What you get
A directory of everyone with their timeline (visits, purchases, emails, calls, bookings, support), designations like Power user, and segments by plan, source, product, activity, and behavior (abandoned checkout, never bought, booked, called, gone quiet). Emails use your templates with fill-in fields, optional AI tailoring, and results for each send.
Steps
- Admin → Customers: filter to a group, for example "Started checkout but didn't buy".
- Choose Message these customers, write the email (or start from a template), and preview it for a real customer.
- Confirm twice to send. Results (delivered, opened, clicked, orders after clicking) appear on the message's page.
Check it works
Send a test campaign to a small segment that includes you, then watch your open show up.
What the video covers
- Reading a customer's timeline
- Building a segment and messaging it
- Templates, fill-in fields, and AI tailoring