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. The following section will introduce member search & registration steps for 3 types of customers, and how to use staff referral links:
- Member who is yet bound to a LINE account
- Purchased or left a message before but not a member
- New customer
- Staff referral links
A. Member who is yet bound to a LINE account
Step 1
Tap Member Search and enter the customer's mobile number. If the customer registered as a member 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.
Step 2
If the online store is already bound to a LINE account, you may tap Bind now to bind customers who are yet bound to a LINE account. 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.
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.
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.
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.
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.
Step 2
Tap Sign up.
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.
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".
If no text message was received, tap Check again to re-enter the mobile number.
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.
Step 2
After the system sends a text message, 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.
Step 3
The system will send a registration text 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.
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.
*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.
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.
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.
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.
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.
D. Staff referral links
Staff members can also provide a staff referral link for customers to register or bind store referrals. Tap on the top right QR Code icon to display the staff's QR Code or referral link.
Invite customers to scan the QR Code or send the registration link to the customers.
*Note: Staff members can show the QR Code on their mobile phone/ tablet, display the printed QR Code in the retail store, or carry it on with them.
The subsequent binding process will be similar to Steps 1-4 mentioned in 2. QR Code sign up. Complete the steps to help customers register, bind with LINE accounts (if available), and bind store referrals.
2. Report & filter conditions
A. Shoplytics
Proceed to [Shoplytics] > [Customers] > [Customer Overview] and scroll down to see the percentage of retail stores from where members registered.
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.
3. Notes
- 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 login 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 filled 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.
Read more
- Retail Store: Store Performance | Shoplytics
- Retail Store: Staff Performance | Shoplytics
- Customer: Customer Overview | Shoplytics
- Advanced Customer Report Export | Customer List
- Installation & Related Settings | Smart OMO
- Enter Spending Amount | Smart OMO
- Member Profile | Smart OMO
- Performance Overview | Smart OMO
- Recommended Products | Smart OMO
- Edit Member Information | Smart OMO
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