CRM Fan Management System - Getting Started

The CRM (Customer Relationship Management) system is your powerful tool for managing fan relationships, boosting user engagement, and improving conversion rates. This guide will help you get started with CRM features quickly.

🚀 System Overview

Core Features

• Fan Profile Management: Automatically create and maintain fan profiles
• Lifecycle Tracking: Track fans from new users to loyal advocates
• Smart Tagging System: Manual and automatic tag assignment
• Dynamic Segmentation: Automatically group fans based on conditions
• Behavioral Analysis: Detailed activity and interaction records
• Data Analytics: Real-time fan growth and revenue statistics

Lifecycle Stages

• New: Recently registered or first-time visitors
• Engaged: Users who frequently visit and interact
• Customer: Users who have purchased content or subscriptions
• Advocate: High-value, highly engaged users
• Inactive: Users who haven't been active for a long time

📊 Accessing the CRM Dashboard

1. Log into your account
2. Click "CRM" in the sidebar
3. You'll see the CRM main dashboard, including:
   • Statistics overview cards
   • Fan list
   • Tag management
   • Segment management
   • Data analytics

👥 Fan Management

Automatic Fan Creation

The system automatically creates fan profiles when:

• Users purchase your paid articles
• Users subscribe to your content
• Users register on your website

Viewing Fan Details

1. Click "View Details" in the fan list
2. You can see:
   • Basic information and contact details
   • Purchase and subscription history
   • Activity and interaction records
   • Assigned tags
   • Segment memberships

Editing Fan Information

1. Click "Edit" on the fan details page
2. You can modify:
   • Lifecycle stage
   • Notes
3. Click "Save" to confirm changes

🏷️ Tag Management

Creating Tags

1. Switch to the "Tag Management" tab in the CRM dashboard
2. Click the "Manage Tags" button
3. In the popup dialog, click the "Create Tag" tab
4. Fill in tag information:
   • Name: Display name for the tag
   • Description: Purpose description of the tag
   • Color: Choose from 15 preset colors
   • Category: Select tag category (General, Behavior, Demographic, Custom)

Tag Types

• Manual Tags: Manually assigned by you
• Automatic Tags: Automatically assigned based on rules (e.g., high-value customers, new subscribers)

Best Practices

• Use descriptive tag names
• Choose different colors for different tag types
• Regularly clean up unused tags
• Use automatic tag rules wisely

👥 Segment Management

Creating Segments

1. Switch to the "Segment Management" tab in the CRM dashboard
2. Click the "Manage Segments" button
3. In the popup dialog, click the "Create Segment" tab
4. Choose segment type:
   • Dynamic Segment: Automatically updates members based on conditions
   • Static Segment: Manually manage member list

Dynamic Segment Conditions

Supported condition fields:

• Lifecycle Stage: Filter by user stage
• Total Spent: Filter by spending amount
• Purchase Count: Filter by purchase frequency
• Source: Filter by acquisition channel
• Last Active Days: Filter by activity level

Condition Operators

• Equals: Exact match
• Greater Than: Value greater than specified
• Less Than: Value less than specified
• Contains: Text contains specified content
• Between: Value within specified range

Segment Examples

• High-Value Customers: Total Spent > $100
• New Users: Lifecycle Stage = New AND Registration Days < 30
• Inactive Users: Last Active Days > 90
• Frequent Buyers: Purchase Count > 5

📈 Data Analytics

Key Metrics

• Total Fans: Total number of all fans
• New This Month: Number of new fans this month
• Active Fans: Fans with activity in the last 30 days
• Total Revenue: Total revenue contributed by all fans

Analytics Reports

• Source Analysis: Understand main fan acquisition channels
• Lifecycle Distribution: View fan distribution across stages
• Engagement Trends: Track fan engagement changes

🔍 Search and Filtering

Search Functionality

In the fan list, you can search by:

• Fan name
• Email address
• Notes content

Filter Options

• Lifecycle Stage: Filter fans by stage
• Source: Filter fans by acquisition channel
• Tags: Filter by assigned tags (coming soon)

⚠️ Important Notes

Data Privacy

• All fan data is strictly confidential
• Only creators can view their fan information
• System complies with GDPR and other data protection regulations

System Limitations

• Fan data updates may have slight delays
• Automatic tag rules execute once per hour
• Dynamic segment members update once per day

Performance Optimization

• Use segmentation for large fan bases
• Regularly clean up invalid tags and segments
• Avoid overly complex segment conditions

🆘 Frequently Asked Questions

Q: Why isn't my fan data updating immediately?

A: The system needs time to process data, usually updating within minutes. If it hasn't updated after 1 hour, please contact support.

Q: How do I delete unwanted tags?

A: In the tag management dialog, click the delete button next to the tag. Note: Deleting a tag will also remove all related tag assignments.

Q: When do dynamic segment members update?

A: Dynamic segment members automatically update once per day, or you can manually trigger an update.

Q: Can I export fan data?

A: Yes, you can click the export button on the fan list page to download fan data in CSV format.

📞 Getting Help

If you encounter any issues while using the CRM system, you can:

1. Check other sections of this documentation
2. Visit our help center
3. Contact our support team

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Next: Learn how to use the Tag System for precise fan management.