Managing Customers

How do I start enrolling customers into my SMS marketing program?
1. Anyone can join your SMS marketing program, no mobile app required, no cards required just signup a customer with a phone number on the Payments screen...
Wed, 13 Jul, 2016 at 1:06 PM
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...
Wed, 24 Jun, 2015 at 2:32 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 ...
Wed, 24 Jun, 2015 at 2:32 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 birthdate. If you wou...
Wed, 24 Jun, 2015 at 2:35 PM
My customer has not received an offer that was sent. What happened?
There are several reasons this might happen.  1. The phone # may be entered incorrectly. Please correct it.  2. Your offer may have reached its cap and no m...
Wed, 24 Jun, 2015 at 2:38 PM
How are rewards tracked if the customer pays cash or uses a different credit card?
The payment type does not matter as long as you have a customer phone # on record. The reward is tracked by the customers phone number. If the customer ch...
Wed, 24 Jun, 2015 at 2:46 PM
Do you have to input the customer phone every time to track their rewards?
Start the first order from the Clover Customers app, customer record - Upon the first transaction, the card is linked to the customer's phone number ...
Fri, 30 Oct, 2015 at 12:55 PM
What are Customer Segments?
The SMS Marketing system automatically identifies, builds and updates a number of "pre-built" customer segments, like Top Spenders, Rep...
Wed, 24 Jun, 2015 at 5:24 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 impo...
Thu, 28 Jan, 2016 at 3:45 PM
Punch card offer: How can I award points/punches manually?
With the SMS Marketing app, you can award your customers with points selectively at your discretion. For example, a Vape shop may want to award points ...
Wed, 30 Dec, 2015 at 11:54 AM