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B2C Guest 360 Solution
B2C v1.0.0
Complete 360-degree views for B2C guest/customer management with lifecycle-aware tabs, predictive analytics, and personalization.
17
Canvas Components
2
Flexipages
2
Record Types
10-15
Min Deploy Time
Lifecycle-Aware UI
The Household 360 page adapts based on the customer's lifecycle stage. Prospects see discovery-focused content, while active customers see their travel history and engagement.
Prospect
NewCustomer
Active
Loyal
VIP
AtRisk
Churned
Prospect View
- • Explore Packages
- • Predicted Interests
- • Lookalike Analysis
Customer View
- • Booking Journey
- • Preference Profile
- • Communication Timeline
Included Components
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6 canvases Household 360 - Overview
Account (Household)
customer-profile customer-value customer-upcoming-trip engagement-score next-best-action household-members
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3 canvases Household 360 - Journeys
Account (Household) - Active Customers
booking-journey preference-profile communication-timeline
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5 canvases Household 360 - Discover
Account (Household) - Prospects
explore-packages predicted-interests browsing-history lookalike-analysis next-trip-prediction
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3 canvases Guest Contact 360
Contact (Guest)
contact-profile contact-engagement contact-trips
Key Concepts
- 💡 Household is the primary B2C account record type in Kaptio
- 💡 CustomerLifecycleStage__c field controls tab visibility (Prospect sees "Discover", Customers see "Journeys")
- 💡 Lifecycle stages: Prospect → NewCustomer → Active → Loyal → VIP → AtRisk → Churned
- 💡 Guest contacts are linked to Household accounts
- 💡 Predictive analytics canvases show AI-generated insights (mock data in demo)
Prerequisites
✓
KaptioTravel Package
Provides Household record type
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Custom Fields
CustomerLifecycleStage__c on Account & Contact
Record Types
Household
Account.Household
Guest
Contact.Guest
Custom Fields
Account.CustomerLifecycleStage__c
Auto-createContact.CustomerLifecycleStage__c
Auto-create