CRM list

Synerise CRM is a module with clearly visible customer profiles created with demographic, transactional and behavioral data. Databases built with this information can be segmented into defined groups, filtered, imported to other databases or exported in text files.


Business benefits

The Synerise CRM module lets you view your customer database and check the details of every customer

  • You can also find all customer activities and other specific information and filter the results
  • This module makes all the most important customer related information available in one place
  • Synerise CRM makes it possible to create segments based on the demographic, transactional and behavioral data of customers. Segments allow for a deeper analysis and creation of marketing campaigns that are targeted to the needs of particular groups of customers.

Before you start…

Before you can start using the CRM module, you have to import your database first. You can do this in three different ways:

  • as a .csv file.
  • as JSON.
  • as text.
  • as an .xml file.

If you want to read more about crm files, go to our articles about import.


CRM list

Go to the Synerise β†’ CRM module to see a list of your customers.


Screenshot from CRM module presenting list of customers

First of all, decide if you want to see only anonymous customers on your list, only recognized ones or both. To do this, choose the option from the menu above.

Screenshot from CRM module presenting list of customers and columns

On the list, you can find the basic information about your customers,

  1. There are a few columns with basic info such as the name, email address, phone, city and date created,
  2. You can change their order using the arrow visible after hovering over them,
  3. You can add more columns with existing attributes in the system. To do this, click the icon on the right side and select the attributes you want to see on the list.

Screenshot from CRM module presenting preview of the customer

You are able to quickly preview the basic data of customers.

  1. To do this click on the chosen customer icon.
  2. You will see a small box with basic info: name and surname, last activity, created date, email and location (if known).
  3. On the right side you can find more information about a specific person: expressions, aggregates, customer info, tags, and segments and subscriptions.
Warning: To go to a client's card, just click on the name on the list.

Search customer profiles

Screenshot from CRM module presenting how to search for the customer

If you want to search for a specific person based on the name, surname, email or uuid, just enter it directly in the box.

  1. Click the search box.
  2. You will see a list of recent searches below.
  3. Choose the type of search. It can be for an attribute, tag or any other data like email, name, surname, etc.
Warning: If you want to search for someone based on the name, surname or email, just enter it directly in the box.

Filter customer profiles

Screenshot from CRM module presenting how to filter the customer

You can also filter customers in a more advanced way. To do this you have to create a segment of customers you want to find and describe the conditions they have to meet.

  1. Click the filter icon.
  2. Choose the filter. It can be an Event, Tag, Attribute, Expression, Aggregate or Segment.
  3. Describe the conditions.
  4. Remember that you can search for contacts who match the conditions or those who do not. Choose the preferred option.

Read more information about building Segmentations and set up the data range for your filter.

Screenshot from CRM module presenting how to delete the filter

  1. If you create a segment to find a specific group of customers, you will see a red dot above the filter icon.
  2. You can always change your conditions by clicking on the filter icon and choosing the edit option.
  3. If you want to turn the filter off, click clear.

Generate reports

Reports are customer exports gathered in one place.

Screenshot from CRM module presenting how to generate the reports

After clicking the button, you can go to the reports section, where you can preview them and download the previously generated file

Tip: If you export a file with customer data, you can find it here later.

Import Customers

You can always retry the import, and add another database

Screenshot from CRM module presenting how to import customers

You can add another database thanks to Shovel in three different ways:

  • as a .csv file.
  • as JSON.
  • as text.
  • as an .xml file.

If you want to read more about crm files, go to our articles about import.


Add a new customer profile

Screenshot from CRM module presenting how to add new customer

If you want to add a new customer to your database, click the add customer button in the upper right side of the screen.

Screenshot from CRM module presenting how to add new customer

  1. First, add the basic info about your customer: first and last name and email. Remember that email is a basic identifier which is necessary to create a customer profile in the system.
  2. You can add tags which can help you distinguish the customer from others.
  3. Add properties and new fields. Both are described below.

Screenshot from CRM module presenting how to add the property for new customer

Properties are customer attributes that you have in the system. You can select them from a drop-down list. To be able to see the attributes on the list, they must be created beforehand.

  1. First, choose the property name (name of the attribute) from the list,
  2. Add its value based on your own scale created earlier (for example, 1/0 scale where 1 defines those who have met the condition).

If you want to add more attributes, click add property once more.

Screenshot from CRM module presenting how to add new field for new customer

New fields let you add new properties (attributes) that have not been created before.

  1. First, choose the source parameter.
  2. Add the property name.
  3. Describe it (optional).
  4. Select the property type: string, date, number, boolean or array.
  5. Save your changes.

You can add as many new fields as you need, just click add new field each time.


Editing customer profiles

You can always edit the data of a customer or groups of customers.

Screenshot from CRM module presenting how to edit data of specific customer

To edit the data of a specific customer:

  1. Click the three-dots icon on the right side of the screen.
  2. Select edit.

After making changes, remember to click save.

Screenshot from CRM module presenting how to edit data of group of customers

You can also edit data for more than one person at once. You can add an attribute and define its value. Then it will appear in all chosen profiles.

To edit the data for a group of customers:

  1. Select the number of clients whose data you want to edit (they can be people already selected using a search engine or belonging to a specific segment). Choosing the first box you can select all the customers at once.
  2. From the menu which appears above the list of clients, select the edit option.

Screenshot from CRM module presenting how to edit data of group of customers

  1. First, add the property (attribute) name by choosing from the list. Remember that attribute must be prepared earlier.
  2. Add its value, which can be based on your own scale.
  3. If you want to add more attributes, just click add property each time,
  4. When you finish, click apply to save your changes.

Deleting customer profiles

You can always delete any customer or group of customers from your database.

Screenshot from CRM module presenting how to delete specific customer

To delete a specific customer:

  1. Click the three dots on the right side of the screen.
  2. Choose the option delete.

The system will ask you to confirm your choice, be sure that you do not do so by accident.

Screenshot from CRM module presenting how to delete group of customers

To delete a group of customers:

  1. Choose the group of customers (they can be people already selected using a search engine or belonging to a specific segment). Choosing the first box, you can select all customers at once or select only the customers visible on the list.
  2. Choose the delete option from the menu above.

The system will ask you to confirm your choice, be sure that you do not do so by accident.


Export Customers

Screenshot from CRM module presenting how to export customers

You can always export the chosen group of customers to a .csv file.

  1. First, select the group of customers you want to export (they can be people already selected using a search engine or belonging to a specific segment). You can also choose all of them or only visible customers, by selecting the first box.
  2. In the menu above, choose the export option.

Screenshot from CRM module presenting how to export customers

There, you can see a list of all customer attributes you have in the system.

  1. Choose the attributes you want to export to your file.
  2. If you have created multiple attributes, they can be divided into pages.
  3. If you want to search faster for selected attributes, you can use the search engine.
  4. Save your changes using the apply button.

Screenshot from CRM module presenting how to export customers and go to reports

  1. After exporting your database, you can go directly to reports using the button visible in the pop up.
  2. You can always come back to a previous export at a later time, using the reports button.

Screenshot from CRM module presenting how to export customers and go to reports

  1. Find the report you have generated on the list of reports. Every report is marked with a date and hour.
  2. Click the three-dots icon on the right side.
  3. Choose the download option. The file will download to the indicated location on your computer automatically.

Example of use

Export customers who subscribed to a newsletter

Screenshot from CRM module presenting how to export customers who subscribed the newsletter

If you want to extract a specific group of customers and export them:

  1. Choose the filter option.
  2. Create the segment, using newsletter agreement as an event.
  3. If you want, you can narrow your conditions by adding a specific time range or source of the subscription.
  4. Click apply to save your changes.

The list of people who have met the conditions should be visible on your CRM list.

Warning: Remember that the event described as “marketing agreement” can have a different name in your system. It depends on the name you have assigned it before.

Screenshot from CRM module presenting how to export customers who subscribed the newsletter

  1. Select the first box on the left side to choose all the customers from the prepared list.
  2. Click the export button visible in the menu above.

Screenshot from CRM module presenting how to export customers who subscribed the newsletter

  1. Use search to select the data you want to have in your database.
  2. Select the chosen fields.
  3. Apply changes when the list of fields is ready.

Screenshot from CRM module presenting how to export customers who subscribed the newsletter

  1. In the pop-up you can see a direct link to the reports section.
  2. You can also go to reports any time you want by using the reports button above the CRM list.

Screenshot from CRM module presenting how to export customers who subscribed the newsletter

  1. In the reports section you can find your report on the list. Every report is marked with a date and hour.
  2. Click the three-dots icon on the right side.
  3. Choose the download option to get your file.
Note: Thanks to this use case, you know how to create a specific group of clients who can receive your newsletter campaigns or other messaging, like mobile, landing page or web push.

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