Segment customer data with multiple filters. This article explains how to pull that data and market to those customer groups.
Customers
Go to CRM > Customers, then select various filters related to transactional behavior. For instance, 'cc expired' or 'no card on file'. You also have the option to checkmark 'Show only Subscribers' or 'Show only free shipping' to engage with customers who are in your loyalty programs.
You can also add customers in this section.
Click CRM > Customers.
Click the 'New Customer' button
The billing phone number (not shipped) is at the top of the page.
Newly added customers are set Active by default so you don't need to check that box.
Adding a new customer only requires the following fields:
Loyalty
From the VinesOS sidebar menu, go to CRM > Loyalty, then select from a variety of filters related to ordering behavior. Click Submit. This will show all customers who have purchased the wine products entered. From there, you can Export the list, if you like.
You also have the option to scroll down and send an email to this batch of customers with a VinesOS email or via Mailchimp by clicking on the Use Template tab.
