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Q: As a Store User, can I create a new Offer or Segment? A: Yes. Store Users can do to create new Segments but not Offers. Offers creation can be done by the Main User to maintain brand consistency and control over promotions. You can, however, use the Offers...

Step 1: Navigate to Transfer Loyalty From the main menu, navigate to the Loyalty module and select Transfer Loyalty. Step 2: Find the Source Account (FROM) First, you must locate the account you want to merge from. This is the "Source" account that will b...

Step 1: Navigate to the Template Builder From the main dashboard, hover over the Engagement tab. Click on Assets, and then select Templates.     Step 2: Select the E-Receipt Communication Channel This is where you specify that you are buildin...

Personalization is Key: Use dynamic merge tags (e.g., [CustomerName]) to personalize the E-Receipt. A personalized greeting is more engaging than a generic one. Drive Social Engagement: Place the "Social Media Links" and "Review Us" components promine...

Q: Why is my E-Receipt not sending? A: Check the following: Ensure the customer's contact information (email or mobile number for WhatsApp/SMS) is correctly captured at the point of sale. Verify that the e-receipt trigger is correctly configured in ...

Access and Filter the Report Step 1: Navigate to the Report From the main menu, click on Reports and then select Customer Visits from the sub-menu. Step 2: Apply Filters At the top of the report, you will find filters to customize your data. The two most...

Analyze Visit Intervals: Use the Intervals Chart to understand your natural customer purchase cycle. This insight is crucial for timing your re-engagement (e.g., "We miss you") and promotional campaigns effectively. Monitor Repeat Visit Rate: The perc...

Measuring Retention: A marketing manager uses the Customer Visits Funnel to track the percentage of new customers who make a second purchase, using this as a key performance indicator (KPI) for their welcome campaigns. Optimizing Campaign Timing: By l...

Q: Why does the Customer Visits Funnel only show two steps (Visit 1 to 2)? A: The depth of the funnel is controlled by the Max Visits filter at the top of the report. To analyze the conversion from the 2nd to the 3rd visit, you must change this filter's value...

Step 1: Navigate to the Report From the main menu, navigate to the Reports section and select NPS Report. Step 2: Apply Filters At the top of the report, you can filter your data by Date Range, Store, and other criteria to focus your analysis. Unders...

Identifying Service Issues: A regional manager notices a low NPS score for "Store B" on the NPS Stores tab. They click on the Customer Feedback tab, filter for that store and "Detractors," and find recurring complaints about "Staff Attitude," which can the...

Look Beyond the Score: Your overall NPS score is a useful benchmark, but the real insights are in the "why." Use the Feedback Drivers and individual comments on the Customer Feedback tab to understand what you're doing well and where you need to improve. ...

Q: What is a "good" NPS Score? A: NPS scores can vary widely by industry. Generally, a score above 0 is considered good, above 50 is excellent, and above 70 is world-class. The most important goal is to track your own score over time and focus on continuous i...

Monitoring Business Health: A manager checks the Sales Overview weekly to track if revenue and purchase counts are trending up or down compared to the previous period. Analyzing Customer Growth: Using the "New Customers" vs. "Repeat Customers" widgets...

Step1: Navigate to the Report From the main menu, click on Reports. Select Sales Report from the sub-menu. Step2: Understanding the "Sales Overview" Tab (The "Macro" View) This tab is your high-level dashboard. It shows you the what—your key ...

Step1: Navigate to the Report From the main menu, click on Reports. Select Store Level Report from the sub-menu. Step 2: Set Global Filters Before analyzing any data, you must select the store and time frame you wish to investigate. These "gl...

Identify At-Risk Stores: Is a store's NPS Score suddenly dropping? You can quickly identify a negative trend for a specific location before it becomes a company-wide problem. Pinpoint Local Issues: By reading the Feedbacks Table for a low-scoring stor...

Schedule Regular Reviews: Don't wait for a problem. Best practice is to check the Store Level Reports for your key locations on a weekly or bi-weekly basis. This helps you establish a baseline and spot trends early. Close the Loop on Feedback: Use the...

Q: Why is my NPS Score '0' or blank? A: This typically means no NPS feedback was received for the specific store and date range you selected. Try expanding your date range or confirming that the NPS survey is active for that location. Q: My "Top Category Pur...

Create "Bundle Offers" (Affinity Map): If "Sport" and "Sport Accessories" are frequently bought together, create a "Sports Starter Pack" bundle. This can increase the Average Order Value (AOV). Strategic Product Placement (Affinity Map): Use the affin...