How to create individual customer profiles?
Every time a new customer enters your database synced with Voucherify, the app creates a unique individual profile automatically. If you click on the customer name in the dashboard, you'll see the customer data, their order history, activity, and assigned promo codes 👁️👁️
Customer profile provides you with the following data:
- DETAILS - customer name, address, birthday, gift card balance.
- REDEMPTION HISTORY - this section stores all redemptions with detailed redemption information made by a customer.
- VOUCHERS - all promo codes assigned (published) to a customer, divided into categories.
- MARKETING PERMISSIONS - shows you what consents have been given by the customer to ensure GDPR-compliance.
- LOGS - here you can track all the activities taken by a customer.
Create a new profile 💁
You can add a new customer profile by using a Plus in the top right corner.
After you provide the manager with customer data, confirm with SAVE ✅
You can always edit your customers' profiles. To do so, enter their profile and choose a pencil tool. Remember to confirm each change with SAVE ✅