| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
🧐 Overview
This page shows all information captured from each guest:
Account data
Payment method details
Loyalty data
Global search bar
The search bar on the top right position is a global search that enables the Support Agent to start an analysis searching by customer email, phone, cognitoId, loyaltyId, RBI order ID, Store Number, Sanity Id, Address and Card Number
E.g1.: Search by phone - including country code in the prefix:
E.g2.: Search by loyaltyId:
Security status
| Info |
|---|
This feature might not be available in all markets yet. If the security card doesn’t appear in your market and you want to use this feature, reach out to the CSM team and ask them to activate the enable-user-blocking flag. |
The Security card gives the franchisee the option to block customers engaged in fraudulent behavior.
Blocked customers:
Are logged out of any existing whitelabel session on the app and web and won’t be able to log in again until unblocked. This prevents them from placing new orders and editing profile information.
Prevented from deleting their account to impede the customer from creating a new account with the same email - for markets which is not running under Forter
...
.
Removed from any marketing campaign communication via email and push notification until unblocked.
To block a customer, make sure your user has the compliance-agent role, otherwise, the option to change the status won’t appear.
Click on the pencil button to edit the customer status.
Toggle the customer status to user blocked and click confirm.
Done! The customer is blocked and the system will send an email to notify them that their account has been blocked.
Note, the same steps above can be followed to unblock the customer, if desired.
Customer Email Address Updates
| Info |
|---|
This option is only available for operators with the role ‘compliance-agent' assigned! Please raise a ServiceNow ticket to request this role to be assigned to your user |
Select the Email Edit option to update a customer’s email address
Insert the new email address
Select ‘Confirm’ to complete the update
