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VinesOS CRM Update

Kristen avatar
Shared by Kristen • March 13, 2023

We are introducing a powerful new feature in our CRM software that allows you to search multiple fields simultaneously, enabling you to run more effective campaigns with advanced segmentation. You can find this feature in Dashboard>CRM>Loyalty.

You can still easily search by customer type, loyalty status (top 5, 10, 15, 25%), and price. And with this new feature, you can now add fields for categories or varietals of their past purchases. You can create emails directly in VinesOS or seamlessly sync with your Mailchimp campaign. This means you can quickly and easily identify and target specific customer segments for better engagement and conversion rates.

Click the link below to watch our quick 1-minute video on segmenting your data, targeting specific groups, and sending effective marketing campaigns.