Customers (CRM)
👨Customer Profile
Last Updated: July 1, 2025A closer look into the customer profile access and creation 1. Upon successful login, navigate to the left-hand menu. 2. From the modules listed here, click the icon. Doing so takes you to the Customers screen. 3. The screen starts off with the Customer base heading under which 4 tiles are present to display meaningful...
🔃Import / Export
Last Updated: July 1, 2025Learn how you can import records from Customers section Bonus Pink > Left-Hand Menu > Customers 1. Follow the above-mentioned workflow to land on the Customers screen. 2. Navigate to the Customer Import tile. Here, a .CSV template is maintained by Bonus Pink to make the import process hassle-free. 3. To download the import template,...
🗃️Customer Filters
Last Updated: July 1, 2025Overview of the customer base filtration options Customer filtration by parameters and filter groups have been added to the customer base 1. Filters include the following parameters: Filters can overlap on an AND/OR condition. Filter can include: For example, the “Card balance” filter 1. Filter Groups are ready-to-use presets based on filters. Each filter in...
📊RFM Analysis
Last Updated: July 1, 2025Segment your clients automatically by their purchase behavior RFM, also known as RFM analysis, is a type of customer segmentation and behavioral targeting used to help businesses rank and segment customers based on the recency, frequency, and monetary value of a transaction. RFM marketing can help marketers and small business owners determine their target audience...