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.

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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.

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How to Search for Customers:

• Use the search bar and filters to narrow down the customer list. You can search by:

Customer Name

• Email Address
• Registered Mobile Number
• Redemption Date
• Birthday Start and End Date

This makes it easy to find the right customer or group of customers for communication or promotional campaigns.

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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.

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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.

Need help? Reach out to your support team or cs@xoxoday.com.