Look Up Customer Profile
You can search for a customer profile using either Quick or Advanced Customer Lookup.
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Quick Customer Lookup is performed from the Marketing Cloud Dashboard using a small portion of a customer's personal information.
- From the Marketing Cloud Dashboard, in the top-right corner, click the Search icon
. The Customer Search… field appears.
- Enter information in the search field for the customer whose information you want to view. You can search using Customer Key, Family Key (a unique identifier that links a customer to other members of their household), or any personal information for a customer found in the database (name, age, DOB, phone number, address, email, etc.).
Note: Search criteria entered in the Customer Search… field must exactly match information in the database to return results.
- Press Enter. A list of customers most closely matching the search criteria appears.
- From the list of search results, click on the customer whose information you want to view. The Customer Profile appears showing that customer’s information.
- To view the different types of information about the customer, click the corresponding tab.
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Advanced Customer Lookup is performed from the Customer Lookup screen and provides specific fields for each type of a customer's personal information.
- From the left navigation menu on the Marketing Cloud dashboard, click Customer Lookup. The Customer Lookup screen appears showing the Advanced Customer Lookup fields.
- Enter information in at least one of the search fields for the customer whose information you want to view.
Note: The EventId field can be used to look up guests by event ID, confirmation number, or reservation number.
- Click Search. A list of customers most closely matching the search criteria appears.
If a customer has multiple email addresses on file, multiple records of that customer are listed.
- From the list of search results, click on the customer whose information you want to view. The Customer Profile appears showing that customer’s information.
- To view the different types of information about the customer, click the corresponding tab.