Customers (CRM) - Onigiri.Ph Knowledge Base

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Getting Started

5

Introduction
How to Register on Digital Wallet?
How to Login with Phone?
How to Login with Email?
How to Recover your Account Password?

Cards Creation

8

Stamp
Multipass
Cashback
Certificate
Coupon
Membership
Discount
Reward

How To Install the Card

5

iPhone (iOS)
Android
PWA Cards on Android
Google Pay on Android
How to Restore the Card

Customers (CRM)

4

Customer Profile
Import/export
Customer Filters
RFM Analysis

Managers

3

Add/ Edit/ Delete
Manager Profile
Statistics

Dashboard

1

Dashboard

Feedback Collection

1

Feedback collection

Geolocations

2

Geolocations
How to Access Locations Section?

Push Notifications

16

How it Works?
iPhone (iOS)
Android
How long does it take for push messages to be received by our customers?
Why aren’t my customers receiving push messages?
Push Section
Marketing Push
Sending messages to all customers
Sending messages to a segment of customers
Sending message to an individual customer
Geo-push
Push automation
Feedback collection
Next visit reminder
Birthday congratulation
Triggered auto-push

Settings

6

Settings
Plan
Personal Settings
Integrations
Webhooks
How the Referral System Works

Scaner App

11

How it Works
Installation
Login in the Scanner App
Scanner app – Stamp
Scanner app – Multipass
Scanner app – Cashback
Scanner app – Certificate
Scanner app -Coupon
Scanner app – Membership
Scanner app – Discount
Manager Seats

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Customers (CRM)

Customers (CRM)

Customer Profile
Import/export
Customer Filters
RFM Analysis

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