BiznessApps includes the ability to produce analytics and statistics for your customers/app users. In this article, you will learn about the Customer option and its functionality.
The Customers page has a few different views. Depending on the view you are on you have an option of various filters to select amongst so you can get more insight about your customers' interaction with your app.
The Customers page allows you to view all of your app's customers and perform functions, such as:
- Sending individual push notifications
- Adding customers to your Favorite list
- Exporting customer details
- Deleting customers from the system
An overview of managing the Customers can be found in this video:
To access the Customer Analytics Options just on your Partner Dashboard navigate to Manage -> Customers
Here are all the components/features of the Customers page and the information they provide, including the actions you may apply to your customers' profiles:
Note: To take full advantage of the Customers page's features, enable and set up the Sign-up feature, which will encourage your users/customers to create their accounts. When your customers sign up, it is their option to provide more information about themselves (i.e., profile picture and name).
Important: The Customers page has also been revamped to comply with the General Data Protection Regulation (GDPR). Please check for details the Customers Page Changes for GDPR Compliance Section.
The customer list includes all of your customers and allows you to perform the following actions:
Adjust the sort field and the sort order (ascending/descending) by clicking on any of the column titles.
Note: Whilst unfiltered customers are sorted based on their status with Very Active at the top then Active, then Sleeper. If filtered, the customer will be sorted according to the filter selected, meaning all customers in that criteria are displayed in no particular order.
Apply the available filters on the left pane to sort your customers/users according to:
- Customer type (if, for example, you have already favored some of them, they will be in the 'favorites' group)
- Very Active - Customers that have logged in more than one time in the last 7 days.
- Active - Customers that have logged in more than one time in the last 30 days.
- Sleepers - Customers that have not logged in within the last 3 months.
Note: You would not be able to determine who is the most active of any of the above Status groups. The only filtering option is using one of the three Statuses above The customer names are placed in no specific order.
- Account creation date (when was the customer account created)
- Customer's last device used
Hover your mouse to a customer's profile/avatar to select one or more users. The taskbar will appear at the bottom of the page with the following options:
|Favorite||Selecting the Favorite option adds a heart icon next to a customer's name, which helps you to identify your top-performing customers. You can also use this option as a temporary marker to help you stay organized.|
|Export||There are two export options available: Customer Email or All Customer Info. If you wish to export the email address of a selected customer, choose the Customer Email option. If you need to export all the data collected for a selected customer, select the All Customer Info option.|
Clicking on a particular customer's row or clicking the blue arrow at the right part of the row takes you to the Customer Detail page for the selected customer:
Customer's information can be exported from the Customers page in the CSV format. The exported file can be used to import customers into other systems or for data analysis.
- Select the users to export.
- Click on the Export icon (use either of the two options highlighted below).
Customer Detail Page
The Customer Detail page shows relevant information about your customers. Click on the menu icon (three dots/ellipsis) located below the customer's name and email to see the following options:
|Send||Sends individual push notifications|
|Favorite||Marks a customer as a favorite|
|Export||Exports Customer Details, Customer Email, or All Customer Info|
|Delete||Deletes the user account|
There are three sections in the Customer Detail page: Overview, Social, and Engagement.
|Status||Displays how often the customer interacts with your application|
|Last Device Used||Shows the last device that the customer used when interacting with your app|
|Birthday||Displays your customer's birthday|
|Shares||Displays the number of times the customer shared information using the app|
|Facebook, Twitter, and Google||Shows the social accounts that the customer linked to their account|
|Loyalty Redemptions||Shows the total number of loyalty redemptions the customer completed|
|Comments||Shows the total number of comments made throughout the app|
Revenue shows the sum of all the orders received through food ordering, merchandise, and reservations. For more details about the transactions, go to Manage > Transactions where you can view detailed transactions about the customer's purchases:
|Push Notifications Received||Shows the total number of push notifications received|
|Last Usage||Shows the last time the customer was active on your app|
|Account Created||Shows the date the customer created their account on your app|
To use the Email Integration feature:
Click the Add Integration button located on the top-right portion of the Customers page:
This allows you to sync your preferred third-party mailing list service(s) to your customer list:
After selecting the email service, click the Next button.
Follow the on-screen steps to link the email service, which allows you to sync the emails from your app to your chosen email service.Each time you return, you will see an upload button showing the number of new email addresses you have received.
Note: Check the Integrating MailChimp with BiznessApps KB article for the steps that need to be taken to integrate with one of the above Email Providers (in this case MailChimp)
Customers Page Changes for GDPR Compliance
The Customers page has received the following updates, along with new tools to become GDPR compliant:
Email Marketing Consent Identifier – This indicator will only appear if the consent popup under the Sign Up option is enabled. A green checkmark will appear next to a customer's email address if they have consented to the email marketing option in the consent popup. You can also identify if customers have consented to email marketing using the hover state.
Note: For your convenience, customers who have not consented to email marketing will not be synced to your third-party mailing list service.
A new export option has also been added that will allow you to provide a customer's full personal data to fulfill requests related to data portability rights.
Note: The time required to export all information might take longer.
The Delete option has been added to fulfill any right to be forgotten requests. Keep in mind that this action is irreversible. Deleting a user will completely erase all of their stored data.