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Customer Management

Customer database, segmentation, loyalty programmes, promotions, gift cards, returns, and GDPR data management.

8 articles
Setting Up Your Customer DatabaseAdd customers, store contact details, and link them to transactions for better insights.
Popular3 min

All Articles

Setting Up Your Customer DatabaseAdd customers, store contact details, and link them to transactions for better insights.
Popular3 min
Customer SegmentationGroup customers by spending behaviour, frequency, and value to target them effectively.
3 min
Creating a Loyalty ProgrammeSet up points-based or visit-based loyalty rewards to keep customers coming back.
4 min
Setting Up Promotions and DiscountsCreate percentage discounts, buy-one-get-one offers, happy hours, and seasonal promotions.
3 min
Gift Card ManagementCreate, sell, redeem, and track gift cards in your POS.
3 min
Returns and Refund PoliciesConfigure return policies, process returns, and track refund rates.
3 min
GDPR Customer Data Export and DeletionExport or delete a customer's data to comply with GDPR data subject requests.
3 min
Using Customer Purchase HistoryView what customers buy, how often they return, and use history to make better recommendations.
3 min