Everytime you open up Custobar you are welcomed with Custobar’s dashboard, which gives you a quick overview of what is going on in your customer base. In this article you will find a basic description of all the features you see in the dashboard and links to the specific articles about information provided.
On the top of the page, you will find the main navigation and the sub-navigation of the Custobar. You will learn what they include and how they function in other articles: Customers, Customer Page, Sales, Products, Events, Campaigns, Settings and User Management. If you are using more than one environment, you will also be able to see which one you are using (In this example, the Acme environment) and which user is logged in (In this example, CK is logged in). This view also shows “go-live”, indicating that this is just a test version and would require the Admin to put it in production mode.
- New customers: Total of new customers in Custobar in the period. All customers have date_joined value, even if it is not explicitly given. For example, if a customer is created from an email subscribe, its date_joined defaults to the date of that event. However, if that customer later joins in as a registered customer, it may be given a new date_joined.
- Total contacted: Total of customers contacted in campaign over the period
- Active customers: Total of customers clicking, browsing, buying or opening in the period
- Number of buying customers: Total of customers who made a purchase in the period
- Total value of orders: Total monetary value of the orders in the period
- Total number of orders: Total of sales in the period
- Average order value: Average monetary value of all sales in the period
- Average items per order: Average of items in all sales over the period
- Average delivery rate: Average delivery rate over the final audience size.
- Average open rate: Average open rate over the delivered messages
- Average click rate: Average click rate over the delivered messages
- Average unsubscribe rate: Average unsubscribe rate over the delivered messages
Key performance indicators (KPI)
Here you will find the real time data of the most important KPI’s of your customers. You can switch for example from the total customer population and its evolution to the RFM Matrix to identify trends within your customer base. This is done simply by clicking the tab button.
As said above, the Recency-Frequency-Monetary value matrix will be available for you to review based on real-time customer data.
Custobar’s RFM matrix allows you to identify your new, VIP, passive and “lost” customers based on when they have been active and how often they have purchased, and quickly launch campaigns to reach these different groups. You can identify and compare these groups and immediately see where the most revenue is coming from.
The terminology used in the RFM data is the following:
- Recency – The freshness of the relationship between your brand and your customer; based on the date when your customer last made a purchase from you (online or offline)
- Frequency – The measure of demand; how many times your customer has bought from you
- Monetary value – This can be seen either as a monetary value or the proportional value of every selected group of customers compared to the rest
The RFM matrix shows data for all customers, but it can also be setup to split specific audiences data, if you want to keep a close look at selected segments of your customer base. Just contact Custobar support with the data you want to see there and we will take care of it for you.
Customer satisfaction survey
“How likely is it that you would recommend [brand/company] to a friend or colleague?”
This simple, widely used research-based survey allows you to make comparisons both within your company and against the standard within your industry.
Note! Custobar offers this feature for an additional monthly fee.
Here you can see a quick summary of the KPIs for your saved audiences. Just like for the RFM matrix, Custobar support can take care of setting up the environment to your liking once you have specific audiences in mind.
- Email campaign video tutorial
- Email content editor video tutorial
- SMS campaign video tutorial
- Template designer video tutorial
- Setting up banner campaigns
- Updating data of multiple customers at once
- Campaign statistics view
- Audiences in Custobar
- Product recommendations
- How to use Custobar stickers on product images
- How to set up a push action
- Product recommendation API
- Adding, updating and removing customer's mailing lists
- IP address warmup
- Create a campaign for a fixed recipient
- Creating an email campaign action — Whole process
- Creating an External Campaign Action
- Customer satisfaction survey
- Deleting customers in bulk
- How to add coupon codes to your campaign
- Custom utm_source tags
- UTM Tags
- External campaign configuration for data extraction
- How to purchase email or SMS credits?
- Creating an SMS campaign action
- A/B testing in Custobar
- Two-way SMS
- Customers view
- Customer 360° view layout configuration
- Adding a new user to Custobar
- Campaign statistics view
- Audiences in Custobar
- Create your own template with the template designer
- Customer page symbols
- Creating and editing a template
- Products view
- Events view
- Dashboard view
- Shopify Plugin
- Email sender authentication
- Unsubscribe survey & report
- Customer change history
- The new search blocks
- Sales view