Customer Data Management
Import, export, transfer, and segment your customer database for targeted marketing and analysis.
Importing and Exporting Customer DataComplete guide to importing and exporting customer data. Learn how to bulk import customers via CSV, transfer rewards from other systems, export for backup and analysis, and manage large customer…
Transferring Customers with Reward BalancesLearn how to migrate customers from other loyalty systems with balances intact. Step-by-step guide to importing customers, preserving stamps/points/rewards, and ensuring seamless transitions without reward loss.
Customer Filters and Segmentation - Creating Target GroupsLearn how to segment customers using filters and RFM analysis. Complete guide to targeting specific groups, creating marketing campaigns, identifying at-risk customers, and maintaining database quality.
RFM Customer Segmentation - Analyzing Purchase Behavior (Recency, Frequency, Monetary Value)Learn how RFM analysis automatically segments customers by recency, frequency, and value. Complete guide to identifying Champions, at-risk customers, customizing segments by industry, and targeting marketing campaigns.