Step 1
Set up your data warehouse as a source in GrowthLoop.
Step 2
Create your customer table in your data warehouse and ensure it includes fields for claim history and account types. Learn more about preparing customer data for GrowthLoop.
Step 3
Activate your email marketing or CRM platform as a destination.
Step 4
Create an audience in GrowthLoop. Make sure to include filters that specify customers who recently made a purchase in-store and customers who have never made an online purchase.
You can also use the AI-powered audience builder tool to describe the audience in detail. For example: “Create an audience of customers who made an in-store purchase in the last week and have never purchased on our website.”
Step 5
Add necessary filters to the audience, such as excluding customers who only make eCommerce purchases or have recently used a coupon.
Step 6
Once you’re satisfied with the audience, click export audience.
Step 7
In the Create Export view, search for your email marketing destination and click select.
Step 8
You can double-check a successful export to your destination by navigating to your audience viewer Exports tab within your GrowthLoop app to view the activity tracker and make any scheduling changes you may need.
Step 9
Log into your email marketing or CRM platform and navigate to your audiences to confirm that this audience was received and populated.
Step 10
Create an email campaign offering these customers an exclusive coupon or discount code.