Single customer view
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By Xanthe1 author55 articles
Segmentation tools
Segmentation tools
- Customers segmentation via Wizard SegmentationCreating your target audience selections is a crucial first step in understanding your customers and ensuring your campaigns reach the right people.
- Add a selection or a node to the Favourites listYou can add the selection you created or the nodes you are using the most to a starred list for easier access.
- AI-powered customers segmentation guidanceAI-powered summary of your contact selections in the SCV contact segmentation tool. This enhancement helps to understand, check, and explain the selections you are trying to create without needing to…
- Create stats to understand your customers dataYou can have a breakdown of stats for your selection after that you've created it.
- Data segmentation toolsYou can send the relevant campaigns to the relevant customers by using the segmentation tools.
- Share your selection with your colleaguesPer default, selections are only visible to their creators, but you can share them with your colleagues via easy steps.
- Segment customers by how they respond to your campaignsYou can segment customers based on how they reacted to a specific campaign you previously sent to quickly build targeted customer lists for follow‑up actions or further segmentation.
- Index file list contact segmentationThe index file list upload option allows you to upload and process your customers records from an external file into your Acteol system, to identify these customers.
Customers data segmentation
Segmentation in Acteol helps to deliver smarter, more effective marketing by grouping customers based on real behaviors and preference.
- Segment customers based on their sourcesYou can segment contacts based on their source and target them via related campaigns.
- Segment customers based on their visitsYou can segment contacts based on their visits and target them via related campaigns.
- Segment customers based on their bookingsYou can segment contacts based on their bookings and target them via related campaigns.
- Segment customers based on their transactions valuesYou can segment contacts based on their transactions values information, if provide by the relevant third party, and target them via related campaigns.
- Segment your customers based on the site they interact withIf you have multiple sites managed within your Acteol SE, you can segment your customers based on the site they interact with.
- Segment customers based on their purchased productsYou can view the purchased products of your customers, if provided by the relevant third party, and create customers segments based on the desired information.
- Get the website tracking data from the data treeYou can quickly and easily view the website tracking data from the data tree.
- Guestline data segmentation via the Hotel Booker WizardWhen integrating your Guestline PMS data in Acteol, the Hotel Booker wizard fields help you filter, segment, and understand your guest bookings.
- Segment customers after they complete a surveyIf you've created a survey, and made it live. You can segment your customers based on their responses to create customised experiences for your customers.
- View a customer's hotel bookingsYou can see a customer Guestline bookings history, stay details, interactions, and segmentation data, all pulled from automatically.
- Segment customers based on their bookingsYou can segment contacts based on their bookings and target them via related campaigns.
- Segment customers based on their campaigns engagementYou can segment contacts based on their campaigns engagement information.
- Segment customers based on their segmentYou can segment your customers based on their visit frequency bands to identify their segment. You can reward high-value customers, re-engage those at risk, and create personalised campaigns that boost…
- Segment contacts based on vouchers redemption informationYou can segment customers by voucher redemption behaviour to help deliver more relevant marketing campaigns. By identifying who redeemed a voucher and who didn’t, you can tailor your offers and…
- Segment customers based on their geographical regionYou can segment your customers based on their region if you have their postcode information provided. This allows you to deliver highly localised and relevant marketing campaigns.
- Segment your customers based on their birthday informationYou can segment your customers based on their birthday information if their birthdate information is being captured via your available data sources or via the sign up form.
- Segment your customers based on their Wifi log inIf you have integrated your Wifi to your Acteol SE, you can segment customers based on their WiFi login information including details such as when they connected, which location they…
- Create customers audience based on data segmentationYou can create an audience in a few easy steps.
- View the customer tag on their contact profilesYou can easily view tags you assigned to your customers' contact profiles according to the criteria you set.
- Segment customers based on their email address domainYou can segment customers by their email domains for B2B and corporate marketing. This allows you to easily identify and group contacts from the same organisation.
- View the complete list of all contacts in your databaseYou can view all contacts in one complete list on your Acteol SE in easy steps.
- Segment nearby customers based on their drive time or radiusYou can segment your customers based on their their drive time or radius compared to your sites if you have their postcode information provided. This allows you to deliver highly…
- Segment customers based on their Collins bookings tagsYou can segment contacts based on their Collins bookings tags and target them via related campaigns.
- Segment customers based on their favourite purchased productsYou can view the purchased products of your customers, if provided by the relevant third party, and create customers segments based on the desired information.
- Segment your customers created from GiftproYou can view and segment your customers created from Giftpro based on the information passed to Acteol SE.
- Segment customers based on their Tonic ticketsYou can segment contacts based on their Tonic tickets and target them via related campaigns.
- Save specific contacts as a new selectionYou can save a specific group of contacts as a new selection by applying search filters and choosing which customers to include. This is useful when you need to work…
Customers data management
Customers data management
- Search for a specific customerIn Acteol CRM, you can search for a specific customer and have a direct route to their complete profile. You can instantly pull up and view a customer’s history, bookings,…
- Attach a file to a contactYou can attach files to a contact's profile in a few easy steps.
- Create a new contact profile for a customerYou can create a new contact profile for a customer in a few easy steps.
- Delete a contactYou can delete customer profiles in a few easy steps.
- Export a contact's dataYou can export a contact's data in a few easy steps.
- Export your customers dataYou can export your customers data from your Acteol SE in easy steps.
- Merge contactsIf you have two profiles for the same contact, you can merge the profiles into a single contact profile.
- Hash customer profiles personal dataYou can maintain analytical data for a customer but remove personal data in a few easy steps.
- Update a customer's contact informationYou can edit a customer's contact information in their contact profile.
- View a contact's details and bounce historyYou can see a contact's interaction history in their profile.
- View a contact's interactionsYou can view a contact's transactions, website tracking, bookings, visits, and other interactions in a few easy steps.
- View a contact's profile summaryThe contact profile summary contains all the information available for a single customer.
- View contacts that you can target with marketing communicationsYou can see all your customers according to their opt in and availability status.
- View customer contact profileOur Single Customer View module gives you the most up‑to‑date customer information, ensuring complete visibility.
- View or resend communications to a contactYou can view communications you've sent to a client and resend them.
- View your transactions dataYou can view your transactions data, if provided by the relevant third party, and create customers segments based on the desired transactions information.
- Review a customer's responses for a surveyYou can view a contact's surveys on the customer profile, to help you review their specific responses.
- View a customer's obtained vouchers historyYou can view the vouchers a customer previously obtained on their contact profile.
- Update the opt in status of a customerYou can update the opt in status of a customer if they request that from you or your DPO.
- Verify if a customer's email can be removed from the hard bounce listYou can verify if a customer's email can be removed from the hard bounces list and remove the hard bounce if possible.