Customer Profile Management
With Sprwt's CRM system you have complete control over your customers' profiles.
To access a user profile go to Admin > Users from this dashboard you can click on the customer ID you'd like to view/edit. You can search for the specific customer by typing the customer's name in the search bar located in the top-right corner.
To create a new user, simply click Add New and enter a Name, Email, and Password.
On this page, you will see various details pertaining to that customer which you can edit.
- Name
- Password - will not be displayed, but type to edit and hit save to apply changes
- Global User Role - what access the user has, as defined by the role created in Business Settings > User Roles
- Is Active
- Receive SMS (Text Messages)
- Receive EMAIL
- OneTimeFeeCharged
- Phone
- Birth Date - possibly for rewards
- Edit Balance - the number in the parentheses is the current value, enter a positive or negative number to add or deduct, and hit save to apply changes
- User Loyalty Cashback****, Digital Amount to Referring Customer, Digital AMount to Referred Customer - percentage unique to the customer, or -1 to use the default
- Notes
Below this section, you will be able to edit the customers profile details such as:
- Billing Address
- Shipping Address
- Allergies - from those created in Kitchen Settings > Allergens
- Dislikes - from those created in Kitchen Settings > Dislikes
- Diet Preferences - - from those created in Kitchen Settings > Diet Categories
- Delivery Bags - This is a Base Plan or Pro Plan feature. This feature allows you to track customers bags and update the bag status (En Route, Delivered, Returned)
- Add new Card
- Transactions - view all customer transactions associated with the digital wallet balance, whether from purchases, loyalty rewards, gift card redemption, referrals, etc.
After making changes, please make sure to hit save.
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Updated on: 22/12/2022
Thank you!