Customers
Know every customer, group them by what they actually buy
Know your customers, not just their orders
Every sale at the cellar door and every order online lands on one customer record. Their clubs, their loyalty tier, what they have actually bought, and the full activity log, in one place.
John Smith
Member since March 2021 · Adelaide Hills
However they buy
- Cellar doorCore Range Tasting × 2$50
- Online store6 Pack Shiraz$180
- NewsletterJoined via your signup form
Stop stitching your customer list together
Your point of sale knows who bought at the counter. Your online store knows who ordered. Your email tool knows who subscribed. Members One knows all three, because it is the same record.
Six ways in. One record.
One record, however they buy
The cellar door and the website, same person
A sale at the point of sale and an order from your online store attach to the same customer, so you are not guessing whether two rows are one human.Their clubs and their loyalty tier
Every membership, active or paused, and the tier they are sitting in, on the profile rather than buried in a report.What they have actually bought
Not just their last order. The full list of products this customer has purchased, so your team can pour to it.An activity log on every customer
What changed on the record, who changed it, and when.
Group them by what the record says
Contact types are your customer groups
Build one by hand, or set a rule and let it fill itself as people buy, join and move tiers.Rules that match on what matters
Spend, order count, last order, active membership, club, loyalty tier, state or signup date.Preview before you commit
See exactly who a rule catches before you save it, instead of finding out afterwards.Sync a group to your email tool
Push it to Mailchimp, Klaviyo or Brevo as a list, so you are not exporting a spreadsheet and importing it somewhere else.
Contact types
4 groups
- Reserve Club membersIn club · Reserve Club128
- Gold tierLoyalty tier · Gold62
- Signed up, never boughtNewsletter · no orders yet204
- South AustraliaState · SA310
- Spent over $500 this yearTotal spend · last 12 months47 customers matchSave group
See who it catches. Then save it.
New Promotion
- 1Basics
- 2Reward
- 3Audience
- 4Redemption
- 5Review
Set it once. Discounts apply automatically.
Then reach them with a promotion
Point a promotion at a group
Percentage off, dollars off, or free shipping, aimed at exactly the people you grouped.No codes to hand out
It applies on its own to everyone in the group. Nothing to print, nothing for your staff to remember, nothing for a customer to mistype at the checkout.Or your team's call, at the counter
Set a promotion as a staff pick and your team applies it on the spot, for the regular who just drove two hours to see you. Still no code, just a tap.Wherever they buy
The cellar door, your online store, events and tastings, from the one promotion.Limits and a schedule
Cap total redemptions or per customer, set start and end dates, then pause, resume or duplicate it.
Membership import
members.csv · 412 rows
Importing, batch 4 of 5
312 / 412
- Customers created312
- Memberships restored312
- Stripe references linked312
Saved card, carried across
The reference, not the number. Card data never reaches Members One.
Bring your members across,
cards and all
Switching should not mean asking four hundred people to re-enter their card. It does not. Stripe moves the saved cards account to account, and the import reads the reference rather than the number, so card data never passes through Members One. Import your list, watch it run in batches, and your members carry on without noticing anything changed.
They sign up, and the discount is already on
Point your newsletter form at Members One
Elementor Forms, or any form builder that can post to a webhook. No plugin, no developer.They become a customer, not just an email
A real record from the moment they submit, stamped as a newsletter signup so you know where they came from.Straight into the contact type you nominated
You choose which group the form feeds, and only the groups you have opened for signup can be pointed at.Their welcome offer is live before they reach the checkout
Assign a promotion to that group and it is already applying. They never had to be sent a code.
Your website
Join our list
POST /webhooks/signup
Members One
- Customer createdJohn Smith · source: Newsletter
- Added to your contact typeSigned up, never bought
- Promotion already applyingWelcome offer · 10% off
They filled in one field. You did nothing.
Cancellation requested
Reason: Getting more wine than we can drink.
Tuesday, 9:12 am
Would pausing until the weather turns suit you better? Happy to hold your allocation.
Tuesday, 9:40 am
Yes please, that would be perfect.
Tuesday, 10:03 am
A cancellation you can answer. Not a number in a report.
Talk to a member without leaving their record
The conversation sits on the membership
Not in a shared inbox that has no idea who this person is or which club they are in. It is on the record, where you are already standing.They reply from a link
No password to reset and no portal login to remember. Your member just answers.A cancellation arrives as a conversation
When a member asks to leave, their reason lands in the thread rather than in a report you read next month. You get the chance to reply before they are gone.
Your customers, answered by Members One
The questions that come up before a demo. If this doesn’t answer your question, please reach out to our support team.