Managing customer types

Owned by Amir
Last updated: Mar 08, 2022 by Jeansen Diane Pacatang (Unlicensed)
4 min read

In Mibo, you can define different types of customer membership to suit your needs and the types of programs that you want to launch on your business or store. 

To manage the customer types of your Mibo account, click Customer > Customer Type in Mibo. The Customer Type page is displayed. In this page, you can add, edit, or delete customer types and set the customer membership number configurations.

Adding a new customer type

To add a new customer type, follow these steps:

  1. In the Customer Type page, click Add. The following page is displayed.

  2. Enter the name of the new customer type in the Customer Type field.

  3. Click the plus icon to add an image to the customer type.

  4. Choose an image, and then click Select Image. To add a new image for this new customer type, refer to Uploading images to Mibo for more information.

  5. Click Save to save the new customer type. The new customer type is displayed in the Customer Type page.

Editing a customer type

To update an existing customer type, follow these steps:

  1. In the Customer Type page, click the name of the customer type or the Edit icon.

  2. Edit the customer type details.

  3. Click Save to save your changes.

Sorting the customer types

In the Customer Type page, you can sort the list of customer types to manage how they are displayed in the table and in the Customer Type drop-down menu in the Customer 360 view. For information on the Customer 360 view, refer to Customer 360 view.

To sort the customer types, follow these steps:

  1. In the Customer Type page, modify the text box on the same row of the customer type you want to sort.

  2. Click the floppy disk icon and wait for the page to reload.

Setting the default customer type

In the Customer Type page, you can set a default customer type, which will be the customer type assigned to newly added customers. To set the default customer type, toggle the Default button of the customer type that you want to set as the default.

Note: You can select only one default customer type.

Deleting a customer type

To delete a customer type, click the delete icon and then confirm the deletion.

Note: You cannot delete a default customer type.

Enabling and adding custom numbers

The custom number is a unique membership number assigned to each customer that is added to your Mibo account. To enable and add custom numbers, follow these steps:

  1. In the Customer Type page, toggle the Custom Membership Number button to enable it.

    The settings are displayed.

  2. Choose how the membership number is shown:

    • Mibo Membership Number

    • Custom Membership Number

  3. Choose how the membership number is displayed:

    • QR Code

    • BarCode

  4. Enter the limit of card stock that initiates a notification. When the card stock drops to this limit, a notification email is sent to the Administrator.

  5. Add the custom numbers through one of the following ways:

    • Adding numbers manually

      1. Click the plus icon.

      2. Enter the membership number, and then click the plus icon.

    • Using the template

      • Click Upload xls.

      • Click Download Template to download a CSV file.

      • Use this guide to create your own file of custom numbers.

      • Drag and then drop the file to the page.

      • Check the estimation records.

  6. Click Save to save all your changes.

The membership numbers are automatically assigned to the customers. To view the specific customer assigned to a specific membership number, click View right next to the membership number. A new page is opened that shows the Customer 360 view of the specific customer. For more information about the Customer 360 view, refer to Customer 360 view.