Introduction
The People tab is designed to provide a comprehensive overview and management system for your customers or members. It allows you to access detailed information, perform targeted searches, and manage customer records directly from the backend.
Why is a Customer Database Important?
Improves Customer Relationships
A detailed customer database allows you to understand your customers better, enabling personalized and timely communication.Increases Marketing Efficiency
By segmenting your database, you can target specific customer groups with tailored campaigns, leading to higher engagement and conversion rates.Enhances Customer Retention
Tracking customer interactions helps you identify opportunities for upselling, cross-selling, and loyalty programs.Supports Data-Driven Decision Making
Analyzing customer data helps you spot trends, predict customer behavior, and refine business strategies.
Here’s a breakdown of the key features available in this section:
1. Overview of Customer Information
Provides a complete overview of your customers' detailed information. This includes personal details, contact information, purchase history, points balances and any other relevant data associated with each customer. This overview is easily accessible, making it simple to stay informed about your customer base.
2. Filter System for Targeted Searches
To help you manage and segment your customer data, the People tab includes an advanced filter system. This system allows you to:
Search for specific customers based on various criteria (e.g., name, email, location, purchase history).
Sort customers into targeted segments for marketing or customer service purposes.
Save and reuse your filter settings for future use.
3. Create or Edit Member Information
From the People tab, you can also:
Create new members: Add new customers to your system by entering their information directly through an easy-to-use form.
Edit existing member details: Modify customer data, update contact information, and make any necessary changes to a customer’s profile.
These options ensure that customer information is always up-to-date and accurate.
By clicking on an individual profile view, you gain deeper insights into their specific data, allowing for a more comprehensive understanding of their preferences, behaviors, and interactions.
The People tab is a powerful tool for managing your customer or member data, offering everything from detailed customer profiles to flexible search and editing options. Whether you need to gain insights into your customer base, segment for targeted campaigns, or update member information, the People tab is your go-to resource.