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Be Consistent: Use a standard naming convention for your stores (e.g., "Brand - City - Location" like "OptCulture - Chicago - River North") to make them easy to find and manage. Keep Data Fresh: Set a semi-annual reminder to audit your store list. Upd...

Step1: Navigate to the Zones Page Click on Zones under the Configurations section. This will take you to the main Zones management page. Click the +Create Zone button located in the top-right corner of the page. Step 2: Fill in Zone Details A new pop-up ...

You can easily modify a zone's name, description, or the stores assigned to it. From the main Zones management page, find the zone you wish to modify in the list. Click the Edit (pencil) icon under the "Actions" column for that zone. The same po...

Q: What if I can't find a store I want to add to my zone? A: If a store isn't appearing in the search results or is grayed out, it is already part of another existing zone. A store can only be in one zone at a time. Solution: You must first go to its current...

Use Descriptive Naming: Avoid generic names like "Zone 1" or "Test Zone." Use clear names that reflect the purpose or grouping logic (e.g., "Midwest Stores," "SMS Receipts Zone," "Franchise Partners"). This makes it easier for your entire team to understan...

Step 1: Navigate to Digital Invoice From the main dashboard, go to the Assets section in the left-hand navigation menu. From there, select Digital Invoice. Step 2: Create a New Invoice Click on the +Create an Invoice button in the top-rig...

After creating a template, you must configure the system to use that template and define how receipts are sent. Step 1: Access Digital Receipt Settings From the main dashboard, navigate to the Configuration section. Click on Digital Receipt. ...

This feature provides insights into your digital invoice transactions. Navigate to Reports: Go to the Reports section from the main dashboard. Select Digital Receipt Reports: Choose the Digital Invoice on Email report to view a summary of all generat...

Turn Receipts into a Marketing Channel: This is the most powerful use case. Instead of a static receipt, you can: Add an Image block with a promotional banner for your next sale. Add a Button with a call-to-action like "Shop New Arrivals" or "Lea...

Use Pre-defined Rows First: To build templates quickly and ensure all necessary dynamic tags are included, start with the Pre-defined Rows. This is especially true for the "Items" and "Store Info" rows, which are complex to build manually. Check Your ...

Q: Why is data missing from my digital invoice (e.g., the customer's name is blank)? A: This is almost always one of two issues: Dynamic Tag Error: The tag in your template is misspelled (e.g., you wrote #billingname# instead of #billtoname#). Integ...

Step1: Navigating to Loyalty Program Navigate to Loyalty from the main menu, then Programs, and select Loyalty Program.                     On the Loyalty Program dashboard, you can either Edit an existing program or click +Create Program. Step2: Fill in ...

The Loyalty Dashboard is your program's main control panel, giving you a complete overview of its performance. 1. High-Level Overview This section gives you a quick look at three key numbers: Total customers in your system. Total customers in you...

Keep it Simple: Your customers must be able to understand the program's value in seconds. "Spend $100, get $5 back" is easier to understand than a complex, multi-step rule. Make Rewards Achievable: If a reward requires 10,000 points but an average pur...

Tier-Based Rewards: Categorize customers into levels (e.g., Silver, Gold, Platinum) based on their spending. This allows you to offer progressively better rewards to your most valuable customers, making them feel special and encouraging them to maintain th...

Q: What are the different types of loyalty programs available on OptCulture? A: OptCulture’s module is flexible and can create many program types, including Simple Cashback, Single-Tier Points-Based, Tier-Based Loyalty, Purchase-Based (Punch Cards), and more....

Prerequisite: Create Gift Card Items in Your POS Before you begin, you must ensure that the gift card items (e.g., "Gift Card 500," "Birthday Gift Card 2000") have been created with unique item codes in your store's POS/inventory system. This is the most criti...

This is how a customer buys a gift card at your store. At the Point of Sale (POS) The cashier tags the customer to the bill in the POS system (e.g., by entering their mobile number). They search for and add the desired gift card item to the bill (e....

Gifting a Gift Card A customer who purchases a gift card can share the details (Card Number and PIN) with anyone they choose (e.g., by forwarding the WhatsApp message). Important: Once the card is used for the first time, it becomes permanently locked to the...

Step 1: Access the Report First, navigate to the Reports section from the main navigation menu. Scroll down the list of available reports and click on Gift Card Report. Step 2: Set Your Filters The report will load with a filter bar at the top, allowing y...