Recommended actions (Pro)
Updated September 15, 2026
The Recommended Actions panel sits at the bottom of the Insights tab and turns everything else on the report into a short list of things worth doing about this customer. Up to four actions are shown, highest priority first. It is a Pro feature and needs a specific customer, so it does not appear on a store-wide report.
The actions
Each action is triggered by a condition in the customer’s data. They are listed here in priority order.
- Review service recovery – 25% or more of orders refunded, or 20% or more cancelled or failed. Suggests support-first outreach rather than another offer.
- Send a win-back offer – no order for over 180 days, or a reorder that is past due based on their usual rhythm.
- Nurture the second order – one order or fewer within the last 90 days, so the first purchase can be turned into a habit.
- Reward high-value loyalty – a health score of 85 or more with at least three orders, or a spend rank in the top 15%.
- Review coupon dependency – 60% or more of their orders used a coupon.
- Suggest the next best product – cross-sells or upsells exist for what they have already bought.
- Send a relationship check-in – the fallback when nothing else stands out.
Every action states the reasoning behind it underneath, using the customer’s actual figures, so you can judge whether it is worth acting on rather than taking it on trust.
The buttons
Each action carries one or two buttons, which do one of three things:
- Create a coupon – generates a coupon restricted to this customer, without leaving the report.
- Compose an email – opens an editable message pre-filled with a template for that action.
- Switch tab – jumps to the part of the report the action refers to, such as the coupons or products tab.
What it does not do
Nothing here happens automatically. No email is sent and no coupon is created until you select the button, and the email composer lets you edit the message before anything goes out. The panel is a prompt, not an automation.