Understanding and Creating a Customer Profile on Loyaltymaster

Introduction

In this manual, we provide you with comprehensive instructions on how to access, navigate, and create a customer profile on Loyaltymaster. We also provide troubleshooting suggestions for potential issues.

Part 1: Accessing the Customer Profile

1.1 How to Access the Customer Profile

1. Log into your Loyaltymaster account successfully.
2. Navigate to the left-hand menu and click on the "Customers" icon. This will take you to the Customers screen.

Troubleshooting: If the "Customers" icon doesn't appear, ensure you have the appropriate permissions to access this feature. If problems persist, try refreshing the page or restarting the app.

Part 2: Navigating the Customers Screen

2.1 Understanding the Customers Screen

1. The Customers screen starts with the "Customer Base" heading, under which four tiles display key information: total customers, card transactions, reviews, and overall feedback rating.
2. Next is the customer's grid. This grid displays detailed information for each customer, including User Name, Created, Birthdate, Phone, Feedback Rating, UTM, Device, Customer Cards, and Custom Fields.
3. Clicking on a customer profile opens a detailed view, including the cards issued to that customer.
4. Scrolling down further, you'll find card installation and referral links. Use the "Copy" button to copy and send the link to a customer.

Troubleshooting: If the customer's grid doesn't load or there are issues with customer profiles, try refreshing the page or restarting the Loyaltymaster app.

Part 3: Importing and Creating Customer Profiles

3.1 How to Import and Create a Customer Profile

1. The "Customer Import" tile allows you to import customer records in bulk via a . CSV file. Download the import template by clicking on the "Download" button.
2. Fill in the fields in the .CSV file as per your requirement and then import it by clicking the "Import" button and choosing the file from your system storage.
3. To create a new customer profile, navigate to the customer's grid and click the "Add Customers" button. This will open the "Add Customer" popup.
4. Enter the last name, first name, contact number, email address, and customer birthdate in the respective fields.
5. Once you've entered all the required details, click the "Add Customers" button to create the customer profile.

Troubleshooting: If you can't import the .CSV file, ensure the file isn't open in another program. If you have trouble creating a new customer profile, double-check the information entered for errors.

Conclusion

This guide provides detailed instructions on how to navigate, access, and create customer profiles in Loyaltymaster. These steps should assist you in managing your customer base more efficiently. If any issues arise during the process, refer back to the troubleshooting guide for potential solutions. For further assistance, don't hesitate to contact the Loyaltymaster support team. Happy Customer Relationship Management with Loyaltymaster!