> For the complete documentation index, see [llms.txt](https://the-wishlist-documentation.gitbook.io/the-wishlist-documentation-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://the-wishlist-documentation.gitbook.io/the-wishlist-documentation-docs/release-notes/clienteling-3.0.md).

# Clienteling Release 3.0

*May 2026*

***

The following are new features that have been in limited release and which are now available with The Wishlist Clienteling 3.0

## 1 · Message Topics

*A new way to categorise outreach and measure campaign performance.*

> "We've heard consistently from our customers and prospects that they wanted campaign-level visibility for stores. Topics are our answer to that. Topics are designed to be simple for staff to use and powerful for you to report on."

Topics let you tag any message sent through the platform, whether it uses a template or is written fresh by a staff member. Once tagged, every conversion that message contributes to is automatically attributed to that topic in your reporting.

**With topic-tagged messages you can:**

* See which campaigns - win-back, seasonal, VIP reactivation, new arrivals — are generating the most revenue, not just the most sends.
* Compare campaign performance across stores and staff members to identify what's working and replicate it.
* Build a library of proven topics that your team can consistently apply, turning ad hoc outreach into a structured, measurable programme.

**How it works:**

* **Defining topics** — Topics are created and managed in the back office. Create a topic once — for example "Winter 2026" or "VIP Reactivation" — and it's available to all staff across all stores.

![Screenshot 2026-05-24 at 3.03.42 pm.png](https://1023154625-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEV6QdRqi2KZA4N8PHPAZ%2Fuploads%2Fgit-blob-1cbc0e5488278e4c70953f4ee4e2de51a734c937%2FScreenshot%202026-05-24%20at%203.03.42%E2%80%AFpm.png?alt=media)

* **Template messages** — When a template is configured with a topic, that topic is automatically applied on selection. No extra steps required.
* **Custom messages** — Staff writing a custom message see a Topic dropdown in the composer. They can select an existing topic or type a new one on the spot.

![Screenshot 2026-05-12 at 1.47.42 pm.png](https://1023154625-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEV6QdRqi2KZA4N8PHPAZ%2Fuploads%2Fgit-blob-8a7c236a7fc4e796f469f2b3010e9edd51c2a7d6%2FScreenshot%202026-05-12%20at%201.47.42%E2%80%AFpm.png?alt=media)

***

## 2 · Online Browsing Data

*Understand what your customers are looking at online.*

By installing The Wishlist pixel on your Shopify store, you gain visibility into your customers' online browsing behaviour. The pixel captures all items browsed on your website and items added to cart — data that is displayed on the customer profile and feeds directly into the Recommendations engine.

This makes outreach more timely and relevant. A customer who browsed a specific boot three times in a week is a very different conversation to one who hasn't visited recently.

![Screenshot 2026-05-24 at 3.11.10 pm.png](https://1023154625-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEV6QdRqi2KZA4N8PHPAZ%2Fuploads%2Fgit-blob-26cf29c66eca750665c5a03d942fc7393e5f6955%2FScreenshot%202026-05-24%20at%203.11.10%E2%80%AFpm.png?alt=media)

**What you get:**

* A full browsing history per customer, visible on their profile
* Cart abandonment signals your staff can act on immediately
* Richer recommendation data, drawing on real-time intent alongside purchase history and preferences
* Installation is via a Shopify Customer Events pixel — full instructions are available in your [account documentation](https://thewishlistco.stoplight.io/docs/thewishlist/branches/main/qnku4boi9fcki-shopify-customer-events-pixel-installation-guide)

***

## 3 · Recommendations

*Personalised product recommendations, powered by your customer data.*

The Wishlist now surfaces intelligent product recommendations built on a rich combination of signals: sales history, stated preferences, wishlist contents, and online browsing behaviour. The result is a ranked, filterable product list your staff can browse by category and add directly to a message.

**Recommendations can be accessed in three ways:**

* **During message creation** — Browse and add recommended products directly from the message composer via "Add from Recommendations"

![message-add-from-recommendations.png](https://1023154625-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEV6QdRqi2KZA4N8PHPAZ%2Fuploads%2Fgit-blob-2ab1bd30bc6252e4cd9ac8f181802b61f0c43976%2Fmessage-add-from-recommendations.png?alt=media)

* **On the customer profile** — View recommendations when reviewing a customer's record

![recommendations-on-profile.png](https://1023154625-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEV6QdRqi2KZA4N8PHPAZ%2Fuploads%2Fgit-blob-c7bda318c88fbb45231fede81a5b604ef2649943%2Frecommendations-on-profile.png?alt=media)

* **Via the navigation menu** — Access recommendations from anywhere in the platform

![recommendations-from-nav.png](https://1023154625-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEV6QdRqi2KZA4N8PHPAZ%2Fuploads%2Fgit-blob-2bf3a10e3e0a087c1eba9c908eff85046cb1fcc6%2Frecommendations-from-nav.png?alt=media)

***

## 4 · Dynamic Lists

*Organise your customers for targeted outreach and automated tasks.*

Lists are the foundation for group messaging and automated task assignment in The Wishlist. There are two types:

* **Filtered (automated) lists** — Dynamically updated based on criteria you define — spend, visit frequency, purchase history, preferences, wishlist contents, and more. These lists stay current automatically as customer data changes.
* **Fixed lists** — Static lists uploaded from an external source, useful for one-off campaigns or importing segments from other systems.

![create-auto-list.png](https://1023154625-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEV6QdRqi2KZA4N8PHPAZ%2Fuploads%2Fgit-blob-21218edcd5165975dc90d668b18846508f9b88c2%2Fcreate-auto-list.png?alt=media)

Lists can be attached to automated tasks and used to target group messages across email, SMS, and WhatsApp. When sending a group message, staff can select from any available list and drill into individual contacts before confirming the send.

***

## 5 · Tasks

*Keep your team focused on the right customer outreach opportunities.*

Tasks provide a structured way to manage customer contact across your stores and staff. There are two types:

* **Ad-hoc tasks** — Created and assigned manually to a specific store or staff member. Set a title, description, attach a customer list, and optionally configure expiry and suppression windows.
* **Automated tasks** — Automatically surface recommended contact opportunities based on customer behaviour — lapsed customer reactivation, post-purchase follow-up, birthday outreach, and more. Linked to dynamic lists so they stay current.

![create-auto-task.png](https://1023154625-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEV6QdRqi2KZA4N8PHPAZ%2Fuploads%2Fgit-blob-8358880125e1d0c6ee5c302edd1b3f439b2c9c79%2Fcreate-auto-task.png?alt=media)

Tasks appear in the staff interface under Customer Engagement Tasks, giving each staff member a clear daily action list with quick-access messaging controls per customer.

![engagement-tasks.png](https://1023154625-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEV6QdRqi2KZA4N8PHPAZ%2Fuploads%2Fgit-blob-74f09742ce98345215371535837ee5798f6e057b%2Fengagement-tasks.png?alt=media)

***

## 6 · Product Alerts

*Never miss a restock opportunity.*

Staff can set automated alerts for specific product variants that are currently out of stock. When a variant comes back into stock, an alert surfaces to the team member.

Product alerts are fully integrated with your online "Back in Stock / Notify Me" functionality, ensuring a seamless experience whether a customer flags interest in store or via your website.

**What you get:**

* Active alerts panel showing items that have returned to stock and are ready to action
* Requested stock alerts panel showing all items currently being monitored, with live stock status
* Deep integration with online notify-me signals, surfacing web-registered interest to in-store staff

![sp-alerts.png](https://1023154625-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEV6QdRqi2KZA4N8PHPAZ%2Fuploads%2Fgit-blob-507694c7b7a958c68b95d13a3aa6b007f846b749%2Fsp-alerts.png?alt=media)

***

## Coming Soon

Features currently in development — ask us for more details on any of these.

| Feature                                              | Description                                                                                                                                         |
| ---------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| Task dashboard                                       | Track task completion rates, staff performance, and outreach outcomes                                                                               |
| AI-generated customer bios and conversation starters | Automatically generated summaries of each customer's profile and preferences along with suggested opening lines for staff based on customer context |
| Media library                                        | A centralised asset store for images and content used in messaging                                                                                  |
| Conversion dashboard                                 | Filter all conversion data — revenue, conversion rate, AOV — by topic, channel, store, staff member, customer tag, and template tag                 |
| Clienteling opt-in & suppression                     | Granular controls for customer communication preferences                                                                                            |
| WhatsApp integration                                 | Expand your outreach to WhatsApp alongside email and SMS                                                                                            |

***

*The Wishlist Company · May 2026*