BuyFi

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

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

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?

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?

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

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?

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

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?

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?