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Customer profiling

Introduction

Use loyalty incentives to encourage your customers to provide information about themselves and their shopping habits. Ask a set of questions that you would like customers to answer and give points in return for the answers, assigning a point value for each question and specifying the format in which you’d like your customers to respond. Your questions will be presented on cards in the Loyalty Hub and you can use the data you collect in an export or sync them to your newsletter provider.

You can find the configuration page of Customer profiling module by clicking on the ‘Modules’ link in the top menu bar, then selecting ‘Gamification modules’ from the list on the left-hand side. First you’ll find the list of your customer profiling questions that you have already set up.

Adding a new profiling question

  • Go to the Customer profiling module configuration page
  • Click the ‘Create’ button on the module settings page
  • Create a new field (predefined fields are coming soon)
  • Enter the question
  • Select the field type:
    • “String” – The customer can fill in a one-line field with any kind of text
    • “Numeric” – The customer will be able to input numerical data only
    • “Date” – A date selector will appear for the customer to choose dates from, and you can enter the date in date format
    • “Select” – The customer will see a dropdown list of answers that you’ve predefined. The customer can only select one option from the list.
    • “Multiselect” – The customer will see multiple answers alongside checkboxes. The customer can select multiple answers from the set you provide.
  • Define the set of answers (applicable to the Select and Multiselect formats only)
  • Set the number of points to be awarded for answering the question
  • Save the field

As soon as you save a question, it will be available to your customers as a card in the Loyalty Hub. You can edit and delete questions at any time on the module configuration page.

Important!Each question can be answered by the customer only once.

Editing a question

  • Go to the Customer profiling module configuration page
  • Click on the question you would like to edit
    Please note that the field cannot be edited.
  • Edit your question
  • Save your changes by clicking on the ‘Save’ button

Deleting a question

  • Go to the Customer profiling module configuration page.
  • Click on the ‘Edit’ button of the corresponding question
  • Choose the ‘Delete’ option in the top right corner
  • Confirm your choice in the dialog that appears

Using the data

Get a detailed view of customer data by visiting customer profiles. There you’ll see which questions your customers have already answered and their profile completion as a percentage of answers given from the total number of questions asked.

You can export customers of each segment (including factory segments) using the ‘Export’ button on the top of the page. To include the answers to profiling questions in the .csv file, just tick the box next to the answers under the ‘Custom fields’ section. From the .csv file you can easily import the data  into your email service provider for use in email campaigns.

Implementing the module

In order to support this module, you need to use the Antavo Loyalty Plugin in your Magento / Magento 2 / Woocommerce store or implement a few changes in your Custom CMS.