Create, browse and manage the records of the users registered with your banners. Profiling labels, loyalty cards, shipping details and registration approval: all on one complete customer page.
Marco Rossi
m.rossi@email.it
Laura Bianchi
l.bianchi@email.it
Giuseppe Verdi
g.verdi@email.it
Every customer has a page with first name, surname, company name, email, phone, gender, date of birth, customer code, banner, store, price list, account status and registration and update dates.
Filter by banner, status, label, email, username, first name, surname, company name, customer code, phone, store, price list or registration date range.
Assign each customer a label for segmentation and marketing. Labels are managed per banner and changes are saved automatically. Each user can hold one label at a time.
With the intouch module active, each customer can hold one or more loyalty cards. Every card has a code unique to the company and banner. If one is lost: deactivate the old card and issue a new one with a different code.
Each customer can have a saved shipping address: recipient name, address, town, postcode, province, country and delivery phone. Editable at any time.
With the optional approval service active, new registrations arrive with the status Pending approval. The operator checks the details, assigns the price list and approves or rejects. The user receives an automatic email.
Every account has a precise status marking where it sits in its life cycle.
The user has registered but has not yet clicked the email confirmation link. They cannot sign in to the platform yet.
The user has confirmed their email and is waiting for the operator to validate them manually. Available only with the registration approval service active.
The registration request was rejected by the operator. The associated email is blocked for that banner.
The account was deactivated manually. The user cannot sign in, but their data and history remain available.
The account is confirmed and operational. The user can sign in and use every service enabled for their banner.
A deactivated user is not deleted: they stay visible in the list with their full history. Physically deleting a customer is not possible.
Three operational flows, from registration through to loyalty.
Available only with the registration approval service active
The customer registers themselves from the banner's site or app and receives a confirmation email. Once they click the link, the account moves to Pending approval.
From the customer list filtered by Pending approval, the operator checks the details, chooses the price list to assign and clicks Approve or Reject.
The user receives an automatic email with the outcome (approved or rejected), composed from the template configured for the banner. The available variables are: [Banner], [Company], [First name], [Surname], [Link].
Direct actions are available on every customer in the list.
Opens the customer's full detail page.
Opens the form to edit their personal details directly.
For users with the status Pending approval, handles the request without opening their page. Only with the approval service active.
Switches the account between Active and Inactive for users already confirmed.
Request a demo. See how customer management works for your banner.