Customer Registration, Feedback and Referral
Customer Registration
How to open it: Marketing › Customer Registration
A simple sign-up form with your store's logo that customers can fill in themselves — for example on a tablet at your reception while they wait. It saves your staff from typing and gets you accurate details.
The form asks for:
- Store
- First Name, Last Name, Phone Number, Email
- Date Of Birth and Anniversary (so you can send wishes)
- Pincode
- Age group and purpose of visit
- How they heard about you — from your Customer Registration Sources
When they tap Submit, they see a thank-you message. If their phone number is already registered, they're told they're already registered with you.
💡 Open this page on a tablet at the front desk and leave it there. New customers can register while they wait.
Customer Feedback
How to open it: Marketing › Customer Feedback
A feedback form customers can fill in after their visit, again perfect for a tablet at the counter.
- Choose the store and click Next.
- The customer enters their bill number, name, phone number and email.
- They rate you from 1 to 5 stars on Ambience, Behaviour and Products / Services.
- They say whether they'd like to receive promotional offers and whether they'd recommend you, and add any comments.
🔑 If you see "Customer Feedback not enabled", the tablet feedback feature isn't switched on for your account. Contact your relationship manager or raise a ticket to get it.
You'll find the responses under Reports › Feedback Reports.
Customer Referral
How to open it: Marketing › Customer Referral
Turn happy customers into your sales team. With a referral campaign, when a customer refers a friend, the friend gets a discount on their first visit and the customer who referred them gets a reward too.
There are two kinds of referral campaign:
New Cash Referral
Both people get a fixed amount off.
| Field | What it means |
|---|---|
| Campaign name | A name for the campaign |
| Cash discount (referred person) | What the new customer gets off |
| Minimum bill amount | The bill needed to get the discount |
| Cash discount (referrer) | What the customer who referred gets off |
| Eligible for | Products, services or both |
| Validity | How long the coupons last |
| Start / End date | When the campaign runs |
| Maximum referrals per customer | How many friends one customer can refer. 0 for unlimited |
New Percent Referral
Both people get a percentage off, each with a maximum discount amount. The other fields are the same as above.
The campaign list
Shows each campaign's discounts, type, validity, dates and referral limit. Click New, then New Cash Referral or New Percent Referral, to add one.
💡 See how referrals are doing under Reports › Referral Reports.