Getting Started Guide

Hi there! Welcome to Custimy, We designed our platform to help you make sense of your customer data. Whether you're a marketer, business owner, or data analyst, Custimy provides you with valuable insights that can help you improve your business strategies. In this "how to get started guide," we'll walk you through the platform and some use-cases.

 

Content:

1. Integrate Sources
2. Home Dashboard - Acces all your business metrics in minutes
3. Cohorts - create a precise forecasting budget in minutes
   1. 12 month CLV Cohort
4. Activations - Create a campaign that out-competes Facebook in minutes
   1. Audience 1: For customers most ready to buy right now | Propensity to Buy
   2. Audience 2: For your Most Valuable Customers | MVC Segment
   3. Audience 3: For a data driven win-back audience | Probability of Churn
   4. Audience 4: For product specific targeting | Product- or Category Activation
5. Analyze your products
6. Invite your colleagues

 

 

Integrate Sources

To begin leveraging the power of Custimy, the first step is to establish a connection between your primary eCommerce/CMS platform and our system. This will allow us to pull your data into the Custimy Database, where it will be transformed into valuable insights.

 

"As you continue to integrate additional data sources, your data will become more enriched, enabling you to achieve even more precise results and unlock features."

Integrating your sources is the foundation to getting started using Custimy

 ➡️ Head to our integrations section, to view our guides on how to integrate the respective sources.

 

 

➡️  Integration not supported? Request Integration here.

 

Home Dashboard -  Access all your business metrics in minutes

Explore the Home Dashboard. View your historic data of your most important KPIs.
Review the attribution of your respective SoMe channels and become close with your KPIs

 ➡️ Explore more about the home dashboard.

 

Cohorts - Create a precise forecasting budget in minutes

Cohorts are a powerful tool for gaining insight into your customer base. By grouping customers with shared characteristics, you can analyze their development over time and identify where growth is created.

Create a cohort! Here's one of the most common cohorts for ecommerce business':

12 month CLV Cohort

Set up a cohort on CLV to identify and visualize how acquired customers perform month to month.

1. Go to your Custimy platform -> Cohorts
2. Give your Cohort a name and description, eg: "Customer CLV, 12 months"
3. Choose your date range, we recommend at least a year, e.g. March 2022-March 2023
4. Keep it at First Order Date and don't add a filter.
5. Select metric: Sales
6. Select averaged by: Customer
7. Tick Cumulative as on.
8. Hit apply and see your Cohort!
9. (OPTIONAL) Include predictions

What you see above is the average sales by customers acquired in the respective months.
E.g. 3.251 customers were acquired in March 2022 with an avr. of €116.01, which cumulated to €136.92 in month 11, that is expected to grow to €138,97 in month 12.

➡️ Explore and understand more about the cohorts view.

➡️ Explore 5 cohort ideas.

 

Activations - Create a campaign audience that out-competes Facebook in minutes

Quick summary of the Activations page: When creating an audience in the activations page, your audience will automatically be sent out to the selected channels and from there, be dynamically updated. Meaning if a customer is e.g. no longer in the "Most Valuable Customers" segment, they will be dynamically removed from the audience and you will always have the most up to date audience.   ➡️ Explore more about the Activations page. ➡️ Explore more about our segments.

Set up an audience activation:

Below, we've provided you with the most valuable activations to do:

Audience 1: For customers most ready to buy right now | Propensity to Buy

Audience 2: For your Most Valuable Customers | MVC Segment

Audience 3: For a data driven win-back audience | Probability of Churn

Audience 4: For product specific targeting | Product- or Category Activation

 

Audience 1: For customers most ready to buy right now | Propensity to Buy

The Propensity to Buy filter shows the likeliness a customer is to make a purchase right now.
Using the Propensity to Buy (P2B) filter is a part of Custimy's machine learning features.

Note: The value set for the P2B filter varies from business to business. A general rule of thumb is to set it at a value where the matching audience is size is at a fitting size for your campaign, not too broad, not too small.

 

For more inspiration on how to find the proper P2B-value for you, head to our best practices: 

➡️ Audience Breakdown in Klaviyo

➡️ Observations in Google Ads

 

Audience 2: For your Most Valuable Customers | MVC Segment

Based on your data from all your integrated sources, Custimy brings you 9 pre-defined segments.
The 9 pre-defined segments shown below:

 

Creating an audience of your Most Valuable Customers, gets you an audience of customers with a high frequency and high spend, in other words - your most ideal customers.

 

To expand your audience size, add your promising customers and your high spend customers.

Promising Customers consists of customers with similar traits as your Most Valuable Customers, they are just not as far in their journey to be put in that segment. 
High Spend Customers are customers with a high spend, but at low frequency.

 

For more inspiration on how to utilize Most Valuable Customers, head to our best practices.

➡️ Explore more about the Activations page

➡️ Explore more about our segments

 

Audience 3: For a data driven win-back audience | Probability of Churn

Similar, but still opposite to the Propensity to Buy filter, the Probability of Churn (P2C) filter, is likewise a machine learning based filter indicating the likeliness of a customer not returning to your store.

Consider using the Probability of Churn filter for e.g. win-back audiences. Using the P2C filter provides you with an audience, that is not only based on "days since last purchase," but more so the similar spending habits of previous churning customers and patterns, providing you with a better foundation for your next win-back flow.

 

Audience 4: For product specific targeting | Product- or Category Activation

Using the Product- or Category based activation, means that you are creating an audience of people, most likely to buy that specific product or from that category. 

You can use the Audience Size slider to get bigger audiences or smaller but more precise audiences tailored to your need. 

 

Start analyzing the products: 

1. Identify your current core pains faced as an Ecommerce
   • E.g. Return Rates, Profit Margins, Revenue
2. Sort products by those metrics
3. Use the information given, to change your setup
   • Examples:
     Consider changing something in your setup if a given product has a high return rate.
     Consider bundling popular luring low margin products, with products of better profits. 
     Utilize Product Activations for Loyal Low Spend Customers to increase their AOV.

 

(Optional) Invite your colleagues

Remove the siloes, invite your colleagues and allow them to access valuable business insights.

Unlimited seats available*

➡️ View next: Understanding the Dashboard 

 

Great! Hopefully you feel all set now

Message us in the chat if you have any questions or submit feedback regarding your experience 😃.