Customers & Segments

Know every customer, then act

Bring customer records, purchase history and rewards together across channels. Find the right audience, keep segments up to date, and follow up with messages or offers from the same place.

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One Customer Record

Know every customer as one person, on every channel

Match customers across your online store, marketplaces, chat and outlets using their account, email, phone number or member code. Keep spending, membership and rewards together in one record.

Customer Profile

Understand any customer before you reply

See purchases, membership, rewards and notes in one profile. Customer summary (Beta) turns that history into a short paragraph, helping any staff member pick up the conversation with context.

Filters & Actions

Find any group of customers and act on it today

Filter by purchases, location, cart activity or unused points to find the customers you need. Select the results to send a broadcast or assign a voucher.

Saved Segments

Save an audience once and let it keep itself current

Save your conditions as a segment, or start with a template. Preview who matches, then let the audience refresh daily so it stays ready for your next campaign.

Automatic Scoring

See who is slipping away and who matters most

Score customers who bought in the past year by how recently, how often and how much they buy. Use Top Spender, Potential, New and Losing segments to spot who needs attention.

Audience to Action

Turn a segment into a message, a voucher or a reward

Send a broadcast, assign vouchers or points, and manage membership directly from a segment. Your selected audience carries into the broadcast composer, so there is no list to rebuild.

Customer Import

Bring your existing customers with you

Import customers from CSV or Excel with their membership, points, credit and past spending. Match records by email or phone number, and export your customer list whenever you need it.