Articles on: CRM functionality

Customer & order data

Go to the customer section

A. Select Customers

You can add tags for later usage.

Check out the client his complete Loyalty usage by clicking on the button "View the history".

This sections shows you to which personas this client complies to.

Latest interactions: get insight about what interactions this clients typically does.
It can help you to gather data which can be used to improve your conversion funnel or set up future interactions.

B. Select orders

This section gives you an overview of all your orders.
The top bar shows you a quick overview of the total amount and some averages.

Do you want personalise your orderanalysis from SAYL data? Just extract the data in excel using one of the 3 buttons and gain your own insights.

Gain insights of specific orders by just clicking on them.

Updated on: 19/05/2023