Clienteling & CRM
Smart Segments & Saved Searches
A visual audience builder that filters on behavior as well as attributes — save it, share it by URL, let it auto-refresh.
A visual audience builder that filters on both attributes and behavior — purchased, liked, presented, inquired, appointed, serviced and more — combined with brand, product, associate, status, spend range and rolling date windows in AND/OR/NOT logic. Save a search as a static list or a self-refreshing smart segment, and share the exact view by URL. “Bought Brand X in the last year, spent over $25k, no appointment in six months” becomes one saved query.
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