The customer management section serves as your cozy hub for nurturing customer relationships. It offers you everything you need, from tracking customer orders and uploading contact lists to analyzing customer lifetime value. With these handy tools, you’re empowered to build stronger connections and foster meaningful engagement.
Key features of customer management
Customer list
Access a comprehensive, searchable list of all your customers. Filter, sort, and search by key metrics such as name, email, order count, and last purchase date. Learn how to navigate the list in How to manage customer list.
Customer details
Dive into individual customer profiles to review detailed metrics like Average Order Value (AOV), Customer Lifetime Value (CLV), and order history. Learn more in View customer details.
Add and upload customers
Easily onboard new customers by adding them individually or uploading a CSV file. Learn how to do this in Adding your customers.
Tags and segmentation
Organize customers into segments by adding tags (e.g., VIP, Repeat Buyers) for targeted campaigns or easier filtering. See [Using Tags for Customer Segmentation].
Bulk actions
Save time by managing multiple customer records at once. Bulk actions include tagging, exporting, or emailing customers.
Metrics and insights
Track important customer metrics such as:
Total orders
Average Order Value (AOV)
Customer Lifetime Value (CLV) Use these insights to identify top customers and tailor your marketing strategies.
How to use the customer management section
Access the customer list
Navigate to the Customer Management tab in the left-hand menu to view all customers associated with your distillery.
Search, filter, and sort
Use the search bar, filters, or column sorting to quickly find specific customers or groups.
View customer details
Click on any customer’s name in the list to access their detailed profile, including order history and contact information.
Add or upload customers
Use the + New Customer button to add customers individually or upload a CSV file to import multiple contacts at once.
Tag and segment customers
Add tags to categorize customers for marketing campaigns or to prioritize customer support efforts.
Export customer data
Download customer data for further analysis or to integrate with other tools.
Best practices for managing customers
Keep customer data updated: Regularly review and update customer information, such as shipping addresses or contact details, to avoid issues with order fulfillment.
Segment your audience: Use tags to create customer groups like VIPs or First-Time Buyers for targeted marketing efforts.
Leverage metrics for insights: Monitor CLV and AOV to identify your most valuable customers and tailor promotions to boost engagement.
Use bulk actions wisely: Apply tags or export customer data in bulk to save time and streamline workflows.
What’s next?
Now that you’re familiar with Customer Management, here are your next steps:
Explore the customer list: Learn how to navigate and filter the customer list in How to manage customer list.
View customer profiles: Dive into individual customer details in View customer details.
Upload contacts: Get started with adding and importing customers in [Adding your customers].
Start Segmentation: Use tags to organize your customers in [Using Tags for Customer Segmentation].
Need assistance? Contact Partner Success for help.