Learn how to manage your customer list, how to bulk update customer details and how to adjust loyalty point balances.
Benefits of Adding Customer Profiles
The benefits of adding a customer profile to retail sales and online orders include:
- The ability to email receipts
- View past purchase history
- View total dollar amount spent in store
- View number of visits
- Loyalty points balances
There are varying provincial regulations surrounding customer loyalty programs. Please refer to your provincial guidelines prior to using any loyalty balance features or platforms.
Customer List
- To view your Customer List got to Customers > Customer List in your Greenline dashboard
- The Customer List displays all of the customer profiles created in your POS system
- From your Customer List you can export your entire customer database and create new customer profiles directly in the dashboard
To add a customer profile, click on the Add Customer button on the top right corner of the page.
Enter the available customer information and save the new customer profile.
You can filter the Customer List for a customer profile by entering the customers email, name, phone number or customer ID number into the search field and clicking the blue Apply button.
You can sort your Customer List by hovering your mouse over one of the column headers. Click the icon to sort the list by the data in the selected column. *Please note: You can only sort the customer list by one column header at a time.
You can edit the visible columns in the Customer List by clicking the cog icon. Select the columns you would like to be displayed (blue checkmark) and click anywhere else on the page to exit. *Please note: The selected columns will revert back to the default setting (all columns selected) when the page is refreshed or after leaving and reopening the Customer List page.
To export your entire Customer List, click the Import/Export button. You can then filter and sort your Customer List from within your preferred software application such as Microsoft Excel or Google Sheets.
Bulk Updating the Customer List
You have the option to export your entire Customer List, make changes to your customer profiles, and then upload the Customer List file back into your dashboard as long as your employee security role permits you to do so.
You also have the option to import customer data you may have been managing outside of your POS. This file must be a .csv or .xlsx file. The Name field is the only required field. This is also dependent on your security role.
If your security role does not permit you to import or export a Customer List, you will be notified by the following error message. *Please contact your dashboard admin to have them grant you access to importing a customer list file. Greenline support cannot change employee security roles or grant access to restricted areas of the dashboard.
By clicking the Import/Export button you will be prompted with a pop-up box which has a tab for Customers and one for Loyalty Balance. Choose Customers to either import a Customer List file or export your current Customer List.
Export your Customer List, edit the appropriate columns, and re import your Customer List file.
The following columns in the Customer List export file can be edited:
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Name (Customers First and last name in one cell)
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Card ID (A membership card or other identifying ID number)
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Phone
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Email
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Address (Standard address format)
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Birthday
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Gender
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Is Tax Exempt (When Is Tax Exempt is No the customer profile is not tax exempt)
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Loyalty Tier (A Greenline Loyalty tier assigned to the customer profile)
-
Notes (Can be anything related to the customer or their profile)
*Please note: You may receive an error message when importing your Customer List file. Errors may be triggered by a duplicate email address or if a date has not been formatted correctly (yyyy-mm-dd).
Simply edit your Customer List file and import it again.
It is not possible to delete customer profiles in bulk.
Customer profiles must be deleted manually.
To delete a customer profile, scroll to the right-most side of the Customer List page. Click the 3 dots next to the customer profile you wish to delete. Click delete. *Please note: Deleting a customer profile cannot be undone.
Bulk Updating Loyalty Balances
The second tab on the Import/Export popup is Loyalty Balance. This is an easy way to bulk update your customers Loyalty Balances.
Simply export your Customer List, edit the Loyalty Balance column as desired, and re import your Customer List file.
Loyalty point balances in the uploaded Customer List file will replace any existing customer Loyalty Balances.
*Please note: As with the bulk customer update above, the correct security permissions must be applied to the user who is utilizing this tool.
