HCRM
Plan5
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Messages5
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Consent
Results
Report
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SampleOmni*module 10Voice
H

Harbor Lane · CRM

Sample data

Omni*

Messages

List rebuilt 03:12 · 55,400 people, 18,598 we may write to

26 m until September subscription note · 627 people

Every message the shop has written, with what it was last used for and what that run produced. The one already open is the one a person has to deal with: the gate is holding it, and the page opens there rather than on whatever goes out next.

Waiting on you

Written, not approved.

Computed
  • Kenya AA early accessSMSTop spenders · 284 peoplein 6 hourswaiting 18 h 14 m
  • Your grinder has been quietE-mailheld by the gateBought the kit, not the coffee · 2,561 people · The message says ₺390; the record has Ethiopia Yirgacheffe 250 g at ₺420in 2 dayswaiting 1 d 23 h
  • Autumn roast · the quiet onesSMSheld by the gateGone quiet, over six months · 1,960 people · 5,880 messages (3 × 1,960 people) against 2,000 a day — split it across 3 days, or shorten it to one part and send 2,000 of them todayin 4 dayswaiting 16 h 49 m
  • Still grinding? · second runE-mailGone quiet, over six months · 6,574 peoplein 5 dayswaiting 1 h 54 m
  • Kenya AA is backE-mailRegulars · 1,605 peoplein 8 dayswaiting 1 h 19 m

Written already

Every message the shop has, including the four that send themselves.

Entered by hand
  • Still grinding? · second runE-mailWaiting on you“Still grinding?”last went 3 days ago · 25 orders
  • Your grinder has been quietE-mailWaiting on younever sent · used by one send
  • Kenya AA early accessSMSWaiting on younever sent · used by one send
  • Kenya AA is backE-mailDraft“Kenya AA is back on Tuesday”never sent · used by one send
  • Autumn roast · the quiet onesSMSWaiting on younever sent · used by one send
  • September subscription noteE-mailScheduled“Your September bag ships Thursday”never sent · used by one send
  • Birthday bagE-mailScheduled“A bag on us, whenever you want it”never sent · used by one send
  • Brewing guideE-mail“How to get the most out of your first bag”last went 5 days ago · 27 orders
  • Was it too much, or the wrong coffee?E-mail“Was it too much coffee, or the wrong coffee?”last went 12 days ago · 2 orders
  • BREW10 reminderSMSlast went 17 days ago · 21 orders
  • BREW10E-mail“BREW10, for the fortnight everybody goes back to work”last went 20 days ago · 36 orders
  • What comes off the roasterE-mail“What comes off the roaster on a Tuesday”last went 24 days ago · 39 orders
  • Guatemala is backE-mail“Guatemala Antigua, back and better than March”last went 28 days ago · 93 orders
  • Basket left behindE-mail“You left the grinder in the basket”runs inside Basket left behind
  • After an orderE-mail“On its way”runs inside After an order
  • Subscription ships in two daysE-mail“Your bag ships on Thursday”runs inside Subscription ships in two days
  • A bag's worth agoE-mail“About a bag's worth ago”runs inside A bag's worth ago

In the editor

The preview is the editor. Type in it: the checks below and, on an SMS, the part count and what the send costs are recomputed on every keystroke — the same function the server ran.

Computed
SentE-mail5 days ago

Brewing guide

To First order, last 30 days · exactly one order · ordered in the last 30 days

Wed 9 Sep, 09:30

From Harbor Lane Coffee · to i***@work.example

Grind, water, ratio, time. Four things, one page, no equipment needed.

Who gets it

  • In the segment2,678
  • −Marketplace relay address−1,987
  • −Never gave permission−90
  • −Took permission back−29
  • −Bounced hard before−6
  • May be written to566
  • −In the hold-out group−64
  • −Already had 2 this week−128
  • Will receive it374

218 of the people who fell out could be recovered by the shop — by asking for permission again, by collecting a detail it never asked for, or by not sending something else to them first. The rest could not.

Before it can go

Clear

  • A way to stop hearing from us· The unsubscribe link is in the footer
  • Nothing left unfilled· 23 people fall back to “there”
  • No health or diet claims
  • Subject line survives a phone· 41 characters
  • Not written in capitals
  • Links are tagged and short· 1 links, all tagged

Does not apply here

  • Products exist in the record· This message does not name a product
  • Prices match the record· No price in this message
  • Enough stock behind it· Nothing in this message to run out of
  • Stays in the SMS alphabet· E-mail has no alphabet limit
  • Message length and what it costs· E-mail is not billed by length
  • Outside quiet hours· Quiet hours apply to SMS

27 orders · ₺17,280

₺0 of the month’s lift over the hold-out group is allocated to this one, by its share of the orders.

“Went out the day after the guide was published. Held fifteen per cent back because this one is supposed to be judged on the second order, not this week's.” — Customer marketing

The guide the SEO module published on the 8th, sent to everybody whose first order was in the last month.

Sample data. Nothing in the fixtures records whether a message may be sent — the checks under the editor decide it, over the text in the box and the list it is going to, on the server and on every keystroke here.

PlanSegmentsMessagesJourneys