Read CRM reports and alerts

The CRM reports show what your campaigns and flows brought in and which customers need a call. Owner alerts tell you when something needs a look.

Before you start

• You need See the CRM: customers, segments, results.
• Alerts need owner alerts switched on. See owner alerts.

Steps

1. Open CRM → CRM reports.
2. Read Campaign results: for each campaign, sent, replied, opened the link, bought within 7 days and sales after the message.
3. Read Flow results: the same figures for each flow.
4. Read Segment growth: each segment's first count, its last nightly count and its count now.
5. Read Slipping away: customers who used to buy regularly and have now gone twice their usual gap without buying, biggest spenders first.
6. Read Top customers.
7. To keep a copy, select Download CSV or Download Excel.

The CRM's owner alerts

A high-value customer is one who spent at least the amount set in Settings → CRM settings in the last year. Leave it empty to count your top fifth of customers.

Good to know

• Slipping away looks at customers with at least three purchases a year. Their usual gap is the middle value of the days between their purchases, at least 14 days.
• Ask answers "who should I call?" or "which customers are slipping?" with the same list and the next actions due today. See Ask.
• The figures use issued invoices and delivered online orders, worked out every night.
• Read-only API. Developers can read CRM data through the public API with an API key. The API cannot change CRM data.
• Related: read a campaign's results and track deals in the pipeline.