Selling on Creator Store
CRM in Creator Store
CRM has two parts: All Customers for tracking everyone who bought from you, and Outreach for automated email flows and broadcasts.
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Customer Relationship Management (CRM) helps creators understand and engage with their customers. It provides tools to manage customer information, streamline communications, and drive sales through targeted outreach.
All Customers
All Customers is where you manage and view the customers who have interacted with your products, services, and content. You can access a list of customers who have made purchases, signed up for courses, or engaged with your content in various ways.
Use All Customers to:
- Track customer activity: see how customers are interacting with your products and content.
- View purchase history: filter customers by product, total purchase amount, or last purchase date.
- Manage subscriptions: view and manage whether customers are subscribed or unsubscribed to your communications.
- Access customer details: get information like customer email addresses, transaction amounts, and order status.
Outreach
Outreach is where you engage directly with your customers through automated email flows and broadcast messages.
Automated email flows
Select from pre-made flows or create your own. Available flows include:
- Purchase Flow: triggered after a customer makes a purchase.
- Abandoned Cart Flow: sent to remind customers to complete their purchase.
- Welcome Flow: sent to new customers to introduce them to your brand and products.
- E-Course Follow-Up Flow: designed to engage customers who have purchased online courses.
You can also choose specific products to trigger these flows.
Broadcasts
Broadcast emails are one-time messages sent to your customers. Use them for:
- Announcing new products or services
- Sharing news and updates
- Sending offers and promotions
- Requesting feedback from your audience
For help with managing your customers or outreach, contact the support team through the contact page.
Related guides
Selling on Creator Store
Use the CRM email editor for workflows and broadcasts
Build a workflow or broadcast email from a template, edit the text, add blocks, and preview it before you send.
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Import contacts into CRM
Add contacts to CRM one at a time or by uploading a CSV, and send opt-in emails so they can subscribe to your list.
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