Key Concepts

There are a few key concepts to understand before diving into the product:

  1. Churn Period

  2. Dormant Customer

  3. Active Customer

  4. Repeat Customer

Churn Period

The amount of time that has to pass since a customer's most recent purchase before they are considered to be churned for the purposes of analytics and calculations.

Dormant Customer

A customer whose last purchase was more than <churn period> days ago and did not return to make another purchase ever since then.

You'll see this graph on the Overview page:

The data in this graph shows how many customers (5,231) in the last 7 days have churned.

Active Customer

This number is always calculated with respect to a churn period and a date - it represents a customer who has made a purchase within <churn period> days of a particular date.

Repeat Customer

A customer who has made more than one purchase (can be with respect to a particular timeframe).

Home Page

Clicking the top left Apteo logo will bring you to the Home Page.

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In this page, you'll be able to:

  • View your data settings

  • Add and manage members to your team

  • Visualize your store's orders and customers over time

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Main Product Features

Overview

This page will give you an overview of your store's performance, retention, segments, and campaigns. Click on "Overview" to learn more.

Retention

This page will give you insight on your dormant customers, at-risk customers, and repeat customers. Click on "Retention" to learn more.

Segments

This page will show you a list of automatically generated smart segments of your customer base using previous purchasing behaviors. You can also create your own custom segments from here. Click on "Segments" to learn more.

Customers

This page will show you all of your customers in one place, and allow you to filter for specific lists. You can also export this list to CSV and push them into your favorite marketing tools.

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