How Customers Work
What Are Customers?
Customers are a collection of your customers using your App! When customers create an account through your app they become visible to you under Customers. If necessary, you can also add customers, individually, or through an import.
User Experience
Step-By-Step
Examples of how customers can create an account or login through the app.
- Durning App Onboarding customers have the ability to create an account, log in (maybe they have a new phone), or continue as a guest.
- If they visit Rewards and they do not have an account or are not logged in, they will be prompted.
- If they visit Scorecard & GPS and they do not have an account or are not logged in, they will be prompted.
- When customers create an account for the first time, they will go through an OTP verification process using their email address or cell phone number to verify it's them.
- Once verified, they will now be able to access Rewards, save their Scorecard rounds and join or purchase any Subscriptions.
- If you manually add a customer it's critical that you inform them so they know they can login using their email address or phone number. If not, they will receive an alert noting that an account is already created with that information.
Videos
Tutorial Video
Customers
- From the Quick Start Page in your admin dashboard, click Subscriptions
- A new tab will open up and on the ensuing page, click Customers
- On the ensuing page, you can click Create or Import to add customers manually, should you wish
- This is an example of the Customers page with customers automatically applied as they created their own accounts through your app.
Add a Single Customer
When customers create an account through your app, they are automatically added to your customer list. Should you wish to add customers manually here are the steps.
If you manually add a customer(s), either by spreadsheet or one at a time, it's critical that you inform them so they know they can login using their email address or phone number. If not they will receive an alert noting that an account is already created with that information.
- From the Quick Start Page in your admin dashboard, click Subscriptions
- A new tab will open up and on the ensuing page, click Customers in the left side menu.
- To add a single Customer, click Create to get the ensuing popup
- Customer Name
- First Name and Last Name are required.
- Email
- Email address for customer OTP verification and targeted push notifications.
- Phone
- Cell Phone Number (for OTP verification).
- Birthday
- Birthday (not currently present in the App.
- Address
- Zip code provided when a customer purchases a Subscription.
- Add Download Rewards (toggled on)
- If you want them to get your download rewards. If toggled off, they will not receive download rewards.
- Opted in marketing
- If they wish to receive marketing communications from you. This could be emailing them through your email provider or sending them an SMS message.
- Click Save to create your Customer.
Once saved you could manually apply Rewards to this customer; you could manually apply a Subscription or Membership to this customer. Payments are only visible once if the customer purchases a Subscription or Membership through your app.
Add Bulk Customers
When customers create an account through your app, they are automatically added to your customer list. Should you wish to bulk add customers manually here are the steps.
If you manually add a customer it's critical that you inform them so the next time they open the app or download it for the first time they know they can login using their email address or phone number.
- From the Quick Start Page in your admin dashboard, click Subscriptions
- A new tab will open up and on the ensuing page, click Customers in the left side menu.
- To add bulk Customers, click Import to get the ensuing popup
Make sure to view the template as it provides the exact column names you should be using when uploading customers.
- Add Download Rewards (toggled on)
- If you want them to get your download rewards. If toggled off, they will not receive download rewards.
- Hit Import
- You are able to see if the import was successful and if there were are any errors when uploading.
- When importing dates (ex. Birthday) the following formats are supported:
- yyyy-mm-dd
- m/d/yyyy
- mm/dd/yyyy
- m/d/yy
- mm/dd/yy
Add a Reward to a Customer
Rewards need to be created first in order to apply them to a customer. Visit How Rewards Work to learn more.
- From the Quick Start Page in your admin dashboard, click Subscriptions
- A new tab will open up and on the ensuing page, click Customers in the left side menu.
- You can 'search' for a customer, or if visible on the Customer list page you can simply click on their row.
- On the Customer's Rewards Tab, you will see if any Rewards are applied. If empty, you can add a reward manually.
- On the popup, Add the Reward
- Reward
- Allows you to select which Reward you'd like to apply.
- Quantity
- Allows you to decide the quantity you wish to apply.
- Expires
- Allows you to decided on what date should this reward expire for the customer.
- Hit Save
Add a Subscription to a Customer
Subscriptions need to be created first in order to apply them to a customer. Visit How Subscriptions Work to learn more.
- From the Quick Start Page in your admin dashboard, click Subscriptions
- A new tab will open up and on the ensuing page, click Customers in the left side menu
- You can 'search' for a customer, or if visible on the Customer list page you can simply click on their row.
- If you use import when importing dates (ex. Expiration Date) the following formats are supported:
- yyyy-mm-dd
- m/d/yyyy
- mm/dd/yyyy
- m/d/yy
- mm/dd/yy
- On the Customer's Membership Tab, you will see if any Memberships are applied. If empty, you can add a membership manually.
- On the popup, Add the Membership
- Membership
- Select the membership you wish to apply to the customer.
- Expires
- Apply an expiration date for the membership.
- Hit Save
Want to Edit or Adjust a Customer's Reward? Visit How to Edit or Redeem a Reward.
Want to View or Adjust a Customer's Subscription? Visit How to Edit a Customer's Subscription.
Customer Analytics
High-Level Customer Analytics
To view the overall Rewards analytics, completed the following steps:
- From the Quick Start Page in your admin dashboard, click Subscriptions.
- High-level metrics appear on the Dashboard page.
- Customers - Number of customers who have created an account within the app (this includes customers who do not have a subscription or no longer have an active subscription). Click on the analytics card to learn more about that specific metric.
- Rewards - Number of rewards given and number of rewards redeemed. Click on the analytics card to learn more about that specific metric. Click into the rewards to get more specific metrics.
- Memberships - Annual revenue your memberships have generated along with the number of active members. Click on the analytics card to learn more about that specific metric. Click into the membership to get more specific metrics.
- Payments - Revenue of payments received and number of active subscriptions that Click on the analytics card to learn more about that specific metric. View all the payments and subscriptions.
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