Customer data is the lifeblood of your marketing program. To drive customers back into your stores, you need to be able to contact them. To target them with specific messages, you need to know what they purchased. In Version 2.9, we’re introducing a new Customer Panel to help collect more data and fuel your marketing program.
Easy to Add Customers:
We recommend you configure Ascend to prompt for a customer whenever you start a transaction. If you don’t add one right away, the new Customer Panel makes it easy to add one. Simply click the Select a Customer link in the panel and you’ll be taken to Select Customer window.
Spot & Update Missing Data:
For every customer, you want to collect as much information as possible. Get their mailing address and email address. Get their mobile number and their birthday and make sure to record their gender as well. All of this will help you to communicate with them later on. When any of this information is missing from your system, the Customer Panel will highlight it for you. To update it, click their name and you’ll be taken directly to the customer record window to make your changes.
But wait, there’s more!
As a bonus, we’ve added a phone type list for customer numbers. You can now specify if the phone number they’ve given you is a Home, Mobile, Work, Fax or Other type of number. When you upgrade to Version 2.9, any phone number that has the SMS box checked will be automatically assigned the Mobile type. This is required to be able to send an SMS message to it from Ascend. All other numbers will not have a type automatically assigned.
To get the new Customer Panel, you need to upgrade to Ascend Version 2.9. Version 2.9 will be available for early release on February 18th. It will be available for everyone on March 18th. If you’d like to be part of our early release group, contact your Ascend Support Team at email@example.com for more details.