Managing Customers

How do I start enrolling customers into my marketing program?
The Customer Marketing Preference feature is a useful tool that helps you keep track of which customers are comfortable receiving marketing messages...
Fri, 4 Sep, 2015 at 11:30 AM
How do I see my enrolled customers?
Tap customers on the left navigation bar. Then click on Enrolled Customers. Here you will see a list of your customers who have opted in to receive your mar...
Wed, 25 Feb, 2015 at 4:49 PM
How are New & Returning Customers counted on the dashboard?
Customers who have not made a purchase from your business using credit or debit card previously are counted as New customers. And those Customers who have s...
Wed, 25 Feb, 2015 at 4:50 PM
How do I make a Birthday entry for my customers?
Login to your web dashboard. Under Customers, find Enrolled Customers tab - search by name or email address, tap on edit - enter birth date. If you would lik...
Wed, 25 Feb, 2015 at 7:09 PM
My customer has not received an offer that was sent. What happened?
There are several reasons this might happen.  1. The email address may be entered incorrectly. Please correct it.  2. Your offer may have reached its cap an...
Thu, 28 Jan, 2016 at 6:38 AM
How are rewards tracked if the customer pays cash or uses a different credit card or a chip card?
 The payment type does not matter as long as you have a customer email or phone number on record. The reward is tracked by the customers email address or ph...
Mon, 25 Apr, 2016 at 2:11 PM
Do you have to input the customer email every time to track their rewards?
 In the case of card customers, you do not have to "input" customer email every time. Upon the first transaction, their card is linked to ...
Thu, 26 Feb, 2015 at 10:58 PM
What are Customer Segments?
The UMarket system automatically identifies, builds and updates a number of "pre-built" customer segments, like Top Spenders, Repeat Customers, Re...
Wed, 24 Jun, 2015 at 5:23 PM
Can I import a customer list?
If you have an existing list of customer emails/phone numbers that have opted-in to receive your marketing offers you can follow the below steps to import i...
Tue, 23 Feb, 2016 at 3:51 PM
Saving a customer modification is difficult because it puts me back on the first page after each customer modification.
It is extremely hard to create customer segments and adding anyone to it since every time i save a customer within in the system it puts me back on the firs...
Wed, 16 Sep, 2015 at 7:10 PM