Foundations
How unified customer profiles work
Why one record per person beats a copy of the customer in every app — and what identity resolution actually does under the hood.
Guide coming soon Guides
Playbooks for turning customer data into action.
Short, practical guides on the work Compass is built for — profiles, audiences, campaigns, and deliverability. No jargon, no assumption that you have a lifecycle team.
Library
Start with the fundamentals
These are the topics owners ask about most. More guides are added as the platform grows.
Audiences
Customer segmentation without a flow builder
Describe the customer you want in plain English and let Compass build a provable query — no branching canvas to maintain.
Guide coming soon Campaigns
How to create a lapsed-customer campaign
Find customers who used to buy and stopped, then bring them back with a message grounded in their real history.
Guide coming soon Data
Declared data versus behavioral data
What customers tell you and what they do are different signals. Learn when each one should drive a decision.
Guide coming soon Surveys
Using surveys to improve Shopify segmentation
Turn survey answers into attributes that sit next to purchase history, so preferences become targetable the moment they arrive.
Guide coming soon Deliverability
Preparing a domain for email sending
Authentication, warm-up, and the setup that keeps messages landing in the inbox instead of the spam folder.
Guide coming soon Consent
Consent and suppression basics
What consent to send looks like, how suppression protects the relationship, and why both travel with the customer.
Guide coming soon Retail
Post-purchase campaigns for small retailers
A simple, repeatable sequence that turns a first order into a second — without a full-time marketing team.
Guide coming soon Events
Event follow-up automation
Continue the relationship after a workshop, market, or tour, using what actually happened at the event.
Guide coming soon Retention
Replenishment campaigns without discounting
Reach customers when they are likely to run out, based on cadence — not by training them to wait for a coupon.
Guide coming soonWant a walkthrough on your own store?
A guide is a good start. Seeing Compass build an audience from your real Shopify data is better.