Checklist

Know your customers checklist

Stop leaving loyalty to chance; start building it with intention

Are you truly connecting with your customers or just scratching the surface of their data? This essential checklist reveals the key insights you’re missing and how to finally understand what your customers really want.

You have the data – names, emails, purchase history. But do you know what truly drives your customers? What makes them loyal? What compels them to rave about your brand?

This checklist isn’t about more data points; it’s about unlocking meaningful understanding. Discover the crucial information that separates one-time shoppers from lifelong brand advocates and fuels marketing that truly resonates.

Download now and:
  • Go beyond basic demographics to understand your customers’ needs and preferences
  • Identify key touchpoints to deliver hyper-relevant, personalized experiences
  • Uncover the data you already have (and the data you need) for a complete customer view
  • Start building targeted segments that drive engagement and boost loyalty
Complete the form
This field is for validation purposes and should be left unchanged.

Other resources

  • Guide

    MarTech RFP guide

    Find your next marketing platform with this practical guide. Take what you need, leave what you don’t.

  • Guide

    The 2026 tactical marketing guide

    Curated by Dotdigital. Written by our favorite marketers.

  • Guide

    What marketing channel does your campaign deserve?

    Follow the flowchart to see which marketing channel fits your campaign and the engagement rate you can expect using our 2026 benchmarks.

  • Marketing personalization platform

    One-to-one marketing is simple with Dotdigital. Personalize every touchpoint. From inbox to checkout.

    Marketing personalization platform
    '