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CRM

Know who your members are, group them, run programs with them and keep in touch.

The pages under CRM are about members rather than numbers. They list your members, show everything CEEJAY knows about each one, group them by what they do, and let you work with them through programs, linked accounts and email.

Everything here starts from the same list. Members holds every member, and the other pages build on it: a segment is a saved group of members, a program is a group you work with closely, and an email goes to a group you choose.

Find and understand members

Work with members

Good to know

  • Lists show members who are still in the server. Members who left or were banned appear when you ask for them with the Status filter on Members.
  • Some figures are worked out on a schedule. Segments are recalculated every 6 hours. A member's Level, Activity Trend, Influence and Sentiment are recalculated when you press the re-sync button on Members.
  • Email needs consent. A member only receives a campaign once they have an email address on file and have opted in. See Email. Email lives under Marketing, and Account Linking and Programs under CRM.
  • Looking for numbers about the whole community? They are under Analytics.

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