CDP & CRM CareCloud User guide
1.
CDP & CRM CareCloud Applications
2.
Customer 360 View
Customer Registration
Customer Account Search
Customer Account List
Customer fulltext search
Customer Account search form
Customer Account
Customer Profile
Customer account relations
Customer badges
Customer cards
Contact sources
GDPR Rights of the Data Subject
Purchasing Behavior
Benefits
Communication
Segments
Wallet
Marketing automation
Events
Customer's Documents
Tasks
Tasks
Adding a comment to the task
Creating tasks
Editing the task
3.
Campaigns & Segmentation
E-mailing
Audiences
Audiences list
Create a New Audience
Create Audience by Consent types criteria
Settings of Partners and Business Units
Create Audience by Socio-demographic criteria
Create Audience by Purchasing behavior criteria
Create Audience by RFM criteria
Create Audience by Shopping cart criteria
Create Audience by Loyalty program criteria
Create Audience by Contact sources criteria
Create Audience by Purchase transaction type criteria
Create Audience by Select customers by previous audiences
Create Audience by Exclusion of customers according to previous audience
Create Audience by Selection of customers by customer segments and badges
Create Audience by Exclusion of customers by customer segments and badges
Create Audience by Additional details criteria
Create Audience by Selection of customers by previous e-mail campaigns
Create Audience by Click&Collect criteria
Create Audience by Selection by Account relations
Create Audience by Selection by Events criteria
Create Audience by Voucher criteria
Database criteria for Audience
Contact details of the Audience
AB Testing
Comparison group
Split of the Audience
Duplicate the Audience
Delete the Audience
Customer ID File Upload
E-mail design and content
E-mail templates list
Designing e-mail
New template
New block
Block styles
Displaying block condition
Saving block and saved blocks
Image as a background
E-mail background
Style of the Item
Responsivity
Picture
Image properties
Image editor
Dynamic feed
Layout
Style of Labels
Style of Values
Title
Text field
Content personalization
Recommendation engine
Formatting the text
Button
Button appearance
Separator
Social networks
HTML
Group
Header
Footer
Header creation
E-mail preview
Rating
E-mailing - Testing
New HTML Template
Campaigns
Ongoing campaigns
Completed campaigns
Send to external audience
Create a new campaign
SMS
Audience
Create a new audience
Upload Customer ID File
SMS Content
SMS Creation
SMS templates list
SMS Testing
SMS Campaigns
Ongoing SMS Campaigns
Create a new SMS campaign
Completed Campaigns
PUSH Notifications
Audience
Create a New PUSH Notifications Audience
PUSH Notifications Content
PUSH Notification Creation
PUSH Notifications Templates
PUSH Notification Testing
PUSH Notifications Campaigns
Create a new campaign
Ongoing campaigns
Completed campaigns
Guide to Audiences, Segments, and Badges
Consents Impact on Segmentation and Communication
4.
Marketing Automation
List of Workflows
New Workflow Creation
Workflow Processing Status Setup
Workflow Mode Selection
Overview of Archived Workflows
Setting the Operators
Waiting
Waiting for Time Range
Waiting from Event Start
Condition
Customer Property Condition
Trigger Event Condition
Event Type Condition
Logical Operations with Conditions
Continuing the Workflow
AB Test Split
Split Contacts
Split by Date
Loop
Actions
Assign Event to Customer
Send E-mail
Send SMS
Send E-mail with Virtual E-card
Send PUSH Notification
Assign Campaign Voucher
Add Customer into Segment
Remove Customer from Segment
Assign Rewards Points to Customer
Delete Customer
Send E-mail to Business Unit
Assign Credits to Customer
Facebook Conversion API
Membership Level Update
Send E-mail to User
Assign Tag to Reservation
Remove Tag from Reservation
Webhook
Tasks
Out-of-the-box Workflows
eCommerce 01: Abandoned Cart - Smart Eshop
eCommerce 02: Abandoned Cart - Simple Integration
Loyalty 01: Membership Level Change
Loyalty 02: Points Expiration
Loyalty 03: High Loyalty Points Balance
Onboarding 01: Data Collection with a Voucher Incentive
Onboarding 02: Drip Campaign
Onboarding 03: First Purchase Incentive
Onboarding 04: Welcome Offer
Onboarding 05: Data Collection with Points Reward
Purchase Follow Up 01: Purchase Feedback
Purchase Follow Up 02: Regular Purchase - 30 Days
Purchase Follow Up 03: Thanks for a Purchase
Purchase Follow Up 04: Voucher Reward for a Large Purchase
Purchase Follow Up 05: Points Reward for a Large Purchase
Retention 01: Anniversary Reward
Retention 02: Happy Name Day
Retention 03: Cold Customers Warm-up
Retention 04: Happy Birthday
5.
Analysis & Reporting
RFM Segments
Net Promoter Score
6.
Loyalty Engine
Create a new badge
Campaign products
Create a new campaign product
Cards
Cardnumbers import
Create a new card type
Generating cardnumbers
Rewards Points
Rewards /Vouchers
Customer Benefits Principles. How to Use Rewards?
Campaign & Marketing automation reward use case
Statuses /membership levels
Create a new segment
7.
General
Glossary of Terms
Customer Application Guide
Guide to Tables
Event
Create a new user account
First login
Clear History
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