Viewing Contacts

A quick tour of the contacts page.

Written by Dan Stearn
Updated over a week ago

Tags

The basic building block of contact segmentation.

Written by Dan Stearn
Updated over a week ago

Fields

Record customer information for segmentation and personalization.

Written by Dan Stearn
Updated over a week ago

Custom Fields for Forms

How to create and use custom fields in forms.

Written by Marija Stardelova
Updated over a week ago

What's the Difference Between Tags and Fields?

Explaining the two types of of Shopper DNA and when to use each one.

Written by Dan Stearn
Updated over a week ago

Customer Parameters Overview

Every Shopper DNA parameter and condition item explained.

Written by Adam Kramer
Updated over a week ago

Customer Parameters - Identity

The personal parameters of the Shopper DNA.

Written by Adam Kramer
Updated over a week ago

Customer Parameters - Consent

Tracking GDPR and other marketing opt-ins with the Shopper DNA.

Written by Adam Kramer
Updated over a week ago

Customer Parameters - Consumer Profile

The consumer parameters of the Shopper DNA.

Written by Adam Kramer
Updated over a week ago

Customer Parameters - Products

The product interest parameters of the Shopper DNA.

Written by Adam Kramer
Updated over a week ago

Customer Parameters - Engagement (PRO)

The engagement parameters of the Shopper DNA.

Written by Adam Kramer
Updated over a week ago

Customer Parameters - Campaigns

The campaign parameters of the Shopper DNA.

Written by Adam Kramer
Updated over a week ago

Customer Parameters - Emails

The email parameters of the Shopper DNA.

Written by Adam Kramer
Updated over a week ago

Customer Parameters - Other

The other parameters of the Shopper DNA.

Written by Adam Kramer
Updated over a week ago

Customer Parameters - Page Views

The page views parameters of the Shopper DNA.

Written by Adam Kramer
Updated over a week ago

Customer Parameters - Custom (PRO)

The custom parameter section of the Shopper DNA for PRO users.

Written by Adam Kramer
Updated over a week ago

The Complete Guide to Conditions

Everything you need to know about Pathfinder's condition logic.

Written by Dan Stearn
Updated over a week ago

Finding a Condition

How to use the condition search.

Written by Dan Stearn
Updated over a week ago

Tag Categories

Organising your Shopper DNA.

Written by Dan Stearn
Updated over a week ago

Expiring Tags

Tags that remove themselves from contacts after some time.

Written by Dan Stearn
Updated over a week ago

Umbrella Tags

How to set up umbrella tag hierarchies for better segmentation.

Written by Dan Stearn
Updated over a week ago

Exporting Data to a CSV File

Get a list of all contacts having one or multiple tags.

Written by Dan Stearn
Updated over a week ago

Customizing the Customer Status Tags

Change the definitions of active, disengaged and lapsed customers.

Written by Dan Stearn
Updated over a week ago

Customising the checkout recovery cooldown periods

How to adjust the time period for pathfinder assistant.

Written by Adam Kramer
Updated over a week ago

How to Manually Create a Contact

You can manually create a contact in your Pathfinder account.

Written by Greg McDonald
Updated over a week ago