Customers | SpotOn Merchant Dashboard
Quick Links
Customers 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
Action | Display |
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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 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 |
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Customer Directory
Action | Display |
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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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Adding or Removing Spots in Customer Account
Action | Display |
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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 |
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