Displays a complete list of all potential customers.
TIPS AND INSIGHTS FROM GESPET
Did you know?
Improving communication has a direct impact on customer loyalty and creates a more satisfying user experience because:
- Builds trust: Maintaining open, accessible, and clear communication reassures customers that they can rely on your company to meet their needs, fostering long-term loyalty.
- Provides a personalized experience: Enhanced communication helps you better understand customer interests, preferences, and expectations, allowing you to tailor your offers, products, or services to be more relevant.
- Strengthens relationships: Meaningful and continuous interactions keep your business top of mind for customers without feeling intrusive, building an emotional connection that drives loyalty and positive word-of-mouth.
- Solves problems efficiently: Effective communication ensures rapid resolution of issues or questions, minimizing frustration and demonstrating your commitment to customer satisfaction. A well-handled issue often leaves a positive impression.
- Enhances user experience: Anticipating customer questions or needs and providing useful information helps them navigate the purchase or service process smoothly, leaving a lasting positive impression.
In summary, improved communication doesn’t just meet customer needs—it also strengthens relationships, fosters trust, and creates loyalty, which are crucial for long-term retention.
You can use filters to customize the report:
Converted to customer:
You can see all the potentials
See only those converted to "real" customers
See only those that haven't been converted
When was the last contact with this customer:
See all
Last contact was less than 1 month ago
Last contact was more than 1, 3, 6, 9, 12 months ago
Dates when you added or registered this potential customer
Preferred language of the customer
This way, you can search for example, for potential customers added in the last 3 months, who have not yet been converted to customers and with whom there has been no contact for over 1 month, to send them an email, for example.
See more information:
Most reports include interactive charts. If you hover over the graph, you will see expanded information for each data partition.
Hide them:
You can hide or collapse them by clicking on the icon
You can click on the Start conversation icon to send an email or a WhatsApp message to a customer.
You can also select multiple customers to run an email campaign, meaning sending an email to several customers at the same time.
You just need to select the customers you want to send the message to and click the button
You can write the message yourself or select a template that you have
previously configured in the option Marketing > settings > your
email or WhatsApp templates.
Load the template content and make any changes you need for this
specific sending, but don’t worry because this will not modify the original
template.
In the case of mailing or sending to multiple users at the same time,
if you click on Send me a copy, you will receive a copy in
your
email.
You can sort by clicking on the table header:
More information about search engines and sorting
Click hereBy clicking on the customer's name or the invoice, you can open that information in a new browser tab.
You can export this information in the option Configuration > Data Management.
By clicking on the , button, a .pdf file is generated that you can:
Save
Email directly, for example, to the accounting department.
Displays a complete list of all customers segmented by their location (where they live)
TIPS AND INSIGHTS FROM GESPET
Did you know?
The geographic customer segmentation report gives you useful visibility to better guide your marketing actions.
By knowing which areas or towns show the most interest in your business, you can quickly identify where your best growth opportunities are.
This information helps you make smarter decisions: for example, launching specific campaigns for certain areas, adapting your message by location, or identifying where there may be demand for new services.
Understanding where your customers come from helps you focus your marketing efforts with greater precision.
That way, you not only optimize time and resources, but also increase your chances of attracting new customers where real interest already exists.
You can use filters to customize the report:
From which locality
From which province
By postal code
From which country
By preferred language
This way, you can search for customers from a specific location and send them, for example, a promotional email or an email with relevant information.
See more information:
Most reports include interactive charts. If you hover over the graph, you will see expanded information for each data partition.
Hide them:
You can hide or collapse them by clicking on the icon
You can click on the Start conversation icon to send an email or a WhatsApp message to a customer.
You can also select multiple customers to run an email campaign, meaning sending an email to several customers at the same time.
You just need to select the customers you want to send the message to and click the button
You can write the message yourself or select a template that you have
previously configured in the option Marketing > settings > your
email or WhatsApp templates.
Load the template content and make any changes you need for this
specific sending, but don’t worry because this will not modify the original
template.
In the case of mailing or sending to multiple users at the same time,
if you click on Send me a copy, you will receive a copy in
your
email.
You can sort by clicking on the table header:
More information about search engines and sorting
Click hereBy clicking on the customer's name, you can open that information in a new browser tab.
By clicking on the , button, a .pdf file is generated that you can:
Save
Email directly, for example, to the accounting department.
Displays a complete list of all animals segmented by various aspects: Sex, Breed, Age, and Sterilization.
Informe de segmentación de animales
TIPS AND INSIGHTS FROM GESPET
Did you know?
Segmenting pets by gender, breed, or age lets you run much smarter and more relevant marketing for your customers.
When your campaigns are based on the real characteristics of each pet, your messages stop being generic and become useful, timely recommendations.
Imagine being able to:
Send socialization course content to puppy owners.
Recommend specific nutrition for senior pets.
Launch promotions tailored to certain breeds or needs.
This type of communication shows that you truly know your customers and genuinely care about their pets' well-being.
When you use pet data strategically, every campaign becomes an opportunity to provide real value and drive your business growth.
You can use filters to customize the report:
Sex
Breed
By age range
If sterilized
This way, you can search for animals of a particular breed, sex, age, ... and send their owners an email, for example, with a specific promotion for their pets.
See more information:
Most reports include interactive charts. If you hover over the graph, you will see expanded information for each data partition.
Hide them:
You can hide or collapse them by clicking on the icon
You can click on the Start conversation icon to send an email or a WhatsApp message to a customer.
You can also select multiple customers to run an email campaign, meaning sending an email to several customers at the same time.
You just need to select the customers you want to send the message to and click the button
You can write the message yourself or select a template that you have
previously configured in the option Marketing > settings > your
email or WhatsApp templates.
Load the template content and make any changes you need for this
specific sending, but don’t worry because this will not modify the original
template.
In the case of mailing or sending to multiple users at the same time,
if you click on Send me a copy, you will receive a copy in
your
email.
You can sort by clicking on the table header:
More information about search engines and sorting
Click hereBy clicking on the customer's and pet's name, their profile will open in a new browser tab.
By clicking on the , button, a .pdf file is generated that you can:
Save
Email directly, for example, to the accounting department.
Displays a list of all customers who have a birthday within the selected date range
TIPS AND INSIGHTS FROM GESPET
Did you know?
Wishing your client a happy birthday is a small gesture with a powerful emotional impact.
It shows care, attention and genuine warmth beyond a transactional relationship. These messages:
Strengthen the emotional bond: The customer feels that your business remembers them on an important day.
Differentiate your brand: Not every business takes the time for these details, positioning you as thoughtful and customer-focused.
Keep the connection alive: Even without an upcoming appointment, your business stays present in their mind.
Encourage return visits: You can include a special offer or exclusive benefit to inspire them to come back.
Details create memories - and memories create preference for your business.
Most reports include interactive charts. If you hover over the chart, you will see extended information about each data segment.
Hide them:
You can hide or collapse them by clicking the icon
You can click the Start conversation icon to send a birthday greeting by email or WhatsApp to that customer.
You can also select multiple customers to run an email campaign, meaning sending an email to multiple customers at the same time.
You just need to select the customers you want to send the message to and click the button
By default, the template that you previously configured in the option Marketing
> settings > occasional email or WhatsApp templates. of the type
Customer birthday greeting will appear.
Load the content of the template and you can make the modifications
you need for this sending, but don't worry because this will not modify the
original template.
In the case of mailing or sending to multiple users at the same time, if you
click on Send me a copy, you will receive a copy in your
email.
You can sort by clicking on the table header:
More information about search tools and sorting:
More information More information about search tools and sortingClicking on the customer's name will open their profile in a new browser tab.
When you click the button , a .pdf file is generated that you can:
Save
Send by email directly, for example to the accounting department.
Displays a list of all pets whose birthdays fall within the selected date range
Pets are part of the family, and acknowledging their birthday shows sensitivity and understanding of the special bond between the customer and their pet. This type of message:
Strengthens the emotional connection: The customer feels that you understand how important their pet is in their life.
Reinforces your position as a specialist: You do not just provide services, you care for their companion.
Increases loyalty: This type of personalised attention creates the feeling of exclusive treatment.
Creates natural opportunities for a visit: You can include the message with an invitation to a special session, check-up, grooming appointment or a small commemorative gift.
When you celebrate the pet, you are strengthening the bond with the whole family.
Most reports include interactive charts. If you hover over the chart, you will see expanded information for each data segment.
Hide them:
You can hide or collapse them by clicking the icon
You can click on the Start conversation icon to send a birthday greeting by email or WhatsApp to that customer.
You can also select multiple entries to create an email campaign, that is, send one email to multiple customers at the same time.
You just need to select the customers you want to send it to and click the button
By default, the template from the ones you have
previously configured in the option Marketing > Settings >
one-off email or WhatsApp templates. of the type
Pet birthday greeting
will appear.
It loads the content of the template and you can make any changes
you
need for this send, but do not worry because this will not modify
the original template.
In the case of a mailing or sending to multiple users at the same time, if you click
on Send me a copy, you will receive a copy in your
email.
You can sort by clicking on the table heading:
More information about search tools and sorting:
More information More information about search tools and sortingClicking on the pet’s name will open its record in a new browser tab.
When you click the button, a .pdf file is generated that you can:
Save
Send directly by email, for example to the accounting department.
Displays a list of all new customers who have been added within the selected date range.
Sending a welcome message to a new customer is a powerful way to start the relationship with a positive and professional first impression.
First impressions matter. A well-crafted welcome message:
Humanizes the relationship from the start: It makes the client feel valued, not just like another customer.
Builds trust: It reassures them they made the right choice and conveys professionalism and reliability.
Highlights your value: It's a great opportunity to remind them of your services, opening hours, benefits, or contact details.
Encourages future engagement: A clear and friendly message increases the likelihood that they will return and recommend your business.
A thoughtful welcome is more than courtesy - it's the first step toward long-term customer loyalty.
Most reports include interactive charts. If you hover over the chart, you will see expanded information for each data segment.
Hide them:
You can hide or collapse them by clicking the icon
You can click on the Start conversation icon to send a welcome message by email or WhatsApp to that customer.
You can also select multiple entries to create an email campaign, that is, send one email to multiple customers at the same time.
You just need to select the customers you want to send it to and click the button
By default, the template from the ones you have
previously configured in the option Marketing > Settings >
one-off email or WhatsApp templates. of the type
Welcome
will appear.
It loads the content of the template and you can make any changes
you
need for this send, but do not worry because this will not modify
the original template.
In the case of a mailing or sending to multiple users at the same time, if you click
on Send me a copy, you will receive a copy in your
email.
You can sort by clicking on the table heading:
More information about search tools and sorting:
More information More information about search tools and sortingClicking on the pet’s name will open its record in a new browser tab.
When you click the button, a .pdf file is generated that you can:
Save
Send directly by email, for example to the accounting department.
TAGS:
CRM for pet businesses | Marketing for pet stores | Send WhatsApp to customers | Personalized pet communication | Email marketing for pets | Pet customer management | Pet customer tracking | Pet customer loyalty | Pet marketing automation |
Related posts:
Configure and use email templates
