Page Comparison

1. From the Dashboard homepage, select the Customers icon in the center of the left-hand menu

2. From the Customers screen, a display of customer activity and information will automatically display, which can be filtered and customized by users as needed using the information below:

All Time

• A breakdown of total customers visited and imported customer data

Last 30 Days

• A breakdown of new, repeat, and lapsed customers over the last 30 days

Date Range

• Users can set a customized date range to update the date and displayed graph as needed

• Users may also choose from the following pre-set date ranges:

  • Today

  • This Week

  • This Month

  • Last Week

  • Last Month

Loyalty Performance

• Users may choose between the Check-ins, New, Repeat, and Imported buttons to further refine customer data when a Loyalty Program is enabled

1. From the Customers tab, scroll down to

1. Customer Directory

1. (below the customer chart and data) and select Import Customers

• The Import Contacts popup will display

2. Click Download Template to download your custom template for easy importation

3. Use the Drag and Drop option or click or select it from your computer to select the appropriate file to import

4. Check the I agree to the Terms & Conditions checkbox

5. If desired, check the box next to Send your imported customers an email to learn more about SpotOn to send an automated email to all newly imported customers letting them know about the program.

• Please note, a more personalized email can be sent out to recently added customers via the Marketing Editor. Please see /wiki/spaces/SK/pages/927957160, specifically the Schedule Campaign section for details on how to achieve this.

6. Click Import

2. From the Import Customers pop-up display, the user can drag and drop a file or select it from their device

3. Once the file has uploaded, a preview of the file will display

4. Use the Check Boxes below as follows:

• To agree to SpotOn’s Terms & Conditions (Required)

• To send your newly imported customer(s) an email to learn more about SpotOn’s Loyalty Program (Optional)

5. Select the Import button on the lower right

6. Upon completion, a confirmation email will be sent with a display of the total number of customers imported, and any contacts that were unable to be imported are located on the spreadsheet

View by Date

1. Select the date range on the right to view:

   • Custom

     • To view a custom date range, use the calendars to choose a beginning, and an end date.

   • This Month

   • Today

   • Last Week

   • This Week

   • Last Month

• Click Apply Filters

2. The Loyalty Performance graph will adjust to the specified dates

3. Position your cursor over a specific date on the graph to view the metrics for that day

View by Check-Ins or Customer Type

This will display the information for the dates selected above the Loyalty Performance section.

• In the Loyalty Performance section, select the Check-ins button to view Check-Ins OR one of the following buttons to view customer types:

  • New Customers

  • Repeat Customers

  • Imported Customers

• The Loyalty Performance graph will adjust with each button selected

• Position your cursor over a specific date to view the metrics for that day

The Customer Directory section has eight columns 1. Users may sort the Customer Directory display by clicking on the column headers in the display:

• Customer Name

• Member ID

• Email

• Phone

• Avg. Spend

• Total Spend

• Last Visit

• First Seen

2. Users may also location customers by using the Search Bar to look up customers by:

• Name

• Member ID

• Email

Image Removed

• Phone number

1. From the Customer Activity section, select the customer to view

The Customer Profile page displays the following:

• Customer Name

• Spot Balance

• Card(s)

• First and Last Visits

• Birthday (if on file)

• Whether the customer is opted in for Deals and Offers

• Detailed Transaction History

• Deals Available to the customer

Edit Spots

1. Click the Edit Spots button

2. Input the number of Spots to add or remove in the text field, i.e., to add ten Spots type “10”, and to remove ten Spots type “-10”

3. Alternatively, you can use the ( + ) or ( - ) buttons to add/subtract Spots

4. When the desired number of Spots is reached, click Save

Email Customer

1. Click the Email button

2. In the Email Message popup, type your message. There is a minimum requirement of 2 characters and a maximum of 1000

3. When the email message is complete, click Preview

4. Confirm the message is complete and accurate

• Click the Back button to return to the previous screen to make any desired changes

5. Click Send

Add / View Note(s)

1. Click the Notes button

   • Any current Notes will display

2. To add a new note, click Add Note

3. Input the desired notation, click Add

   • Be mindful of the 1000 character limit

   • The new Note will display

4. To edit or remove a Note, click Edit next to the note in the Notes popup

Order History/Void

The Order History section has columns displaying previous transaction details including:

• Time & Date

• Source

• Amount

• Spot Earned/Redeemed

1. Columns can be sorted by clicking the individual column header

2. To void a transaction, click the Void button in the Details column

   • A popup will display, to continue with the void, click Confirm