Introduction to CRM in InTarget
The CRM (Customer Relationship Management) system is a cornerstone of the InTarget platform, providing a centralized hub where all player information is aggregated. This system is designed to help iGaming operators manage their relationships with players efficiently, offering a detailed overview of player activities and interactions.
CRM Main Page
Search
Selecting Your Product: If you operate multiple iGaming products (such as different casino brands or sportsbooks), start by selecting the product you want to manage. This filters the CRM data to show information relevant to that specific product.
Searching for Players: Use the search functionality at the top of the CRM page to find players. You can search by user ID, phone number, or email address, depending on the information you have. This feature is particularly useful for quickly accessing a player’s detailed profile.
CRM Leaderboard
Overview: Just below the search bar, you will find the CRM Leaderboard. This displays the most active players based on deposits, withdrawals, and bet sums in both casino games and sportsbooks over the last seven days.
Utility: The leaderboard is a powerful tool for identifying your top players and understanding their recent activities, which can be pivotal for tailoring promotions or support.
Navigating Player Cards
General Information and Transactions: Each player card includes essential details such as contact information, game activity, transaction history, and more. This comprehensive view helps you understand each player's habits and preferences.
Timeline of Player Actions: The timeline is a dynamic feature showing all the actions that a player has performed, such as gameplay, deposits, withdrawals, and engagement with communications like emails or SMS.
Interaction Details: Clicking on any block within the timeline will reveal more detailed information, such as the content of a sent email or SMS, the specific campaigns they were part of, and their segment movements (additions or removals).
Managing Contacts
Subscription Status: You can view all contact details and their subscription statuses in your communications. This helps you manage who receives your marketing emails and messages.
Editing Contacts: The CRM provides functionality to add or edit contact details manually. This can be essential for maintaining accurate and up-to-date information, especially for VIP players or special cases.
Best Practices
Regular Checks: Review the CRM Leaderboard and player cards regularly to stay updated on player activities and adjust your marketing strategies accordingly.
Data Utilization: Utilize the detailed data available in the CRM to segment your players effectively for targeted marketing campaigns.
Timeline Insights: Use the timeline to monitor the effectiveness of your communications and promotions, adapting your strategies based on player reactions and behaviours.