• The Campaign Sales Report

    The Campaign Sales Report can be found in the Reporting section of Essential. It allows you to view sales and reward metrics by campaign. This includes both loyalty & non-loyalty campaigns.  Be sure you have an Account Group selected or applied to your user in order to view all of the reports….

  • The Clutch Report Catalog

    The Clutch Report Catalog displays all of the core reports you may be looking for! It can be found in the Reporting section of Essential. You’ll be able to see tiles of all reports, as well as their category. You can easily filter by category as needed or search for…

  • Viewing Where a Customer is in Their Life Cycle

    If you want to see where an individual customer is in their lifecycle there are three Life Cycle Segments customers may fall within. Active Customer: These are customers that have recently made a purchase. Their most recent purchase is in the same timeframe as 80% of their other purchases. At…

  • Using Life Cycle Segments in a Campaign

    You’ll be able to utilize three different Lifecycle Segments that indicate where a customer is in a their life cycle: Active Customers, At Risk Customers, and Churned Customers. Using a Lifecycle segment in a campaign is simple! Just follow the steps below. 1 Finding the Campaigns Section Look for the…

  • Creating Automatic Win-back Offer Campaigns to Manage Churn

    In Essential, it’s easy to create automatic win-back offer campaigns for customers who are at risk of churning or have already churned with just a few clicks. Follow the steps below to learn how. If you’d like to utilize our Lifecycle Segments in a different campaign type, you have the…

  • Churn Management Overview

    Availability Note This feature is available to brands who utilize Clutch for transaction information. Dismiss this alert. When customers churn, it hurts your brand. It can be easy for brands to identify customers as being “at risk of churning” after an arbitrary number such as after 30 days of not…

  • Reviewing a Possible Fraudulent Account

    Clutch’s Fraud Monitoring Tool detects possible fraudulent accounts. Identifying these accounts helps catch fraudulent activity that is negatively impacting your brand. It’s important to note that Possible Fraudulent Accounts ≠ Fraudulent Accounts. The Fraud Monitoring Tool simply looks for things that might be suspicious, so your brand can investigate. You…

  • What is the Possible Fraud Monitoring Tool?

    Clutch’s Fraud Monitoring Tool detects possible fraudulent accounts. Identifying these accounts helps catch fraudulent activity that is negatively impacting your brand. This tool can help you identify your most suspicious customers as well as potential employee misuse. It’s important to note that Possible Fraudulent Accounts ≠ Fraudulent Accounts. The Fraud…

  • What is Send Time Optimization?

    Send Time Optimization grants marketers the ability to send emails at a time that is optimal to the recipient. Unlike sending emails right away or at a scheduled time, Send Time Optimization means that the email will send at different times for different recipients.  The optimized sent time is calculated…

  • What is Customer Lifetime Value?

    Availability Note This metric is only available to brands who utilize Clutch for transaction information. Dismiss this alert. What is Customer Lifetime Value? A Customer’s Lifetime Value is the total expected monetary value a customer will provide over their lifetime. How is Customer Lifetime Value Calculated? A Customer’s Lifetime Value…