Feature Overview
- A list of all registered members (except those who deleted their accounts)
- Lets you view member details and edit them when necessary (adding/deducting points, updating data, etc.)
Introduction
This module can be found under the CRM section of the main menu. It shows a list of all registered members (minus those who did not keep their accounts and deleted it). You can view customer details (by clicking the pencil icon), edit them or send your customers direct (1:1) message (by clicking the chat icon).
Customer details
To view all the details, click the pencil icon. You'll access this customer information:
Name
Customer name under which he registered. You can send him a direct 1:1 message by clicking the chat icon beside the name.
Account
- Customer email
- ID (A UUID, Universal Unique Identifier, for internal purposes)
- Support ID
Profile
With a possibility to edit the customer's name by clicking the pencil icon.
Segments
A preview of all groups this particular member belongs to.
Cards
If using a loyalty program with digital cards, you can view, add or even replace cards in this section.
Wallets
Points-based loyalty programs have an option of adding or deducting loyalty points directly from Content Cockpit.
Activities
An overview of all the member's latest activities (such as coupon redemption)
