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How do I create a smart list from my customer database?

Once you are in the database module of Tidy Office you can create a 'Smart List' for targeted promotions and broadcasts. Examples of a 'Smart List' may include:

  • Male customer with minimum $100 spend
  • All Female customers
  • Customers with 100+ Check-ins

To create a Smart List;

  1. Log into Tidy Office
  2. Delete the Database module
  3. Create a 'Smart List'
  4. Choose your metrics (you can add more than one)
  5. Tap 'Save Smart List'

Your list will update dynamically as a customer matches the specific filters (i.e when a customer earns 101 reward points, they are added to the segment - More than 100pts):

 

 

 

 

 

 

 

 

 

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