Overview
As a retailer, you may face a variety of customer types -- from a one-time shopper to a lifetime loyalist. You may want to segment your customer base by capturing relevant data and creating unique workflows based on these data points. Therefore, it's important for you to capture data and act on data at the user level.
The following example describes how you might configure your user fields and business rules to optimize how you support your customers based on their information.
Skill Level: Beginner
Time Required: 30 minutes
Ingredient List
- 2 date fields
- 1 numeric field
- 2 dropdown fields
- 1 trigger
Instructions
User fields
For a retail customer, you may want to capture the following types of information about your customer:
| Name of field | Field type | Field options |
| Date of last purchase | Date | Manual entry, via the API, or via bulk import |
| Subscription renewal date | Date | Manual entry, via the API, or via bulk import |
| Average annual spend | Numeric | Manual entry, via the API, or via bulk import |
| Service level | Dropdown | "Platinum", "Gold", "Silver", "Bronze" |
| Social influence | Dropdown | "High", "Medium", "Low" |
The user fields on the user profile would look like this:
Triggers
With the ability to capture more granular data on the user profile, you can create dedicated workflows that are more tailored to the needs of your customer.
For example, for a customer on a platinum service level or one that spends over $1000/year with your business, or has high social influence, you can create a trigger to automatically set the priority of the ticket to high and loop in special agents or managers within your team.
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