Quick Links
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
Last 30 Days
| |
Date Range
| |
Loyalty Performance
|
Import Customers in Merchant Dashboard
Action | Display |
---|---|
| |
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 |
Customer Directory
Action | Display |
---|---|
1. Users may sort the Customer Directory display by clicking on the column headers in the display:
| |
2. Users may also location customers by using the Search Bar to look up customers by:
|