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Customers CRM w/ Marketing
Frequently Asked Questions
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?
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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?
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?
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I am having trouble....
I don't see customer records I expected in the CRM app
How can I unsubscribe my customers from receiving marketing messages?
Can I try the app for FREE?
Can I cancel anytime?
How can schedule and send offers to groups of customers?
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 the Free CRM app
How do I customize my CRM Marketing offer?
How do I set expiry date on the Birthday offers?
How to Post the Customer Enrollment Widget in Your Facebook Feed
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