Top Customers — Recognising Your Best
Automatically surface your best customers on the dashboard and in the weekly digest so you can thank them personally.
Top Customers — Recognising Your Best
- Understand how BakeOnyx identifies your most valuable customers.
- See where your top customers are displayed on the dashboard and in your weekly email.
- Learn how to adjust the settings to match your bakery's definition of a "top customer."
Knowing who your best customers are is key to building loyalty and growing your bakery. BakeOnyx helps you automatically identify and highlight these valuable patrons, so you can show them some extra appreciation.
How BakeOnyx Identifies Top Customers
BakeOnyx uses two main ways to qualify a customer as a "Top Customer":
- Order Frequency: When a customer has placed a certain number of completed orders. The default is 5 orders, but you can change this in your settings.
- Total Spending: When a customer's total spend with your bakery reaches a specific amount. The default is
500in your currency, but this can also be adjusted.
A customer becomes a "Top Customer" if they meet EITHER of these conditions. This dual approach ensures you recognise both your long-time regulars who might place smaller orders consistently, and newer customers who make significant purchases.
BakeOnyx only considers customers with an Active status. Anyone who hasn't ordered recently or has been marked as inactive won't be included in the "Top Customers" list.
Where to See Your Top Customers
Your identified "Top Customers" will appear in two main places:
Dashboard Card
On your main BakeOnyx dashboard, you'll find a card dedicated to your "Top Customers." This card automatically displays your top 5 customers based on their lifetime spend. For each customer, you'll see:
- Their name
- Their total order count
- Their total lifetime spend
- The date of their last order
This card will only show up if at least one customer meets the criteria for being a "Top Customer."
Weekly Digest Email
If any of your "Top Customers" have placed an order within the past week, you'll see a special section in your weekly digest email. It will say something like, "Your top customer(s) ordered this week," giving you a timely reminder to acknowledge their continued business.
Tuning Your "Top Customer" Settings
You can easily adjust the criteria for what makes a customer "Top" to better suit your bakery's goals. Here’s how:
- Navigate to your bakery's settings. Go to Settings in the main menu, then select Growth & Emails.
- Scroll down until you find the Top Customers card.
- Here, you can adjust two key numbers:
- Minimum Completed Orders: Set the number of orders a customer needs to place to be considered a top customer. You can choose any number between 1 and 1000.
- Minimum Lifetime Spend: Set the total amount a customer needs to spend to be considered a top customer. You can choose any amount between 0 and 1,000,000 in your bakery's currency.
- Once you've made your changes, click the Save Changes button.
500 spend) are a good starting point. Consider adjusting them based on your average order value and how often your typical customer visits. For example, if your average order is 20, a lifetime spend threshold of 500 means a customer needs to order about 25 times.Why Recognise Your Top Customers?
Taking a moment to acknowledge your most loyal customers can make a big difference. Here are a few ideas:
- Personal Thank You: A simple verbal thank you with their next order, mentioning you appreciate their business.
- Small Treat: Offer a complimentary cookie or pastry with their next purchase.
- Priority Service: During busy times, ensure they receive prompt attention.
- Early Access: Let them know about new specials or seasonal items before the general public.
Next Steps
The summary, FAQ, and statistics in this section were compiled from public sources and reviewed by the BakeOnyx editorial team. AI-assisted research.
Frequently Asked Questions
How does a customer become a 'Top Customer' in BakeOnyx?▾
A customer is automatically added to the 'Top Customers' list in BakeOnyx when they meet either of two criteria: their total order count reaches a predefined threshold (defaulting to 5 orders) or their total lifetime spend surpasses a set amount (defaulting to 500 in your bakery's currency). This dual approach ensures both loyal, frequent buyers and those who make significant purchases are recognized.
Can I customize the thresholds for 'Top Customers'?▾
Yes, you can easily adjust the order count and lifetime spend thresholds for your 'Top Customers' list within BakeOnyx. Navigate to Settings → Post-Order Growth Emails and locate the 'Top Customers' card. Fine-tuning these settings helps you balance recognition between frequent, smaller purchasers and high-value, less frequent buyers to best suit your bakery's customer base.
Where can I see my top customers in BakeOnyx?▾
Your top customers are visible in two main areas within BakeOnyx. A card on your Dashboard displays the top 5 customers by lifetime spend, including their order count and last ordered date. Additionally, a section in your Weekly Digest highlights top customers who placed an order during that specific week, ensuring timely recognition.
Are inactive or archived customers included in the 'Top Customers' list?▾
No, inactive and archived customers are excluded from the 'Top Customers' list in BakeOnyx, even if they meet the qualification criteria. If you have explicitly deactivated a customer's account, they will not appear on this list, respecting your decision to manage their status separately.
What actions can I take once I identify my top customers using BakeOnyx?▾
BakeOnyx suggests several actions to leverage your top customer insights. These include offering personal thank-yous, providing priority treatment during busy periods, granting early access to new specials, and sending personalized birthday or anniversary notes. The goal is to foster stronger relationships and encourage continued loyalty.
Does the 'Top Customers' feature in BakeOnyx cost extra?▾
No, the 'Top Customers' feature is available on all BakeOnyx tiers and incurs no additional AI costs. It functions by performing read-only queries on your existing customer and order data, making it a cost-effective way to gain valuable insights into your customer base.