Customer Programs
Recruit customers into your programs, manage their membership details, empower anyone in your organization to nominate customers, and develop a rich set of customer profiles to tap into when you have opportunities for customers to engage.
Recruit customers and track your advocate pipeline
- Import your target customers from Salesforce, Excel or any other system.
- Communicate with those customers about your customer programs.
- Track their movement through your advocate pipeline using a Customer Campaign.
- Measure your recruiting results and effectiveness.
Manage each customer's Membership Details
- Let customers pick and choose the types of activities they like to perform.
- You and customers can specify the topics they want to hear about and discuss.
- Track the permissions their company has granted you.
- Add a Dynamic Field for any demographic or behavioral attribute you’d like to track.
Empower anyone to nominate customers
- Use your favorite form-builder app to collect information about the nominee.
- Automatically notify your team and send a confirmation to the nominator.
- Acknowledge and show appreciation for frequent nominators.
Draw from a rich set of member profiles
- Each Member dashboard shows their engagement score, engagement notes, favorite activities, activity history, contributed content, pending and completed requests
- Search and use Advanced Filters to find the right customers to engage.
- Avoid overusing the same customers to prevent advocate or reference burnout.