Four tasks analyse your customers and return an Analysis: who your best customers are, who’s slipping away, whether engagement is rising or falling, and where a funnel loses people. Each says what its figures count and over which period.
Who are my best customers?
How many of your best and most loyal customers there are, and what to send them. It has no questions, so it starts straight away.
- What it reads: your purchase-based customer groups (RFM), scored daily from your transaction event and its amount.
- What you get: the size of your champions and loyal groups out of all scored customers, and what to send each, such as early access, a thank-you or a referral ask. It doesn’t suggest discounts they don’t need.
- Follow-up: Draft the champions segment, a segment of contacts in the champions group.
If no purchases have been scored yet, it explains what to send so customers can be scored.
Spot and recover at-risk customers
How many customers are at risk or already lost, and which to act on first. It has no questions.
- What you get: the size of the at-risk and lost groups. At-risk customers can still be kept; lost ones are a cheaper last try.
- Follow-up: Draft the at-risk segment. Ask for a message and it drafts a win-back email campaign to that group instead, with an offer only if your business summary gives one.
Customer groups keep no history, so this task never says a group is growing. Save the segment to follow its size from then on.
Audience engagement trends
Whether clicks are rising, flat or slipping, since when, and the hours and days your contacts engage. Its one question, Window, is 90 days by default (28 to 366).
- What you get: the click rate per message, comparing the first full week of the window with the latest, then the open rate the same way. Clicks lead, because opens include those mail apps and scanners make by themselves. A week still under way is marked as partial. Then the hours and weekdays your contacts open and click most, and one thing to try.
- Follow-up: Re-engage quiet contacts, which starts that task. See Win back customers.
Where does our funnel lose people?
How many people reach each step of a sign-up, trial or checkout funnel you choose, and where most drop.
| Question | Default | Range |
|---|---|---|
| The steps, in order | Two empty steps; choose an event for each | 2 to 5 events |
| Days to finish | 7 | 1 to 90 days |
| Window | 30 days | 7 to 366 days |
- What you get: the contacts reaching each step and the biggest drop, with its rate and how many dropped, for example of the 400 who started checkout, 180 completed an order: 45%. A step nobody reached is checked against your events before it’s treated as a real drop. It suggests what to try, but never claims to know why people dropped.
- Follow-up: ask, and it can draft a journey for the drop, such as an abandoned-checkout reminder.
It needs funnel reports, included on Starter and above.