Customer Pop-Ups Tab


Pop-ups are notices that appear at Point of Sale (POS) to remind associates to notify customers of messages.  For example, it might prompt the associate that the customer’s anniversary is coming up and that they may wish to look at a gift.  Or it might be useful to prompt a customer about an item he had inquired about previously. 

Fields and options in the Pop-Up tab include:

Entered

The date the pop-up was created; this is entered by The Edge.

Who

If a couple account, to whom the pop-up is applied.

Start

The date the pop-up is effective.

End

The date the pop-up should stop appearing.

Done

Whether the pop-up was addressed at point of sale.

Title

The name of the pop-up.

Add

Allows you to add a pop-up.

Edit

Allows you to edit an existing pop-up.

Delete

Allows you to delete a pop-up.

Inactive

Allows you to see pop-ups that have been marked inactive.

 

To create a pop-up, select Add from the Pop-Ups tab.  The New Pop-Up window will appear.

Fields and options in the New Pop-Up window include:

Inactive

Unlike DeleteInactive stores a pop-up that is no longer used and is not visible in the list view unless you expressly select Show Inactive.

Title

A descriptive name for the pop-up.

Extra Emphasis/Pop-Up

Whether the pop-up should pop-up.

Pop-Up Type

Whether the pop-up should pop-up for just the individual customer or, if a couple account, both individuals.

Pop-Up Starts

When the pop-up should start popping up.  If this is left blank, the pop-up will start immediately.

Pop-Up Ends

When the pop-up should stop popping up.  If this is left blank, the pop-up will continue indefinitely.

Marked as Done

The date when the pop-up was resolved at point of sale by checking the Do Not Show This Pop-Up Again option at point of sale. 

Notes

The content of the pop-up.

Entered

The date the pop-up was created.

Last Modified

The date, if any, the pop-up was last edited.

 

Updated on Fri, 30 Jul 2021 by Angela Chiaravalle

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