Customers and retention
One record per customer with their stage, owner and next step, and a retention view that says who needs a person today.
Users keeps one record per customer across the sources you connect, with their lifecycle stage, owner and next step. Segments are saved groups of users, from the built-in views to your own lists, each with its share of everyone.
Retention shows accounts by state over time, cohorts by month of first order and by where they came from, and the accounts at risk, churned or reactivated, most valuable first, with their owner and how to reach them.
Retention playbooks run every morning. Each one queues its contacts for their owners, holds a share back as the comparison, and asks for approval before a batch goes out.
What’s included
- One record per customer
- Saved segments with their share
- Cohorts by month and by source
- At-risk, churned and reactivated lists
- Morning playbooks with a holdout
- Approval before a batch is sent
In the product
These screens come from the trading venue rouu was first run on, so their figures are a venue’s rather than a store’s.
Want this for your store?
Tell us what you sell and what takes the most time.