You can also export text message and email data to a CSV or XLS file from this top section. To export data, choose a specific date range, then, choose the desired file format. Once the report is exported, the following data can be viewed:

  • Type of Communication
  • Date And Time
  • Recipient
  • Customer Name
  • SKU
  • Product Name
  • Device Used
  • Employee Name
  • Comments

Please Note: SMS and email responses are not available in the export. Depending on the local laws in effect at the location of your business, you might not be allowed to use these email addresses and phone numbers for marketing purposes. Always check your local laws prior to using customer data.

 

Viewing Responses

1. To view responses to messages, use the Responses column. When responses have a red notification bubble, it means the message has not yet been read. Click "See Responses" to view the message from the consumer.

PRO TIP: A red notification dot next to Shopper Insights indicates there's a new, unread response. 

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2. A pop-up appears and includes the text message, phone number, date and time of the message. Use this information to reach back out to the consumer and keep the conversation going.

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3. To configure notification settings so you never miss out on a consumer response, please follow the steps on How to Set the Reply Email Address for Shared/Sent Products

 

Please note: To route answers directly into a conversational texting platform, check out our available integrations with Podium and Kenect.

 

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