Hi Seller Community!
Creating a consistent experience for your customers regardless of where, when, or how often they interact with your business is imperative, and this omnichannel experience is the new norm. You want to serve your customers where they are, whether that’s in person, online, or through third-party apps. For example, your customers may purchase something online, but choose to pick it up at a physical store or vice versa. Our new channel filters will help save you time when creating marketing campaigns to drive sales on specific channels, as well as give you deeper insights into your customers, like where customers are spending the most, how many customers are purchasing online vs. in-store, and more.
Customer Directory’s new channel filters enable you to better segment your customer base to spot trends, promote channels, and make more sales.
Below are some examples of ways to use channel filters to help build stronger relationships, stay top of mind, and drive traffic to your business in meaningful ways.
- Welcome new customers. A first time customer purchased a wine subscription. Welcome them and let them know about what foods pair best with the wines being sent to them.
- Cross promote sales on different channels (online to in-store and vice versa). A customer recently bought a coffee drink in-store, but you want to send them a coupon to incentivize them to buy coffee beans online. Send an email campaign thanking them for their coffee drink order along with a coupon to get them to buy coffee beans online.
- Remind lapsed customers to come back. A customer ordered Doordash delivery 30 days ago and hasn't made another purchase (in person or online) since and you want to send them a text message marketing campaign to get them to come back and order again.
Creating a channel filter is easy:
- Click on the + Create Group button from your Customer Directory
- Select Smart group, click Next
- Choose custom smart group, click Next
- Select Channel to define the customers in your group, click Next
- Customize the Channel details and add any additional filters, click Next
- Name your smart group
- Click Create group
- Then, click Send campaign to send an email or text message marketing campaign to your newly created audience
Check out our short use case video to see how different organizations can leverage the power of channel filters. Learn more about Customer Directory filters and groups here.
💡 Note: The channel filter doesn't include booking purchases from Square for Appointments and customers who only have booking purchases will not be included in the result.
Please let us know what you think or reach out with any questions.