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Customer 360 refers to a 360 degree view of a customer's data including every interaction, Such as customer registration, Profile view, Customer activity, Sending Messages, coupons and many more

Navigate to Mibo control panel → Customer → Customer

Aura divider
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
Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJTZWFyY2glMjBDdXN0b21lciUyMiU3RA==

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Search Customer

you are able to search and filter your customer list based on their names, Mobile number and emails address.

  • Click on free text field and type tended search key words

  • Click on filter button.

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Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJNb2RpZnklMjBUYWJsZSUyMEZpZWxkJTIyJTdE

Modify Table fields

  • From top right of page click on table fields

  • select desire fields from drop-down

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Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJMaXN0JTIwdmlldyUyMCUyNiUyMGVkaXQlMjBDdXN0b21lciUyMCUyMiU3RA==

From table view of customer list you are able to modify and update customer name,, Email address

  • Click on a customer record fields

  • Fill up the respective customer detail (i.e. Email address or Name)

  • Click on on tick button to save your update.

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Aura divider
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paramsJTdCJTIydGFiJTIyJTNBMSUyQyUyMnNldHRpbmdzJTIyJTNBJTIyJTdCJTVDJTIyZ2VuZXJhbFNldHRpbmdzJTVDJTIyJTNBJTdCJTVDJTIydGFiU3BhY2luZyU1QyUyMiUzQTAlMkMlNUMlMjJ0YWJXaWR0aCU1QyUyMiUzQTkwJTJDJTVDJTIydGFiSGVpZ2h0JTVDJTIyJTNBNDUlMkMlNUMlMjJkaXJlY3Rpb24lNUMlMjIlM0ElNUMlMjJob3Jpem9udGFsJTVDJTIyJTdEJTJDJTVDJTIyYWN0aXZlU2V0dGluZ3MlNUMlMjIlM0ElN0IlNUMlMjJiYWNrZ3JvdW5kQ29sb3IlNUMlMjIlM0ElN0IlNUMlMjJjb2xvciU1QyUyMiUzQSU1QyUyMiUyM2ZmZmZmZiU1QyUyMiU3RCUyQyU1QyUyMnRleHQlNUMlMjIlM0ElN0IlNUMlMjJmb250U2l6ZSU1QyUyMiUzQTE2JTJDJTVDJTIyY29sb3IlNUMlMjIlM0ElNUMlMjIlMjM1ZTZjODQlNUMlMjIlMkMlNUMlMjJ0ZXh0QWxpZ24lNUMlMjIlM0ElNUMlMjJsZWZ0JTVDJTIyJTJDJTVDJTIyZm9udFdlaWdodCU1QyUyMiUzQSU1QyUyMmJvbGQlNUMlMjIlN0QlMkMlNUMlMjJib3JkZXIlNUMlMjIlM0ElN0IlNUMlMjJ0b3AlNUMlMjIlM0FmYWxzZSUyQyU1QyUyMmxlZnQlNUMlMjIlM0FmYWxzZSUyQyU1QyUyMnJpZ2h0JTVDJTIyJTNBZmFsc2UlMkMlNUMlMjJib3R0b20lNUMlMjIlM0F0cnVlJTJDJTVDJTIyd2lkdGglNUMlMjIlM0E1JTJDJTVDJTIyc3R5bGUlNUMlMjIlM0ElNUMlMjJzb2xpZCU1QyUyMiUyQyU1QyUyMmNvbG9yJTVDJTIyJTNBJTVDJTIyJTIzMTI0NWZmJTVDJTIyJTdEJTdEJTJDJTVDJTIyaW5hY3RpdmVTZXR0aW5ncyU1QyUyMiUzQSU3QiU1QyUyMmJhY2tncm91bmRDb2xvciU1QyUyMiUzQSU3QiU1QyUyMmNvbG9yJTVDJTIyJTNBJTVDJTIyJTIzZmZmZmZmJTVDJTIyJTdEJTJDJTVDJTIydGV4dCU1QyUyMiUzQSU3QiU1QyUyMmZvbnRTaXplJTVDJTIyJTNBMTYlMkMlNUMlMjJjb2xvciU1QyUyMiUzQSU1QyUyMiUyMzVlNmM4NCU1QyUyMiUyQyU1QyUyMnRleHRBbGlnbiU1QyUyMiUzQSU1QyUyMmxlZnQlNUMlMjIlMkMlNUMlMjJmb250V2VpZ2h0JTVDJTIyJTNBJTVDJTIybGlnaHRlciU1QyUyMiU3RCU3RCUyQyU1QyUyMmNvbnRlbnRTZXR0aW5ncyU1QyUyMiUzQSU3QiU1QyUyMmJhY2tncm91bmRDb2xvciU1QyUyMiUzQSU3QiU1QyUyMmNvbG9yJTVDJTIyJTNBJTVDJTIyJTIzZmZmJTVDJTIyJTdEJTJDJTVDJTIycGFkZGluZyU1QyUyMiUzQSU3QiU1QyUyMnRvcCU1QyUyMiUzQTEwJTJDJTVDJTIycmlnaHQlNUMlMjIlM0ExMCUyQyU1QyUyMmJvdHRvbSU1QyUyMiUzQTEwJTJDJTVDJTIybGVmdCU1QyUyMiUzQTEwJTdEJTJDJTVDJTIyYm9yZGVyJTVDJTIyJTNBJTdCJTVDJTIyc3R5bGUlNUMlMjIlM0ElNUMlMjJzb2xpZCU1QyUyMiUyQyU1QyUyMndpZHRoJTVDJTIyJTNBMiUyQyU1QyUyMnRvcCU1QyUyMiUzQXRydWUlMkMlNUMlMjJib3R0b20lNUMlMjIlM0F0cnVlJTJDJTVDJTIybGVmdCU1QyUyMiUzQXRydWUlMkMlNUMlMjJyaWdodCU1QyUyMiUzQXRydWUlMkMlNUMlMjJjb2xvciU1QyUyMiUzQSU1QyUyMiUyM2Y0ZjVmNyU1QyUyMiU3RCU3RCUyQyU1QyUyMmhvdmVyU2V0dGluZ3MlNUMlMjIlM0ElN0IlNUMlMjJiYWNrZ3JvdW5kQ29sb3IlNUMlMjIlM0ElN0IlNUMlMjJjb2xvciU1QyUyMiUzQSU1QyUyMiUyM2ZmZmZmZiU1QyUyMiU3RCUyQyU1QyUyMnRleHQlNUMlMjIlM0ElN0IlNUMlMjJmb250U2l6ZSU1QyUyMiUzQTE2JTJDJTVDJTIyY29sb3IlNUMlMjIlM0ElNUMlMjIlMjMwMDAwMDAlNUMlMjIlMkMlNUMlMjJ0ZXh0QWxpZ24lNUMlMjIlM0ElNUMlMjJsZWZ0JTVDJTIyJTJDJTVDJTIyZm9udFdlaWdodCU1QyUyMiUzQSU1QyUyMmxpZ2h0ZXIlNUMlMjIlN0QlMkMlNUMlMjJib3JkZXIlNUMlMjIlM0ElN0IlNUMlMjJ0b3AlNUMlMjIlM0FmYWxzZSUyQyU1QyUyMmxlZnQlNUMlMjIlM0FmYWxzZSUyQyU1QyUyMnJpZ2h0JTVDJTIyJTNBZmFsc2UlMkMlNUMlMjJib3R0b20lNUMlMjIlM0F0cnVlJTJDJTVDJTIyd2lkdGglNUMlMjIlM0E1JTJDJTVDJTIyc3R5bGUlNUMlMjIlM0ElNUMlMjJzb2xpZCU1QyUyMiUyQyU1QyUyMmNvbG9yJTVDJTIyJTNBJTVDJTIyJTIzNjY5NWYxJTVDJTIyJTdEJTdEJTdEJTIyJTdE
Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJJbXBvcnQlMjBDdXN0b21lcnMlMjAlMjIlN0Q=

There is easy way to migrate your customer base to Mibo.

You can upload your customers list by navigate to  Mibo Control Panel > Customer > Customer

  • Click on Import Customer button

  • Download the template of CSV import file.

  • Using the template, create import file with your customers data, for ex. Excel or OpenOffice.

Note

Mobile number of customer is mandatory

...

  • Drag and drop the excel file into Mibo and click on Save

Note

It is recommended to check estimation records shows before save your import

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  • You can then see the Customers created in Mibo.

Tip

it worth to note that Mibo bulk import feature will automatically check on Mibo :

  1. If Customer mobile number already exist then customer email and name will be updated based on imported excel

  2. If Customer mobile number not exist then new customer will be created.

Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJBZGQlMjBuZXclMjBDdXN0b21lciUyMiU3RA==

this feature is for you if you are looking for an easy way to add new customers one by one.

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  1. Click on Add new customer button

  2. Enter Name, Mobile Number (Mandatory) and email address.

  3. Click on save button

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Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJFeHBvcnQlMjBteSUyMGN1c3RvbWVycyUyMCUyMiU3RA==

To export list of all your excising customer with their information

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Aura divider
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

Customer 360 refers to a 360 degree view of a customer’s data including every interaction, it means that you will have full version of the truth about the customer.

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Aura tab collection
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Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJDdXN0b21lciUyMFByb2ZpbGUlMjIlN0Q=

Customer profile section carries Customer’s Name, Mobile Number, Email, Customer Type, Point Balance, Member Since, Ext Ref.

Editable Fields

Customers name, Mobile Number, Email and Customer type can be edited on spot.

  • Click on respective field

  • Type down customers information (name, mobile, Email or select available options from drop down ( Customer type )

  • Click on submit button to save the customer modified data

Info

Related Articles of Customer Type and Ext Ref

Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJDdXN0b21lciUyMEFjdGl2aXR5JTIwJTIyJTdE
  • Purchases

Table view of customer purchases history ordered by latest date time.


  • Coupons

List of coupons has been given to Customer


  • Points

Customer’s point history included types of → Rewarded , Redeemed and Adjusted

  • Campaigns

List of All campaigns that has customer has been received (example of all coupons, Newsletter

Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJBY3Rpb24lMjAlMjIlN0Q=

Action tray is assisting you with most quickest execution features. either you want to send SMS, Giving coupon, Adjusting point or Chat with specific Customer.

From customer 360 page go to top right of the page and click on + button to expand Action tray.

Send SMS

  • From Action panel click on SMS icon

  • From popup type down SMS content and click on send button


Replay On What’s App

If Customer contacting you recently (up to last 24 Hours.) you can reply customer directly with customer from customer 360 page.

  • From Action panel click on What’s app icon

  • New chat popup will be appear on down right side of page


Give coupon

you can give your customer with most convenience way.

  • From action panel click on gift icon

  • On give coupon popup select desire coupon from drop down and click on Save button


Adjust Point

As part of Mibo's point system, it allows you to adjust points of a particular customer. Adjusting points can be as an additional points or deduction of points.

  • From action panel click on Reward icon

  • On Adjustment popup select + (add) or - (deduct) points on the Point Adjustment field.

  • Enter amount of point you want to add or deduct

  • Add a remark for easy reference

  • Click submit button to save your adjustment

Customer list

The section for add or remove a customer from customer list

Add into the list

Removing from a list

  • Click on Static list button

  • Select desire lists

  • Click on save button

From available list click on (-) button

Confirm deleting action

Info

refer to related article for Create Static list

Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJBdHRyaWJ1dGUlMjAlMjIlN0Q=

Attributes are useful when you need to capture more information about your customer. Mibo provides two types of attributes as follows

Fixed Attributes

Attributes that are predefined on Mibo. For example Customer’s Date of birth, Gender, Mariel Status.

Custom Attributes

Attributes that you can create and define to your Mibo. For example Customer’s Salutation, Education and Income range.  You can select whether the attribute is free text or a list. If it is a list you can add data to the list after saving the new custom attribute.

Info

The custom attribute you created will be available for all members and not just to the particular member record you created it with. Custom attribute feature is only applicable for customer who subscribes to Power and Super plans only.

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Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJJbXBvcnQlMjBDdXN0b21lcnMlMjAlMjIlN0Q=

There is easy way to migrate your customer base to Mibo.

You can upload your customers list by navigate to  Mibo Control Panel > Customer > Customer

  • Click on Import Customer button

  • Download the template of CSV import file.

  • Using the template, create import file with your customers data, for ex. Excel or OpenOffice.

Note

Mobile number of customer is mandatory

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  • Drag and drop the excel file into Mibo and click on Save

Note

It is recommended to check estimation records shows before save your import

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  • You can then see the Customers created in Mibo.

Tip

it worth to note that Mibo bulk import feature will automatically check on Mibo :

  1. If Customer mobile number already exist then customer email and name will be updated based on imported excel

  2. If Customer mobile number not exist then new customer will be created.

Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJBZGQlMjBuZXclMjBDdXN0b21lciUyMiU3RA==

this feature is for you if you are looking for an easy way to add new customers one by one.

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Click on Add new customer button

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Click on save button

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Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJFeHBvcnQlMjBteSUyMGN1c3RvbWVycyUyMCUyMiU3RA==

To export list of all your excising customer with their information

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