Retail Clienteling: Configure your own Customer Lists

Retail Clienteling is a powerful feature designed to help businesses deepen their customer relationships and make informed decisions based on detailed customer data. This article explains how to utilize Retail Clienteling effectively through the grid and its customizable columns.

For a video guidance, please check the link below:

Clienteling Basics

Accessing Retail Clienteling

1. Navigate to the Dashboard.

2. Select the Retail Clienteling tab.

3. Use the grid interface to explore and manage customer data.

Creating a New Clienteling List

When you click New List, a dialog box appears with the following options:

• Add Existing List: Import a predefined list.

• Create My Own: Build a new list based on custom filters and criteria.

• Manage List Templates: Adjust and save templates for future use.

Understanding the Grid Layout

The grid is the core feature of Retail Clienteling, displaying customer information in a clean, customizable table. Below are some key features and functionalities:

• Customer: Displays the customer's name.

• Phone: Shows the customer's contact number.

• Last Sale: Reflects the most recent sale impacting goods (e.g., excludes Custom Line or Layaway payments).

• Sales 12mo: Displays total sales value over the last 12 months.

• DOB (Date of Birth): Indicates the customer’s birthday.

• Opt-In Status: Shows whether the customer has opted in for communication.

• Scheduled Text: Displays if there are any texts scheduled for the customer.

• Recommendation Reason: Details the reason for specific recommendations or follow-ups.

Configuring Your Clienteling List

When creating or editing a list, you'll have access to a variety of filters and settings to tailor the list to your needs. Here's a breakdown:

Basic Filters

• Customers:

  • All Customers - Includes every customer in your database, regardless of any additional filters. 

  • Customers where I'm the Primary Sales Person - Selects customers where you are listed as the assigned sales representative. You can find this designation in the "Salesperson" field within the customer's profile.

  • Customers I have sold something to - Filters customers who have completed a purchase through you as their salesperson. This is based on historical sales records tied to the account. 

• Options:

  • Must have an email - Ensures customers on the list have a valid email address on file for communication. 

  • Must have a texting number - Filters customers with a mobile number that supports text messaging. 

  • Must have an active wishlist item - Includes customers who currently have items saved in their wishlist. 

  • Only include primary accounts - Excludes secondary or linked accounts, focusing only on primary customer records. 

  • Exclude customers that opted out of texting - Removes customers who have chosen not to receive SMS communications. 

Customer Tags and Mailing Lists

• Customer Tags: Use specific tags to filter and group customer segments based on predefined categories (e.g., "VIP," "Frequent Buyer").

• Mailing Lists: Include customers from designated mailing lists.

Significant Dates

• Filter customers based on their or their partner's important dates to plan timely interactions or campaigns.

  • Customer birthday within: Set a specific range (e.g., next 7 days, next 30 days) to identify customers with upcoming birthdays.
  • Customer partner birthday within: Target customers whose partners have birthdays in the specified time frame.
  • Anniversary within: Focus on customers celebrating an anniversary during the defined period.
    

Communication History

• Identify customers based on recent communication or lack thereof.
  

  • Communication within: Include customers who have been contacted (via email, text, etc.) within a chosen timeframe.
  • No communication within: Highlight customers who haven't been reached out to within a specific period.
    
    

Note: This section focuses exclusively on marketing communications and excludes transactional messages. Marketing messages require the customer to have opted in.

Purchase History

• Filter customers by their purchase activity to create targeted lists based on buying behavior. 

  • Timeframes:

    • Had a purchase within: Include customers who made purchases during a specific timeframe.
    • No purchases within: Target customers who haven’t made any recent purchases.

  • Narrow down by:

    • 24-Month Sold Range: Set a total purchase value range of the purchase
    • 12-Month Sold Range: Similar to the 24-month range but for a more recent timeframe.
      
  • 
    
    • Designers: Select customers who purchased items from specific designers or brands.
    • Categories: Target customers based on product categories like jewelry, apparel, etc.
    • Item Types: Filter by specific product types or SKUs.
    • Titles: Search for customers based on product titles purchased.

Customizing the Grid

The Retail Clientele grid can be fully customized to display relevant information. Here are the available columns you can include:

Customer Details

• Customer

• Created

• Created By

• Primary Sales Person

• First Name

• Last Name

• Phone

• Email

• Address (Address1, Address2, City, State, ZipCode)

Sales Data

• Last Sale (Note: Displays transactions affecting goods. Custom Line or Layaway payments are excluded.)

• Balance

• Credit Balance

• Sales (6mo, 12mo, 24mo, All Sales)

Communication

• Scheduled Text

• Last Text Date

• Last Text

• Opt-in Status

• Last Marketing Email Date

Other

• DOB

• Anniversary

• Mailing Lists

• Tags

• Recommendation Reason

To configure the grid:

1. Select the Eye Icon.

2. Check or uncheck the columns you want to display.

3. Click OK to save your changes.

Managing Lists

Once your list is created, you can:

• Apply filters for refined searches.

• Use bulk actions for mass updates or communication.

• Schedule follow-ups or reminders directly from the grid.

Troubleshooting

If you encounter any issues on the Retail Clienteling Moduloe, please reach out to  Flawless POS customer support for technical assistance.