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Aura tab collection
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Aura tab
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The Profile section displays the following customer information:

  • Name - displays the customer’s name.

  • Mobile - displays the customer’s mobile number.

  • Email - displays the customer’s email address.

  • Customer Type - displays the membership to which the customer belongs.

  • Point Balance - displays the customer’s total accumulated points.

  • Member Since - displays the date when the customer was registered in the system.

  • Ext Ref. - displays the customer’s unique customer number.

Editing a customer information

In the Customer 360 view, you can edit the customer’s name, mobile number, email address, and customer type designation. To edit these details, follow these steps:

  1. Click the information that you want to edit,

  2. Enter the new information.

  3. Click Submit to save your changes.

For more information about the different customer types and customer number (Ext Ref), refer to Manage Customer Type.

Note: For more information about the different customer types and customer number (Ext Ref), refer to Manage Customer Type.

Aura tab
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The Customer Activity section displays the customer’s activities such as purchases made so far, and the coupons, points, and campaigns that they have received.

Purchases

This tab displays a table view of the customer’s purchase history ordered by the latest transaction date and time.

Coupons

This tab displays a list of coupons that the customer has received.

Points

This tab displays the customer’s point history including points that have been rewarded, redeemed, and adjusted.

Campaigns

This tab displays a list of all campaigns that the customer has received, such as coupon campaigns and newsletters.

Aura tab
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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
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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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