Customer 360 refers to a 360-degree view of a customer's data including every interaction, such as customer registration, profile view, customer activity, and coupons.

...

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

   

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

   

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

   Image RemovedImage Added

...

• 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.

Image Added

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.

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

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

Image Added

Coupons

List This tab displays a list of coupons has been given to Customer Image Removedthat the customer has received.

Image Added

Points

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

Image Removed

• 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.

Image Added

Campaigns

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

Image Added

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

Image Removed

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

Image Removed

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

Image Removed

• 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

Image Removed

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

Image Removed

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.

   Image Added

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

   Image Added

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.

   Image Added

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.

   Image Added

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

   Image Added

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.

   Image Added

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.

   Image Added

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

3. Click

1. Submit to save your

1. changes.

Image Removed

Customer list

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:

1. To add a customer to a static customer list:

Add into the list

Removing from a list

• Click on Static list button

• Select desire lists

• Click on save button

Image Removed

From available list click on (-) button

Confirm deleting action

Image Removed

1. 1. Click Add to Static Lists.

      Image Added

   2. On the Add to Static Lists pop-up window, select a customer list, and then click Save.

      Image Added

2. To remove the customer from the list:

   1. Click the remove button right next to the customer list name.

      Image Added

   2. Select Yes to confirm the removal of the customer from the list.

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:

1. To opt in a customer to a campaign:

   1. Click Add opt in.

      Image Added

   2. On the Add opt in pop-up window, select a campaign, and then click Save.

      Image Added

2. To opt out a customer from a campaign:

   1. Click the remove button right next to the campaign name.

      Image Added

   2. Select Yes to confirm the opting out of the customer from the campaign.

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

• 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

Image Removed

• , and Spending Level.

Image Added

Editing an attribute value

To edit an attribute value, follow these steps:

1. In the Attribute section, click the attribute value and then choose the correct value.

2. Click Submit to save your changes.

Adding a custom attribute

To add a custom attribute and populate its options, follow these steps:

1. In the Attribute section, click + Custom Attribute.

   Image Added

2. Enter the Attribute Name.

   Image Added

3. 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.

4. Click Save Attribute. The new custom attribute is then displayed in the Attribute section.

5. If a custom attribute is designed as a list, click the icon to add a value.

   Image Added

6. 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.

7. Click Save and then click Submit to save your changes. The new value is displayed in the list.

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.