MEMBER LIST MANAGEMENT

MANAGE YOUR MEMBER LIST

In this section, we’ll dive into managing your customers with ease. You’ll learn how to access your customer list, add new members, and explore tools for managing their profiles. We’ll also cover key features like updating customer details, adjusting point balances, and leveraging management options to enhance their loyalty experience. By the end, you’ll have a complete understanding of customer management within the platform.

Before you can start campaigning, you need to add customers. To message a customer, their profile needs at minimum a phone number or email. Customers profiles can also include name, address, interests, as well as location, brand / category data, visit / spend history, and much more. Customers can be added in a number of different ways.

CUSTOMERS

Grow your customer database in any of the following ways:

Grow your list organically – utilize the join form to allow customers to sign up and opt in.
Import a list – if you have an existing customer list, Springbig can import your customers. Communicate with your Onboarding Specialist or Client Success Manager on import options and be sure to designate what information you would like imported and the opt in status of your list.
Integration – pull customer profiles and visit history via integration. If you require signature for customers to opt in, your customers will be added to your platform as ‘opted out’ and will not be able to receive messages until they provide a signature via the join form or a tablet app.

Accessing Customer Profiles

View your customer profiles by navigating to the “Audiences” tab and selecting “Profiles.”

Searching Customers

Search your member database by name, phone number or email. You can also utilize the filters to search by interest, location, and custom group.

Tip: Use phone number as a best practice because you might have members with the same name, however a phone number or email is a unique identifier.

Once you find the member you’re searching for, select “view” to access their profile.

In the customer profile, you are able to select tabs associated with seeing visit history, reward redemptions, offer redemptions, text or email communication history, and profile changes.

In each customer profile, there is also a link to their wallet. If you ever need to access the member’s wallet and assist them in redeeming, you can utilize this link.

You will also find the customer edit function here. Please note, editing customers’ profiles should always be done in the POS: updating the member’s profile in the POS and then completing a transaction will update that member’s profile in Springbig.

View this breakdown video and overview of the Customer section of the Springbig platform!