Unlocking the Power of Managed Users (MUs) in Channel Talk
Channel Talk
5month 24days
- CRM
- customer experience
- Quick Tips
In the world of customer management, understanding how Managed Users (MUs) accumulate and leveraging their potential can make all the difference in providing exceptional service and driving business growth. Let's dive into the essentials:
What is MU?
Managed Users, or MU, is the backbone of your customer management strategy within Channel Talk's system. It's not just about storing contact details; MU holds valuable insights like customer interactions and purchase history, empowering you to tailor your approach and foster stronger relationships.
Here's a breakdown of the default MU limits for each plan:
Free Plan: No limit (though only customer names are accessible).
Early Stage Plan: 1,000 contacts (with overage up to 3,000 contacts).
Growth Plan: 3,000 contacts (with no overage limit).
With these metrics readily visible in your customer contacts, you can intuitively manage costs and efficiently organize your customer base.
When Managed Users (MUs) are Saved:
Customer data isn't something you have to chase down. With Channel Talk, interactions like member logins, new sign-ups, and even non-member inquiries automatically populate your MU database. Seamless integration means you're always up to date without manual effort.
Member Login: When a registered member logs into the site.
New Customer Sign-Up: When a new customer registers and signs up on the website.
Non-Member Contact Information Submission: When a non-member leaves their contact information via a button or form on your website.
If your site is integrated using platforms like Shopify, these interactions trigger the automatic saving of customer information into your customer contact database.
Maximizing MU Efficiency: Tips and Tricks
1. Unlock Instant Customer Insights: View Customer Information Upon Inquiry
Get to Know Your Customers Better with MU
In Managed User (MU), it's not just about saving basic customer contact details. We also track customer interactions, such as their site visits and past inquiries. This allows us to identify loyal repeat customers and tailor our responses to better suit their preferences. Understanding these patterns helps us enhance customer satisfaction and personalize our services effectively.
Seamless Customer Engagement with Channel Talk Meet.
Harness the power of your Channel Talk customer contacts during Channel Talk Meet. When you receive a call, all pertinent customer information is displayed, allowing you to promptly recognize and respond to customers without needing to access separate data sources. Dive into our Meet Guide for more details.
2. Segment Your Users
Harnessing Customer Segmentation with Managed User (MU) in ChannelTalk
Unlock the power of customer segmentation by creating targeted groups, or segments, based on various criteria stored within Managed User (MU) data. This enables personalized engagement and ensures your marketing efforts hit the mark every time.
Here's how you can effectively use segments in Channel Talk:
Define Filtering Criteria: Access the Advanced Filter feature by clicking [Advanced Filter] in the customer contact menu. Set filtering criteria based on parameters like purchase history or customer rating stored in MU.
Save Custom Segments: After setting your criteria, click [Save segment] to create a dynamic segment that updates automatically based on the defined conditions.
By using segments effectively, you'll gain valuable insights into your customer base, optimize engagement, and enhance overall customer satisfaction. Dive into customer segmentation with Channel Talk to elevate your customer relationship management today!
3. Customize the User’s Experience on your Platform
Tailoring Marketing Messages and Support Bots with Channel Talk Segments
Tailor your approach based on MU segments. Whether it's crafting targeted marketing messages or optimizing support interactions, MU gives you the tools to deliver a personalized experience that keeps customers coming back for more.
Here's how you can maximize the benefits of segment-based messaging and support using Channel Talk:
1) Re-engage Customers with Targeted Marketing Messages
In e-commerce, reconnecting with customers who have items in their cart but haven't completed a purchase can significantly boost sales. With Channel Talk's segmentation feature, you can easily target these customers with personalized marketing messages to gently remind them and encourage them to return to your site.
How to: [Marketing] > [One-time] > [Create a message] > [Message via Channel Talk] [→ Learn more about one-time marketing messages]
Here are some Marketing Recipes for you to take a look at:
2) You can customize Support Bots based on customer segments.
Enhance customer support with direct agent connections for loyal customers!
How to: [Filtering] within your Support Bot > [Import Segment]
3) Effortlessly Communicate with Customers via Channel Talk Messages
Click the speech bubble next to a customer's name in your contact list to send a Channel Talk message. This message will be delivered as a text if the customer is not currently on your site. It's an efficient way to relay out-of-stock or restocking notifications for ordered items. Simplify your customer communication with this intuitive feature in Channel Talk!
Can I delete my MU?
MU will be automatically deleted after a certain period of time
From the point of last contact with the customer (chat, site visit, receiving a marketing message, etc.), MUs are automatically deleted from your customer contacts after this period.
Here's a breakdown of the how long customer data is stored within your customer contacts:
Members and Leads: 2 Years
Members: These are customers who have signed up and became members on your site.
Leads: A lead is a customer who inquired as a non-member and provided at least one contact detail (email or phone number).
Anonymous Contacts: 90 Days
Anonymous contacts are customers who left an inquiry as a non-member without providing any contact information. Their name appears as anonymous entries like "Pizza 870".
Adjust your MU Limits Manually
1. Set a manual limit
If you prefer to stick to the default MU allowance that comes with your plan, you can establish a manual limit. Simply navigate to [Channel settings > Billing > Subscription], then select 'Monthly usage limit'. Once your MU reaches this set limit, any excess customer information will automatically be purged based on the most recent access time.
For reference, the default MU limit per plan are as follows:
2. Manually delete contacts
Keeping your customer contacts tidy and relevant is key to effective customer management.
Here’s how you can efficiently delete specific customers from your list, like those anonymous entries without any contact information:
Apply Advanced Filters
Navigate to [Contacts] and click [Advanced Filter] at the top right corner.
Set a criteria to filter out customers (ex. with "no mobile number value" and "no email value"), then hit the "Search" button.
Select Targeted Customers
Once the filtered list appears, click 'Select all customers' if you wish to delete the entire list.
Initiate Deletion
Next, click the three dots (ellipsis icon) and select 'Delete customers’ to remove the selected entries.
Deleting a customer doesn't delete the chat history, but the customer's information will appear as "unknown" in the chat, so you won't know who you spoke to.
We trust that these insights have shed light Managed Users (MUs) management.
With these tips, you can take charge of your MU management and leverage its capabilities more effectively moving forward.
Should you have further questions or seek additional information, please feel free to reach out to our dedicated Channel Team! We're here to support you on your journey to optimized customer management.
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