To use the CRM section in Loyally.ai
Sign in to Loyally.ai and go to 'Customers' in the Menu Panel.
Customer Section: View your customer base, including those with loyalty cards and engaged in promotions.
Profile Insights: Access detailed information on each customer, including loyalty card types and engagement metrics like active rewards and total visits.
Stamp Tracking: Monitor customer progress in collecting stamps and earning rewards.
Referral and Feedback Analysis: Keep tabs on referral program success and customer feedback ratings.
Card Management: Adjust loyalty card details such as expiration dates and manage restoration for lost cards.
Transaction History: Review recent transaction details for insights into customer activity.
Communication Tools: Utilize personalized push notifications to maintain customer engagement.
Data Management: Regularly update and manage customer data, with caution regarding deleting active accounts.
