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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 Cases​

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 Works​

Customer records are created at enrollment and enriched continuously:

  1. Each purchase is linked to the customer's profile via a unique identifier (loyalty card, email, phone).
  2. Cart events update purchase history, loyalty balance, voucher usage, challenge progress, and campaign KPIs.
  3. Custom events add non-purchase behavior such as app activity, survey responses, partner actions, or product registration.
  4. Calculated attributes transform raw history into reusable KPIs such as lifetime value, purchase frequency, last purchase date, preferred category, or churn risk.
  5. Tier assignments update automatically when the customer crosses configured thresholds.
  6. All activity is accessible via the customer profile in the Owner App and queryable for audience building.

Configuration​

Sub-sectionOwner App path
CustomersCustomers β†’ Customers
Customer ActionsCustomers β†’ Customers β†’ Customer profile β†’ Actions
TiersCustomers β†’ Tiers
Calculated AttributesCustomers β†’ Calculated Attributes
EventsCustomers β†’ Events
Webhooks & ConnectorsCustomers β†’ Webhooks & Connectors