Welcome to the My Customers section of your business!
This section displays customer data that has been cleaned and aggregated from all channels. The section will provide information about your customers' purchasing habits, location, purchase history, and demographics. This information is critical in developing marketing strategies to achieve the best results.
To navigate to the My Customers tab, click on My Customers on the left toolbar.
In this section, you can export the cleaned data from the Mortal portal to your local system.
The section includes six main pre-built segments.
My Top Spenders – These customers have made the majority of your customer purchases.
My Most Loyal - These customers are dedicated to your company and willing to purchase from you repeatedly.
Recent First-Time Purchases – These customers have recently made their first purchase from your business.
Customers Most Likely to Churn – Identifying the underlying patterns in a customer’s behaviour allows us to predict their actions in advance and align our practices to best suit them.
Target Market for Maximum ROI – Mortar Discover helps identify your most profitable customer segments that will deliver the best results compared to your average customer base.
The section also allows you to search for specific data using a simple search and an advance search.
The Advanced Search feature allows you to search for a combination of fields based on your requirements. It includes a query field for performing multiple operations in order to create rules for searching for specific data. By clicking on Advanced Search, you can save the query and run it whenever you want to get the results you're looking for.
The Advanced Search function's right section displays a list of all saved queries that will be used in the future.
This section includes All Products button which includes the available product drop-down with a quick search and filter option.
The Settings tab, which has a small gear icon in the right-hand corner, gives you a lot more flexibility for customizing variables based on your needs.
It will allow you to change field placeholders, add fields, and remove unnecessary fields.
Single Customer View
When you click on the arrow before the customer’s name in the list, it leads you to a single customer view displaying the customer details and behaviors.
