What data is required?
Before going live, we recommend providing us with a CSV file containing historical orders and/or customers' email addresses
Depending on the package and features will change how much data we need;
- Exclude Existing customers from Referral - One year customer email addresses
OR
- Extended Customer Revenue (ECR) & Network Insights - One year historical order data with no gaps
- Earned Growth - Two years historical order data with no gaps
- Predicted ECR* - Three years historical order data with no gaps
*This is not available for subscription and only for those on our Optimise, Advanced or Ultimate package
Why is this data required?
- Customer email addresses: Will ensure that these existing customers cannot claim the introductory offer as referees (they're already customers!). You only need to provide this list once before the programme is live, since tags will automatically capture this information from that point onward
- Historical order data:Will allow us to enable advanced data features much sooner as the algorithms and machine learning models will have enough data to start segmenting and predicting
How to upload this data?
- Customer email addresses: To upload existing customers emails please see the process here
- Historical order data: To upload historical order data please see the process here
