Documentation Index
Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt
Use this file to discover all available pages before exploring further.
Customer Module
Learn how to Create, View, and Manage Customers This section displays a customer list that merchants can use to send offers. Navigate to Customers on the left hand of the dashboard.
Search for customers
The Customers module allows merchants to search, filter, and export customer data. It also enables you to target specific users for personalized offers.How to Search for Customers:
- Use the search bar and filters to narrow down the customer list. You can search by:
- Email Address
- Registered Mobile Number
- Redemption Date
- Birthday Start and End Date
Adding a customer
Customers can be added in two ways: manually or through bulk upload. Method 1: Manually Adding- Click “Add Customer” at the top of the Customers page.
- Fill in details (name, email, mobile, birthday). Once done, Click “Save”.
Method 2: Upload Customers in Bulk.
- Click the “Upload Customers” icon.
- Upload the file. You can also download the sample template for reference.
Managing Customers
In the Customers module, you can** view, edit, or delete** individual customer records. View a Customer- Go to the Customers page.
- Find the customer in the list and click the “View” icon next to their name.
- You’ll see:
Full customer details
- A tracking section showing offers claimed, redeemed, or favourited by the customer
Edit a Customer
- Click the “Edit” icon next to the customer name.
- Update any required details (e.g., email, phone, birthday).
- Click “Save” to apply changes.
Delete a Customer
- Click the “Delete” icon next to the customer name.
- A confirmation pop-up will appear.
- Click “Confirm” to delete the customer.