Customers

Status: working.

Open Customers in the menu.

What you get

Who buys from you, how many times and how much they brought you in €.
Whose time has come for a new order, with the potential in €.
Segments, with each one's past sales.
Groups: who is drifting away and what to send them.

What you need

A connected store or a file with orders. See First steps.
For groups and “Time for a new order”: the Growth plan or higher.

One person, one card

If Maria ordered with two emails and one phone, you see her as one customer.

We join by ourselves only on an identical phone or email.
With the same name and address but a different phone, it says they are probably the same person. You decide.
A phone used by many joins nobody.

What is in the card

Orders, delivered, refusals, returns, disputed payments.
Value: only what was delivered, without what was returned.
Profit from Money. If prices are missing, it says “incomplete”, not 0.
A label for you only: trusted, caution (one refusal), risky (two refusals or high risk from Shield).

Groups

We show who buys often, who is drifting away and who has already left. You need at least 30 clients with a delivery. The groups work themselves out.

Open Clients → Groups.
Press See who to see the people. You can download the list.
Press the group's button, for example Win them back.
Pick a day and press Turn on. The e-mails go out on their own every week after 09:00.

You need a connected e-mail. Only people who agreed and have no refusals get one. If orders from the e-mails start coming back, we stop on our own and show you why. Discounts and client value by channel are on the Pro plan. On Shopify automatic e-mails do not work yet, but you can download the lists.

Segments

Group	Who
New	one order
Repeat	at least two
VIP	the top 5% by value, at least 3 delivered, no refusal
Sleeping	no order for over 90 days or twice the usual interval
Risky	refusals or high risk
Never delivered	no parcel delivered

Time for a new order

If a customer buys about every 30 days and the last order was 28 days ago, they go on the list: up to 20 people a day. Risky customers, unsubscribed ones and customers with a disputed payment or a recent return do not go on it.

What to do now

Connect the store and the courier.
- Customers arrive by themselves with the orders.
Open Customers.
- All: search, pick a group, download a CSV. Click a row for the card.
- Time for a new one: press Send email or Send to all. Anyone without consent stays for a call: Done, Not now or Not for them.
- Returning: how many buy again.
- Same person?: choose Merge or Not the same. You can undo a merge for 5 seconds.
- Settings: the group limits.

If something goes wrong

What you see	What to do
“Sending isn’t turned on yet.”	Write to us. We turn it on from our side.
“Little data” instead of a figure	At least 30 customers and 20 repeat ones are needed. The figure comes by itself.
A customer is missing from the list	They may be risky, unsubscribed or without history.

Questions

Is a purchase consent for emails? No. An unknown consent means “no”.

Do you keep phones? Yes, encrypted. While the store is active and 30 days after the subscription.