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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 ...

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...

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...

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 ...

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...

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...

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...

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...

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.

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" ...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...