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How to build customer profiles and search customers for campaigns

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Written by Lucien Hopkinson

Quick answer: In the top bar click Loyalty Marketing , then in the left menu click Profile Criteria (the page is titled Profile Management). On Manage Criteria , click Create New Profile to add a criterion, then Add Value to add the options customers can have.


What this is for

Profile criteria are extra facts you record about customers, such as "Favourite drink" or "Dietary needs". Profile Search lets you filter customers by those criteria and tags to build a list for a marketing campaign.


Before you start

  • You're signed in to the Nomni Console at Nomni Console (app.abacus.co) with a login that can see this page. If it's missing from your menu, ask your account owner to check your role.


Set up profile criteria

  1. In the top bar click Loyalty Marketing, then in the left menu click Profile Criteria (the page is titled Profile Management).

  2. On Manage Criteria, click Create New Profile to add a criterion, then Add Value to add the options customers can have.


Search customers

  1. In the top bar click Loyalty Marketing, then in the left menu go to Emarket > Profile Search.

  2. Click Add Criteria, choose the Criteria, an Operator (such as equals) and a Value. Add Tags if needed, then click Reload.

  3. Matching customers show under User(s) matching selected criteria profile(s), with your criteria listed as Criteria Name, Operator and Value(s).

  4. Click Export to download the list, or Reset to start again.


Tips

  • Keep criteria values short and consistent (for example "Vegan", not "vegan only") so searches match.

  • Exports contain customer contact details. Store them securely.

  • This page shows customer personal information. Only give access to staff who need it, and don't share exports outside your business.


Common problems

  • "Value(s) can not be empty"

    Every criterion you add to a search needs a value.


Still stuck?

If something on this page looks broken, or you need a change to your account, chat with us from the Nomni Console. For anything else, the steps above should get you there.

You can also email support@nomni.ai or call 1300 445 483.

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