[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 about 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. This step will be omitted if no LINE account is bound.

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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 SMS fee 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.

*Note: This step will be omitted if no LINE account is bound to the online store.

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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 online storefront.

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

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After the customer taps the link, the screen will be directed to the online storefront 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. You can send an SMS or invite customers to scan the QR Code with their mobile phones to join the membership. In case the member cannot sign up with the SMS themselves, the staff can help to confirm the member registration.

1. Mobile number sign up

Step 1

Tap Member Search and enter the customer's mobile number/ email/ name. If no member profile is found, tap Sign up to send an SMS directing the customer to register. 

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Step 2

After the system sends an SMS, a window will pop up. Tap SMS received after the customer has received the text message. 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 3

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

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

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Step 4

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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*Note: This step will be omitted if no LINE account is bound to the online store.

 

Step 5

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. QR Code sign up

Step 1

Tap Member Search and enter the customer's mobile number/ email/ name. If no member profile is found, please invite the customer to scan the QR Code with their mobile phone to sign up.

*Notes:

  • If the following steps are interrupted or accidentally quitted, please ask the customer to scan the QR Code again to continue the sign up.
  • Signing up with the QR Code will be recognized as registration from the online store. Therefore, the member register channel will be counted as "Online Store" instead of "Retail" in the Shoplytics report.

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Step 2

Customers can choose to sign up with their LINE account, Facebook account, or their own personal information. Either method is recognized as registering on your store's official website and can become an official member.

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Step 3

After successfully signing up using LINE, Facebook, or entering the customer's own information, the system will jump to the LINE verification page, tap Allow and Add friend to complete the LINE account binding.

Note: This step will be omitted if no LINE account is bound to the online store.

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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. Edit member profile

Staff members can use the Smart OMO to edit member profile. Tap on the pencil icon next to the member's name to enter the editing page.

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Staff members can edit the basic information such as the member's name, mobile number, email address, birthday, gender, etc. After editing, please tap Update at the top right to complete the update.

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*Notes:

  • The member's name, mobile number, and email address are required fields and must be filled in for a profile update.
  • After the mobile number is verified, the mobile number field will be grayed out and become uneditable.edit_profile_3.jpg
  • The system will check whether the mobile number or email address has already been used by other members. If you enter a duplicate mobile number or email, when you tap Update, the system will show a reminder that the mobile number/ email has been used to avoid duplicating membership accounts. duplicated.jpg

 

3. 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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4. 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 online storefront 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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