Inside the edrone system, the Clients menu is where all customer data is gathered: contact profiles, segments, tags, RFM analysis, and more.
This article gives you an overview of what you'll find in the Clients menu.
Contacts section
Where to find it: Clients menu → Contacts tab.
This section shows all the contacts currently in your database, whether or not they've made a purchase.
Engaged, Not engaged, and Suppressed
At the top of the page, three cards summarize your contact base:
Engaged – contacts who have interacted with your messages within the selected engagement window.
Not engaged – contacts with no interaction in that window, or whose email address can't be delivered to.
Suppressed – contacts excluded from sends because of a bounce or a spam complaint.
Each card shows the current count and the percentage change compared to the previous period.
Define engagement
Click "Define engagement" to choose the interaction window that decides who counts as engaged:
90 days (default) – best for fast sales cycles, like clothing or cosmetics.
180 days – for products bought every few months.
365 days – for long sales cycles, like furniture, appliances, or luxury items.
Contacts with no interaction during the selected window move to "Not engaged."
Engagement trend
Below the cards, the Engaged and Not engaged tabs show a trend chart of engagement over time. You can choose the period you want to view (for example, the last 31 days). If there isn't enough history yet, the chart shows an empty state.
Contacts table
Below the chart, you'll find a table with all your contacts. Search by email, name, or tag, and use "More filters" to narrow the list further. The table shows these columns: Email, Name, Subscription status, and Tags. You can also export the list.
At the top of the page, you'll also find a contact type dropdown, the "Define engagement" button, "Create segment from this list," and "Add contact."
Segments section
Where to find it: Clients menu → Segments tab.
This is its own page, listing all the segments in your account. Use the yellow "+ New segment" button to create one, or "Update metrics" to refresh the numbers.
Two tabs organize your segments:
Saved segments – custom segments you've created.
Predefined segments – 10 ready-made, behavior-based segments offered by edrone.
Each segment appears in a table with these columns: Segment, Contacts, AOV, ACV, ANO, and Contact change (30 days) — the percentage change in the segment's contacts over the last 30 days. Use Preview or Edit to work with a segment.
Spenders section
Where to find it: Clients menu → Clients tab (data on customers who've made a purchase).
This tab shows a table of customers who have made at least one purchase in your store, with the following columns: Contact, Phone, Subscriptions, Orders, Total order value, and Visits.
At the top of the table, you can filter the customer list using one of these tabs:
All
Low spenders
Medium spenders
Big spenders
Subscribers
Customers
Unsubscribed
Customers with invalid phone number
Customers with invalid email address
NOTE: The spending level (low/medium/high) is calculated automatically by the edrone system. This article doesn't cover the exact thresholds or calculation logic.
Tags section
Where to find it: Clients menu → Tags tab.
This is where you organize, filter, and manage all the tags in your account. For the full guide — searching, filtering, and adding, renaming, merging, or deleting tags (including in bulk) — check out Tags: why and how to use them.
RFM Analysis
Where to find it: Clients menu → RFM Analysis tab.
This section has three sub-tabs: Overview, RFM & Payers, and Settings. RFM stands for Recency, Frequency, and Monetary (value). It's a marketing technique used to quantitatively determine which customers are the best, which need more attention, and which ones you're losing. Click here to learn all about RFM Analysis in edrone.
Need more help?
If you have any further questions about the Clients menu, please do not hesitate to contact us at hello@edrone.me