Our system receives data from various sources: order data from the back end, behavioural data from the tracker, messaging data, and call centre data.
Here’s what you can do with this data right in the admin panel:
- individual customer information
- available filters and segments
- interesting use cases
- Personal data
- Contact info
- Additional info
Each client creates their own fields for additional info. For example, this might include bonus programme status or number of children.
You can set up the fields via the interface without a developer.
The «Actions» tab shows customer behaviour
- User activity: visiting the site, placing an order, opening a message
- Customer-relations activity: sending a message or delivering an order
- Activity description
- Activity date
- Activity point of contact
Every type of activity has detailed information available:
- orders – products, quantity and status
- messages – link to template
Here, we can see that a message was sent first, then the user visited the site and placed an order.Every type of activity has detailed information available: for example, here’s what you can see for an order.
Customer and activity filters
- birth date
- mobile number
- first name
- middle name
- last name
- common first name typos
- common last name typos
- welcome points balance
- time in segment
- campaign participation
- external ID
- suitable triggers
- campaign notifications
Behaviour – aggregates
- average check
- sum of orders
- change in balance
- current balance
- retail orders
- promo code
Behaviour – activity
- time period
- time since activity date
- time since current date
- channel/point of contact
- balance change
- retail order
- link click
- template action
- email status
- SMS status
- varies by customer
- activity based
- product-category based
- product based
- database entry source
- first in category
- last in category
- importing and editing
Real-life use cases
Build a segment and view reports
An RFM segment has been set up on the «Customers» page, consisting of two independent segments:
- one searches for customers with more than 2 retail orders
- the other filters for retail orders placed in the past 120 days
Here, in the «Reports» section, we can generate a segment trends report summarising customer growth and order quantity.
Sample RFM segment
Segment trends report
Compare segments to find insights
The system has an area dedicated to segment reporting.
For example, we can compare the average check in the main group and control group segments.
The main group received messages, but not the control group. We can see that there are fewer customers from the main group with no orders than in the control group.
Or, for example, we can compare the number of purchases made by iOS vs Android users. In this case, iOS users are not as loyal to the shop.
There are significantly fewer customers with no purchases in the main group than in the control group
Do customers using iOS devices buy less in this shop than Android users?
Set up campaigns with complex conditions
We can work with the most diverse trigger requirements.
Here, we’re limiting the trigger to individual product categories by price, and sending emails only to particular addresses.
Here’s an example of an unusual abandoned cart trigger
Choosing a segment for manual messages
Simple and complex segments can be used for messages: you can limit to subscribers or set up a more complex message list.
For example, you can choose customers based on their interests without using special limits. Then you can build a report and compare message results.
Here’s a sample of message filters