HCRM
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SampleOmni*module 10Voice
H

Harbor Lane · CRM

Sample data

Omni*

Plan

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

26 m until September subscription note · 627 people

Everything this department does is on one screen: the cuts of the list, the weeks the sends are booked into, and the message that is about to go out. The figures beside a segment are not stored anywhere — the rule is run over the list each time the page is drawn.

Segments

People, and how many we may write to.

Computed
  • Subscribers778
    631 writable

    subscription running

  • Regulars3,215
    1,773 writable

    3 orders or more · ordered in the last 60 days

  • First order, last 30 days2,678
    566 writable

    exactly one order · ordered in the last 30 days

  • Lapsing3,084
    1,293 writable

    2 orders or more · last order between 90 and 180 days ago

  • Gone quiet, over six months29,682
    7,306 writable

    no order in 181 days

  • Top spenders1,333
    1,093 writable

    spent ₺9,000 or more · ordered in the last 120 days

  • Bought the kit, not the coffee9,032
    2,848 writable

    has bought equipment · no single origin beans in 90 days · no blends in 90 days

  • Cold brew, last summer6,504
    1,865 writable

    has bought cold brew · no order in 120 days

  • Cancelled the subscription166
    139 writable

    cancelled the subscription in the last 120 days

  • On the list, never ordered4,841
    4,769 writable

    never ordered · gave permission for e-mail

  • Marketplace only34,600
    1,097 writable

    has ordered on a marketplace · never ordered on the web store

  • Birthday this month792
    328 writable

    birthday in September · has ordered at least once

The weeks

Two behind, this one, three ahead. Every send that exists is on it.

Entered by hand
Mon
Tue
Wed
Thu
Fri
Sat
Sun

31

1Sep

2

Cancelled subs09:00125

3

4

5

6

7

8

9

New buyers09:30374

10

11

Lapsing09:001,148

12

13

14

Subscribers11:00627Top spenders16:30284

15

16

Kit owners09:302,561

17

Birthdays10:00297

18

Gone quiet10:301,960

19

Gone quiet09:006,574

20

21

22

Regulars09:301,605

23

24

Cold brew09:301,693

25

26

27

28

29

30

1Oct

Subscribers11:00627

2

3

4

5

6

7

8

9

10

11

  • Wed 2 Sep

    Cancelled subs09:00125
  • Wed 9 Sep

    New buyers09:30374
  • Fri 11 Sep

    Lapsing09:001,148
  • Today · Mon 14 Sep

    Subscribers11:00627Top spenders16:30284
  • Wed 16 Sep

    Kit owners09:302,561
  • Thu 17 Sep

    Birthdays10:00297
  • Fri 18 Sep

    Gone quiet10:301,960
  • Sat 19 Sep

    Gone quiet09:006,574
  • Tue 22 Sep

    Regulars09:301,605
  • Thu 24 Sep

    Cold brew09:301,693
  • Thu 1 Oct

    Subscribers11:00627

Highlighted for the segment chosen on the left. A red dot is a send the gate is currently holding; the hour is when it goes, and the figure beside it is how many people it will actually reach.

Waiting on you

Written, not approved. Nothing in this list can leave the building on its own.

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

Sample data. The reach ladder, the checks under the message and the SMS arithmetic are real: the same functions run on the server and on every keystroke in the editor.

The message

The preview is the editor. Every check under it runs on what is in the box.

Computed
ScheduledE-mailin 3 days

Birthday bag

To Birthday this month · birthday in September · has ordered at least once

Thu 17 Sep, 10:00

From Harbor Lane Coffee · to r***@hotmail.com

No expiry date on this one.

Who gets it

  • In the segment792
  • −Marketplace relay address−400
  • −Never gave permission−48
  • −Took permission back−13
  • −Bounced hard before−3
  • May be written to328
  • −In the hold-out group−31
  • Will receive it297

48 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· 11 people fall back to “there”
  • No health or diet claims
  • Subject line survives a phone· 33 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

“No expiry on the bag. A birthday present with a seven-day clock on it is not a present.” — Customer marketing

PlanSegmentsMessagesJourneys