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Customers and broadcasts

Every customer on file. Everyone in one email.

Customer management and email broadcasts for your business in Canada, the US, France, Algeria or anywhere: records with phone, city, orders and customer value, folders, notes and merged duplicates — then an email to one folder or to everyone, now or scheduled.

heros.app/console/audience
CustomersFourth Floor Kitchen · 312 contacts · 5 folders
ExportNew broadcast
All · 312E-books · 148Dumplings · 36New · 41
Name, phone, email…
Contacts
312+41
Avg. customer value
US$38+6 %
Duplicates
3
to merge
CustomerLast purchase · tagsCustomer valueLast seen
Emily CarterEmily CarterNew York · StoreLinen apronLoyalE-bookUS$1335 orders2 h ago
Diego RamirezDiego RamirezAustin · BookingLive class "Sunday Dumplings" · 90 minLoyalClassUS$1114 ordersyesterday
Marcus JohnsonMarcus JohnsonChicago · StoreE-book "One-Pan Dinners"ClassE-bookUS$793 orders3 days ago
Natalie BrownNatalie BrownBoston · StorePantry set (3 spice blends)PantryUS$582 orders6 days ago
Ethan MillerEthan MillerToronto · FormE-book "Weeknight Noodles"E-bookUS$342 orders12 days ago
Mia NguyenMia NguyenSeattle · StoreE-book "Weeknight Noodles"NewE-bookUS$181 order20 days ago
Grace LiuGrace LiuSan Francisco · Form"30 Budget Recipes" packNewUS$121 order25 days ago
Emily CarterEmily CarterNew York · (212) 555-0147Loyal
Customer valueUS$133Orders5SourceStoreLast seen2 h ago
Em Carter · same email1 order · US$12DuplicateMerged
Latest orders
Linen apronLinen apron#4418 · 2 h agoUS$42Paid
Live class "Sunday Dumplings" · 90 minSunday Dumplings#4409 · Oct 4US$45Paid
E-book "Weeknight Noodles"Weeknight Noodles#4391 · Sep 12US$18Paid
Vegetarian: send her the meat-free swaps.Note · Oct 12 · Zoe
Send an emailFolder
Records mergedEmily Carter · 5 orders · US$133
Records merged5 orders · US$133
FROM ORDER TO FOLLOW-UP

Your customers, sorted and reachable in three moves.

Customers1 of 312
emily
Emily CarterEmily CarterNew York · 5 ordersUS$1332 h ago
What she bought
Linen apronLive class "Sunday Dumplings" · 90 minE-book "Weeknight Noodles"E-book "One-Pan Dinners""30 Budget Recipes" pack
Linen apronLinen apron#4418 · 2 h agoUS$42Paid
Live class "Sunday Dumplings" · 90 minSunday Dumplings#4409 · Oct 4US$45Paid
Vegetarian: send her the meat-free swaps.

Find every customer

Name, phone, city, orders, customer value and last interaction: search, filter, open the record.

Add to a folderEmily CarterEmily Carter
E-book "Weeknight Noodles"E-book buyers148 contacts
Live class "Sunday Dumplings" · 90 minDumpling students36 contacts
"30 Budget Recipes" packNewsletter readers96 contacts
Pantry set (3 spice blends)New · 30 days41 contacts
Tags
LoyalE-bookClassNew
This folder bought
E-book "Weeknight Noodles"E-book "One-Pan Dinners""30 Budget Recipes" pack
Added to E-book buyers

Sort them into folders

E-book buyers, class students, new customers: tags and folders put everyone in their place.

Email broadcastScheduled
ToE-book buyers · 148 Emily CarterMarcus JohnsonEthan Miller
SubjectThe new e-book is here
E-book "Weeknight Noodles"

Hi {first name}, twelve noodle dinners, one pot, twenty minutes. No stand mixer required.

NowThu, Oct 15 · 6:00 pm
Scheduled · Thu, Oct 15, 6:00 pm

Send an email broadcast

A subject, a message, one folder or the whole list: send now or schedule it for the time that suits you.

Customer recordsCustomer valueTagsNotesFoldersMerged duplicatesFiltersEmail broadcastsScheduled sendsLast interaction
E-book buyersNew customersDumpling studentsNew YorkChicagoTorontoNewsletter readers2+ ordersValue > US$50All customers
WHAT YOUR CUSTOMER BOOK DOES

Every customer counts. So does every record.

An email broadcast ready in two minutes

Pick a folder or all your customers, write the subject and message, check the preview, then send right away or schedule the day and time.

heros.app/console/audience/broadcasts/new
New email broadcastDraft saved · 9:42 am
Send a testSchedule
Recipients
House Chili Crisp 180 gAll customers312 contacts
E-book "Weeknight Noodles"E-book buyers148 contactsEmily CarterMarcus JohnsonEthan Miller+145
Live class "Sunday Dumplings" · 90 minDumpling students36 contacts
"30 Budget Recipes" packNewsletter readers96 contacts
SubjectThe new e-book is here
Message

Hi {first name}, twelve noodle dinners, one pot, twenty minutes. No stand mixer required.

E-book "Weeknight Noodles"Weeknight Noodles · US$18
NowScheduleThu, Oct 15 · 6:00 pm
PreviewEmail
Zoe ParkFourth Floor Kitchento Emily Carter
The new e-book is here
E-book "Weeknight Noodles"

Hi Emily, twelve noodle dinners, one pot, twenty minutes. No stand mixer required.

See the e-book · US$18
E-book "One-Pan Dinners"One-Pan Dinners"30 Budget Recipes" pack30 Budget RecipesHouse Chili Crisp 180 gHouse Chili Crisp 180 g
Fourth Floor Kitchen · New York · heros.app/fourth-floor-kitchen
Latest broadcasts
Live class "Sunday Dumplings" · 90 minSunday Dumplings: 6 seats left36 emails · Oct 9 · 9:00 amSent
Pantry set (3 spice blends)New: the pantry set312 emails · Oct 2 · 11:00 amSent
Recipients148 Emily CarterMarcus JohnsonEthan MillerMia NguyenSendThu, Oct 15 · 6:00 pmChannelEmail only
Duplicates2 recordsMerged
Linen apronEmily Carter4 orders · emily.carter@example.comUS$121
"30 Budget Recipes" packEm Carter1 order · emily.carter@example.comUS$12
Linen apronLive class "Sunday Dumplings" · 90 minE-book "Weeknight Noodles"E-book "One-Pan Dinners""30 Budget Recipes" pack
Merged · 5 orders, US$133

Duplicates, merged

Same email on two records? HEROS flags possible duplicates and you merge them into a single record.

NotesDiego RamirezDiego Ramirez
Live class "Sunday Dumplings" · 90 minWants to gift the dumpling class to his sister.Today · 9:10 am
House Chili Crisp 180 gLoves heat: tell him when the chili crisp is back.Oct 3
Pantry set (3 spice blends)Ship to the office, not home.Sep 21
Add a note…

Notes on every record

Vegetarian, a gift to plan, ship to the office: note it on the record and find it again at the next order.

Customer valueTop 4
Emily CarterLinen apronEmily CarterNew York · 5 orders
US$133
Diego RamirezLive class "Sunday Dumplings" · 90 minDiego RamirezAustin · 4 orders
US$111
Marcus JohnsonE-book "One-Pan Dinners"Marcus JohnsonChicago · 3 orders
US$79
Natalie BrownPantry set (3 spice blends)Natalie BrownBoston · 2 orders
US$58
Value by folder
Sum of customer values, in US$

What each customer is worth

Order count and customer value in your currency on every record: your best customers stand out at a glance.

CUSTOMER RECORD

Everything you know about a customer, on one record.

Phones, emails, city, source, tags, orders and customer value, all in one place. Your notes stay on the record, and possible duplicates are flagged so you can merge them.

  • Phones, emails, tags and contact source
  • Dated notes, there on every visit
  • Possible duplicates merged in one click
Customer value · US$133
heros.app/console/audience/emily-carter
Customer recordCustomer since September · New York
FolderSend an email
ActivityOrders · 5Notes · 2
Emily Carter
Emily CarterLoyalE-bookClass
Customer value
US$133
Orders
5
avg US$26.60
What she bought
Linen apronLive class "Sunday Dumplings" · 90 minE-book "Weeknight Noodles"E-book "One-Pan Dinners""30 Budget Recipes" pack
(212) 555-0147emily.carter@example.comNew YorkSource: store
Folders
E-book buyersDumpling students
Activity
Linen apronOrder #4418 · US$42Linen apron · 2 h agoPaid
Record merged“Em Carter” · todayMerged
Live class "Sunday Dumplings" · 90 minBooking #4409 · US$45Sunday Dumplings · Oct 4Paid
Email receivedNew: the pantry set · Oct 2Received
E-book "Weeknight Noodles"Order #4391 · US$18Weeknight Noodles · Sep 12Paid
Form filled inNewsletter sign-up · Sep 2Filled
Vegetarian: send her the meat-free swaps.Note · Oct 12 · Zoe
DuplicatesSame email
Linen apronEmily Carteremily.carter@example.comUS$1214 orders
"30 Budget Recipes" packEm Carteremily.carter@example.comUS$121 order
Merged5 orders · US$133
Merge both records
Records merged5 orders · US$133
Customer value · US$1335 orders, one record
ONE CUSTOMER’S JOURNEY

From her first order to your next email.

  1. Step 01

    An order comes in

    Emily orders the US$42 linen apron, pays by card and leaves her email and city.

    10:30
    Zoe ParkFourth Floor Kitchenheros.app/fourth-floor-kitchen
    Thank you, Emily!
    Order #4418 paid by card.
    Linen apron
    Linen apronLinen apronVisa / Mastercard cardUS$42
    Order paidPreparingUS shipping
    Emailemily.carter@example.com
    CityNew York
    Keep shopping
  2. Step 02

    Her record is up to date

    In your customers: 5 orders, US$133 customer value, the Loyal tag and your note about her tastes.

    10:30
    Emily Carter
    Emily Carter
    Emily CarterLoyalE-book
    Customer valueUS$133
    Orders5
    Linen apronLive class "Sunday Dumplings" · 90 minE-book "Weeknight Noodles"E-book "One-Pan Dinners""30 Budget Recipes" pack
    Linen apron#4418 · US$42Linen apron · 2 h ago
    Live class "Sunday Dumplings" · 90 min#4409 · US$45Sunday Dumplings · Oct 4

    Vegetarian: send her the meat-free swaps.

    Note · Oct 12
    Folders
    E-book buyersDumpling students
    Send an email
  3. Step 03

    You write to the folder

    A new e-book? One email to 148 e-book buyers, scheduled for Thursday at 6:00 pm.

    10:30
    New broadcast
    ToE-book buyers · 148
    SubjectThe new e-book is here
    E-book "Weeknight Noodles"

    Hi {first name}, twelve noodle dinners, one pot, twenty minutes. No stand mixer required.

    E-book "Weeknight Noodles"Weeknight Noodles · US$18
    NowSchedule
    Thu, Oct 15 · 6:00 pmNew York time
    148 recipientsE-book tag · 1+ orders
    Schedule · 148 emails
  4. Step 04

    It lands in her inbox

    On Thursday evening the email arrives with the noodle photo and a button to your shop.

    10:30
    Inbox
    Zoe ParkFourth Floor Kitchento Emily Carter
    The new e-book is here
    E-book "Weeknight Noodles"

    Hi Emily, twelve noodle dinners, one pot, twenty minutes. No stand mixer required.

    See the e-book · US$18
    E-book "One-Pan Dinners"One-Pan Dinners"30 Budget Recipes" pack30 Budget RecipesHouse Chili Crisp 180 gHouse Chili Crisp 180 g
    Fourth Floor Kitchen · New York · heros.app/fourth-floor-kitchen
FOLDERS & BROADCASTS

The right email, to the right folder, at the right time.

Sort your customers into folders, filter your list, then write to them by email. Every broadcast keeps its date, its folder and its number of recipients.

  • Folders: buyers, students, new…
  • Send now or schedule
  • History of sent and scheduled broadcasts
Broadcasts by email
10:30
Inbox
Zoe ParkFourth Floor Kitchento Emily Carter
The new e-book is here
E-book "Weeknight Noodles"

Hi Emily, twelve noodle dinners, one pot, twenty minutes. No stand mixer required.

See the e-book · US$18
E-book "One-Pan Dinners"One-Pan Dinners"30 Budget Recipes" pack30 Budget RecipesHouse Chili Crisp 180 gHouse Chili Crisp 180 g
Fourth Floor Kitchen · New York · heros.app/fourth-floor-kitchen
Email broadcasts4 in October · 537 emails
New
E-book "Weeknight Noodles"The new e-book is hereE-book buyers · 148 recipientsScheduledThu, Oct 15 · 6:00 pm
Live class "Sunday Dumplings" · 90 minSunday Dumplings: 6 seats leftDumpling students · 36 recipientsSentOct 9 · 9:00 am
House Chili Crisp 180 gThanks for your first orderNew · 30 days · 41 recipientsSentOct 6 · 6:30 pm
Pantry set (3 spice blends)New: the pantry setAll customers · 312 recipientsSentOct 2 · 11:00 am
Folders5
House Chili Crisp 180 gAll customers312 contacts
E-book "Weeknight Noodles"E-book buyers148 contacts
Live class "Sunday Dumplings" · 90 minDumpling students36 contacts
Folder filter
Tag: E-bookOrders ≥ 1
ScheduledThu, Oct 15 · 6:00 pm · 148 emails
BROADCASTS TO SEND

Emails that bring your customers back.

A candle back in stock in Montréal, the brunch menu in Paris, a course in Dubai, mini-sessions in Lyon, a bag from Casablanca: five broadcasts, each as it lands in the inbox.

Givre & Cèdre · MontréalBack in stock: First SnowCandle buyers · 212
Montréal · CAD

Givre & Cèdre — Back in stock: First Snow

Scheduled for Thursday, October 15, to the “Candle buyers” folder

Read the email
Atelier Amande · ParisThe autumn brunch menuAll customers · 486
Paris · EUR

Atelier Amande — The autumn brunch menu

Scheduled for Friday, October 16, to the whole list

Read the email
Léa Fontaine Photographie · LyonChristmas mini-sessions: 12 slotsFamilies · 94
Lyon · EUR

Léa Fontaine Photographie — Christmas mini-sessions: 12 slots

Sent on Monday to the “Families” folder, with the booking link

Read the email
Dar Layla · Dubaiدورة جديدة: تنسيقات الطاولة“The Art of the Bouquet” students · 164
Dubai · USD

Dar Layla — دورة جديدة: تنسيقات الطاولة

An Arabic email, sent on Monday to students of the first course

Read the email
Atelier Medina · CasablancaNew: the Atlas weekenderCustomers in France and Belgium · 268
Casablanca · EUR

Atelier Medina — New: the Atlas weekender

Scheduled for Wednesday, October 14, to customers in France and Belgium

Read the email
What is on a customer record?

Name, phones and emails, city, contact source, tags, order count, customer value in your currency, last interaction and your notes.

Which channel do broadcasts use?

Email. You write a subject and a message, choose a folder or all your customers, and each recipient gets it in their inbox.

Can I schedule a send?

Yes. Send right away or pick the day and time: the broadcast goes out when planned and stays visible in the history.

What if a customer has two records?

HEROS flags possible duplicates, such as the same email or the same phone on two records. You merge them and a single record remains.

How do I find my best customers?

Every record shows customer value and order count. Filter your list, add a tag and put them in a folder to write to them together.

HEROS

Your next email can go out on Thursday.

Open your customer book, create a folder, schedule the broadcast.

Create my workspace