Dashboard

There are two kinds of login users. One is the Admin, and the other is the manager. Only the Admin will have access to edit the shopkeeper details.

Edit Shopkeeper will let you change the contact information for all users who have access to this system.

Dashboard is the first screen. You can edit the store setting such as its description, address, websites, phone, and category.

You may also define your loyalty rewards program, and enable auto-pilot and incognito mode of operation.

Edit Store

Enable Auto Pilot:

Enabling this will send automatic SMS and emails to your customers on every transaction and redemption.

Enable Incognito Mode:

Enabling this will allow you to create transactions without feeding bill number.

Points Calculator:

Your Loyalty program rules are defined by this value. This is the bill amount required for your customer to earn 1 point.

Redemption Program:

Explain how you will reward the points accrued by your customers.

Reports

You can select the kind of report – Table or Graph, and set the filters for the report.

Reports can be generated for Transactions, Redemptions OR Feedback.

Add Transaction

If the customer is a new customer, a signup page appears. On completing the signup process, the transaction page will re-appear and needs to be completed.

Once the transaction is completed, points are automatically calculated and credited to the customer’s account.

At the point of sale, kindly complete the billing process. Then click on the “Add Transaction” menu item.

Enter details of the transaction such as Phone number of the customer, Bill number, and Bill amount. The fourth field “Reference” is optional and can take values to indicate coupon code, etc.

Add Customer

The Mobile number field takes unique values. So, there cannot be any two customers with same mobile number in the system.

The Date of birth field and email field are optional fields. All other fields are mandatory.

Redeem Points

Step 2: Enter the number of points to redeem.

Step 3: A SMS with 6 digit code (OTP) will be sent to the customer’s mobile number. Enter that code to complete the process.

This is a 3-step process.

Step 1: Enter the phone number of the customer who wishes to redeem his points.

Feedback Settings

Once the feedback questions are set, you cannot modify them without deleting all the collected data.

So, the reset button will let you delete the old feedback data and start new.

First, you need to make sure that you have enabled Feedback option.

Then, customize the 5 questions for the customer to rate good/average/bad. The total rating will be calculated for 10 pts.

Campaigns – Email & SMS

You should set a name, target city and description for your campaign. Then, select a template and write the content.

You may set filters and send relevant promotions to targeted customers.

On top left, you can find your number of credits (and its validity date) for your campaign. You can purchase more credits from us if you need.

Offers

After you create an offer, you can view and edit your offers from “Your Offers” page.

All fields are mandatory to create a new offer. Offer code is used to track an offer.

Settings

Subscription:

You can view your payment details, download previous invoices, and check the next due dates.

You can login to this Subscription portal with the credentials that we give you. These credentials are different from the credentials used for ThankBunny.

Change Password:

First, you should click on “Generate Authorization Code” button. You will receive the code to your email address that is mentioned in our system.

You can then enter the auth code, and the new password.

Auto Pilot:

You can customize the auto-pilot Email messages that will be sent to your customers after their transaction and redemption activities.

To configure the auto-pilot SMS messages, you will have to send an email to us with the template.

Customers

You can click “View” to see the data on the screen. Otherwise, you can also export the data as CSV file.

You can view all your customer details in any given date range. You can sort them based on their first enrolment date [OR] their most recent date of interaction with your brand.