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Knowledge base
Customers CRM w/ Marketing
Frequently Asked Questions
22
What is a CRM?
Will my data in the Clover Customers app appear in the CRM?
How do I add a customer to an order?
How do I add/delete customers to/from a segment?
What can the CRM app do?
View all 22
Getting Started
3
1. Collect Customer Information
2. Turn of Marketing Permission for your Customers
How can we test the reward punch card by sending it only to myself?
Managing Customers
13
Tag Customers into Segments
Sort and View Customer Lists
How can I re-do my customer list?
CRM: How can Import a Customer List?
Can I export my Customer list?
View all 13
Troubleshooting
2
I am having trouble....
I don't see customer records I expected in the CRM app
Privacy
3
How can I unsubscribe my customers from receiving marketing messages?
Where can I find more information about your privacy policy?
How is BuyFi TCPA compliant?
Pricing
2
Can I try the app for FREE?
Can I cancel anytime?
Miscellaneous
0
Marketing Apps
1
How can schedule and send offers to groups of customers?
Marketing
9
1. Create a custom rewards program.
Campaign Status: Definition
2. Customers sign up with their email address.
Schedule-Pause-Send a Campaign
3. The marketing & promotions run automatically
View all 9
Install
1
Install the Free CRM app
Managing Offers
2
How do I customize my CRM Marketing offer?
How do I set expiry date on the Birthday offers?
Acquiring Customers
1
How to Post the Customer Enrollment Widget in Your Facebook Feed
Unlock Insights
Getting Business Insights
9
Explain the Analytics Dashboard
How do I use sales summary?
Explain New versus Repeat Customers
What is the Day and Time Report?
Can you explain Acquired Customers Trend?
View all 9
Customer Segmentation
2
How are my Customers segmented?
How do I mark a customer as a favorite customer?
Manage Customers
1
How do I easily assign customer information to an order?
Troubleshooting
2
Customer name is not printing after I assign a customer to the order.
How do I change my start week and time zone?
Sales Collateral
1
Download one-page sales collateral for Unlock insights
Automatic Marketing with UMarket
Frequently asked Questions
9
What is UMarket?
Why Should I use UMarket?
Who is UMarket intended for?
We want to use the "Food Orders Display" app on Clover. Does UMarket app sync orders?
How does a Clover customer id link to customer credit cards & customer contact information?
View all 9
Getting started
0
Download In-store-collateral
2
In Store marketing Collateral - Click to download PSD file
What is the best way to edit the marketing collateral?
Managing Offers
26
How do I set up my marketing programs?
What are the key fields to set up an offer?
How do I redeem UMarket coupons?
How do I track the performance of my coupons?
Can I publish any of my offers to social media?
View all 26
Managing Customers
17
How do I start enrolling customers into my marketing program?
How do I see my enrolled customers?
How are New & Returning Customers counted on the dashboard?
How do I make a Birthday entry for my customers?
My customer has not received an offer that was sent. What happened?
View all 17
Troubleshooting
5
How do I start/stop weekly email reports?
How do I change my email or update profile?
Why can I not add birthday in the popup?
Customers are not receiving my sign up offer
Clover: There is also no Marketing Flag option during the time of purchase
Privacy
5
Who owns customer data?
Who owns the customer data?
How can my customers unsubscribe from my marketing programs?
Where can I find more information about your privacy policy?
What are the Marketing Settings/ Loyalty flags in the Customer Edit screen?
Pricing
6
How can I experience the service for FREE?
Are there any other usage based fees?
Can I cancel anytime?
Can I get a multi location discount?
What does it cost?
View all 6
Sales Collateral
1
Download a 1 page sales colateral forUMarket?
Social Media Marketing with BeSocial
What is BeSocial
3
What is BeSocial?
Why Should I use BeSocial?
Who is BeSocial intended for?
Publishing Social Media
7
How do I publish to social media?
How do I publish pictures, offers and promotions to social media?
How do I schedule my posts for a future date?
How do I see my messages that are scheduled to publish on future dates?
How do I see a listing of all my previous posts?
View all 7
Tracking Social Media
2
How do I set up or update my social and online ID’s?
How do I measure the performance of each of my social media postings?
Reputation & Ranking
2
How do I compare my social media ranking against other businesses?
How can I compare my business reputation online with the online reputation of other businesses ?
Troubleshooting
4
How do I start/stop weekly email reports?
How do I change my password?
How do I change my email or update profile?
My scheduled posts to Facebook and Twitter are not working
Privacy
1
Where can I find more information about your privacy policy?
Pricing
2
Are there any usage based fees ?
Can I cancel anytime?
Sales Collateral
1
Download 1-page BeSocial sales collateral
Frequently Asked Questions
1
Can you help set up our social media pages and marketing?
SMS Marketing
Frequently asked Questions
10
What is SMS Marketing?
Why Should I use SMS Marketing?
Who is SMS Marketing intended for?
Can you provide examples of merchant using SMS Marketing successfully?
Dashboard troubles: I cannot move the slider setting up an offer
View all 10
Getting Started
7
Create a custom SMS rewards program
Customers sign up with a phone number
The marketing & promotions run automatically
Just scan to redeem the coupons.
You get performance results.
View all 7
Managing Offers
22
How do I set up my marketing programs?
What are the key fields to set up an offer?
How do I redeem SMS Marketing coupons?
How do I track the performance of my coupons?
Can I publish any of my offers to social media?
View all 22
Managing Customers
16
How do I start enrolling customers into my SMS marketing program?
How do I see my enrolled customers?
How are New & Returning Customers counted on the dashboard?
How do I make a Birthday entry for my customers?
My customer has not received an offer that was sent. What happened?
View all 16
Troubleshooting
9
How do I start/stop weekly email reports?
How do I change my business email or update profile?
There is a mismatch between Clover Customers app and SMS Marketing?
The scanner is not working?
Why can I not add birthday the SMS popup?
View all 9
Privacy
4
Who owns customer data?
How can my customers unsubscribe from my marketing programs?
Where can I find more information about your privacy policy?
What the additional marketing flags in the SMS marketing app?
Pricing
5
What does the SMS Marketing app cost?
Are there any other usage based fees?
Can I cancel anytime?
Can I get a multi location discount?
What happens when I send more SMS text messages than included in the plan?
Download In-store collateral
1
In Store marketing Collateral - Click to download PSD file
Sales Collateral
1
Download one pager collateral for SMS Marketing
Reading the Numbers
0
Customer Referral Reward
Getting started
2
How does it work?
How can I test a referral reward before sending to customers?
Frequently asked questions
3
Can customers sign up on my website ?
How can I test a referral reward before sending to customers?
Can you help set up our rewards marketing by phone?
Managing offers
9
How do I set up my referral marketing program?
How do I set up my referral marketing program?
What are the key fields to set up an offer?
How do I redeem the Marketing coupons?
How do I track the performance of my coupons?
View all 9
Managing Customers
2
How do I mark a customer as a favorite?
How do I enroll customers with an email address?
Facebook Local Ads
Getting Started
3
What are the prerequisites to start advertising on Facebook?
How do I create a facebook page?
How do Facebook Local Ads work?
Managing Customers
0
Managing Offers
0
Reading the Numbers
0
Troubleshooting
1
My Facebook ads did not publish and are not running
Bigcommerce
Frequently asked Questions
2
What is UMarket?
Why Should I use UMarket?
Getting Started
5
1. Create a custom rewards program.
2. Customers sign up with their email address.
3. The marketing & promotions run automatically
4. Redeeming a promotional code
5. You get performance results.
Managing Offers
14
How do I set up my marketing programs?
What are the key fields to set up an offer?
How do I redeem a UMarket offer?
How do I track the performance of my coupons?
Can I publish any of my offers to social media?
View all 14
Managing Customers
7
How do I start enrolling customers into my marketing program?
How do I see my enrolled customers?
How are New & Returning Customers counted on the dashboard?
How do I make a Birthday entry for my customers?
My customer has not received an offer that was sent. What happened?
View all 7
Troubleshooting
2
How do I start/stop weekly email reports?
How do I change my email or update profile?
Privacy
3
Who owns customer data?
How can my customers unsubscribe from my marketing programs?
Where can I find more information about your privacy policy?
Ecwid
Frequently asked Questions
2
What is UMarket?
Why Should I use UMarket?
Getting Started
5
Create a custom rewards program.
2. Customers sign up with their email address.
The marketing & promotions run automatically
4. Redeeming a promotional code
5. You get performance results.
Managing Offers
13
How do I set up my marketing programs?
What are the key fields to set up an offer?
How do I redeem a UMarket offer?
How do I track the performance of my coupons?
Can I publish any of my offers to social media?
View all 13
Managing Customers
7
How do I start enrolling customers into my marketing program?
How do I see my enrolled customers?
How are New & Returning Customers counted on the dashboard?
How do I make a Birthday entry for my customers?
My customer has not received an offer that was sent. What happened?
View all 7
Troubleshooting
2
How do I start/stop weekly email reports?
How do I change my email or update profile?
Privacy
3
Who owns customer data?
How can my customers unsubscribe from my marketing programs?
Getting Started (5) Managing Offers (13) Managing Customers (7) Troubleshooting (2) Privacy (3) Solutions → Bigcommerce → Privacy Edit Where can I find more information about your privacy policy?
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