Downloading the All Customers Report
Shops can download their full loyalty customer list directly from the KlickTrack Dashboard. 1. Navigate to the Inventory Analytics Section. 2. Select **All Customers**. 3. Select the blue download icon. ![][1] [1]: https://hf-files-oregon.s3.amazonaws.com/hdpklicktrack_kb_attachments/2020/05-20/8099a346-ad…
Marking a Customer as Banned
Sometimes there are circumstances when a particular customer is no longer allowed to make purchases from your dispensary. To mark a customer as banned, edit the Customer page, and switch the Banned Customer toggle on in the "Mark Customer as Banned" section. Once a customer has been marked as banned, it can be viewed …
Customer Groups for SMS/MMS Campaigns
Creating customer groups for your [SMS/MMS Campaigns][1] allows for precise targeting of marketing messaging to your existing customer base. Targeting can be based on criteria such as buying habits, visit frequency, or loyalty point balance, among many other criteria that allow you the precision you need. * * * ## C…
Adding and managing customers via All Customers feature
Customer management is central to the success of your dispensary. All Customers on the KlickTrack Dashboard is the centralized location where you can find all the customers in your loyalty program. Easily search for customers by name, email, or phone. Select the customer to edit customer info, loyalty point balances, …
