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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

  • 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

.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 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)

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:

  • 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

Adding or Removing Spots in Customer Account

Action

Display

1. To view Customer Details, click on the Name of the customer from the Customer Directory

2. The customer details will display, including:

  • Spot Balance

  • Order History

  • Customer Details

  • Available Details

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

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