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Mange Customers

Customer Onboarding​

Managing Customers

Managing customer data effectively is essential for:

  • Maintaining accurate records
  • Enhancing customer relationships

In this guide, you will learn how to leverage TrueBeep’s powerful features to keep your customer database up-to-date and organized.

To manage your customers properly, you need to click on the Customers menu from the left menu.

Then you will arrive at the Customer dashboard. Here you can see an analytical graph of customers based on dates. You can filter dates from the top of the page to get data for that range. You can configure customer settings and add or import customers from here.

You can also see the overview of Total Customers, which includes:

  • Individual and Business categories.
  • A list of people who have unsubscribed.
  • Additional analytics (accessible by clicking Show More Analytics). such as:
    • Customers by Source
    • Customers by Channels
    • Wallet Pass downloads in Apple and Google Wallet

Under these analytics, you will find:

  • A complete list of all your customers.
  • Search functionality using customer names.
  • Filters for Business, Individual, Channel, Tags, Opt-in Page, and Notification Settings.
  • Options to:
    • Attach tags to selected customers.
    • Detach tags.
    • Add new tags via the Manage Tags button.
    • Manage table columns using the Column Control option.

If you want to view or edit a customer, click on View, located on the right side of the table. From there, you can edit the following details:

  • First Name
  • Last Name
  • Business Name
  • Opt-in Page
  • Address
  • Channel
  • Loyalty Points
  • Age
  • Language

You can also edit tags for the customer. After clicking the Loyalty tab beside Overview, you can check and update loyalty points. In the Activity tab, you can view the customer's activities.