Other data types in Custobar
- Introduction
- Main views
- Building campaigns
- Other data types in Custobar
- Content templates
Products
Products are items you are selling, which has a sku or an id, title, category, price and a picture among other product-related properties. Products can also have customer fields. Custobar has support for configurable products, such as a shirt, with various colours and sizes underneath. Products are linked to sales and for example browse events, through which you can search out customers who have bought or browsed a specific product, product category or type.
Sales
Sales in Custobar are the customer transactions from online and offline store sent to Custobar either from the eCommerce store or from the ERP system. The sales are linked to customers, so they are used in calculating the customer KPI’s like Total Purchases and Sales count, but also for audience statistics and conversion for the campaigns.
Sales in Custobar can be in several different states, just like in eCommerce or ERP system and this affects if they are counted to the sales total of an individual or conversion of a campaign. Sales can consist of several products and can be linked to a specific store (online or offline).
Read more about the Sales view.
Events
Events in Custobar are events/actions that are linked to a specific customer of yours and are significant for your marketing, sales or customer service. They are used in Custobar to compile statistics (for example email opens or email clicks of an email campaign), are important base for segmentation (like Browses from your ecommerce store), or are used to trigger automated campaigns (Order paid event that triggers an order confirmation SMS and email).
The most common event types are MAIL_SUBSCRIBE, MAIL_UNSUBSCRIBE, MAIL_OPEN, MAIL_CLICK and BROWSE. In addition to these basic events, you can also send custom events to Custobar of customer actions that you would like to use in marketing. Example of this could be that a customer has taken part in a competition on your site, for which the event could be COMPETITION_ENTRY and as data in the event there would be the customer email address and their answer. This is useful as this way you can collect interested customers to marketing lists, but you can also use the event to automate a thank you message for the customers who attended.
You can read more about the events, or continue to Content templates.
User Guide
- 1. Introduction
- 2. Main views
- 3. Building campaigns
- 4. Other data types
- 5. Content templates
Main views
- Customer 360° view layout configuration
- Customers view
- Customer page symbols
- Products view
- Events view
- Dashboard view
- Cohort Analysis
- In-store interface
- Sales heat map
- Pin code for in-store interface
- Customer change history
- The new search blocks
- Sales view
Email campaigns
- Campaign statistics view
- Create your own template with the template designer
- Custom utm_source tags
- How to add coupon codes to your campaign
- Customer satisfaction survey
- Unsubscribe survey & report
- Email sender authentication
- IP address warmup
- Product recommendations
- UTM Tags
- How to purchase email or SMS credits?
- Creating and editing a template
- Audiences in Custobar
- Create a campaign for a fixed recipient
- How to use Custobar stickers on product images
- Creating an email campaign action — Whole process
- Link an Unsubscribe page to a mailing list
- Call to action email module
- A/B testing in Custobar
- Email campaign video tutorial
- Email content editor video tutorial
- Template designer video tutorial
Banner campaigns
- Setting up banner campaigns
- Campaign statistics view
- Audiences in Custobar
- Create a campaign for a fixed recipient
SMS campaigns
- Creating an SMS campaign action
- Campaign statistics view
- How to purchase email or SMS credits?
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Two-way SMS
External campaigns
- Campaign statistics view
- Audiences in Custobar
- External campaign configuration for data extraction
- Create a campaign for a fixed recipient
- Creating an External Campaign Action
- Google Ads Customer Match integration
- Google Ads Customer Match integration tutorial video
Push campaigns
- Campaign statistics view
- How to set up a push action
- Audiences in Custobar
- Create a campaign for a fixed recipient
Add-ons
- How to add coupon codes to your campaign
- Product recommendations
- How to use Custobar stickers on product images
Data integrations
Importing and updating data
- Updating data of multiple customers at once
- Adding a new user to Custobar
- Deleting customers in bulk
- Adding, updating and removing customer's mailing lists
- How to send events from a website
- Promoting customers
- Setting up Custobar - Zapier integration
- Data import file templates
