Route An Arrow For New And Repeat Customers

Owned by Chris Rivera
May 20, 2024
1 min read

Customers can be routed based on whether they are making their first purchase or are repeat customers. By default, the routing is set for all customers, but this can be customized to target "new customers" or "repeat customers."

Definitions:

  • All Customers: Route all customers, regardless of whether they are new or repeat.

  • New Customers: Customers making their first purchase.

  • Repeat Customers: Customers who have made at least one purchase.

Setting a Route by Customer Type:

 

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In the visualizer, follow these steps to set a route based on customer type:

  1. Hover Over the Arrow:

    • In the visualizer, hover over the arrow you wish to set the route for.

  2. Click the Settings Button:

    • Click the settings button that appears when you hover over the arrow.

  3. Open the Side Menu:

    • The side menu will open automatically after clicking the settings button.

  4. Select Customer Type:

    • In the side menu, you will find a dropdown labeled "Customers."

    • Select either "New Customers Only" or "Repeat Customers Only" based on your needs.

  5. Publish Changes:

    • After making your selection, ensure to publish the changes to save the routing settings.