Skip to content
The CRMThe Fan Directory

The Fan Directory

The fan directory is your book of business. Every person your creators talk to appears here, with the numbers that tell you who deserves attention today.


Each row gives you the essentials at a glance:

ColumnWhy it matters
Name and handleWho they are on the platform
CreatorWhich of your creators this relationship belongs to
TagsYour own segmentation labels
Lifetime valueEverything this fan has ever spent
MessagesVolume of the relationship
Last activityWhen they were last in the conversation
SegmentsAutomatic classifications such as VIP or cold

The fan directory: segments, tags, lifetime value, message count and last activity

  1. Search and the creator filter — narrow the list before you read it.
  2. Mode — which reply mode this fan is on right now.
  3. Tags — the coloured ones are segments the platform maintains; the rest are yours.
  4. LTV — everything this fan has ever spent. The arrows sort by it.

The platform classifies fans continuously, based on spend and activity, so your team never has to maintain these by hand. Use them to decide where the shift’s attention goes:

  • VIP — your highest-value relationships. These should never be on automation, and they should never wait.
  • Cold — engaged once, gone quiet. The natural target for win-back.

Automatic segments sit alongside your own tags rather than replacing them.


Tags are yours to define. They are the fastest way to run a campaign against a specific slice of your audience.

Effective tagging conventions used by agencies on the platform:

  • Content preferencefeet, roleplay, gfe, custom-buyer
  • Commercial behaviourhigh-spender, tips-only, never-bought, price-sensitive
  • Operationalneeds-manager, refund-risk, do-not-automate
  • Campaignblackfriday-sent, winback-q3

Agency tip. Agree your tag vocabulary before your team grows past three chatters. Twenty overlapping tags that mean roughly the same thing are worth less than five that everyone applies consistently.


The directory supports search and filtering across name, handle, tag, creator, spend and activity. The combinations that earn their keep:

To findFilter by
This month’s revenue driversSort by lifetime value, filter by creator
Fans ready to be sold toFunnel stage: Ready to offer
Relationships going staleAutomatic segment: cold
Untapped audienceHigh message count, zero lifetime value
A campaign audienceYour own tag

Your Dashboard carries a Re-engage fans card: everyone who has gone quiet for two weeks or more, each shown as “Silent 34 days” alongside what they have spent. Re-engage → opens their profile.

This is one of the highest-return surfaces in the platform. A fan who spent money three months ago and has not been contacted since is a warmer prospect than anyone new, and reactivating them costs nothing but a message.

The card is ordered by silence, longest first — so the top of it is where a relationship is closest to being lost, not necessarily where the money is. The spend figure is on every row so you can make that call yourself as you work down.

How to run a re-engagement session

  1. Open the Dashboard and work the Re-engage fans card from the top.
  2. Open each fan’s profile and read their AI memory for a specific hook.
  3. Open the conversation and generate a draft. The platform already knows how long it has been and what they last bought, so the reply opens accordingly.
  4. Tag everyone you contacted, so next session starts from a clean list.

Building your own list. For a broader sweep — a specific silence threshold, a single creator, or everyone above a spend level — use the directory itself: filter by the automatic segment cold, then narrow by creator, lifetime value and last activity. The card is the daily shortlist; the directory is where you build a campaign.


The Operator queue on the Dashboard puts overdue commitments first, then quiet conversations worth a follow-up, across every fan and creator. Each row offers Open, Done and Tomorrow, so nothing scheduled quietly disappears.

See Revenue and Follow-Ups for how to set them.


Fans are created automatically the first time a conversation is opened, so in normal operation you never add one by hand. You can also:

  • Create a fan manually when you want a profile prepared before the first message.
  • Import in bulk from a file — available on any paid subscription — when you are migrating from another system.

Bulk import: a CSV with one column of platform references


Fans are archived rather than deleted. Archiving removes them from your working views while keeping their history, purchases and analytics intact — which matters, because a fan who returns after six months should be met by someone who remembers them.