Social Annex Announces the Next Dimension of Omni-Channel and eCommerce Segmentation for Customer Loyalty and Advocate Marketing

Software Company Augments Consumer Targeting Capabilities for Online and Brick and Mortar Sellers

Social Annex, the only software vendor with a complete platform of Customer Loyalty and Advocate Marketing solutions, has announced the launch of significantly enhanced capabilities for data segmentation within the platform with the ability to automate, manage and measure personalized campaigns depending on customer data.

The platform now uses RFM (recency, frequency, and monetary value) tactics to analyze customer value and provide it in the form of an easy-to-use dashboard. This RFM dashboard offers the ability to segment customer lists based on how recently they made a purchase, the frequency with which they purchase, and their average order value.

We're excited to have enhanced our Customer Loyalty and Advocate Marketing data with RFM dashboards and customer data segmentation capabilities in order to really provide the next level of targeting ability to our clients. Thanks to these optimized features, they'll be able to identify and market to users based on an almost-endless range of criteria, from specific items purchased, to location data, to their success as a referrer, to their social media advocacy for the client - and thereby increase revenue through a more personalized approach towards their customers.

Diana Smith, Director of Product, Social Annex

This segmentation allows retailers to identify their best customers as well as the customers who may need a little marketing attention and create automated campaigns to act on them. The RFM analyzer and dashboard is customizable to ensure clients can adjust their recency, frequency, and monetary criteria based on what makes most sense for their business.  

The RFM dashboard is easily combined with additional segmentation capabilities within the Social Annex platform. These segmentation features include creating customer and data segments based on:

  • Location of purchase

  • Type of products purchased

  • Interactions with the brand in-store, online, in-app, or on social

  • Loyalty program actions

  • Advocate marketing actions (e.g. referrals completed, reviews written, etc.)

  • Essentially any data set imported from a client’s CRM, ERP, ESP, or personalization engine

Alternatively, Social Annex segmentation analysis data can also be pushed into the client’s systems.

The addition of the RFM dashboard combined with Social Annex’s enhanced segmentation capabilities gives marketers the power to build smarter campaigns with more targeted messaging and offers for Social Annex’s customer loyalty and advocate marketing products.

By joining comprehensive customer loyalty and advocate marketing data with RFM information, marketers can create segments and campaigns based on multi-level criteria. Marketers can then target these segments through emails, promotional events, and more. This, in turn, leads to:

  • Enhanced engagement

  • Heightened customer acquisition

  • Higher conversion rates

  • Increased average order values

  • Greater ROI

Perhaps most importantly, thanks to Social Annex’s unified dashboards and state-of-the-art reporting, they can ensure the success of their efforts and campaigns.

For a fuller picture of how Social Annex’s enhanced, multi-level segmentation will be the key to a more engaged customer base for merchants in the coming year, don’t miss this blog post.

Source: Social Annex

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Tags: advocate marketing, customer acquisition, customer engagement, customer loyalty, customer retention, digital marketing, e-commerce, email marketing, marketing, omni-channel, retail, retail technology


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Annex Cloud offers an extensive platform of customer loyalty, referral marketing and user generated content solutions that help you tackle even the most complex acquisition, conversion and retention challenges.