Managing Customers

Tag Customers into Segments
You can group your customers into lists so that you can send marketing messages to specific groups of customers.  1. Create a new Segment in your...
Mon, 7 Nov, 2016 at 5:16 PM
Sort and View Customer Lists
Select an entry from the Customer Contacts dropdown menu. You can search within this list or export it to a csv file
Mon, 7 Nov, 2016 at 5:20 PM
How can I re-do my customer list?
 My customer list needs a lot of work to update. Is it possible to delete the whole list and start all over? You can find and delete any...
Mon, 7 Nov, 2016 at 5:36 PM
CRM: How can Import a Customer List?
I have an existing list of customers. How can import into Clover and the CRM?  NOTE: Please be sure to use a browser on a PC/Mac for this action ...
Sat, 7 Jan, 2017 at 8:05 PM
Can I export my Customer list?
You can download your entire customer list by clicking on export CSV.
Mon, 7 Nov, 2016 at 5:37 PM
How do I make a Birthday entry for my customers?
Find the individual customer record and enter a birth date
Mon, 7 Nov, 2016 at 5:40 PM
How can I get customers to self enroll on my website and in my store?
You can sign up customers on your website using the embed code, or even on an in-store tablet.  Here is what you need to do on your PC/Mac:   1. Cl...
Wed, 14 Mar, 2018 at 5:06 PM
How can I Add an existing customer to an order or Create new customer information?
You can assign an existing or new customer to an order using the Customer:CRM widget in the Clover Payment screen. Please watch the video below and see sc...
Mon, 11 Sep, 2017 at 5:49 PM
Will my customers get reward points automatically?
Yes. As long as the order is assigned to a customer, your customer will accrue points based on rules you have set in the marketing application. The video ...
Sat, 19 Nov, 2016 at 3:02 PM
Does the CRM sync with the Clover Customers app
Yes. All changes made to the Clover Customers app will eventually reflect in the CRM. This could take from a  few seconds to few hours, depending the amo...
Sat, 19 Nov, 2016 at 3:14 PM