Client Report
Client report gives you a powerful tool to analyse your customers spending and get a filtered list of your customers based on a large number of categories. Then the filtered list can be exported to CSV format for further analysis on programs like Microsoft Excel.
There are 3 types of searches:
- Insert Date: Report based on the date customer inserted into the system.
- Last Order Date: Gives you a report based on the date of the last order by the client.
- Order Date: Report based on date of any order by the client.
Bulk Text Message (SMS)
Once you got a report of your customers and filtered based on your desired criteria, you can send a text message (SMS) only to those customers by following these steps:
- Select the checkbox next to the client name to select it. In order to select all customers, use the checkbox on the top
- Click SMS button located on the right side to open the SMS panel.
- Write your SMS and click “Send to Selected Clients”.
Personalized Message
To create personalized SMS, you need to use tags in your message. To use tags follow these steps: (Windows)
- Double click a tag -i.e {FirstName}- to select it
- Copy into clipboard by holding ‘CTRL’ and pressing ‘c’ on your keyboard
- Click on the message box to activate it.
- Paste into the message box by holding ‘CTRL’ and pressing ‘v’ on your keyboard.
Note:
Please make sure to comply with the spam regulations before sending any SMS. Most of the countries require you to provide a means to unsubscribing to your clients. This can be done by providing a number that they can reply to unsubscriber.
To unsubscribe a client:
- Locate the customer using the search boxes on the home page.
- Client “Client Detail” to open the Client Information Window.
- On the right side, scroll down to the end to see the option “Unsubscribe from SMS”.
- Check the box and click “Save” on the top of the window.