Loyal — Customer Segmentation

Stop running the one-size-fits-all campaigns. Run a tailored campaign for each of your customer groups. Someone who just made the first transaction in your store should see a different campaign than someone who regularly purchases.

Loyal is a valuable yet straightforward customer analytics app to give you precious insights. Based on their purchase history, it will automatically split them into six segments using a so-called RFM analysis (Recency, Frequency, and Monetary).

And then show you tips on what campaigns and types of communication you should use when interacting with each customer group. You can also export the CSV of each group to import it into your email marketing tool. Or use customer tags in Shopify.

Using tailormade campaigns for each customer group will improve your retention, customer lifetime value, and you will be able to monetize your existing customer base better.

Key Loyal features

1. Automatically analyze your complete order history and create six customer groups using an RFM analysis (i.e., how frequently and recently they bought something)
2. Monitor important retention metrics like number of customers, customer lifetime value, orders per customer, and average order value
3. Tag your customers based on their group. With auto-tagging, you can simply set up campaigns on Klavyio or Shopify Email when the customers move from one segment to another
4. Export CSV files for popular campaign and marketing platforms (Facebook, Google, Klaviyo)
5. Read tips and recommendations on how to approach each customer segment
6. Receive a weekly summary email summarizing the most important changes in your customer health
7. Add quick shortcuts to your Customers page in Shopify

The six customer groups based on the RFM analysis

1. New – First-time buyers in your store. Usually, the most significant customer segment in newer stores.
2. About to Sleep – Customers who don't buy often and haven't made any orders recently. Usually, the most significant customer segment in active stores.
3. Sleepers – Customers made their last purchase a long time ago and have a low number of total orders. Most likely, they are lost.
4. Potential Loyal – Customers who bought recently and have the potential to become loyal
5. Loyal – Your most precious customers who are returning frequently
6. Loyal at Risk – Past loyal customers who haven't been active recently