Frequently Asked Questions
Many customers make a purchase from your without providing a phone number or email. These transactions will show up in your CRM. The unique credit card is ...
Mon, 19 Feb, 2018 at 10:15 PM
1. You can add it during your check out process on the Clover Station by pulling up the customer as shown below. 2. When importing customer lists, add ...
Mon, 19 Feb, 2018 at 10:22 PM
1. Go to Marketing->Create Campaigns and enter the discount reward you'd like to offer. 2. Click on Punch card and select 5/10/12 visit card...
Mon, 19 Feb, 2018 at 11:00 PM
1. Go to Marketing->Create Campaigns and enter the discount reward you'd like to offer. 2. Click on Lost customers and select 30/60/90/120/1...
Mon, 19 Feb, 2018 at 10:54 PM
The default campaigns with standard coupons are created with just three clicks as shown below 2. If you'd like to change the look of the coupon, do...
Mon, 19 Feb, 2018 at 10:59 PM
The CRM is primarily intended to send offers. To send marketing messages, take the following steps. 1. Go to Marketing->Create Campaigns and select ...
Mon, 19 Feb, 2018 at 11:27 PM
In the Pay screen, Tap on the Customer CRM Widget
Flip the screen to your customer
Ask the Customer to tap on "Create a Customer" and update...
Fri, 23 Feb, 2018 at 2:56 PM
1. Go to Marketing->Create Campaigns and set up your offer 2. At the bottom of the screen DO NOT hit [SEND], but click on "Modify Message"...
Wed, 28 Feb, 2018 at 11:04 AM
1. Identify your best customers by "Activity Score", Top spenders, or Most frequent customers 2. Click on the identified customer to ask for...
Fri, 2 Mar, 2018 at 7:30 PM