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?

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

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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