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Qubriux Knowledge Base

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FAQs, blog posts etc.

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My Customers

My Customer Screen can be accessed from the left panel as the last option. It has a drop-down of All Customers, Segments, and Suppression Lists.

All Customers

All customers' screen has two sections: ‘Customer Insights’ and ‘Customer list’.

Customer Insights

‘Customer Insights’ provides crucial information about customer acquisition and retention patterns. It also informs you about the exact number of customers with you today. The count and the graph will see a change based on the tabs selected from the top pane. Clicking on different pre-set tabs will present different data insights.

If you wish to see the recent activity of the store, you can toggle around with time-based filters too - ‘All-Time’ and Last week

Customer list

The ‘Customer List’ is a complete list of all your customers (set to display data from the last 30 days by default). It provides raw data to analyze the buying pattern and behavior of your customers. It can be sorted as per Revenue, Orders & Purchase Frequency.

For every customer, you can access:

  • Name
  • Revenue: Last 30 days and All-time
  • Number of Orders: Last 30 days and All-time
    • Purchase frequency: Average number of orders placed in a month.
    • This is calculated such: Total number of orders placed/Total number of months from sign up
  • Last purchase date: To know when was the last time this customer made a purchase
  • Segments: Tells which segment is the customer part of.

Clicking on the name of the customer opens up a panel on the right-hand side which shows:

  • Customer name
  • Customer id
  • Customer since
  • Segments
  • Email of the customer
  • Average order value - Total purchase value/Total number of orders
  • Total number of orders
  • Total revenue
  • Recent orders
  • Recent Survey Feedback

The customer list can also be filtered on the basis of Segments. If you wish to analyze the customers of only one specific segment, click on Filters, choose the desired Segment and click on the ‘Apply filter button’ and TADAAA, your list will be sorted on the basis of a particular filter.

Segments

Segments’ allow you to classify your customers into meaningful aggregation. Based on similar characteristics and behavior, you can club customers together and engage them in an efficient manner. ‘Segment’s’ option can be found under the ‘My Customers’ tab.

On the main screen, you would find all the segments i.e.; Pre-set Segments by us and the Custom Curated Segments by you. For the start, you would only see the Pre-Set Segments which we have made for your ease of access. As you create a few of your own segments as per your business needs all of them with Pre-sets would be visible in the ‘All’ tab. Any segment can be searched by searching in the Search box just beside the options tab

 For every segment present you can see:

  • Total Revenue coming from all the current members of this segment
  • The average order value of the current customers of this segment. This is calculated by Total revenue divided by the Sum of the number of orders placed by each customer of this segment
  • Total customers present in this segment
  • Last 6-month variation of customer count

Pre-set Segments

Pre-set Segments are auto-created by Qubriux based on the behavior of your customers. We take into account the Recency, Frequency, and Monetary values of each customer to create these segments. You can view the rules by clicking on any segment. The pre-set segments can’t be edited or modified. If you wish to tweak these rules or create a similar one, you can clone the segment and edit them as per your needs.

Custom Segments

Qubriux allows you to create your own segments and target them as per your business needs. Clicking on ‘Create New Segment’ directs you to a screen where you can configure rules.

How to Create a Segment?

  • Click on the ‘Create New Segment’ button available on the right-hand top corner

  • Choose a name for your segment, which will serve as an identifier for this segment. You can rename if you wish too

  • Once you have named your segment, click on the CTA button on the center of the screen name ‘+Add your first condition
  • You would see a group of rules on the screen. A segment is nothing but a group of rules. Each rule has three parts:


    • Parameters: Fields based on which you seek to segment customers
    • Conditions: To evaluate the parameters chosen
    • Value: The desired value which parameters should match
  • Parameters are divided into three sections:

    • Customer: First Name, Last Name, Email, Phone, Number of days since last purchase, Customer since
    • Spend: Average weekly spend, Average monthly spends, Total spend till date, Average spend per purchase
    • Orders: Average weekly orders, Average monthly orders, Number of orders in last 365 days, Number of orders in last year, Number of orders in this year, Number of orders in last 6 months, Number of orders in last week, Number of orders in last month, Total number of orders
  • You can build sophisticated segments using Boolean operators with other groups of queries. 

 

  • You can also check the expected segment results by clicking on the ‘Preview’ button. It will tell you:

    • Expected number of people in the segment based on the rule
    • Spend distribution - To understand the spending behavior of the customers of this segment (About to be created) as compared to all customers.
    • Customer Overlap - To tell you how many customers are already being a part of other pre-set segments. If the overlap is high, you can choose to use a pre-set segment instead of creating a new one
  • Click on Save to save the segment and use it.

How to Edit a Segment?

Editing a segment is pretty easy.

  • Select a segment of your choice which you want to edit. On the top right corner, you will find an ‘Edit’ option, click that

  • The operation would direct you to the editing screen, where you can edit the existing rules for the segment

  • You can change everything starting from the name of the segment to all the rules existing presently
  • You can edit the ‘Parameters’ and add ‘Conditions’ as required
  • You can also proceed by adding a ‘New Group’ to the existing group to enhance the segments reach
  • Before saving the edited segment, use the ‘Preview’ button beside the Save Segment button to know:
    • Expected number of people in the segment based on the rule
    • Spend distribution - To understand the spending behavior of the customers of this segment (About to be created) as compared to all customers.
    • Customer Overlap - To tell you how many customers are already being a part of other pre-set segments. If the overlap is high, you can choose to use a pre-set segment instead of creating a new one

  • Once you edit the rules as per your needs click the ‘Save Segment’ button to save the updated rules

How to Clone a Segment?

Cloning’ of a segment helps in copying all the rules present in a segment as it is. And then if required the cloned copy can be edited to match the requirements for the segment.

  • To ‘Clone’ any pre-set segment or custom curated segment click on the ‘Clone’ button present beside the Edit button
  • As soon as you click that, you would be directed to an editing segment screen with the name of the cloned template with a suffix _clone. For example, if the original segment was named ‘New Customers’ the cloned template would be named as ‘New Customers_Copy
  • You can start by editing the name of the cloned segment

  • For steps on how to edit the segment, please visit the FAQ How to Edit a Segment

How to Delete a Segment?

How to Delete a segment is given step by step below:

  • You can delete any of the custom-made segments for your business
  • To ‘Delete’, select the segment you want to delete
  • Click on the ‘Delete’ button adjacent to the Clone Button
  • A popup dialogue box would appear to ask for the confirmation of deletion of the segment, click Delete on that if you wish to delete it

Point to note here, you cannot delete a pre-set segment. The Delete button for them will always remain Deactivated.

Suppression List

A suppression list includes all the email addresses of all the users who have opted out of your email campaigns by clicking on unsubscribe or marking your email as spam. Those contacts are added to the suppression list.

Why is a Suppression List required?

Each time you send an email campaign, Qubriux compares recipients' email addresses with those on the suppression list. If email addresses match the addresses on the suppression list, the email won’t be sent to those particular addresses. This means that you won’t accidentally or intentionally send any email to users who have opted out. Otherwise, universal email providers are more likely to bounce your emails hard, and you would have a hard time delivering your marketing messages in the future. 

Managing your suppression list

In Qubriux, you can either use Qubriux’s delivery domain or add your own domain.

The suppression list can be found on the left panel under My customers. Here you can see all the contact who have unsubscribed to your emails. Based on specific requests, you can manually add any contact to this list or remove any contact so that they can start receiving communication again.

Adding a contact to Suppression List

To add a contact to the Suppression list, you can click on ‘Add New Contact’ and then input the email address. Once a contact is added to the list, then for that domain, this contact will not be sent emails

Removing a contact from Suppression List

You can not remove a contact from the suppression list. The contacts are in the suppression list because either they did not provide their consent to receive emails or they have unsubscribed from your emails.

If you have any queries, don’t hesitate to drop a mail to cs@qubriux.com

 

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