Core Features

Customer Management

Import, manage, and segment your customer base

Overview

Customer Management in Smobi provides:

  • Customer Data Import: Bulk import customers from various sources
  • Customer Profiles: Rich customer information and interaction history
  • Segmentation: Create targeted customer segments
  • Data Management: Update and maintain customer information
  • Analytics: Customer engagement and interaction insights

Customer Data Structure

Core Customer Fields

Each customer in Smobi has the following core information:

Required Fields

  • Phone Number: Primary identifier (E.164 format recommended)
  • Customer ID: Unique identifier in your system
  • Name: Customer’s full name

Optional Fields

  • Email: Customer’s email address
  • Company: Company or organization name
  • Address: Physical address information
  • Custom Fields: Any additional data you want to track

Custom Fields

You can add custom fields to track additional customer information:

Common Custom Fields

  • Customer Type: New, returning, VIP, etc.
  • Purchase History: Total spent, last purchase date
  • Preferences: Communication preferences, interests
  • Demographics: Age, location, language
  • Engagement: Interaction history, response patterns

Field Types

  • Text: Free-form text input
  • Number: Numeric values
  • Date: Date and time values
  • Boolean: True/false values
  • Select: Predefined options

Importing Customers

Supported Import Formats

Smobi supports importing customers from CSV files. Navigate to the Customers page and click Import Customers.

CSV Files

  • Format: Comma-separated values
  • Encoding: UTF-8 recommended
  • Headers: First row should contain field names
  • Size Limit: Up to 10,000 customers per import

CSV File Format Requirements

File Format

  • Encoding: UTF-8
  • Delimiter: Comma (,)
  • Header Row: Required (first row contains column names)
  • Line Endings: Standard line endings (CRLF or LF)

Required Fields

  • phoneNumber - The customer’s phone number (e.g. +12223334444)

Optional Fields

Customer Basic Information:

  • active - Boolean (accepts: true, TRUE, 1, false, FALSE, 0)
  • stripeCustomerId - String (Stripe customer identifier)

Customer Profile Information:

  • firstName - String (customer’s first name)
  • lastName - String (customer’s last name)
  • email - String (customer’s email address)
  • state - String (customer’s state/province)
  • note - String (notes about the customer)
  • currency - String (defaults to USD for new customers)
  • taxExempt - Boolean (accepts: true, TRUE, 1, false, FALSE, 0)
  • verifiedEmail - Boolean (accepts: true, TRUE, 1, false, FALSE, 0)

Address Information:

  • address1 - String (primary address line)
  • address2 - String (secondary address line)
  • city - String (city name)
  • company - String (company name)
  • country - String (country name)
  • countryCode - String (country code)
  • addressFirstName - String (address-specific first name, falls back to firstName)
  • addressLastName - String (address-specific last name, falls back to lastName)
  • addressPhone - String (address-specific phone number)
  • province - String (province name, falls back to state)
  • provinceCode - String (province code, falls back to stateCode)
  • zip - String (postal code, falls back to postalCode)
  • stateCode - String (state/province code)
  • postalCode - String (postal code, alternative to zip)

Example CSV Structure

1phoneNumber,firstName,lastName,email,company,active,currency,address1,city,state,zip,country
2+15552223333,John,Doe,john@example.com,Acme Corp,true,USD,123 Main St,New York,NY,10001,United States
3+15552223334,Jane,Smith,jane@example.com,XYZ Inc,true,USD,456 Oak Ave,Los Angeles,CA,90210,United States
4+15552223335,Bob,Johnson,bob@example.com,Startup LLC,false,USD,789 Pine Rd,Chicago,IL,60601,United States

CSV Import Process

Step 1: Prepare Your Data

  1. Create a CSV file following the format requirements above
  2. Ensure your phone numbers are in the correct format
  3. Validate your data for any obvious errors
  4. Save the file with UTF-8 encoding

Step 2: Upload Your File

  1. Navigate to Customers in the dashboard
  2. Click Import Customers
  3. Select CSV Upload
  4. Choose your prepared CSV file
  5. Review the field mapping

Step 3: Map Fields

The import wizard will help you map your CSV columns to Smobi fields:

  • Automatic Mapping: Common field names are mapped automatically
  • Manual Mapping: Adjust mappings for custom fields
  • Validation: Check for required fields and data quality

Step 4: Review and Import

  1. Preview Data: Review the first few rows of your data
  2. Check Validation: Address any data quality issues
  3. Confirm Import: Start the import process
  4. Monitor Progress: Track import status and results

Processing Behavior

Phone Number Formatting

  • The system automatically strips non-digit characters from phone numbers
  • Phone numbers must contain at least 10 digits

Customer Handling

  • Existing Customers: If a customer with the same phone number exists, their information will be updated
  • New Customers: If no customer exists with that phone number, one is created
  • Address Handling: Addresses are created/updated when address fields are provided

Data Processing

  • Boolean Fields: Accept multiple formats:
    • For true: true, TRUE, 1
    • For false: false, FALSE, 0
  • Currency: Defaults to USD for new customers if not specified

Error Handling

Validation Rules

  • Rows with missing phoneNumber will be skipped and reported as errors
  • Invalid phone numbers (less than 10 digits) will cause row processing to fail
  • Individual row errors won’t stop the entire import process

Import Results

  • A summary report is returned with total, successful, failed counts and error details
  • Failed rows are logged with specific error messages
  • Successful imports show the number of customers created and updated

Customer Profiles

Viewing Customer Information

Each customer has a detailed profile showing:

Basic Information

  • Contact details and demographics
  • Custom fields and attributes
  • Customer type and status

Interaction History

  • Message history and delivery status
  • Workflow participation and completion
  • Response patterns and engagement

Analytics

  • Engagement metrics and trends
  • Purchase history and preferences
  • Communication preferences

Updating Customer Information

Manual Updates

  1. Navigate to the customer’s profile
  2. Click Edit to modify information
  3. Update fields and custom data
  4. Save changes

Next Steps