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.
New customers are added to the store you last picked in the back office, so choose the right store on another page before you open the form.
The form asks for:
- First name, Last name and Mobile number (required)
- Email and Date of birth (so you can send birthday wishes)
- Your age group and Gender
- Pincode
- How did you hear about us? (required), from your Customer Registration Sources
When they tap Submit, they see a thank-you message. If their mobile number is already registered at any of your stores, they're told so and no second record is made.
If you run a Customer Coupon Code Campaign for the store, the customer gets their coupon by SMS after registering.
💡 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 Open feedback form. Leave the form on a tablet for your customers.
- The customer enters their bill number. Their name and phone number fill in from the bill, and they can add or change their 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. Tablet and SMS feedback appear in the same list, and the star ratings show as words there: 5 stars is Excellent, then Good, Average, Poor, and 1 star is Bad.
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.
You run one referral campaign at a time. Saving a new campaign ends the one you were running. There are two kinds:
New Cash Referral
Both people get a fixed amount off.
| Field | What it means |
|---|---|
| Campaign name | A name for the campaign |
| Eligible for | Products, services or both |
| Referred person: Cash discount / Minimum bill amount | What the new customer gets off, and the bill they need to get it. The minimum bill must be more than the discount |
| Referrer: Cash discount / Minimum bill amount | What the customer who referred gets off, and the bill they need to get it |
| Start date / End date | When the campaign runs |
| Validity (days) | How many days the coupons last |
| Maximum referrals per customer | How many friends one customer can refer. 0 for unlimited |
Click Save campaign.
New Percent Referral
Both people get a Percent discount, each with a Maximum discount (the most it can take off one bill). With 10% and a maximum of ₹500, a ₹10,000 bill gets ₹500 off. The other fields are the same as above.
The campaign list
Shows the running campaign's discounts for the referred person and the referrer, its Type, Validity (days) and Max Referrals. On a cash campaign the percent columns show 0, and the other way round. Click New referral campaign, then New cash referral or New percent referral, to add one.
Campaigns can't be edited: to change one, create a new campaign, which replaces it. To stop a campaign, click Deactivate on its row. It leaves the list and can't be switched back on, so to run it again you create it again.
💡 See how referrals are doing under Reports › Referral Reports. Referrals From Bills and Referrals From Customers list the referral coupons that haven't been used yet; used ones are in Referrals Redeemed.