🎯Customer Segmentation

Managing and Utilising Your Customer Data Effectively

In this section, we’ll delve into the Customers (CRM) feature, a key resource for effective customer segmentation and management. You’ll see how to access detailed customer data—such as names, phone numbers, device information, and the specific card they’ve installed—giving you a holistic understanding of your audience and their behaviors.

We’ll also walk through the importer and exporter tools, which allow you to easily export your existing customer database or import records from an .XLS file. With your customer data in place, you can swiftly create and distribute digital cards tailored to each segment’s needs. Plus, we’ll show you how to send bulk email invitations, making it simple for customers to install these digital cards.

By the end of this video, you’ll know how to fully leverage your CRM data—empowering you to enhance your engagement, streamline your promotions, and nurture stronger relationships with your customers.