Managing customer relationships effectively is crucial for Mulebuy

1. Centralized Customer Database Setup

Create three core sheets in your spreadsheet:

  • Master Client List:
  • Size Preference Tracker:
  • Brand Preference Matrix:

Protip: Use data validation to create standardized entries for colors and sizes.

Mulebuy preference tracking spreadsheet

2. Automate Personalized Mulebuy Coupons

Implement these spreadsheet formulas to trigger birthday discounts:

=IF(AND(TODAY()>=[Birthday]-3,TODAY()<[Birthday]+4),"Send 15% Coupon","")

Add conditional formatting to highlight cells when coupon triggers occur. Connect to your email system (Gmail/Mailchimp) using Zapier or Google Apps Script for automatic delivery when the status changes to "Send."

3. Shipping Priority Optimization

Create a fourth sheet analyzing/controller:

  • Calculate repeat purchase frequency for each customer
  • Identify top 20% clients based on lifetime value
  • Flag these VIPs for Mulebuy Shipping's

Example formula to identify VIPs:

=IF([TotalSpent]>PERCENTILE([TotalSpentRange],0.8),"VIP","Standard")

Advanced Integration Tip

For resellers handling 50+ orders/month, consider linking your spreadsheet to Mulebut's API

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