CUSTOMER DATA PLATFORM
Know Who Comes Back, and Who Stopped
Every card installed and every scan at the counter writes to a customer record you own. Visits, spend, ratings, and which campaign brought them — sorted into groups that build themselves.
Pick a Group, Then Do Something With It
This is your customer base, sorted by behaviour rather than by when they signed up. Choose a segment and see who is in it — and what you would say to them.
Customer base
Sample data from a coffee shop after six months. Your own base fills itself as cards are scanned.
A Customer List That Builds Itself
Nobody types this in. Every card installed and every scan at the counter adds to a record that is yours to keep, filter, message, and export.
It fills from ordinary work
A customer installs a card, your team scans it, a rating comes in. Each of those writes to a profile without anyone stopping to enter data.
Every profile carries context
Visits, spend, balance, birthday, rating, which device the card lives on, and which campaign brought them in. All of it beside their name.
Groups form on their own
Customers sort themselves into segments by how recently, how often, and how much they buy. You set the thresholds; the sorting is automatic from there.
Then you act on it
Message a segment, export the list, or open one profile and add a visit by hand. The data is only worth having if something happens next.
Six Things You Cannot Learn From a Till
A cash register knows what was sold. A customer record knows who bought it, and whether they came back.
Who they actually are
Name, contact, birthday
Given willingly when they installed the card, because they wanted the reward. That is a very different thing from a list you bought.
Every visit, with dates
First visit, last visit, the gaps
The gap between visits is the number that predicts churn. You cannot see it from a till, and it is sitting on every profile here.
What each person is worth
Lifetime value, balance, rewards used
Your top ten customers by spend are usually not the ten you would have guessed. Most owners find at least one surprise in the first month.
How they rated you
Their score, against their history
A three-star rating from a weekly regular means something entirely different from a three-star rating from a first-timer. Here you can see which is which.
Where the card lives
Apple Wallet, Google Wallet, home screen
This one is practical. If most of your base is on Android, you already know that location-based push is not the feature to build a campaign on.
Which campaign brought them
The link they installed from
Give every poster, ad, and partner its own install link and the profile remembers which one worked. That is how you stop guessing where to spend.
Five Groups Worth Treating Differently
Customers are sorted by how recently they came, how often, and how much they spend. Each group needs a different message — and one of them needs nothing at all.
Settings Most People Never Find
All of these sit in the customers section. Two of them matter enormously if you are moving from another loyalty programme.
Import your existing customers
Download the CSV template, fill it in, and upload — choosing which card to issue as they come in. Balances carry over, so people keep the stamps and points they earned elsewhere.
Export whenever you like
Your customer list downloads as a file, and transaction history downloads per card. It is your data, and you are never locked in.
Set your own segment thresholds
What counts as “recent” for a coffee shop is not what counts for a garage. Adjust the boundaries to your trade or the groups will mislead you.
Save your own filters
Beyond the automatic segments, build and keep your own — birthdays this month, everyone from one campaign, anyone without your second card.
Custom fields
Add the one thing your trade needs and nobody else does: dog’s name, shirt size, preferred stylist. It shows on the profile and can be used in messages.
Decide who can see it
Each staff login has its own permissions. You choose who sees spend and contact details, and who can only scan cards.
Four Ways to Waste a Customer Base
The list is easy to build. Using it well is where most businesses stop.
Collecting it and never opening it
A customer base that nobody looks at is a spreadsheet with better branding. Five minutes on a Monday — who is At risk, who rated you badly, who has a birthday — is worth more than any report you read at the end of a quarter.
Leaving the segment thresholds on default
“Sleeping” after thirty days is right for a café and absurd for a garage nobody visits twice a year. Until you set the boundaries to your own trade, every group on that screen is telling you something slightly wrong.
Skipping the purchase amount at the till
Spend, lifetime value, and the monetary half of your segments all come from a number your team types in when they scan. Skip it when the queue is long and half of what this page promises quietly stops working.
Treating it as marketing data rather than customer data
People handed over their details for a reward, not to be sold to. Message them about things that are genuinely useful to them and the list keeps its value for years. Use it as a broadcast list and it decays in months.
Start Knowing Who Your Customers Are
The customer base fills itself from the first card scanned, on every plan including the entry tier. Import the list you already have, or start fresh — the trial costs nothing and needs no card.