Viewing/Exporting Collected Customer Contact Details

There are a number of options for viewing the Details of Customers you have collected, all of which offer a wealth of marketing opportunities for your retail business :

1) Click on the ‘Customers + Text Marketing‘ icon on the Cloud Management Dashboard
2) Enter the Surname or Postcode of the Customer whose details you wish to View/Edit
3) Click the ‘Search‘ button
4) Any matching results will be listed onscreen with the basic details (address, postcode, email, phone numbers etc. along with any relevant credit account information), simply identify the relevant customer and click the ‘Select’ button on the left of the record.
5) You can now click on the following buttons to see :
– ‘Accounts‘ > Full Customer Credit Account Details (if relevant) includes : Credit Limit, Current Balance and All Debits/Credits to Account including options to ‘Manage Account’ > Adjustments/Payments etc.
– ‘Purchases‘ > A list of all Purchases by that Customer (provided you have selected them before or during the Sale)
– ‘Detail‘ > Full Customer Address, Delivery Address and Contact Details
– ‘Notes‘ > Allows you to view Notes created for that Customer on the EPOS/Till or Add Notes whilst on the Cloud. Includes ‘Pending Notes’ whereby you can create a note from the Cloud which will ‘pop-up’ when that Customer is searched for on the EPOS/Till i.e. ‘Don’t forget to remind customer they have items for collection’ or ‘Customer’s Account requires a payment/credit before any additional sales can be processed’

Data Extract (to Excel)

This creates a CSV file called ‘Customer_List’ which can be opened and edited in Microsoft Excel or OpenOffice. The files includes details such as : Customer Name, Company Name, Location/Store Name collected at, Full Address with Postcode, Phone Numbers (inc. Mobile Number for Text/SMS Marketing), email address, Source (where the Customer heard about you . . i.e. ‘Local Press’, ‘Google’, ‘Friends/Family’, Price Band, plus Credit Account Information (Balance, Credit Limit etc. if relevant).

1) Click on the ‘Real Time Dashboard + Reports‘ icon on the Cloud EPOS Home Page
2) Click the ‘Customer Reports‘ button
3) Click ‘View next to Report #7 – ‘Customer Contact List captured between Dates’ 
4) Choose a Date Range using the Date Selection Tool (this will list any Customers added to SalesStream Cloud in the date range you select i.e. December 2014 to October 2015)
5) Click the ‘View Report‘ button and you will see all matching Customers onscreen
6) To Extract to XML, CSV (Comma Separated Values), PDF, Excel, TIFF or Word click the icon shown in red below:

download epos data toolbar
We recommend CSV as the most flexible method, this can be opened in Excel, on iOS PCs and even in Notepad.

7) Depending on your browser you either be asked where you wish to save the file and what to name it or the file will be downloaded into your Downloads folder automatically – a message in your browser will confirm this (ensure that pop-ups are not blocked within your browser)

The accuracy and level of detail all depends on how much information is added by the Operator when the customer record is created, you can make use of our Postcode Lookup™ facility to improve the speed and accuracy of collection.

There is a second Data Extract which includes details of your Customer Purchases. This allows you to generate marketing campaigns based on a Customers Spend between two dates or perhaps Customers who have purchased a particular Product, Product Category or Brand.

SalesStream™+ offers you the option of a SalesStream™ Export Engineer analysing your data and suggesting marketing campaigns and strategy – please contact us should you want any further information.

Using Customer Data to create a Postal or email Marketing Campaign or Mailing

You can use the Customer Data you have worked to collect using SalesStream™ EPOS to power Postal or email Marketing Campaigns.

We recommend MailChimp™ (http://mailchimp.com/) or Constant Contact™ (http://www.constantcontact.com/uk)

SalesStream Cloud EPOS and MailChimp

 

 

 

 

MailChimp™

1) Simply Login to SalesStream™ Cloud Online Management Pages
2) Go to ‘Real Time Dashboard + Reports’
3) Click the ‘Customer Reports’ button
4) Choose the relevant report depending upon who you wish to email i.e. all customers, account customers, those with a balance etc. Report #7 is the most frequently used one and simply lists all customers with email addresses (where they have been collected)
5) Click the ‘View Report‘ button and you will see all matching Customers onscreen
6) To Extract to XML, CSV (Comma Separated Values), PDF, Excel, TIFF or Word click the icon shown in red below:

download epos data toolbar
We recommend CSV as the most flexible method, this can be opened in Excel, on iOS PCs and even in Notepad.

7) Depending on your browser you either be asked where you wish to save the file and what to name it or the file will be downloaded into your Downloads folder automatically – a message in your browser will confirm this (ensure that pop-ups are not blocked within your browser)

8) Edit the extracted data as relevant/requiring – sorting, filtering and building up the list of customers you wish to target
9) Then upload this list into MailChimp – their instructions for doing so can be found here : http://kb.mailchimp.com/article/how-do-i-create-and-import-my-list/