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Customer Profile

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A closer look into the customer profile access and creation

1. Upon successful login, navigate to the left-hand menu.

2. From the modules listed here, click the  src=icon. Doing so takes you to the Customers screen.

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3. The screen starts off with the Customer base heading under which 4 tiles are present to display meaningful information. They include a count of total customers, card transactions, reviews, and an overall feedback rating.

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4. Next up is the customers grid. Here, information for each customer is tabulated via a number of columns that include User Name, Created, Birthdate, Phone, Feedback Rating, UTM, Device, Customer Cards, and Custom Fields.

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5. From here, clicking a customer profile opens the details of the selected profile. Apart from the customer name, it has the details of the cards issued to the selected customer.

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6. Scrolling down further, you can see the card installation and referral links. You can click the Copy button to copy and send the link to a customer.

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7. Next up is the Customer Import tile. This allows you to import customer records in bulk via a .CSV file. Digital Wallet keeps an import template for your ease that can be downloaded by clicking the  src=button.

8. Once downloaded, you can fill in the fields as per your requirement. Once updated, choose this file from your system storage upon clicking the  src=button.

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Create Customer Profile

Digital Wallet > Left-Hand Menu > Customers

1. Follow the above-mentioned workflow to land on the Customers screen.

2. Navigate to the customers grid.

3. From the bottom of this grid, click the src= button. Doing so opens the Add Customer popup.

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4. Here, enter the last name of the customer using the Last Name field.

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5. Similarly, use the First Name field to record the first name of the customer.

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6. Use the Contact Number field to record the contact number of the customer.

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7. Enter the email address of the customer using the Email Address field.

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8. Record the date of birth of the customer using the Date of Birth date selector.

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9. Once the required details are recorded, click the  src=button. This adds the customer profile and it is displayed in the customers grid.

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