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Quick Links

Table of Contents
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Customers Overview

Action

Display

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

Import Customers in Merchant Dashboard

Action

Display

  1. From the Customers tab, scroll down to Customer Directory (below the customer chart and data) and select Import Customers

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

Tip

.CSV files are the only accepted format for customer imports. Please click here to download a template

Note

File size cannot exceed 3MB

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)

Tip

To create a personalized email to recently added customers, please visit Create a Campaign

5. Select the Import button on the lower right

Note

It may take up to 4 hours to upload a customer list

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

Customer Directory

Action

Display

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

  • Phone number

View Customer Profile

Action

Display

  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

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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

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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

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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

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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

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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

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