CSR: Overview

Select Support from the CRMS menu to access the Support and Customer Management interface. The Support page provides access to all existing customer accounts for creating and managing customers.

The Support page includes the following items:

  • Add a New Enrolled Member : Add a new customer account in the Registered and Active state. This new customer is enrolled as a member of the loyalty program. If applicable, password for access to a microsite is emailed to the customer.
  • Add a New Non-member Customer : Add a new customer in the Unregistered and Active state. This new active customer can be sent an email. If Reward receives transactions identifiable with this customer, they can be used for targeting. This customer is not a member of any loyalty program or club.
  • Search : Find existing customers with available fields that can be used to filter the search results. At least one search criterion must be provided. Searches are not case-sensitive.

    The available search criteria are:

    • Email : searches the beginning of the email address field. Customer accounts that start with the value entered are included in the results. For example, searching for “s” returns sales@loyaltylab.com and support@loyaltylab.com, whereas searching for “sa” returns sales@loyaltylab.com. Ensure that you use customer's email address to find an individual customer.
    • First Name : searches the first name field. Customer accounts that start with the value entered are included in the results. For example, searching for “m” returns any name beginning with "m" (for example, Michael, Miguel, and Mark), whereas searching for “mi” returns only names beginning with those two letters (for example, Michael and Miguel).
    • Last Name : searches the beginning of the last name field. Customer accounts that start with the value entered are included in the results.
    • Zip/Postal Code : searches the beginning of the zip/postal code field. Customer accounts that start with the value entered are included in the results. For example, searching for “9” returns 94111 and 90210, whereas searching for “94” returns 94111.
    • Customer ID : The customer’s unique ID within the Reward system.
    • Member Status : filters search results according to member status: Any, Enrolled Members, or Non-Member Customers.
    • Reset : removes any values entered in the search interface.

Results are shown in groups of 20. If your search results are more than 200 entries, only the first 200 are visible. Individual customer accounts can be accessed by clicking the View link on the left side of the search result.