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How to apply CRM best practices ?

Plan your campaigns in advance

Establish an annual calendar by aligning your sends with key events (holidays, establishment anniversary, seasons…) to maximize their impact.

Segment your database

Use filters and lists to precisely target your customers based on their habits (order frequency, accumulated points, last visit…). A targeted message is always more effective than a global send.

Test before sending

Run tests to validate the rendering of your emails and SMS before sending to your entire database.

Automate key moments

Prioritize setting up these 4 scenarios: welcome upon registration, birthday offer, unlocked reward notification, re-engagement of inactive customers.

Analyze and adjust

After each campaign, review the statistics to identify what worked. Adjust your next sends accordingly.

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