6 docs tagged with "crm"

Session covering CRM and Loyalty - customer data management, loyalty schemes, loyalty cards, CRM at POS, and a practical loyalty programme configuration exercise.

Configure CRM Launch and CRM Client Search POS modes, including POS Terminal, Menu, and User Template settings in the Enactor Estate Manager.

Configure customer order communication scripts in Enactor Estate Manager to generate rich text email and SMS notifications for order events.

Configure Enactor Loyalty schemes, covering Loyalty Types, Points, Tiers, Rewards, Redemption, and POS integration.

Guide to Enactor POS CRM Customer APIs covering search, load, save, and update operations for customer data, relationships, preferences, and transaction history via REST and SOAP.

Guide to integrating CRM data entities including customers, customer groups, notes, key dates, preferences, relationships, and option sets.