Members Vs. Guests
Members, by definition, are restaurant customers who signed up for the rewards program.
Becoming a member
To become a member, the user will have to opt in using one of the options below:
Sign up via the Mobile App
Sign up via the Online Ordering URL
In-Store Signup
Only registered customers can enjoy the perks of loyalty programs and receive marketing materials.
Customers who sign up via the POS can join your loyalty program; however, they won't be able to receive marketing materials or join custom customer groups. This is why it is best to encourage customers to sign up online via the ordering website or mobile app.
Customer Profile Fields
The phone number is our system's Unique identifier.
Primary Email—When you sign up with a new email but the same phone number, Appfront saves your original email but updates the latest email to your primary email.
Emails can be edited from the customer's profile.
Updating Customer fields - phone number and email?
All customer fields can be updated on the customer's profile page. Just locate your customer by phone number/email or other means and click edit on the required field.
How to update a customer's phone number, email, or other information?
Just click on the edit field:
What fields can be updated in the customer's profile?
Name
Phone number (mobile number)
Email
Birthday
Groups
How do we import customers' data to the platform?
Option 1: Import customers via a spreadsheet
Send our team a spreadsheet with the following separate fields, we'll import it into our database:
First Name
Last Name
Phone number
Email (Optional)
Points balance (Optional)
Birthday (Optional)
Card Number (Optional)
Group (Optional) [tag your customer into a specific group]
Last Trans. Date
Location
Store Credit
Unregistered (true/false) - true if Appfront should upload the user as a guest
Unsubscribe SMS - true if the customer's phone number should be opted out from receiving SMS/MMS
Unsubscribe email - true if the customers' email should be marked as unsubscribed
To import the data, you'll need to send Appfront's support a spreadsheet with the following fields:
How do I manually add a customer?
Currently not supported. You'll need to reach out and ask Appfront's support team