How To Organise Your Customer Data

Organisation through customer tagging and database segmentation is key to using the platform successfully.

This will allow you to target specific groups of customers with different campaigns for example;

  • customers by a particular target location
  • gender
  • whether they’ve opened your last email
  • targeting the highest spenders
  • customers by last visit etc.

The Customer Tab

In this tab you are able to filter your customer information, this will show you:

  • number of customers in that filter
  • number of sign-ups they have made over time
  • number of scans they have made over time
  • list of customers below the results bar

Customer filtering options

There are 6 main filters to choose from, and 6 extras found in ‘More’, that allow you to filter your customers.

Within each filter you will see your pre-defined filter options that you can select. If you are filtering by offers for example, you will see a list of your different offers. By selecting multiple offers you will be filtering your customers who have redeemed, or not redeemed, those selected offers. In other words, your filtered customer list will be getting less and less as you select more and more offers. An illustration of this is below.

In this example for a customer to appear in a filter they must meet the following criteria.

So if a customer has only redeemed Offer A and Offer B they would not be included in this filter.

This is an example of filtering using one filter (Offers). However, you can add other filters in order to create an increasingly targeted list of customers. If you were to add a ‘Places’ filter then you will be able to see who has redeemed the specified offers but only in your specified place(s).

 

 

This illustrates 2 filters being used where the end result would be a list of customers who have redeemed Offers A, B and C in Place A. The number of different filters and filter options you can use is determined by how many customers remain once filtered. The more filters you use the more targeted your customer list becomes. 

All filters can be saved as a tag or group. A tag is static and so will only tag that list of customers whereas a group is dynamic meaning as and when customers meet the saved filter criteria they will automatically be grouped. Please see our section on grouping and tagging for more information on this.

Tags

Tags that you have already created will appear here.

The platform will organise customers into tags automatically when they sign up through a specific sign up form, redeemed certain offers or visited certain places but you can also tag them yourself.

Communications

Emails that you have already sent will appear here.

Please note: response emails are drafted emails and so do not appear here.

You can look at the customer data for:

  • emails that have been sent
  • not sent
  • opened
  • not opened
  • between a pre-set or specified time frame

Sign Ups

Sign Up Forms that you have set up will appear here.

You can look at the customer data for:

  • people who have signed up
  • not signed up
  • between a pre-set or specified time frame

Offers

Offers that you have set up will appear here.

You can look at the customer data for:

  • people who have received a barcode
  • not received a barcode
  • redeemed the offer
  • not redeemed the offer
  • between a pre-set or specified time frame

Places

Your place(s) will appear here.

You can look at the customer data for:

  • people that have redeemed there
  • not redeemed there
  • between a pre-set or specified time frame

More

This drop down menu allows you to add more customer specific filtering options to your main filtering bar.

Such as filtering by gender, where they live or what company they work for.

 

 

Grouping Filters

Once you have filtered your database, you can save it as a group so that when anyone joins the database and meets these criteria, they will automatically be added to the group.

To do this, select the drop down by the filtering box, and select ‘SAVE’ 

and Name:

You can email this group later, however you cannot select multiple groups to email.

Tagging Filters

Tags are static and relate only to the customers that meet the filtered criteria at the time the tag was saved.

Once you have selected your specific filters, you can save that as a tag.

To do this, click the ‘Tag’ button next to ‘Manage’, and select ‘Tag n Customers’

You are then prompted to select a current tag or enter a new name to create a new tag.

You can then email this tag later, an email can be sent to multiple tags.

Other tagging options

Uploading from .csv

When you are uploading customer data using a .csv file you will have the option of adding the customer to an existing tag or creating a new tag.

How can I update my tags?

You can add customers to an existing tag at any time. To update a tag, navigate to the ‘Customer’ tab and hit the check box on the left of the customer list and click the ‘Tag’ button at the top of the page.

How many filters and tags can I have?

You can add an unlimited amount of filters before you group or tag them.

You can tag your customer base as many times as you like. Don’t worry about people being sent duplicate emails if they are in more than one tag as they will only receive one email.

You can send your emails to multiple tags, but not multiple groups.

How can I search for individual customers?

If you want to find a specific customer simply use the search functionality that allows you to search by email address, name or barcode number.

 

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Next Steps: Build Database

 


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