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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, select the option to pause all nudges. This will stop rePete from sending any nudge messages to that customer across all of their schedules.

  • A specific product schedule - From the customer's profile, find the product schedule you want to pause and select the pause option for that individual schedule.


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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