So you’ve been set up with a Zaius demo account. Now what?

We created this guide to take you through it all. Customer lifecycle analysis? Easy. Building segments? No problem. Campaigns? You’ll be creating them in your sleep.

You seem pretty smart, so we don’t think we’ll need to do much hand-holding. But in case you do get stuck, we’re always here to help. And we’ll even give you all the credit once we figure it out together.

Our help widget is accessible at any time by clicking the Help icon in the bottom right of the Zaius app -- simply search for a topic to learn more. You can also live chat with support right from within this assistant, or reach the team by email at support@zaius.com.

Now on to why you’re here.

What are you here to do?

The customer lifecycle

How to get there:

• In the main navigation, click on the Customers tab.
• Click on the Lifecycles sub-tab.

What I see when I get there:

This dashboard presents a segmentable view of your entire customer base - from customers you've just discovered and know little about, all the way to your loyal customers who you know intimately.

What I should do while I’m there:

Explore how dynamic and interactive the dashboard is, and how easily you can visualize opportunities! Click around on each of the stages (e.g., No Purchase, 1 Purchase, etc.) and cycles (e.g., At-Risk, Recent Buyers, etc.) and notice how your key metrics like AOV and conversion rate change as you select new groups. 

Turn any visualization into an actionable segment in one click! When you’ve honed into what gives you a “lightbulb moment,” click the Save as Lifecycle Segment button at the top-right to turn your selected viewpoint into a dynamic segment that you can create a campaign around. For example, wouldn’t the “1 Purchase, At-Risk” segment above make a tremendous win-back campaign?

Analyze the performance of your segments. Click any Segment in the top left and select a segment to filter by from the dropdown menu that appears. From there, learn more about what motivates these buyers. Click on the Dimensions dropdown menu to see:

• The most effective campaigns that are driving these buyers to your website
• The most popular products they’re purchasing, and the products they might be interested in buying in their 2nd purchase, etc.
• A lot more!

And while you’re at it:

The Lifecycle dashboard shows you everything that your customers have done in the past, but wouldn’t it be compelling to predict what they’ll do in the future?

To review these predictions, click on the Customers > Insights tab. This dashboard shows the customers who are about to place an order and allows you to separate them by the likelihood an order will be placed.

 Create a campaign

How to get there:

• In the main navigation, click on the Campaigns tab.

What I see when I get there:

This is a dashboard of all of your saved campaigns - ongoing, completed, draft, paused, etc. It will show all of your key campaign stats like open rate, click rate, revenue, etc.

What I should do while I’m there:

Build a campaign! To start, click Create New Campaign in the top left, and decide whether you want to send a one-time campaign or an automated campaign.

Not sure which type is right for you? Check out these situations and appropriate resources:

Looking to send out a single flash sale message? Choose a One-Time campaign.

• The basics of campaign set-up
• Create and manage segments

Looking to create a cart abandonment series? Choose a Behavioral campaign - these are automated.

• The basics of campaign set-up
• Create and manage segments
• Create and manage behaviors
• Create and manage filters

Want to set up your order receipt sends? Use a Transactional campaign - these are automated.

• Use transactional email

Want to incorporate pop-ups or forms into your website? Use a Web campaign.

• Create pop-up modals and forms
• Use web embeds

While creating your campaign touchpoints, pay special attention to:

Dynamic content - You can use personalization tags in subject lines and within the body of the email itself to show customer names, product names, prices, and more. You can also use a dynamic grid to show content based on customers’ behavior, such as product recommendations or the items they’ve left behind in an abandoned cart.

Templates - These allow you to save the structure and design of a piece of content so that it can be reused and personalized additional times. Learn more.

Saved elements - Any combination of images, text, etc. can be turned into a component for future use. This action will save you a lot of time when pulling a header or a footer into a new email you’re creating. Check out a quick example below.

Create segments

How to get there:

• In the main navigation, click on the Customers tab.
• Click on the Segments sub-tab.
• Click the + Segment option at the upper left. 
• Edit an existing segment, or click the Create New Segment button.

What I see when I get there:

This tool is Zaius’ visual segment builder. It’s designed to easily and intuitively allow you to build segments just like you’d speak a sentence. You can build a segment around any data point you can send to Zaius!

What I should do while I’m there:

Build a segment! Let’s start by building something basic.

• Select the Have done something option and type “order” into the next pane that appears. 

• For the number of orders, let’s say they’ve ordered At least once.

• Next, let’s say this took place In the last six months.

• Lastly, let's select Done, input a segment name, and select Save.

Congrats! You've just built a segment of all customers who have placed an order within the last six months. From here, there’s almost an infinite level of detail you can add with the AND operator and OR operator! Here are some ideas:

• Want to specify the SKU or category of the customer's order? Click the Filter button and type in “Root Category” or “SKU” in the pane that appears.
• Want to capture some warm leads? Let’s look at customers who have gone on to look at more products after making that purchase we just indicated! Click the AND button next to the filter button and select customers who Have done something and specify their action as Product Detail View. You can then filter by the category, SKU, etc. that they could have reviewed.

While you're at it, share the information:

Any of these segments can be synced directly to integrated Facebook, Google, Instagram, and YouTube accounts. If you select a segment, you’ll see the toggles to sync this information with these sources. Please note that the integration with Facebook includes Instagram, while the integration with Google includes YouTube.