📖 Understanding and using CRM

📖 Understanding and using CRM

Discover, understand and use CRM

Example: You have been using Yollty for a week, a month or more and you want to understand and see who your best customers are or what interactions they have had with your business.

This guide will help you through the different steps you will take to examine and understand who your ambassadors, inactive customers or detractors are.

➡️ Step 1: Login to your account on the Yollty website.

This step is very simple, just go to the Yollty website https://yollty.com/, and click on Log In, in the top right corner.

login_w2k3s6_443e14.png

welcome_ug9ufn_c1e1f7.png

➡️ Step 2: Access your member list

By clicking on Contacts and then Members, you can access your list of members.

crm1_nhy020_ce2b0c.png

➡️ Step 3: Find out the first name, last name and face of your customers

In addition to finding out about your customers, you'll also find out how much they spend in your shop, how many gifts they've claimed, and their current points/stamps balance.
To find out the details of your customers, simply click on the blue Details button to the right of each of your customers.

crm2_363uvx_b741f0.png

➡️ Step 4: Find out the details of each of your customers

What review did they write or did they refer a friend or family member?

crm3_lbpa3b_5ed26a.png

And VOILA! You have visibility on your customers who have downloaded Yollty 😁

    • Related Articles

    • 💸 What are the payment methods supported by Yollty?

      The different payment methods supported by Yollty Example: No credit card available or expiry date is near? Don't panic, we have alternatives. Credit card We use Stripe to store your card information and process payments. Stripe is a dedicated ...

    • 💰 How does Yollty pricing work?

      Maintaining your existing clientele is significantly less expensive than attracting new shoppers. Reward your most loyal customers In this article, we'll explain all the pricing details you need to know! 📆Payment frequency We have monthly or annual ...

    • 💯 How to look for your Total Member Count?

      Find out your total number of members Example: You have been using Yollty for a week, a month or more and you want to see how many members you have accumulated. You have your first members? CONGRATS! Now let's check how you can see your community ...

    • 📊 How to check dashboard statistics for a given period?

      Find out your statistics over a period of time Example: You've been using Yollty for a week, a month or more and you want to see how many points have been donated, rewards claimed. This guide will help you through the different steps you will follow ...