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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:

Click the information that you want to edit,
Enter the new information.
Click Submit to save your changes.

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

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

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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.

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The Action 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:

On the Action section, click the SMS icon.
On the pop-up window, enter the message and then click Send.

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:

On the Action section, click the WhatsApp icon.
A new chat pop-up appears at the lower right portion of the page. Enter your message to reply to the customer.

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Note: You can reply to the customer in this section only if there is an active WhatsApp session.

Note: You can reply to the customer in this section only if there is an active WhatsApp session.

Giving a coupon

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

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

Adjusting points

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

To adjust points, follow these steps:

On the Action section, click the Reward icon.
On the Adjust Points pop-up window, select + (add) or - (deduct) on the Point Adjustment 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.
Enter a remark for easy reference on the Remarks field.
Click Submit to save your changes.

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:
1. Click Add to Static Lists.
2. On the Add to Static Lists pop-up window, select a customer list, and then click Save.
To remove the customer from the list:
1. Click the remove button right next to the customer list name.
2. Select Yes to confirm the removal of the customer from the list.

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Note: For information on customer lists, refer to Creating customer lists.

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.

The ID is displayed.

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:
1. Click Add opt in.
2. On the Add opt in pop-up window, select a campaign, and then click Save.
To opt out a customer from a campaign:
1. Click the remove button right next to the campaign name.
2. Select Yes to confirm the opting out of the customer from the campaign.

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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.

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.
Enter the Attribute Name.
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.
The following window is displayed. Do one of the following to add values for the custom attribute:
- 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.

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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.

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.

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The Address section displays the following address details of the customer:

Street
City
Postcode
State
Country

To add or edit a field in this section, click the field, enter the new value, and then click Submit to save your changes.

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