Dashboard & Lifecycle Campaigns

The system’s dashboard provides a real-time view of customer lifecycle stages, allowing organisations to monitor how customers transition between stages as events unfold. The dashboard updates in real-time when data is transmitted to the CRM, ensuring that the status of each customer is always current.

Lifecycle Stages Dashboard

• Real-Time Updates: The lifecycle stages update dynamically, reflecting customer transitions as they occur within the CRM.

• Interactive Stages: Each lifecycle stage is interactive. When a stage is clicked, its definition is revealed, outlining the specific criteria that define that stage. Additional details are available via an integrated slider, offering comprehensive insights at a glance.

• Predictive Modelling alerts are displayed in red on the respective lifecycle stage. For further information about predictive modelling visit here.

Lifecycle-Based Campaigns

Lifecycle-based campaigns enable the creation of targeted initiatives designed for customers at specific stages of their journey. These campaigns can be triggered at key moments—for example, immediately following customer registration or when reactivating a customer who has churned. This structured approach ensures that campaigns are both timely and relevant.

• Campaign Types:
  • One-Off Campaigns: Executed once against a specific segment.
  • Dynamic Campaigns: Operate over a set period and target customers who meet predefined criteria.
    The focus here is on dynamic campaigns.

Managing and Monitoring Campaigns

• Dashboard Indicators:
  The campaign dashboard displays key information such as:

  • Status: Whether the campaign is active or inactive.
  • Target Segment: The specific customer segment targeted.
  • Associated Actions: The list of actions configured for the campaign.
  • Execution Details: Total number of actions executed and the timing of the trigger, as indicated in the “Day” column.

• Additional Options:
  The campaign menu offers various features including marking a campaign as a favorite, archiving options, and accessing campaign analytics. For active campaigns, additional options such as exporting a CSV file with details on messages sent or failed become available.

Campaign Archiving and Cross-Brand Management

• Archiving:
  Completed campaigns are archived automatically based on the period set in the account settings. It is recommended to manually archive any inactive campaign to maintain an organised workspace.

• Multi-Brand Management:
  For organisations managing multiple brands, campaigns can be duplicated across brands using the copy feature. Simply select the copy option from the campaign menu and choose the brands where the campaign should be replicated.

Customer Lifecycle Stages Overview

This section provides a detailed explanation of the various customer lifecycle stages as defined in the system. Each stage represents a specific period in the customer's journey, with automated transitions based on customer actions. Clicking on a stage icon within the platform opens a slider that displays relevant charts and actionable insights for that stage.

New Signups

Definition:
New signups are players who registered within the past 7 days and have not yet made a deposit.

Transition:

• Deposit Made: Players are immediately moved to the New Depositors stage.
• No Deposit After 7 Days: Players are automatically shifted to the Non Depositors stage.

Slider Insights:

• Recent Signups Bar Chart: Displays the most recent new signups.
• Channels Chart: Shows the channel split of signups.

Non Depositors

Definition:
Non depositors are players who signed up between 7 and 35 days ago and have not deposited yet.

Transition:

• Deposit Made: Players are immediately moved to the New Depositors stage.

Slider Insights:

• Recent Non Depositors Bar Chart: Displays the latest non depositors entering this stage.
• Channels Chart: Presents the channel split of signups.

New Depositors

Definition:
New depositors are players who have signed up within the past 35 days and have made at least one deposit during this period.

Slider Insights:

• Recent New Depositors Bar Chart: Displays the most recent depositors entering the stage.
• Revenue Bar Chart: Shows the recent monetary value generated by customers in this stage.

Spectators

Definition:
Spectators are players who registered more than 35 days ago and have visited or signed in to the website, yet have not wagered or deposited at least once within the past 35 days.

Transition:

• Action Taken: If deposits or wagers are made, these players are immediately moved to the Active stage.
• Inactivity: If a player remains inactive for 14 days, they are shifted to the Reactivated stage.

Slider Insights:

• Top Page Views Chart: Displays the most viewed web pages by players in this stage.

Active

Definition:
Active players are those who registered over 35 days ago and have wagered or deposited at least once in the past 35 days.

Slider Insights:

• Accumulated Figures: Daily generated values representing the total contributions of active players.
• Growth Indicators: Icon-based metrics showing current month growth compared to the same period in the previous month.
• Channel Share: Breakdown of wagers by mobile versus web activity.
• Product Share: Distribution of wagers across various products.

Inactive

Definition:
Inactive players are those who were once active but have not wagered or deposited at least once in the past 35 days.

Transition:

• After 15 Days of Inactivity: Players are moved to the Dormant stage.
• Action Taken: If a player wagers or deposits while inactive, they are shifted to the Reactivated stage.

Slider Insights:

• Accumulated Figures: Displays the cumulative values generated by all inactive players.

Dormant

Definition:
Dormant players are those who have not wagered or deposited at least once in the past 50 days and are not classified as inactive or non depositors.

Transition:

• After an Additional 15 Days of Inactivity: Players are transitioned to the Churned stage.
• Action Taken: If a deposit or wager is made, they are shifted to the Reactivated stage.

Slider Insights:

• Accumulated Figures: Shows the cumulative values generated by players in the dormant stage.

Churned

Definition:
Churned players are those who have not wagered or deposited at least once in the past 65 days and are not considered dormant.

Transition:

• Action Taken: If a player wagers or deposits while churned, they are moved to the Reactivated stage.

Slider Insights:

• Accumulated Figures: Displays the cumulative values generated by all churned players.

Reactivated

Definition:
Reactivated players are those who were previously considered inactive and have either deposited or wagered at least once in the past 14 days. Once the 14-day period lapses without further activity, they automatically transition back to the Active stage.

Slider Insights:

• Accumulated Figures: Daily figures representing the contributions of reactivated players.

This structured approach to lifecycle stage management ensures that customer behavior is accurately tracked and that the appropriate actions and analytics are provided at each stage of the customer journey.

Data Retention Policy

In accordance with the CRM data policy, campaign data is retained for a finite period. After this period, the data is archived and then held in cold storage for an additional duration before it is eventually deleted.

ℹ️ Further details on data retention can be found in the Knowledge Base under the Getting Started section, within the Data Policy documentation.

This structured approach to managing lifecycle-based campaigns ensures that organisations can effectively target their customer base, monitor campaign performance, and maintain data integrity in alignment with company policies.