Customers
The Customers section is the operational hub for individual customer data. It brings together cart history, behavioral events, loyalty balance, tier status, consents, subscriptions, and profile data into a unified customer view β the foundation for segmentation, personalization, support, and loyalty mechanics.
For commercial and operations teams, this means every campaign can react to real customer behavior: what the customer bought, where they bought it, what they redeemed, which consent they gave, which tier they reached, and which signals suggest churn or high value.
Use Casesβ
| Use Case |
|---|
| β Look up a customer profile to review their points balance, tier status, redeemed coupons, and purchase history. |
| β Use Custom Events to award 1 point per km when a customer syncs their fitness tracker. |
| β Define a Calculated Attribute for average cart size and use it as a filter in the audience builder. |
| β Configure tier thresholds (e.g., 500 EUR annual spend = Silver) and let the platform assign tiers automatically. |
| β Use Webhooks to push real-time tier change events to your CRM or ESP. |
| β Track a customer's progress on all active challenges via the customer profile β updated at the frequency configured for each attribute. |
| β Identify customers with high churn risk using the Churn Rate KPI in the customer profile. |
| β Use a Connector to sync customer registration data from your app to Loyal Guru automatically. |
How It Worksβ
Customer records are created at enrollment and enriched continuously:
- Each purchase is linked to the customer's profile via a unique identifier (loyalty card, email, phone).
- Cart events update purchase history, loyalty balance, voucher usage, challenge progress, and campaign KPIs.
- Custom events add non-purchase behavior such as app activity, survey responses, partner actions, or product registration.
- Calculated attributes transform raw history into reusable KPIs such as lifetime value, purchase frequency, last purchase date, preferred category, or churn risk.
- Tier assignments update automatically when the customer crosses configured thresholds.
- All activity is accessible via the customer profile in the Owner App and queryable for audience building.
Configurationβ
| Sub-section | Owner App path |
|---|---|
| Customers | Customers β Customers |
| Customer Actions | Customers β Customers β Customer profile β Actions |
| Tiers | Customers β Tiers |
| Calculated Attributes | Customers β Calculated Attributes |
| Events | Customers β Events |
| Webhooks & Connectors | Customers β Webhooks & Connectors |