On your Edelweiss360 dashboard you’ll find a spot to search for a specific customer:
See details here about using Matched Tags (customer tags and title tags).
You can find Customers based on their purchase frequency and volume, here:
You’ll see their Recommendation history and a time map of their purchase history. The darker the green, the more they purchased in that month, giving you an idea of when you’re most likely to see them, or good times to send a targeted email, of course.
The Recommendations box shows columns for their Queued Recommendations, Shared Recommendations, and Converted, or the number of your recommendations they’ve purchased.
Note that you can select, for each customer, what sorts of recommendations they get here:
A solid example here would be a school district with whom you regularly do book fair business. You would be more likely to want to send them Collections rather than individual titles. So in that case, you would only have the Collections box checked for this particular customer.
When viewing individual customers, you’ll see the sections they purchase from the most:
You can view customers by “type,” so to speak by clicking on the people icon here:
You’ll be able to parse your customer list according to a few different parameters and then clicking Run:
Contact Information allows you to parse your customer list according to the sort of contact data you have on file for them. Generally, the Email selection at the very least should be selected.
Sections / Departments Purchased is likely what you’ll be using the most. This will pull all your customers who have purchased from a specific section (or department) within the specific time frame. This would allow you to pull all the people who have purchased gardening titles in the last few years so you can send them a targeted gardening Campaign, for example.
Tags allow you to view all the customers you’ve tagged with a specific keyword. Lit Fic, Small Kids, YA Titles, Cookbooks, Reading Group, Mean Old Cuss, etc. would be good sorts of folks to target.
After you Run the list, you’ll see the list of customers that fit your parameters, as well as their first and last purchases and any existing Customer Tags.
The most important thing you can do with this list is to Tag a whole mass of customers with a Customer Tag all at once. Once you’ve selected a customer, or all of them, you can add (or remove) a Tag:
For this specific list of customers we’ve produced, a simple Cookbook tag would be very helpful and sensible. Of course, a customer can have multiple Customer Tags.