[Coming Soon] Member Search & Registration | Smart OMO

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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 of customers, all of which benefit from the arrangement of push notifications, promotions, and campaigns.

This article will cover the following: 

 

1. Member search & registration

Please confirm that you have installed and logged in to the "Smart OMO" app. For detailed instructions, please refer to the two articles: Installation & Related Settings and Add App to Device & Login

A. Member

Step 1

Tap Membership Search and enter the customer's mobile number. If the online store is used to registering by email, you can switch the search method by tapping "Search by email or customer name" below. Tap Confirm once you are done and the customer's details will appear. 

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Step 2

If the online store is already bound to a LINE account, tapping "Bind now" will direct the customer to join as a friend. If no LINE account is bound, this step will be omitted.

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After the customer scans the QR Code displayed on the screen, the screen will be directed to the online store storefront to log in as a member.

*Note: Please remind customers to log in with the member account (phone or email) registered on the Smart OMO.

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In case the customer cannot scan the QR Code, tap "Can't scan? Try SMS invitation" to send an invitation SMS to the customer.

*Note: The fee for sending the SMS will be billed as a member notification.

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After logging in, you will be redirected to the LINE verification page; tap "Allow" and "Add friend" to complete the LINE account binding.

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Step 3

The system will guide customers to fill in their personal information, tap Send after completion, and the "Store referral staff" will be bound at the same time.

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B. Purchased or left a message before but not a member

Please invite the new members to do the sign-up. In case the member cannot do it by themselves with the SMS, the staff can help to confirm the member registration.

Step 1

Tap Member Search and enter the customer's mobile number. Tap Confirm and the customer's personal information page will appear.

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Step 2

Tap Sign up.

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The system will send a member registration SMS, which will direct customers to register at the storefront of the online store.

*Note: The fee for sending the SMS will be billed as a member notification.

S__307699.jpgAfter the customer taps the link, the screen will be directed to the storefront of the online store to register as a member. At the same time, it will be bound to the "Store referral staff".

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If no text message was received, tap Check again to re-enter the mobile number.

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C. New customer

Please invite the new members to do the sign-up. In case the member cannot do it by themselves with the SMS, the staff can help to confirm the member registration.

Step 1

Tap Member Search and enter the customer's mobile number. If no member information shows up, tap Sign up to send an SMS directing the customer to register. 

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After the system sends an SMS, a prompt page will pop up. After the customer has received the text message, tap SMS received. If not, you can tap Check again to re-enter the mobile number.

*Note: Do not tap "SMS received" while the customer is tapping on the link in the SMS.

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Step 2

The system will send a registration message to the mobile number filled in by the customer. After tapping the link, the customer will be directed to the storefront of the online store to register as a new member and verify their mobile number.

*Note: The fee for sending the SMS will be billed as a member notification.

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Step 3

If the online store has already bound a LINE account, it will guide customers to join as friends. For detailed steps, please refer to Step 2. If no LINE account is bound, this step will be omitted.

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Step 4

The system will guide customers to fill in the membership information, and bind the "Store referral staff" at the same time after completion.

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2. Report & filter conditions

A. Shoplytics

Proceed to [Shoplytics] > [Customers] > [Advanced Customer Analysis] and scroll down to see the percentage of retail stores from where members registered.

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B. Customer management

Proceed to SHOPLINE Admin > [Customer Management] > [Customers] to use "Add From" as a filter condition and click the store branch to filter and search the customer information that meets these conditions.

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Click Export to check the relevant information: 

  • Store referral binding time
  • Referral branch
  • Store referral staff

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3. Notes

  • Store referrals cannot be adjusted once they are bound. Please contact our Online Merchant Success Team if you have any adjustment needs. 
  • After enabling Smart OMO, the system will also enable to member registration by mobile number. Therefore, it is strongly recommended that stores allow reCAPTCHA first to avoid unexpected costs caused by malicious abuse. For detailed settings, please refer to this article.
  • During the use of Smart OMO, if you send an SMS, it will be charged as a member notification.
  • The time limit for registering the SMS is 2 hours. Please do not register with an incognito browser. After the registration is completed, they will directly log in to the storefront of the online store with this account. 
  • After receiving the registration SMS, please confirm with the customer that they have filled in the correct member information in their mobile browser and fill in their personal information.
  • If the member forgets the password, they have to tap "Forgot Password" to reset and log in, and scan the QR Code again to continue the operation.

 

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