Customer Insights

Disclaimer 

App Technical Description

Customer Insights integrates with Commerce7 to consolidate customer, order, loyalty, and wine club data into a single view within the customer profile and POS. It surfaces key metrics such as lifetime value, purchase activity, loyalty status, club memberships, tags, custom fields, and purchasing preferences, with configurable display options for winery administrators. The app also evaluates current purchases against configured club discounts to identify membership opportunities and display potential savings and benefits.

For quick access to the topic you are looking for, click the corresponding link below:

• Setup Instructions
  • Configuring Customer Metric Components
  • Configuring Tags Components
  • Configuring Custom Fields Components
  • Configuring Club Savings Components
• Viewing Customer Insights in Commerce7 POS
• Viewing Customer Insights from the Commerce7 Admin Panel

Setup Instructions

1. Install the App on Commerce7
   • From the Commerce7 Admin Panel, go to Apps & Extensions, then select Apps. (You must have Admin Owner role to install the app)
   • Search for Customer Insights by Treefrog Digital, click the app, then click Install App.

2. Once the app is installed, click on the Settings tab.
3. To choose which components you want to track, click on Display Configurator.
4. Click the component you want to enable. The Available components are:
   • Customer Metrics
   • Customer Tags
   • Custom Fields
   • Active Clubs
   • Purchase Preferences
   • Cancelled Clubs
   • Club Savings

5. Choose the format for the component. Each component has two format options; the available formats vary by component.

6. Assign an order to the component:
   • Enter 1 for the component you want to see first in your insights. 
   • Enter 2 for the second component, and so on.
7. Enable the Show Component option
8. Click Save 
9. Repeat this step for each component you want to enable.

After configuring your Display Configurator, you’ll need to further configure the components you enabled. 

Navigate back to the Settings tab. You can use the breadcrumb links to navigate back.

Configuring Customer Metric components

If you enabled the Customer Metrics component, click on Customer Metrics.

1. To choose which metrics to track, click the metric you want to enable. The available metrics are:

• Lifetime Value
• 1 Year Value (1YV)
• Average Order Value
• Total Orders
• Active Clubs
• Last Purchase
• Customer Since
• Loyalty
• Current Year Value
• Acquisition Channel

2. Assign an order to the metric:
   • Enter 1 for the metric you want to see first in your insights. 
   • Enter 2 for the second metric, and so on.
3. Enable the Show Metric option

4. Click Save 
5. Repeat this step for each component you want to enable.

Configuring Tags components

If you enabled the Customer Tags component, click on Tags. 

1. Type in the search field to find a tag you want to include in your Customer Insights.
2. Press Enter or select the tag to add it.

3. Once added, the tag will appear below the text field as a grey bubble.
4. Repeat this step for each tag you want to add.
5. Click Save 

Configuring Custom Fields components

If you enabled the Custom Fields component, click on Custom Fields.

1. Type in the search field to find the custom field you want to include in your Customer Insights.
2. Press Enter or select the field to add it.
3. Once added, the field will appear below the text field as a grey bubble.

4. Repeat this step for each tag you want to add.
5. Click Save

Configuring Club Savings components

If you enabled the Cancelled Clubs and Club Savings components, click on Club Savings.

1. Click Add Club Savings 
2. Under Club, select the club you want to link to your Club Savings
3. Under Discount, enter the discount percentage for the club. For example, if the discount is 25%, enter 25.
4. Under Club Benefits, enter the benefits for the club.
5. Assign a Display Order for the club. Enter 1 for the club you want to display first, 2 for the second, and so on. 
6. Enable the Status option if you want staff to see how much a customer could save by joining the club. 
7. Click Save
8. Repeat this step for each club you want to add.

Viewing Customer Insights in Commere7 POS

Customer Insights was built with Commerce7 POS in mind. When checking out a customer, once an item has been added to the cart and a customer has been assigned to the cart, you’ll be able to see all the components and metrics you configured for the app. 

To view these metrics in Commerce7 POS:

1. Add an item to the cart and assign the cart to a customer.
2. Click on the More Action menu (the downward arrow button)

3. Select Customer Insights
4. Depending on the components you enabled during the setup, you’ll see the configured customer metrics and insights in the pop-up window. 

Viewing Customer Insights from the Commerce7 Admin Panel

You can also view Customer Insights from the Commerce7 Admin Panel. However, the metrics displayed in the Admin Panel are less detailed than those available in the POS and do not include Club Savings. 

To view these metrics in the Commerce7 Admin Panel:

1. Click CRM
2. Select a customer 
3. Select the Customer Insights tab.
4. The available customer metrics and insights will be displayed based on the components you enabled during setup. Please note that not all components and metrics available in the POS are available in the Admin Panel.