Back Office: Marketing - Customers

Back Office: Marketing - Customers


Navigation: Sign into the Back Office for your Store. On the left-side, select Marketing then Customers.


Marketing Customers Overview

The Customers page appears, displaying the details of all Customers that have received Marketing communications from your Store.

Tiles appear at the top of the page, representing the Total number of Customers – then within that the number of New/Recurring customers, House Accounts, and Memberships at the top of the page.


Existing customers’ details will appear in the table below the tiles – with columns for customers’ info: First Name, Last Name, Email Id, Phone Number, Store Name, Status, Customer Type, and their number of Loyalty Points.



View Marketed Customers From Your Store

  1. Filter by the type of members by selecting an option from the Members dropdown: All Members (default), New, Recurring, At Risk, Inactive, Bounced or VIP. Only one option can be selected at a time.

    1. Note: VIP will accrue Life Points which are a total accumulation of all earned Loyalty points.

  2. Select how to sort the table results by selecting an option from the Sort By dropdown: Last update (by newest or oldest), Loyalty points (by high or low), Date added to loyalty (by newest or oldest).


  3. Select the More Filters / Create List button to further filter your table results.


  4. The More Filters pane appears, with the following options: Loyalty Points, Customer anniversary, or Date of birth. Select the corresponding box to enable it as a filter:


    1. Loyalty Points – Enter a points value, then on the dropdown select how to filter vs the entered value: Greater, Equal, Less, Greater (than or) Equals, or Less (than or) Equals


    2. Customer anniversary – Select from the Time Period dropdown to filter by the date of a customer’s anniversary: Today, This week, This month, or if Date range is selected then select the Start Date and End Date (calendar picker).


    3. Date of birth – Select from the Time Period dropdown to filter by the date of a customer’s birthday: Today, This week, This month, or if Date range is selected then select the Start Date and End Date (calendar picker).


  5. When all filters are ready to be applied to the table results, click Apply at the bottom-right.
    1. Click Clear at the bottom-left to de-select all options and close the pane.
    2. Click Close (x) at the upper-right to close the pane without applying any current selections.

  6. You are returned to the main Customers page where all selected options from the More Filters pane will appear and apply to the table’s results. Filters can be removed by clicking the x next to the Filter Name, or to clear all filters you can click Clear next to the Save As List button.



Save Filtered Results As A List

  1. To save the filtered results as a List, click Save As List.


  2. The Create a List pop-up appears, with the following tabs:

    1. Click Cancel or Close (x) to cancel creation of the List.
    2. When advancing through the pop-up, select Back to revert to the previous tab.
      ​
      1. List Name – (Mandatory) Enter the desired name for this List. Once entered, click Next at the bottom-right to proceed.

        ​
      2. List Type – Select Static ([Default] future updates require manual changes) or Dynamic (updates automatically per data changes). With a Type selected, click Next.


      3. Review – Displays a high-level view of all your selected List options including the Name and Type, along with the target results (number of customers and the corresponding percentage [%]).


      4. Select Save List to save these settings as the named List Name. You are returned to the Customers screen where the confirmation message ‘The list you created has been successfully saved’ appears.
        1. Select Edit to return to the List Name tab and make any updates as needed.
        2. Select Close (x) at the upper-right (or Cancel) to return to the Customers screen without creating the List.

  3. Created Lists can be managed under Marketing > Manage List.

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