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Managing Customers in rePete

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Written by Brysen Kliever

The Customers section in the rePete admin gives you visibility into your imported customers and their predicted schedules. From here you can view individual customer details, manage nudge activity, and create test customers to experience the rePete journey firsthand.


Viewing your customers

To view your customer list, navigate to the Customers tab in the rePete admin. This page shows all customers that have been imported into rePete.

Click on any customer to view their profile and see all of their predicted schedules, including the products tied to their schedules and their current status.

Note: If a customer cannot be found in the Customers tab, they do not have any predicted schedules in rePete and will not receive nudges.


Pausing nudges

You can pause nudges for a customer at two levels:

  • All nudges for a customer — From the customer’s profile, click the Pause all nudges button to stop rePete from sending any nudge messages to that customer across all of their schedules.

  • Specific product schedules — From the customer’s profile, check the checkbox beside each product schedule you want to pause in the rePete Products table. Once selected, the option to pause those nudges will appear. To reactivate a paused nudge, check the checkbox beside the paused schedule and select the option to activate.


Nudge history

The nudge history section on a customer’s profile shows a log of all email and SMS nudges that have been sent to that customer. This gives you visibility into what messages your customers are actually receiving.

To view a customer’s nudge history, navigate to the Customers tab, click on a customer to open their profile, and scroll to the Nudge history section.

To preview the contents of a nudge that was sent, click the eye icon next to the relevant entry. This will show you the actual message that was delivered to the customer.

Note: Nudge previews are available for 30 days from the date the nudge was sent. The history log itself remains accessible beyond 30 days, but the preview of the nudge content will no longer be available after that window.


Test customers

If you want to experience the rePete customer journey before going live, you can create test customers using your own contact information. This lets you receive a real rePete nudge and see exactly what your customers will experience.

Create a test customer

  1. In the rePete admin, navigate to the Customers tab.

  2. Click Test rePete nudges.

  3. Select Create test customer.

  4. Enter the following details:

    • Name

    • Email and/or phone number

    • Product - select the product you want to test with.

      Note: If you select a product that is not a rePete product, the product will be added to rePete.

  5. Click Save.

A nudge will be sent immediately to the email address and/or phone number provided. rePete will create a real predicted schedule for the test customer in the background.

Trigger another test nudge

If you want to send a follow-up test nudge after the initial one, follow the steps below.

  1. In the rePete admin, navigate to the Customers tab.

  2. Click Test rePete nudges.

  3. Select Trigger a test nudge.

  4. A modal will appear showing all test customers currently on file. Review the details and confirm to send.

A nudge will be sent to all test customers on file.

Limitations

  • A maximum of 5 test customers can be created per store. Once this limit is reached, the Create test customer option will no longer appear. You can still trigger nudges to existing test customers.

  • Test customers cannot be edited or removed from the admin once created.

  • A phone number that is already associated with an existing customer in your store cannot be used again to create a new test customer.

  • SMS opt-in welcome messages are not sent to test customers.

  • Marketing consent for test customers is automatically reset to its original value after one week.

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