🔼Importing existing customers and Issuing Loyalty Digital Cards to Customers

learn how to import your existing customers and issuing them loyalty cards watch the video tutorial download a template with a full name field https //archbee doc uploads s3 amazonaws com/grwcoqgqrqofw0rhnilhg e0prm jguz1wctys0aryy 20241002 134819 xlsx read the documentation intro once you have successfully logged in, proceed to the menu located on the left hand side click on the customers icon from the list of modules consequently, you will be directed to the customer base section customer base importing please scroll down to the bottom of the page where you will find the customer import section download the import template available here to conveniently fill in your customer's data for importing, or use it as a reference to format your existing database for a seamless customer import process if you have the full name field in your customer database, you can easily download a template that includes an additional column specifically for the full name once your database is properly formatted, you can effortlessly import it by clicking on the import button to upload the file, simply click on the select file button after importing the customers, you will instantly find them displayed on the dashboard !!! please note that it is imperative to complete all mandatory fields that have been marked as required or unique when importing your customer's data failure to do so will result in a server error notification issuing loyalty digital card for your imported customers select the customers that you desire to connect with a loyalty program click on the actions button we have a few options available add customers , delete customers and card issue let's select a card issue from the dropdown list select the loyalty card with which to associate your customers next, simply click on the submit button click on the customer's name to instantly access their profile and confirm if the card has been issued to them in the customer cards section, you will discover the cards that have been issued to a customer, along with comprehensive transactional data and vital installation information of each card disclaimer the customer names, birthday dates, phone numbers, and emails mentioned in this tutorial are purely fictitious and have been generated for the purpose of illustration and demonstration any resemblance to real individuals, living or dead, is purely coincidental the data presented in this tutorial is not intended to represent or reflect any real world entities or personal information no real customer data has been used in the creation of this content this tutorial is meant for educational and illustrative purposes only the creators and authors of this tutorial bear no responsibility for the misuse or misinterpretation of the generated data users are advised to exercise caution and ethical considerations when dealing with personal information and data privacy