How to Use the Chatbuddy Portal to Boost Customer Relationships

By - Angela
02/05/21 09:44 AM
How to Use the Chatbuddy Portal to Boost Customer Relationships
Getting new customers can be difficult, and it's one of the hardest things to do when everyone's tightening their belts due to the economy. From getting them interested enough to ask about your product to actually paying you for it? That can take a while.


That's why having a number of loyal customers who regularly come back to you is a big relief. Remember that, over time, the top 1% of your customers can spend more than 30 times your average customers. This makes them even more valuable. Turning new customers into regulars is always a big deal.


Thankfully, with everyone going online for all their needs, it's even easier to stay connected to your customers. From chat to SMS, there's no reason why your biz can't build a strong relationship with your customers.


You just need to know who to target and how to reach out to them.

Chatbots are Step One

Chatbots by themselves help a lot--being where your customers are, talking to your customers in the ways they want--all these help a lot in building up a relationship with them.


  • 82% of customers expect immediate responses to questions (source)
  • 53% of buyers are more likely to buy if they can communicate with you (source)
  • 61% of people think that messaging is the easiest way to connect with a business (source)


If you can grab their attention and keep them interested to purchase, you've just started a possible long relationship with your customers. 


But just like any relationship, you need to follow through. After all, everyone likes feeling like a VIP.

How the Chatbuddy Portal Can Help

We can't stop with just making sure there's a chatbot to answer all their questions and go through their order.


Your chatbot might be powerful, but it will follow your orders. You're the expert for your business, after all. You're the one who should pinpoint who to target and how to reach out to them so that your team can do the right thing.


The Chatbuddy Portal can help you with three important things:


  1. Find out more about your customers so you can target your promotions and effort on the right people.
  2. Track your messaging to customers
  3. Extract data and reports easily for all your needs


Let's go through them one by one.

Sell to the Right People

The challenge is getting enough information to figure out who your best customers are, so that your team can actually reach out to them.


With the new Chatbuddy Portal, you can see a running list of all your customers served by your chatbot as well as important details about their relationship with you, such as their location, repeat orders, and the like.




Using this information, you can plan around what you can offer customers to encourage them to come back for more.


How about:


  • Customers who order the same thing multiple times can be in for a treat when they get a loyalty discount for their favorite items.
  • Are your highest spenders mostly in one area? Consider running a promotion for their area.
  • You can plan your promotions around specific bestsellers and send that to specific customers based on their spending.
  • Upsell to customers if they have purchased a specific product in the past.
  • Figure out the best times to push promotions out to your customers.

Track Your Messaging

It's important to make your customers feel that you are there for them. Sometimes it's enough to just be on Messenger, but sometimes you might want to also be there to update them about their order through email or SMS.


After all, SMS can be a really powerful way to stay connected to your customers. (Check out these ideas!)


The Chatbuddy portal allows you to keep track of all your outgoing email and SMS messages to customers, so you never have to worry that you're out of touch.


Export Your Data Easily

If you've got a pocket Excel expert, it's easy to export your customer data from the Chatbuddy Portal in order to manipulate it yourself.


This gives you a lot of power to get any information you need about your customers. As they say, knowledge is power.


Whether it's customer data or order information, easily extract them to the format you need from the upper right corner of the Portal easily. Choose from various formats like spreadsheets, PDF, HTML, XML, CSV, and the like.


Always Review Your Strategy

Most importantly, always go back regularly to check if your strategy to build up your relationship with your customers is working and if you need to change it up.


Your customers can change month over month, and you'll need to keep in touch with them to make sure you're still serving their needs. So don't forget about them a few months down the line!

If you keep track of your key customers and take care of them, they'll be with you all the way to the top.

Angela