CUSTOMER ACQUISITION AND WELCOME
CUSTOMER SEGMENTATION
ANIMAL SEGMENTATION
SPECIAL DATES
TOOLSDisplays a complete list of all leads.
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 list:
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 leads 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.
The charts feature intelligent, multidimensional analytics, providing advanced data visualization from multiple perspectives. They automatically adapt to your selected filters and displayed results, revealing the insights most relevant to your analysis.
When you filter to display leads that have NOT converted into customers, the chart shows a breakdown of their interests.
However, when you filter to display leads that HAVE successfully converted into customers, the chart reveals the customers you've acquired, their distribution across business areas, and how much they've spent in each one.
Hover over any section of the chart to explore additional details and gain deeper insights into the data.
You can hide the charts at any time by collapsing the panel at the top.
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.
By 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 Settings > Data Management.
By clicking on the , button, a .pdf file is generated that you can:
Save
Send directly by email, for example, to your marketing department.
If you select the option to receive a copy, you will receive a copy of every email sent. For example, if you send 200 emails, you will receive 200 copies, so a total of 400 emails will be sent.
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.
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.
Clicking 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.
If you select the option to receive a copy, you will receive a copy of every email sent. For example, if you send 200 emails, you will receive 200 copies, so a total of 400 emails will be sent.
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 list 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 list:
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.
The charts feature intelligent, multidimensional analytics, providing advanced data visualization from multiple perspectives. They automatically adapt to your selected filters and displayed results, revealing the insights most relevant to your analysis.
When you filter customers by province, city, or postal code, the charts dynamically update to provide more detailed insights into customer distribution within the selected area.
Hover over any section of a chart to explore additional details and gain deeper insights into the data.
You can hide the charts at any time by collapsing the panel at the top.
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.
By 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
Send directly by email, for example, to your marketing department.
If you select the option to receive a copy, you will receive a copy of every email sent. For example, if you send 200 emails, you will receive 200 copies, so a total of 400 emails will be sent.
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.
Use filters to customize your list and find pets based on specific criteria, such as breed, sex, age, and more. You can then send their owners targeted emails, such as special offers tailored to their pets.
The charts feature intelligent, multidimensional analytics, providing advanced data visualization from multiple perspectives. They automatically adapt to your selected filters and displayed results, revealing the insights most relevant to your analysis.
When you filter pets by breed, sex, or other characteristics, the charts dynamically update to display detailed insights specific to your selection.
Hover over any section of a chart to explore additional details and gain deeper insights into the data.
You can hide the charts at any time by collapsing the panel at the top.
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.
By 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
Send directly by email, for example, to your marketing department.
If you select the option to receive a copy, you will receive a copy of every email sent. For example, if you send 200 emails, you will receive 200 copies, so a total of 400 emails will be sent.
View a complete list of all pets and segment them by their socialization profiles, activity levels, personality, behavior, handling requirements, and special needs.
Email marketing: animal segmentation
Every pet has a unique personality, behavior, activity level, and individual needs. Understanding these characteristics allows you to create much more personalized, relevant, and effective marketing campaigns, offering each client services, products, and experiences that truly match their pet's needs.
Imagine being able to:
Promote socialization classes to owners of shy, insecure dogs or those who struggle to interact with other animals.
Offer personalized dog training sessions for pets with behavioral issues, separation anxiety, or handling difficulties.
Recommend specific activities and services for highly active, energetic dogs or those who need additional physical and mental stimulation.
Promote gentle activities or tailored services for sensitive, less active pets or those who thrive in calmer environments.
Offer specialized grooming services to owners of nervous, fearful pets or those requiring extra care and gentle handling.
Highlight individualized care services for pets with special needs, physical limitations, or specific care requirements.
Organize group activities and experiences for sociable pets that get along well with other animals and enjoy interacting with them.
This type of segmentation takes your marketing far beyond generic campaigns. It's not just about sending promotions; it's about offering each client something genuinely useful and relevant to their pet.
Targeted campaigns also tend to generate better engagement because your message reaches the right people at the right time.
By tailoring your communications to owners whose pets share specific characteristics or needs, you increase your chances of capturing their interest, improving campaign performance, and unlocking new business opportunities.
Your clients will see that you know their pets, understand their needs, and genuinely care about their well-being. This builds trust, strengthens customer loyalty, and helps create lasting relationships.
Turn what you know about every pet into opportunities to deliver better services, create more effective marketing campaigns, and grow your business.
The charts feature intelligent, multidimensional analytics, providing advanced data visualization from multiple perspectives. They automatically adapt to your selected filters and displayed results, revealing the insights most relevant to your analysis.
For example, when you filter pets by their behavior, personality, or other characteristics, the charts dynamically update to display information specific to your selection.
Hover over any section of a chart to explore additional details and gain deeper insights into the data.
You can hide the charts at any time by collapsing the panel at the top.
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.
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.
Clicking 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.
If you select the option to receive a copy, you will receive a copy of every email sent. For example, if you send 200 emails, you will receive 200 copies, so a total of 400 emails will be sent.
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.
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 informationClicking 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.
If you select the option to receive a copy, you will receive a copy of every email sent. For example, if you send 200 emails, you will receive 200 copies, so a total of 400 emails will be sent.
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 |
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