Docs
User guides
Get started
Video tutorials
Flow
Data imports and updates
- Importing lists manually
- Deleting customers in bulk
- How to delete customers from Custobar?
- Promoting customers
- Updating data of multiple customers at once
- How to recover a deleted customer?
- Data import file templates
- How to send events from a website
- Data schema configuration
- Adding, updating and removing customer's mailing lists
- How to take the Omnibus price fields into use?
Main views
- In-store interface
- New default audiences
- Pin code for in-store interface
- Customer 360° view layout configuration
- Products view
- Customers view
- Sales heat map
- Cohort Analysis - the best tool for tracking customer retention
- Customer satisfaction survey
- Customer page symbols and their meaning
- Events view
- Dashboard view
- Campaign statistics view
- Customer change history
- The new search blocks
- Sales view
- How to keep track of identified and unidentified sales from offline stores?
- Customer data export for GDPR reasons
- Insights
Audience and segmentation
Campaigns
- Transactional Messages in Custobar
- How to use Custobar stickers on product images
- Unsubscribe survey & report
- Product recommendations
- External campaign configuration for data extraction
- Creating an External Campaign Action
- How to set up a push action
- A/B testing in Custobar
- Call to action (CTA) email module - Mini survey
- Creating an SMS campaign action
- Create your own template with the template designer
- How to get the image URL in Custobar?
- Facebook Custom Audience integration
- Link an Unsubscribe page to a mailing list
- Custom utm_source tags
- UTM Tags
- How to add coupon codes to your campaign
- Product recommendation API
- Creating an email campaign action — Whole process
- Setting up banner campaigns
- Two-way SMS
- Sanoma integration and campaign
- Automated campaigns
- Facebook Conversion API
- How to personalize the content of your newsletter for a given reader
- How to set up a welcome automation
- Setting up an abandoned cart reminder
- How to handle blocked emails
- How to add extra filtering in automations triggered by Events.
- How to add a call-to-action (CTA) module into email templates?
- How to take the abandoned basket email module into use?
Integrations
- How to install Custobar.js tracking script with Google Tag Manager?
- How to delete a customer if your Custobar is connected to Shopify?
- How to track adds to basket in Custobar using Google Tag Manager?
- Houston Analytics Armstrong One integration
- User guide for Custobar's Magento 2 integration
- Developer guide for Custobar's Magento 2 integration
- How to install the Custobar tracking script to Shopware 6?
- What data is imported from Shopware 6 into Custobar?
- How to remove the Shopware 6 integration and uninstall tracking?
- What is Custobar’s Shopware 6 integration?
- How to connect my Shopware 6 store to Custobar?
- Setting up Custobar - Zapier integration
- What data is imported from MyCashFlow into Custobar?
- How to connect multiple Shopware 6 saleschannels with Custobar?
- How to connect MyCashflow with Custobar?
- How to connect my Shopify store to Custobar?
- How to connect my WooCommerce store to Custobar?
- How to connect Triggerbee with Custobar?
- What data is imported from Lemonsoft into Custobar?
- How to connect several MyCashflow versions (stores) with Custobar?
Settings
- What is the default product language in Custobar and how to select it?
- What are the different Custobar user roles?
- What is the monetary unit in Custobar and how to change it?
- How to purchase email or SMS credits?
- How to manage Google user rights in Custobar?
- How to add a new user to Custobar?
- How to check which users have two-factor authentication (2FA) turned on?
- How to enable two-factor authentication (2FA)?
- Creating magic product filters
- Email sender authentication
- IP address warmup
- Creating and editing a template
- Goal pages and generating new touchpoints
- Notifications dashboard
- How to manage Azure authentication in Custobar?