SHOPLINE's Smart OMO is the ultimate solution to integrate online shopping and offline service. It breaks the limit between devices, provides customers with a more integrated shopping experience, and allows merchants to capture clear information about customers, all of which benefit from the arrangement of push notifications, promotions, and campaigns.
This article will cover the following:
1. Access rights
In the SHOPLINE Admin, the store manager or high-ranking staff can set up the Smart OMO access rights for other staff members.
A. Store access on Smart OMO
In the SHOPLINE Admin, go to [Settings] > [Permission & Security] and edit the staff member. In the "Smart OMO Access Rights" tab, check the box for stores that the staff can log into.
B. Edit staff access on Smart OMO
In the SHOPLINE Admin, go to [Settings] > [Permission & Security], and enter the permission editing page of the staff member. Then, go to [Admin Access Rights] > [Retail Store] and select the access you want to grant to the staff. If you check the box for "Edit," the staff will have access to edit other staff's information (e.g., name, phone number, password, etc.).
*Note: Please refer to the section below for more details on the staff's password setup on Smart OMO.
C. Store password settings access on Smart OMO
In the SHOPLINE Admin, go to [Settings] > [Permission & Security], and enter the permission editing page of the staff member. Then, go to [Admin Access Rights] > [Retail Store] and check the box for "General Setting - Password settings." The staff now can set up store passwords on Smart OMO.
*Note: Please refer to the section below for more details on the store's password setup on Smart OMO.
D. Feature settings access on Smart OMO
In the SHOPLINE Admin, go to [Settings] > [Permission & Security], and enter the permission editing page of the staff member. Then, go to [Admin Access Rights] > [Smart OMO Feature Settings] and select the access permission for Smart OMO feature settings. If you check the box for "View," the staff can only view the Smart OMO features from the Admin. Check the box for "Edit" to grant staff members access to switch on/off the toggle for Smart OMO feature settings.
2. Smart OMO password settings
In the SHOPLINE Admin, you can set up or edit the staff login password, store password, and password for switching stores or viewing store performance.
A. Smart OMO staff login password
Step 1
In the SHOPLINE Admin, go to [Retail Store] > [General Setting] > [Employee], select the staff member, and click the top right Edit button.
Step 2
Fill in the password and click Save to update the staff login password.
B. Smart OMO store password
Step 1
In the SHOPLINE Admin, go to [Retail Store] > [Password settings] and click the Edit button next to "Switch Store."
Step 2
After setting up the password, click Save. You now have to fill in the password when switching stores or viewing store performances.
3. Smart OMO feature settings
A. Feature setup
Step 1
In the SHOPLINE Admin, go to [Retail Store] > [Feature settings]. You can switch on/off Smart OMO's features on this page.
Step 2
After switching on/off the features, click the top right Save button to update the setting. When the feature is on, it will be displayed on Smart OMO. When the feature is off, it will be hidden from Smart OMO.
B. Feature toggles
The following section will introduce the toggle for each feature, and how it will affect the display on Smart OMO.
i. Switch store
If the "Switch Store" feature is on, you can select and switch stores when you click on the store name on top of Smart OMO. If this feature is off, there will be no drop-down menu when you tap on the store name.
If you set up a Smart OMO store password, you will need to enter the password to switch stores.
ii. Staff members send SMS for member registration
If the "Staff Members Send SMS for member Registration" feature is on, staff members can send a registration SMS to the unregistered member. If you switch off this feature, the "Copy registration link" button will be hidden, and this feature will be disabled.
- New customer
If the "Staff Members Send SMS for member Registration" feature is on, the member registration pop-up window will display the "Sign up" button. Tap Sign up to send the registration SMS to customers.
If this feature is off, the "Sign up" button will be hidden, and you will be unable to send the registration SMS to customers.
*Note: For details regarding the "new customer" registration process, please refer to the following article.
- Purchased or left a message before but not a member
If the "Staff Members Send SMS for member Registration" feature is on, the member registration pop-up window will display the "Sign up" button. Click Sign up to send the registration SMS to customers.
If this feature is off, the "Sign up" button will be hidden, and you will be unable to send the registration SMS to customers.
*Note: For details regarding the "purchased or left a message before but not a member" registration process, please refer to the following article.
iii. Edit member information
- Edit Basic Information
If the "Edit Basic Information" feature is on, a pencil icon will appear next to the member's name on the Member Profile page. Staff members can click on the pencil icon to edit the member's information.
If the "Edit Basic Information" feature is off, the pencil icon will be hidden, and staff members cannot edit the member's information.
- Edit Member Tags
If the "Edit Member Tags" feature is on, a pencil icon will appear next to the Member Tags section on the Member Profile page. Staff members can click on the pencil icon to edit member tags.
*Note: Smart OMO only supports adding existing tags. You cannot create a new tag on Smart OMO. To create new tags, you can go to SHOPLINE Admin > [Customer Management] > [Customers] to set them up. For more details, please refer to the following FAQ.
If the "Edit Member Tags" feature is off, the pencil icon will be hidden, and staff members will be unable to edit member tags.
- Edit Member Notes
If the "Edit Member Notes" feature is on, a pencil icon will appear next to the Member Notes section on the Member Profile page. Staff members can click on the pencil icon to edit member notes.
If the "Edit Member Notes" feature is off, the pencil icon will be hidden, and staff members will be unable to edit member notes.
iv. Recommended products
If the "Recommended Products" feature is on, the recommended products button will be displayed on the Smart OMO's Member Profile page. Staff members can tap the button to recommend products to customers.
If the "Recommended Products" feature is off, the recommended products button will be hidden, and staff members will be unable to recommend products to customers.
v. Enter spending amount
If the "Enter Spending Amount" feature is on, the enter spending amount button will be displayed on the Smart OMO's Member Profile page. Staff members can tap on the button and enter the spending amount to accumulate staff performance.
If the "Enter Spending Amount" feature is off, the enter spending amount button will be hidden, and staff members cannot enter the spending amount.
vi. Member's spending overview
If the "Member's Spending Overview" feature is on, Smart OMO's member profile page will display the customer's spending overview, recent spending record, and spending details.
If the "Member's Spending Overview" feature is off, the customer's spending overview, recent spending record, and spending details will be hidden.
vii. Performance overview
- Staff performance
If the "Staff Performance" feature is on, you will be able to look up the performance of the logged-in staff at Smart OMO > [Performance Overview] > [Staff Performance].
The staff performance section will be hidden if the "Staff Performance" feature is off.
*Note: If you also do not switch on the "Store Performance" feature, the "Performance Overview" tab will be hidden.
- Store performance
If the "Store Performance" feature is on, you will be able to look up the store performance and the staff performance ranking at Smart OMO > [Performance Overview] > [Store Performance].
*Note: If you enable passwords for the Smart OMO store, you will need to insert the password when you click on the "Performance Overview" tab.
If the "Store Performance" feature is off, the "Store Performance" section will be hidden.
*Note: If you also do not switch on the "Staff Performance" feature, the "Performance Overview" tab will be hidden.
4. Relevant settings
A. Customer details settings
In the SHOPLINE Admin, go to [Settings] > [Customer Settings] and set up the information to fill in while registering as a member on Smart OMO.
B. Credit settings
In the SHOPLINE Admin, go to [Customer Management] > [Store Credits], and look for the "Smart OMO Apply Credit" toggle. Once you switch on the toggle and click Update, you can enable store credits for Smart OMO. For more information about the credits on Smart OMO, please refer to Credits and Member Points | Smart OMO. You can provide rewards to encourage members to complete filling their member profiles. For more details on the rewards, please refer to Member Profile Completion Reward.
Read more
- Member Search & Registration | Smart OMO
- Enter Spending Amount | Smart OMO
- Member Profile | Smart OMO
- Recommended Products | Smart OMO
- Performance Overview | Smart OMO
- Edit Member Information | Smart OMO
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