How to Manage Walk-in Customers in Candela
Many retail stores run loyalty programs for their regular customer base. As the data of such customers is maintained in the system, the retailers can easily track how well their loyalty program is performing and can run promos targeting the customers’ data.
However, a regular footfall to a store includes a number of walk-in customers who may be first-time visitors or whose data is not saved in the system. It is important to keep a record of such customers to be able to run promotional campaigns and turn casual visitors into loyal customers.
Candela retail software allows you to gather information about all the customers who walk into your store.
In this post, we will show you how to record, organize and use walk-in customers’ data in Candela for building long-lasting relationships with your customers.
Let’s get started!
Walk-in Customers Record
The first step is to record the contact information of the first time visitors to your retail store. All you need to do is ask her/his number and enter it in the customer/member field on the sales and return screen in Candela.
If you want to record the customer’s name enter plus sign with the number. All walk-in customers’ data (names and mobile numbers) will be saved in the system.
Making Customer Information Recording Mandatory
While the recording option is available on the sales and return screen, there is always a chance that the person at the POS may forget to do so. This is where the candela feature of mandatory recording comes in.
To ensure that every customer data is recorded in the system, you need to do one important configuration:
Go to: Configuration> System Configuration>Sale tab
Mark the check-box ‘Enforce Mobile Number’
To make the information entry process quicker, in the Mobile Masking # field enter the common initial digits for mobile numbers.
Once the configuration for the mandatory recording of mobile numbers is done, a phone icon will appear on the sales and return screen. Click the icon and enter cell number and email in the required fields. Enter a name in the customer/member field:
Walk-in Customer Reports
All walk-in customer data is saved in the system and you can easily generate reports and export the data for use in promotional campaigns. There are two different reports, H-08 and H-10, to show the recorded information for both non-mandatory and mandatory recordings.
Running Promotional Campaigns for Walk-in customers
When you have the data, you can send messages about various promotional activities to the potential customers. After generating the report, you need to export data. Export the file in CSV format and select the required radio buttons:
The next step is to send SMS or emails (for emails you need to export the email column as well).
Go to Utilities>Send SMS
Click Load Mobile Numbers button and select the file. All numbers will load in the Mobile number column. Now write the SMS and click Send as Mobile SMS.
Candela thus provides a complete solution for not only recording walk-in customers’ details but also sending promotional messages as SMS or emails.
For a tutorial on SMS, configurations check this document
Do let us know in the comments section below how you manage your customers’ information. For any information or suggestion, contact us. We are always there for you.
Please explain how we can record the phone number of customer with name.I understand like zubair+03004442499. I am right or nut please explain.thanks
Yes, Nadeem, you are right. This is how you record walk-in customers’ name. You can check the report of all walk-in customers with their numbers and names in H-08 Report.
We want to send a thank you sms & email to every walk in customer through your off line application at its every visit at our store. As we have recorded the data of our walk in customers once and if this customer will come again and again , we want to send him the sms & email at its every purchase/refund/exchange (we do not want to export its data in excel sheet first and then send sms & email) ? If it is possible in your POS then please also guide how we will send sms & emails through your system and do you people are providing this service to your customers?
Moreover, I have send above query at 11:32 am not at 6:32 am.
Thank you, Nabeel, for pointing this out (about time). Fixed it 🙂
Maria has replied to your question. Do let us know if there is still any confusion. Best
Thank you Ms. Naureen for your swift response. Your team work is highly appreciated.
Nabeel, you are welcome. Our pleasure 🙂
Yes, Candela has this functionality to send all transactional SMS to its walk-in customers. You can configure this functionality by going to the Utilities> Setup and Configuration>SMS Configuration screen.
Following are the steps:
Go to SMS Configuration screen
Now expand Sales and Return section
Check all walk-in customers SMS (starts from SMS-SR-010 to SMS-SR-013)
Now on every sale transaction, walk-in customer will get SMS about this transaction (Don’t forget to add ‘+’ sign before customer’s mobile number)
You can also modify SMS text according to your wish.
Also, if you want to run any campaign or send occasional SMS for walk-in customers then you can do it by exporting mobile numbers from H-08 Report and send SMS on these numbers by using Utilities > Send Message screen > by selection option ‘Load Mobile Numbers’
Thank you Maria for your kind & detailed guidance.