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

Navigate to Mibo control panel → Customer → Customer

Search and edit customer detail.

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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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Modify Table fields

• From top right of page click on table fields

• select desire fields from drop-down

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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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Customer 360

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.

To view customer 360

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Click on Customer 360 Icon

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Customer 360 page will contain main sections as following:

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Customer Profile

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Customer Activity & quick action expandable tray

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Customer Attribute

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and coupons.

To view the 360-degree view of a customer's data, follow these steps:

1. On the Mibo portal, click Customer > Customers. The following Customers page is displayed.

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2. Locate the specific customer and then click the Customer 360 icon.

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3. The Customer 360 page is displayed. Refer to the following sections for more information about each panel.

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

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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

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.

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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.

• Purchases

Table view of customer purchases 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.

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Coupons

List This tab displays a list of coupons has been given to Customer

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that the customer has received.

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Points

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

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• Campaigns

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

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

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Campaigns

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

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The 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

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

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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

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• 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

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

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Adjust Point

As part of Mibo's point system, it allows you to sections assists you in performing available features in the quickest manner, such as sending an SMS to the customer, giving coupons to the customer, adjusting the customer’s points, and sending a WhatsApp message to the customer.

Sending an SMS

To send an SMS to the customer, follow these steps:

1. On the Action section, click the SMS icon.

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2. On the pop-up window, enter the message and then click Send.

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Replying on WhatsApp

If the customer contacted recently in WhatsApp (up to the last 24 hours), you can reply to the customer directly in the Action section. To do this, follow these steps:

1. On the Action section, click the WhatsApp icon.

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2. A new chat pop-up appears at the lower right portion of the page. Enter your message to reply to the customer.

Giving a coupon

To give a coupon to the customer, follow these steps:

1. On the Action section, click the Gift icon.

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2. On the Give Coupon pop-up window, select a coupon from the drop-down list and then click Save.

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Adjusting points

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

To adjust points, follow these steps:

1. On the Action section, click the Reward icon.

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2. On the Adjust Points pop-up window, select + (add) or - (deduct)

1. on the Point Adjustment

1.  drop-down and then enter the amount of points to adjust. The Total Points after adjustment section displays the total amount of points of the customer after adjustment is saved.

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2. Enter a remark for easy reference on the Remarks field.

3. Click

1. Submit to save your

1. changes.

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TBC

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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.

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

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• You can then see the Customers created in Mibo.

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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To export list of all your excising customer with their information

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Other actions The following are additional actions that you can do in the Action section of the Customer 360 view. Adding or removing a customer from a customer list To add or remove a customer from a customer list, follow these steps: To add a customer to a static customer list: Click Add to Static Lists. Image Added On the Add to Static Lists pop-up window, select a customer list, and then click Save. Image Added To remove the customer from the list: Click the remove button right next to the customer list name. Image Added Select Yes to confirm the removal of the customer from the list. Note: For information on customer lists, refer to Creating customer lists. Viewing the customer’s channel link IDs To view a customer’s channel link ID in the Action section, click a specific channel. Image Added The ID is displayed. Image Added Opting in or out from campaigns In the Action section, you can choose to opt the customer in or out from certain available campaigns, such as newsletters and coupons. To do this, follow these steps: To opt in a customer to a campaign: Click Add opt in. Image Added On the Add opt in pop-up window, select a campaign, and then click Save. Image Added To opt out a customer from a campaign: Click the remove button right next to the campaign name. Image Added Select Yes to confirm the opting out of the customer from the campaign. Aura tab params JTdCJTIydGl0bGUlMjIlM0ElMjJBdHRyaWJ1dGUlMjAlMjIlN0Q= Attributes are useful when you need to capture more information about your customer. Mibo provides two types of attributes: Fixed Attributes - are attributes that are predefined in Mibo. For example, the customer’s Date of Birth, Gender, Marital Status. Custom Attributes - are attributes that you can create and define in Mibo. For example, the customer’s Profession, Education, and Spending Level. Image Added Editing an attribute value To edit an attribute value, follow these steps: In the Attribute section, click the attribute value and then choose the correct value. Click Submit to save your changes. Adding a custom attribute To add a custom attribute and populate its options, follow these steps: In the Attribute section, click + Custom Attribute. Image Added Enter the Attribute Name. Image Added Select one of the following for the value type: Free Text - you can enter a text value for this attribute. Select List - you can select a value from a list for this attribute. The values to choose can be added after saving the custom attribute. Click Save Attribute. The new custom attribute is then displayed in the Attribute section. If a custom attribute is designed as a list, click the icon to add a value. Image Added The following window is displayed. Do one of the following to add values for the custom attribute: Image Added Enter a name for the new attribute term or value in the provided field. Drag an Excel file from your computer that contains the attribute values. Click Manage Attribute Values. This opens a page where you can view or delete the current values and enter a new value for the custom attribute. Click Save and then click Submit to save your changes. The new value is displayed in the list. Note: The custom attribute you created will be available for all customers and not just to the particular customer record that you created it with. The custom attribute feature is applicable only in the Super and the Power subscription plans. Aura tab params JTdCJTIydGl0bGUlMjIlM0ElMjJBZGRyZXNzJTIyJTdE The Address section displays the following address details of the customer: Street City Postcode State Country Image Added To add or edit a field in this section, click the field, enter the new value, and then click Submit to save your changes.