Customers
Mark Customers as Active or inactive
Introduction: Inactive customers are those who will not be counted in the AiTrillion billing and will not be a part of your AiTrillion system, including email, SMS, or Web Push. However, a purchase by an inactive customer will reactivate him in ...
View and arrange Columns of Contacts
Introduction Manage columns of contacts for streamlined vision. This is a step-to step guide to view and arrange columns of the AiTrillion Audience view. Here are the steps to View and arrange columns of contacts Step 1. Go to Customers> All ...
Create Custom Fields
Introduction Custom fields are the additional fields you need in the platform and are used for mapping the CSV file headers you are importing. Here are the steps to create custom fields: Step 1: Go to Customers > Custom Fields Step 2. Click on the ...
Export Customers List
Introduction: In this article, we'll guide you through the process of exporting your customers list Here are the steps to export customers list Step 1. Go to Customers >> List Step 2. Click on the three dots and then choose export customers. =
Import your Customers using CSV file
Introduction: If you have a customer list that you want to use in Shopify, then you can enter it into a customer CSV file, and then import the CSV file into your Shopify admin. This is a step to step guide to importing Customers using CSV. Process: ...
Assign Customers in a List.
Introduction: Now you can manage lists for your customers that can be used to reach them in a personalized way. Here are the steps to assign customers in a list: Step 1: Navigate to the Customers section of AiTrillion. Step 2. In the customers ...
Create a Customer Group Based on Shopify Customer tags.
Introduction: You can segment your customers into groups, based on tags, and send them a personalized message. Step 1. Log into AiTrillion and head to the customers section. Once there, click on Add Filter and choose the customer tag option Fill in ...
How To Filter Customers
Introduction: Learn the art of refining your customer base with AiTrillion's powerful filtering capabilities. Explore step-by-step instructions on how to effectively filter customers based on various criteria to optimize marketing strategies and ...
How To Find A Customer
Introduction: Discover seamless ways to locate specific customers within your database with AiTrillion's intuitive tools. This article provides a comprehensive walk-through on efficiently finding customers using various search criteria, enabling ...
View Customer Tags
Introduction: Unlock insights into your customer base by exploring AiTrillion's feature to view customer tags. This article walks you through accessing and understanding customer tags, empowering tailored marketing strategies, and enhancing customer ...
Unsubscribe Customer From An Email List Manually
Introduction: Efficiently manage your email subscriptions with AiTrillion's manual unsubscribe feature. This article provides step-by-step instructions on how to seamlessly remove customers from email lists, ensuring compliance and enhancing the user ...
What is Customer Timeline and how it works?
Introduction: The customer timeline in AiTrillion provides a comprehensive view of the customer journey and helps businesses to understand the interactions and events that take place throughout the customer lifecycle. The customer timeline typically ...
Save Predefined Customers Segment
Introduction: Learn how to streamline your customer segmentation process with AiTrillion's feature to save predefined customer segments. This article offers steps on creating and saving custom segments, enabling targeted marketing campaigns and ...
Export Customers Segment Wise
Introduction: In this article, we'll guide you through the process of exporting your customers by specific segments. Here are the steps to export customers list and segment wise: Step 1: Go to Customers >> Segment Step 2: Click on the three dots and ...
Sync form builder and membership registration form additional field data into AiTrillion custom field.
Introduction When managing customer data, having a streamlined process to collect and utilize additional information is key for personalized marketing and enhanced customer experiences. AiTrillion’s integration with FormBuilder and Membership ...
Export customer's birthday
Introduction Export Customer Birthdays! Now, effortlessly gather and organize your customers' birthday data with ease Here are the steps to export the customer's birthday: Step 1: Go to Customers >> All customers >> Add filter Step 2: Search birthday ...
Create a Customer segment
Watch a quick video on Customer segment Introduction: Increase the relevancy of your marketing campaign based on the dynamic customer segments. Here are the steps to create Customer segment. Step 1. Go to Customers from the sidebar navigation. Step ...
Create a Segment using Custom field
Watch a quick video on Customer segment using Custom field Introduction Segments in Custom Field allow you to categorize and manage your customers more effectively by creating personalized groups based on specific criteria. By leveraging ...
Filter SMS marketing subscription is Available/Not available in AiTrillion
Introduction In this article, we’ll walk you through the process to filter the customers whose SMS marketing subscription is available in AiTrillion Here are the steps to filter the AiTrillion SMS subscription to Shopify -: Step 1: Go to Customers >> ...