This guide will give you an overview of what actions can be taken within the Customers Section and provide links to useful guidance.
There is a dedicated Customer section in your dashboard, that allows you (or anyone in your team with the right access) to perform a series of actions on your individual customers:
This is a list of the actions you can take in this section:
1. Search for a customer and:
- Enrol them into an offer
- Mark as suspected of Gaming
- Turn emails off for them
- Confirm purchase
- Purge them (GDPR deletion)
- Add a friend under their name
2. Check the below info:
- Basic info: name, email, short link for their share links, what kind of customer they are, date they've been first seen in Mention Me, who introduced them and on which offer
- An activity timeline with dates and times of their interactions with any offers
- Offers we're sharing with the customer, current and expired
- How many times they've seen an offer
- The rewards and voucher codes we've given them
- The emails we've sent them
- If there is any approval pending for them (either as referrer, referee or to drive action)
3. Here is a list of guides you might find useful:
Customers:
Rewards:
- How to search for a reward code
- How to resend a customer reward email
- How to claim a customer reward
Reward Upload:
- How to upload new rewards to your offer
- How to assign rewards to multiple offers
- How to extend the validity of your existing rewards
Gaming:
Data:
Copy:
Account:
