Quick Links
Customers Overview
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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
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2. From the Import Customers pop-up display, the user can drag and drop a file or select it from their device .CSV files are the only accepted format for customer imports. Please click here to download a template 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 create a personalized email to recently added customers, please visit Create a Campaign | |
5. Select the Import button on the lower right 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 |
Loyalty Performance
The Loyalty Performance section gives detailed insight into customer history and trends. The graph can be customized to display certain categories of customers and specific date ranges.
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View by Date
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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.
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Customer Directory
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1. Users may sort the Customer Directory display by clicking on the column headers in the display:
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2. Users may also location customers by using the Search Bar to look up customers by:
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View Customer Profile
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The Customer Profile page displays the following:
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Edit Spots
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Email Customer
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4. Confirm the message is complete and accurate
5. Click Send | |
Add / View Note(s)
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Order History/Void The Order History section has columns displaying previous transaction details including:
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