CRM
How to add New Customer?
Last Updated: January 3, 2025What is a Customer Page? Customer Pages are sections where you can view, manage, and organize customer data, including details like names, contact information, earned points, and interaction history, such as redemption and rewards redeemed. It helps to understand better customer behavior, tailor rewards to their preferences, and build stronger, more personalized relationships. It’s a...
How to Create A Campaign?
Last Updated: January 6, 2025What is a campaign? A campaign is a plan to promote a product, service, or brand. It uses various methods such as advertisements, social media posts, and special offers to attract and engage customers. The primary goals of a campaign are often to increase sales, generate leads, raise brand awareness, or build customer loyalty. How...
How to Broadcast Campaigns?
Last Updated: January 6, 2025What is Broadcast? Broadcast is a method of sending a message to multiple recipients simultaneously, where each person receives the message individually, as if they were having a personal chat. It commonly shares updates, announcements, or promotions with a wide audience while keeping communication personalized and private. Guide After you create the campigns (Tutorial to...
Where to find the template for importing contacts?
Last Updated: January 6, 2025Step 1: Select “Customer” from the Dashboard. Image 1: Customer section Step 2: Click the 3 dots and choose the “Import from CSV”. Image 2: Import from CSV section Step 3: Download the template by clicking “here” as shown in the photo below. Image 3: Download the template FAQ Q1: Can I change the column...
How to Create Scan&QR Reward?
Last Updated: January 6, 2025What is Scan&QR Reward? Scan & QR Reward is a customer engagement system designed to reward customers for their actions. By completing specific tasks such as leaving a positive review on platforms like Google or Tripadvisor, or sharing content from the business’s social media accounts—such as Facebook, Instagram, and TikTok—customers can earn rewards. These actions...
