Quick Links
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Customers
There is a small Customers section on the main page of the SpotOn Merchant Dashboard, this acts as a quick glance or brief overview. There is more information in the Customers tab, which is located in the menu on the right-hand side of the Dashboard beneath Reviews. The Customers tab allows for the manual addition or subtraction of Spots from a customer account, contains an import tool for customer lists, as well as a section for loyalty performance to make analyzing customer data very simple.
Add Customers Tutorial Video
Customers Section of Main Dashboard
Details
Display
On the main dashboard you can view customer details by the following filters:
Today
1 month ago
6 months ago
1 year ago
This section displays Active Customers and New Customers
1. Click Go to Customers or select the Customers tab from the right hand Menu to access the full Customers tab
Overview
The Dashboard Customer list will include all marketing and loyalty customers. Use this area to stay updated on the customer list, add, remove, and edit profiles when necessary.
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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
Last 30 Days
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Date Range
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Loyalty Performance
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Import Customers in Merchant Dashboard
The Loyalty Performance section gives detailed insight into customer history and trends. The graph can be manipulated to display certain categories of customers and specific date ranges.Action | Display |
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The Import Contacts popup will display
2. Click Download Template to download your custom template for easy importation
Info |
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Accepted Formats: Comma Separated Values (.csv) |
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Please contact support or call (877)-814-4102 if you are having trouble uploading your customers. |
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
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3. Once the file has uploaded, a preview of the file will display 4. Use the Check Boxes below as follows:
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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 |
Loyalty Performance
Customer Directory
Action
Display
The Customer Directory section has eight columns:
CustomerAction | Display |
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View by Date
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
Customer Directory
1. Users may sort the Customer Directory display by clicking on the column headers in the display:
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To sort each column, click the column header
2. Users may also location customers by using the Search Bar to look up customers by:
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To show more customers click the page number or > buttons at the end of the list displayed
To view a customer and their details click the desired customer
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Adding or Removing Spots in Customer Account
Order History/Void
The Order History section has columns displaying previous transaction details including:
Time & Date
Source
Amount
Spot Earned/Redeemed
Columns can be sorted by clicking the individual column header
To void a transaction, click the Void button in the Details column
A popup will display, to continue with the void, click Confirm
Action | Display |
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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
Click the Edit Spots button
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”
Alternatively, you can use the ( + ) or ( - ) buttons to add/subtract Spots
When the desired number of Spots is reached, click Save
Email Customer
Click the Email button
In the Email Message popup, type your message. There is a minimum requirement of 2 characters and a maximum of 1000
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)
Click the Notes button
Any current Notes will display
To add a new note, click Add Note
Input the desired notation, click Add
Be mindful of the 1000 character limit
The new Note will display
To edit or remove a Note, click Edit next to the note in the Notes popup
1. To view Customer Details, click on the Name of the customer from the Customer Directory | |
2. The customer details will display, including:
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3. To add spots, select the blue Edit Spots button in the top right corner | |
4. From the Edit Customer Spots pop-out screen on the right, input the amount of spots to add to or remove from the customer’s account 5. Select the blue Save button |