Marketing & CRM walkthrough

Segments, broadcasts, and campaign ROI

Live demo

Jun 12, 2026

Customer Segments

Live segments built from retail and route customer filters.

Segment Name	Members	Last Order	Orders	Total Value	Avg / Piece
Lapsed Regulars — 60+ Days	412	Apr 5	3,128	$94,820	$7.41
VIP — $450+ Lifetime	92	Jun 9	2,210	$61,344	$9.07
First-Time Visitors — 30 Days	318	Jun 11	356	$9,482	$6.80
Memorial Day Promo — All	12,686	Jun 4	35,129	$1,054,581	$7.42
Route Customers — Weekly	1,781	Jun 10	7,579	$210,923	$6.80
New Movers — Draft Filters	0	—	—	—	—

Create a segment from the retail or route customer list when filters are applied.

Operator impact

01/06

Spot revenue opportunity

Magnoli surfaces the customer group most likely to move revenue now, without asking operators to dig through reports.

Spend, visit history, and reachability travel with the segment, so teams know exactly why this group is worth action.

The audience becomes an offer-ready campaign inside HQ, keeping execution fast and reducing the manual work that usually slows CRM down.

A live customer preview gives operators confidence before send, with the promotion code already tied to the campaign.

Delivery, visits, discount, net revenue, and conversion sit together, making campaign ROI visible without a separate spreadsheet.

After-action reporting shows whether customers came back, helping operators turn one promotion into a repeatable growth playbook.