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Recently added Features
Customer 360 View
The Customer 360 (C360) View consolidates all individual customer data and interactions into a single, comprehensive dashboard. It provides a deep understanding of each customer, enabling your teams to deliver personalized service, make informed marketing deci...
Segments
The Segments feature in OptCulture helps you go beyond generic campaigns and create highly targeted customer groups based on their profile, behaviors, and purchase history. By defining rules, you can build precise audiences that refresh automatically, ensuring...
Contact Lists
The purpose of Contact Lists is to send communications to outsourced data, such as data collected from third-party sources, marketing activities, or other external sources.
Campaigns
The Campaigns feature in OptCulture is a powerful tool designed to help you create, send, and analyze targeted marketing messages across multiple channels, including Email, SMS, WhatsApp, RCS and Push Notifications. Whether you're announcing a new product, ru...
Offers
The "Offers" feature in OptCulture is a powerful tool designed to boost your sales and increase customer loyalty. It allows you to create, manage, and track a wide variety of targeted promotions, coupons, and loyalty benefits, helping you increase profitabilit...
OTP & Alerts
OTP & Alerts feature within the OptCulture platform. This module allows businesses to automate one-time passwords (OTPs) and alert messages for various customer-facing interactions such as logins, redemptions, registrations, and promotions. The OTP & Alerts s...
Stores
The Stores feature in OptCulture allows you to manage and configure all your physical and digital store locations. This guide will walk you through creating, updating, and managing your stores, which is essential for tasks like loyalty programs and targeted ma...
Zones
The Zones feature in OptCulture allows you to group stores and subsidiaries into logical zones. This is useful for managing various configurations, including loyalty programs, promotions, and communication methods like digital receipts. For example, you can us...
Digital Invoice
Digital Invoices are a powerful feature within the OptCulture platform that allows you to create and manage electronic receipts and invoices. This feature is essential for businesses looking to automate their billing processes, reduce paper waste, and provide ...
Loyalty Program
Customer loyalty programs are a powerful tool to engage customers profitably, increasing both visit frequency and purchase value. The OptCulture loyalty module is a flexible and comprehensive system that allows you to create and customize various programs to r...
Gift Card Program
The Gift Card Program in OptCulture is an end-to-end solution that allows your customers to purchase, gift, and redeem gift cards seamlessly across your stores. By offering a flexible and convenient gifting option, you can attract new customers, increase sale...
Referral Program
OptCulture's Referral feature allows you to build automated, word-of-mouth marketing campaigns by rewarding both the referrer (your existing customer) and the referred customer (the new customer). A well-structured program can significantly boost new customer...
Reward Program
A reward program is a feature that gives customers a bonus loyalty balance for specific actions or behaviors, in addition to their regular loyalty rewards. It's different from a traditional loyalty program because it doesn't reward every single purchase; inste...
Franchise User Management
The Franchise User Management feature is designed for businesses with multiple stores or franchise locations. It provides a powerful framework for centralized brand control while empowering individual stores with the autonomy to manage their local marketing ef...
Interactive E-Receipts
OptCulture's interactive E-Receipt feature transforms a simple transaction record into a powerful, data-driven customer engagement tool. This guide provides a comprehensive overview of how to create and customize dynamic digital receipts. By combining transac...
Reports
OptCulture's reporting and analytics suite is designed to give you a real-time, 360-degree view of your marketing, loyalty, and customer engagement efforts. The reports transform raw data into actionable insights, helping you understand customer behavior, meas...
Flows
The Flow Automation feature in OptCulture allows you to create powerful, automated workflows that respond to specific customer actions. Instead of manually sending messages or offers, you can set up a "flow" that automatically performs a series of actions when...
Simple Segments
Creating Simple SegmentsManaging the SegmentsBest PracticesCommon Use CasesTroubleshooting & FAQs
Super Segments
While Simple Segments are perfect for creating granular audiences based on rules, Super Segments take your targeting to the next level. This advanced feature allows you to create highly specific audiences by combining your existing Simple Segments using powerf...
Email Campaigns
The Email Campaigns feature is your all-in-one solution for creating, sending, and analyzing beautiful, effective marketing emails. This powerful tool is designed to help you connect directly with your audience's inbox, whether you're launching a new product, ...
SMS Campaigns
Creating an SMS campaign on the OptCulture platform allows you to send text messages to your contacts. The process is a simple, step-by-step procedure.
WhatsApp Campaigns
This guide provides a comprehensive overview of how to create, launch, and manage WhatsApp campaigns using OptCulture's dashboard. Learn how to set up, personalize, schedule, and send targeted WhatsApp messages to engage your audience effectively.
RCS Campaigns
This guide provides a comprehensive overview of how to create, launch, and manage Rich Communication Services (RCS) campaigns using OptCulture's dashboard. RCS allows you to send enhanced, interactive messages with branding and rich media.
Push Notification Campaign
A push notification campaign allows you to send direct, timely, and engaging messages to your customers' mobile devices or browsers, helping you capture their attention immediately. These notifications appear as clickable pop-up messages, and you can send them...
Customer Visits
The Customer Visits report is a powerful analytical tool designed to help you understand customer visit patterns, measure repeat purchase behavior, and drill down into individual sales transactions. By analyzing how often customers return and the time between...
NPS Report
The Net Promoter Score (NPS) is a crucial, industry-standard metric for measuring customer loyalty and predicting business growth. The NPS Report in OptCulture provides a comprehensive, multi-layered view of your customer feedback, allowing you to move from a ...
Sales Report
The Sales Report is your primary dashboard for monitoring the top-line financial and customer performance of your business. It provides a comprehensive, two-level view: Sales Overview (The "Macro" View): A high-level dashboard showing your key performance ind...
Store Level Report
The Store Level Report is a powerful, multi-tab dashboard designed to provide granular insights into the performance of your individual store locations. Instead of only viewing company-wide data, this feature allows you to drill down into a specific store to a...
Purchase Basket Analysis
The Purchase Basket Analysis is an advanced reporting suite designed to help you understand complex customer purchasing patterns. It moves beyond simple sales reporting to answer critical business questions about product affinity, purchase journeys, and catego...
Simple Flow
This article focuses on creating a Simple Flow, which is designed for linear, "if-this-then-that" automations. A Simple Flow follows a direct path: A Trigger happens (e.g., a customer enrolls in loyalty).(Optional) The system waits for a period you define (e....
Advanced Flow
Troubleshooting & FAQs
Q: Why is the "Top Category Report" empty? A: This can occur if the customer is new and has not made enough purchases to establish a trend. It may also take some time for data from very recent purchases to be processed and reflected in the chart. Q: What is ...
Best Practices
Review Before Engaging: Before a customer service call or in-store interaction, take a moment to review the customer's C360 profile to understand their history and value. Maintain Data Accuracy: Use the Edit function to keep customer contact informati...
Part 1: Finding and Accessing a Customer Profile
Step 1: Search for a Customer To begin, navigate to the Customers section from the main menu. On the Contacts page, you can use the Search Criteria dropdown to find a specific customer. Step 2: Open the C360 View From the list of contacts, locate the cus...
Common Use Cases
Customer Service Inquiry: A support agent uses the C360 timeline to see a customer's recent purchase and quickly resolve a question about their loyalty points. In-Store Personalization: A store manager looks up a VIP customer by name, sees their "Top ...
Part 4: Interacting with Loyalty, Coupons, and Timeline
A. Loyalty Panel: This section shows a complete overview of the customer's loyalty status. Loyalty Adjustments: Click the Adjust button to modify a customer's loyalty account. A pop-up will allow you to adjust. Click Update to save the changes. B. Coupon...
Part 3: Managing Customer Information and Status
A. Editing Personal Details You can easily update a customer's information directly from their profile. In the Details section, click the Edit button. The Edit Contact Information screen will appear, allowing you to modify the customer informa...
Part 2: Understanding the C360 Dashboard
The C360 View is organized into several key sections to give you a complete picture of the customer at a glance. A. Profile Summary: Provides the Customer Information. You can also see their total Lifetime Spent and number of Orders. B. Key Me...
Creating a Simple Segment
Step 1: Navigate to Segments To begin, navigate to the Segments section from the main menu. Click the + Create a Segment button to start. Step 2: Choose Your Segment Type A pop-up will appear prompting you to choose between two segment types. Select Si...
Managing Your Segments
All saved segments will appear on the main Segments page. From there, you can manage them using the action icons, which allow you to Preview, Download, Export, or Delete the segment.
Best Practices
Start with a Clear Goal: Know what you want to achieve before you start building. Are you trying to increase repeat purchases, win back lost customers, or promote a new product line? Use Descriptive Names: A segment named "Q4_HighSpenders_Womenswear" ...
Common Use Cases
Post-Purchase Follow-up: Use the Purchase Date rule to send a feedback request or product review survey a few days after a customer's order. High-Value Customer Segment: Combine a Customer Rule (Loyalty Tier = Gold) with a Purchase Rule (Total Purchas...
Troubleshooting & FAQs
Q: Why is my segment showing 0 contacts after I added rules? A: The criteria you have set may be too specific, resulting in no customers matching all the rules simultaneously. Try removing rules one by one and refreshing the count to see which one is too rest...
Understanding the Logic (Include, Exclude, All, Any)
A Super Segment is built using two main actions (Include and Exclude) and two logic operators (All and Any). Include: This action defines the initial pool of customers you want to target. Exclude: This action removes a specific group of customers fro...
Creating a Super Segment
Step 1: Choose the Super Segment Type Navigate to the Segments page, click the + Create a Segment button, and select Super from the "Segment Types" pop-up. Step 2: Define Your Inclusion Rules This step creates your starting audience. Select Logic: Ch...
Best Practices
Build on Solid Foundations: Ensure your base Simple Segments are accurate and well-defined before you start combining them. Use Descriptive Names: A name like "VIPs_Excluding_RecentShoppers" is much clearer than "Super Segment 1." Start Simple: B...
Common Use Cases
Finding a Niche Audience To target customers for a new high-end product, you could set Include All of "High Spenders," "Purchased in Last 30 Days," and "Loyalty Tier: Gold". Creating a Suppression List To avoid message fatigue, Include Any of your tar...
Troubleshooting & FAQs
Q: Why is my Super Segment empty? A: Your logic is likely too restrictive. An INCLUDE ALL rule on two simple segments with no overlapping customers will result in zero contacts. Similarly, an EXCLUDE ANY rule might be removing everyone from your Include group...
Create a New Contact List
Step 1: Navigate and Create To begin, navigate to the Contact Lists section from the main menu on the left. Click the + Create New List button to create. Step 2: Providing Insights List Name: Give your list a clear and descriptive name (e.g., "August ...
Managing and Updating Your Contact List
After saving, your new list will appear on the "Existing Lists" page. Previewing a List Click the Preview (eye) icon. Updating a List If you need to add more contacts in an existing list, you can update it with a new file. From the preview screen...
Best Practices
Data Hygiene: Before uploading, ensure your .CSV file is clean and properly formatted. Regularly remove invalid or outdated contacts to improve campaign performance. Clear Naming Conventions: Use descriptive names for your lists (e.g., "Trade Show Lea...