Accounts

The column on the left contains all of the Enabled Accounts in the database. Whenever you create a new account it will be stored in this field.

Across the top of the list are two filter rows, that contain drop downs for filtering the account list.

Filter Enabled Accounts: The accounts field can be filter to include or exclude Enabled, User Disabled, Disabled: User Unsubscribed, Disabled: Email Bounce or All accounts.

Filter Active Accounts: The accounts field can also be filtered by active status, the choices are All, Active This Month or Inactive This Month. This setting us generally used for Seasonal accounts.

You can also sort the account list by clicking on the title row in any column.

There is an "Add" Button at the bottom left of the page. This is used to add a new account to the system.

The panel on the right side of the screen contains settings that pertain to the account selected in the left list.

Master Account Info: This box contains all of the main information about an account, and can be edited at any time. POS Entry-Accounts that are created from Win-EZ POS front of the house will all have the default name of “Valued Customer” and the family member will have the default name of “Family Member”.  This is to save time when entering new accounts.

Active Months: These can be set from the front of the house on new member signup or on this tab.  Active months are used for seasonal members that you do not want to bother with email or coupon club text messages while they are away.

Account Stats: This provides all of the pertinent data accrued for this member.

Phone Numbers: Every account can up to four phone numbers and each one can chosen to receive coupon club texting.  When a new account is created from the floor the main phone number is the one that will be checked if coupon club text messaging is selected. 

No Surveys: If selected the member will be excluded from surveys.  This feature is designed for the VERY frequent customer that might end up getting a survey per week because he or she eats or drinks there every day.

Send Promos As Text Messages: Some customers will not want any email promo but will instead want all promos sent via text messaging, in addition to belonging to the text message coupon club. Note that there will be a cost per text message to use this feature.

Home Store: For multiple store accounts this field will contain which store the account was created in.

Forward To: This is used in the case of two people wanting to consolidate the accounts into one.  Simply forward one account to another.

Family Members: Each account can have up to five family members.  Each family member can receive either an adult or a child’s birthday promo.

Interest Groups: Select one or more interest group that this member wants to belong to.  I.E. A member may want email or coupon club messages sent to them for early bird specials but not late night bar drinking contests. The Interest Groups can be defined on the Settings Tab