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CDP & CRM CareCloud User guide
apps
1.
CareCloud Platform Applications
person
2.
Customer 360 View
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
Customer Registration
Tasks
Adding a Comment to the Task
Creating Tasks
Editing the Task
group
3.
Campaigns & Audiences
Guide to Audiences, Segments, and Badges
Consents Impact on Segmentation and Communication
Automatic A/B Testing
Optimization of Email Sending Time
Emailing
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 Email 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
Create an Audience Using Abigail
Email Design and Content
Email Templates List
Email Designer Toolbar
Header Creation
Designing Email
New Template
Email Background
Style of the Item
New Block
Block Styles
Displaying Block Condition
Saving Blocks and Saved Blocks
Title
Text Field
Formatting the Text
Content Personalization
Picture
Image Properties
Image Editor
Button
Button Appearance
Labels
Labels Appearance
Social Networks
Header
Footer
Separator
Dynamic Feed
Layout
Style of Labels
Style of Values
Recommendation Engine
Products
Layout
Style of Values
Price
Responsiveness
Style of Images
Countdown
Rating
HTML
Emailing — Testing
Email Preview
New HTML Template
Campaigns
Ongoing and Upcoming Campaigns
Completed Campaigns
Send to External Audience
Create a New Campaign
SMS
Audience
Create a New Audience
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
PassMachine
Audience
Create a new audience
Customer PassMachine ID file upload
PassMachine Content
PassMachine Notification Creation
PassMachine Notifications Templates
PassMachine Campaigns
Completed campaigns
Create a new campaign
Ongoing campaigns
automation
4.
Marketing Automation
List of Workflows
New Workflow Creation
Workflow Processing Status Setup
Workflow Mode Selection
Overview of Archived Workflows
Setting the Operators
AB Test Split
Condition
Customer Property Condition
Trigger Event Condition
Event Type Condition
Logical Operations with Conditions
Continuing the Workflow
Loop
Split by Date
Split Contacts
Waiting
Waiting for Time Range
Waiting from Event Start
Actions
Add Customer Into Segment
Assign Campaign Voucher
Assign Card to Customer
Assign Catalog Voucher
Assign Credits to Customer
Assign Event to Customer
Assign Simple Voucher
Assign Rewards Points to Customer
Assign Tag to Reservation
Delete Customer
Facebook Conversion API
Change the State of CC Reservation
Membership Level Update
Remove Customer from Segment
Remove Tag from Reservation
Remove Value From Customer Property
Send Email
Send Email to Business Unit
Send Email to User
Send Email with Virtual E-card
Send PUSH Notification
Send SMS
Send Notification to User
Set Consent Type
Set Double Opt-In
Webhook
Update PassMachine Virtual Card
Tasks
Out-of-the-Box Workflows
Click & Collect 01: Customer Notification (Email + SMS)
Click & Collect 03: Business Unit Notification
Delete Account
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
analytics
5.
Analysis & Reporting
Net Promoter Score
RFM Segments
admin_panel_settings
6.
Loyalty Engine
Create New Badge
Create New Segment
Campaign Products
Create a New Campaign Product
Cards
Cardnumbers Import
Create a New Card Type
Generating Cardnumbers
Rewards Points
Create a Rewards Points
Create a Rewards Points Purchase Bonuses
Create a Rewards Points Groups
Rewards /Vouchers
Customer Benefits Principles. How to Use Rewards?
Campaign & Marketing Automation Reward Use Case
Rewards Recommendation
Statuses /Membership levels
Stamp Campaigns
grid_view
7.
General
Create a New User Account
First Login
Customer Application Guide
Double Opt-In
Email Deliverability Requirements
Domain Verification Setup
Google Postmaster Tools Setup
Warming Up Your IP
Tips to Maintain Sender Reputation
Event
Glossary of Terms
Guide to Tables
storefront
8.
Shoptet
First Login
Clear History
Built with
Grav
- The Modern Flat File CMS
Setup Git Sync
CareCloud Platform Applications
Shoptet
storefront
Shoptet
Shoptet DOCs available soon