Customer Club
Customer Club
Proactive marketing for existing and potential customers: segmented messaging, triggers, scheduling, commerce purchase records and Offline Conversion reporting from CRM to ad platforms.
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A club that brings customers back.
Proactive marketing for customers and prospects — segmented messaging, triggers and scheduling, purchase records from connected commerce sites, and Offline Conversion reporting from CRM to ad platforms.
From customer records to proactive marketing
FixDigital CRM connects customer data with the next marketing action. Reach existing and potential customers proactively through email, SMS and WhatsApp, based on the audience and message you define.
The customer record holds the data used for segmentation and actions: status, custom fields and recent products purchased on connected commerce sites. Messaging is based on CRM data, rather than a general mailing list alone.
Different customer segments. More relevant messages.
Build segments and filters from the data available in your CRM, then select the customer group you want to reach. Examples include prospects at a particular stage, existing customers or customers who bought a specific product on a connected commerce site.
Choose content and a messaging channel for each group: a product update, relevant content after a purchase or a follow-up for a prospect. You define the audience and action; the system carries it out according to your configured rules.
Triggers that activate the next action
A change in status or a custom field in the customer record can trigger a marketing action. Define the conditions, the customer group they apply to and the message to send.
For example, send a message after an enquiry moves to a different stage or reach customers who match a defined segment. Automation depends on your chosen conditions and the data available in the CRM.
Immediate or scheduled — aligned with your process
Run marketing actions immediately after a trigger or schedule them for a predefined time. Scheduling lets you plan outreach to a customer group as part of an organised marketing process.
Instead of sending everyone the same message, define an audience, content, channel and timing for each action. Maintain proactive contact with existing customers and follow up with prospects according to their stage.
Commerce purchases in the customer record
For connected commerce sites, the system records the latest products purchased in the customer record. Use this information to segment customers and plan relevant post-purchase messaging.
FixDigital focuses on marketing activity and customer data, not on managing points, rewards or discount eligibility.
Offline Conversion: from the CRM back to ad platforms
The system collects conversion data recorded in the CRM and reports it directly to advertising platforms as Offline Conversion. Depending on the configured connections and events, data is sent to Google Ads, Facebook Ads and Google Analytics.
The platforms receive information about outcomes recorded in the CRM, such as a purchase or a closed deal, rather than just website visits or form submissions. This conversion data can support campaign measurement and optimisation.
Build your customer-club marketing process
Start with a goal and audience: who you want to reach and what you want to promote. Build a segment using CRM data, define the message and channel, then set a trigger or schedule.
Connect relevant purchase and conversion data and choose which events to report to advertising platforms. For agencies managing multiple client companies, configure activity in each company’s CRM environment according to its data and process.
Customer Club FAQs
What does FixDigital’s customer club include?
Proactive marketing to existing and potential customers; email, SMS and WhatsApp messaging based on segments and filters; triggers and scheduled actions; recent purchase records from connected commerce sites; and CRM conversion reporting to advertising platforms.
How do you select the audience for each action?
Define a segment using data available in customer records, such as status, custom fields or recent products purchased on a connected commerce site. The segment determines who receives the message, with content and channels selected for each group.
What is the difference between a trigger and scheduling?
A trigger activates an action when a configured condition occurs, such as a change in status or a customer-record field. Scheduling determines when the action runs. Send immediately after the trigger or at a predefined time, according to your process.
Can you also reach potential customers?
Yes. Configure actions for prospects recorded in the CRM, not only customers who have already purchased. Select the relevant segment and stage, then tailor proactive outreach to that group.
How is commerce purchase data used?
For connected commerce sites, the latest products purchased are recorded in the customer record. Use this available data to segment customers and send relevant post-purchase messages.
What is reported through Offline Conversion?
Conversion data recorded in the CRM, such as a purchase or a closed deal, is reported directly to Google Ads, Facebook Ads and Google Analytics according to configured connections and events. Reporting connects CRM outcomes with advertising measurement and optimisation.
Does the system manage points or rewards?
No. FixDigital does not manage points, rewards or discount eligibility. Customer-club activity focuses on proactive segmented messaging, triggers and scheduling, purchase records and conversion reporting to advertising platforms.
How do you get started?
Define a goal and customer group, build a segment from CRM data, choose content and a channel, then set a trigger or schedule. For conversion reporting, configure the advertising connections and relevant events as well. Make sure recipients and messaging meet the consent and unsubscribe requirements applicable to your activity.