App that can provide a free product when a customer spends a certain dollar amount in one sale

Type: Email Question 06-13-2024
Products Discussed: In-Store Digital Coupon Program by Cloud CRM and Buy some get some by Mix or Match or Combo

Merchant:: I am wondering if you have an app that can provide a free product when a customer spends a certain dollar amount in one sale?

CSI Works:: We have two apps that can theoretically help.

First App: Digital Coupon program by cloud crm Try on Clover

Here is a video demo:

Second App: Mix or Match or Combo Try on Clover

Here is a video demo:

Age Verification Options in Cloud CRM

Type: Email Question 06-12-2024
Products Discussed: Age Verification Technology by Cloud CRM

Merchant:: In your CRM can we bypass Age Verification is the customer is clearly of age? Can we manually enter DOB if they are using a passport or some other type of ID?

CSI Works:: Yes, our age verification can bypass the scan dl requirement many ways. While you can scan Driver License, also these options are available:

1. You can have simple visual authorized button added to the screen that allows you to simply visually authorize.
2. You can enter the DOB manually
3. If its returning customer and had their DL scanned before you can find them by phone number or name and age, verify that way.

Here is a video showing you how to do it:

Customer++ cloud crm - 06/13/2024

Can I use Honeywell MK3780-61A38 Fusion MS3780 barcode reader with Clover Point of Sale?

Type: Email Question 03-24-2024

Products Discussed: Honeywell MK3780-61A38, Cloud CRM, Variable Price Barcode Parser

Q&A

Korean Restaurant:
I am owner of Korean Restaurant in Utah. I have a Clover POS. Recently, my scanner broke and I bought same scanner Honeywell MK3780-61A38 Fusion MS3780 barcode reader. But it can’t read the first “2”. I ordered a scanner from the Clover website but, regional technician said he can’t guarantee the performance 100%.
Can you recommend reliable scanner works for my POS?

CSI Works:
Yes here is an explanation where to get barcode scanner and why yours does not work.

to get barcode scanner that works 100% with clover go www.clover.com/pos/accessories.
Thanks!

Barcode Scanner / Customer++ cloud crm / Variable Price Barcode Parser - 03/25/2024

How can I accept Marlboro, Grizzly Coupons in my store

Type: Email Question 02-03-2024

Products Discussed: Tobacco Scan Data, customer plus plus | cloud crm

Q&A

Tobacco Shop:
I want to know if you guys have an app where it can help me to apply paper or mobile coupons for Marlboro and Grizzly and Copenhagen on customers’ trasactions.

CSI Works:
Yes, when you sign up for Tobacco Scan Data with CSI Works the app is provided in that price no additional cost is needed.
The app is called customer plus plus | cloud crm.
It will be the same app that handles Altria and Reynolds Loyalty programs and the same app that will enable you to accept Altria coupons.
Here is video how that works:

Customer++ cloud crm / Tobacco Scan Data - 02/06/2024

How do I Add Custom Fields to my customer form on Clover POS?

How to Add or Remove Fields for Customers in Clover POS | Customer Plus Plus Cloud CRM

Type: Support Call

Call Reported On: 09-03-2021

Products Discussed: Customer Plus Plus

Q&A

Merchant:

A merchant using Customer Plus Plus for Clover asked:

“How do I add custom fields and/or suppress system fields to the Customer Plus Plus for Clover?”

CSI Works Support:

Here is the how to video:

https://youtu.be/o5-pIy0IUIg

First of all, each customer type has its own customer form. Once you start modifying customer forms you have to remember which type you have done it for because each type has its own customer forms.

For example, if you go to a customer inside cool leads. Click “Edit Profile“. Then, click “Edit Page“. This takes me to a list of fields that this customer type has and we can move these around. We can make last name first, first name last. We can also take notes and move the fields around. We can also make all the fields required or optional or we can completely turn them off, which means we can make them disappear from this form all together.

We can obviously add fields. To add a field, click the “Add” button and the types of fields we can add are defined in the “Field Type” drop down menu. You can name your field in the “Field Label” box. Then, you can type in the desired items in the “Add Item” section. Then, click “Add Field“. It gets added all the way to the bottom and the location can be adjusted by dragging the row. When done click “Save“.

Customer++ cloud crm - 04/01/2022

How to Access Customer Database on Customer Plus Plus Cloud CRM?

Type: Support Call

Call Reported On: 03-04-2022

Products Discussed: Customer Plus Plus Cloud CRM app

Q&A

Merchant:

A merchant downloaded

on their Clover device. They were unable to access customers from their device. They needed to know if there was a way to access the customer database online.

CSI Works Support:

When you open Cloud CRM app on Clover for the first time. You’ll notice that all your customers that existed before our app install are going to be in Uncategorized section.

Click on that and you’ll see your customers.

Customer++ cloud crm - 03/31/2022

Entire Playlist of Available Videos and Guides to Customer Plus Plus | Cloud CRM app

Type: Support Call

Call Reported On: 3/21/2022

Products Discussed: Customer Plus Plus | cloud CRM

Q&A

Merchant:

A merchant who downloaded our Cloud CRM app on their Clover Mini reached out. She explained that the UI is confusing to her and wanted to know if there was some sort of video or instructional manual available.

CSI Works Support:

Yes we do have published videos on Customer Plus Plus | Cloud CRM app.

Here is a link to an entire playlist:

https://youtube.com/playlist?list=PLTewB_x-Orfm3Kl2VcTXDwVL8rrSvdxeY

Customer++ cloud crm - 03/31/2022

How To Add Photo or Picture Field To Customers on Clover POS Using Customer Plus Plus App

Type: Support Call

Call Reported On: 3/20/2022

Products Discussed: Customer Plus Plus

Q&A

Merchant:

A Jewelry store owner was looking to add a picture of items that might have been sold to a particular customer. He wanted to know if the Customer Plus Plus app would allow this.

He also asked if the Customer Plus Plus app replaces the Clover Customer App or just enhances it?

CSI Works Support:

Yes, customer plus plus | cloud crm app allows to customize the fields for customers and it also has an ability to add pictures.

Here is video demo:

https://youtu.be/9hZCgBHFH84

Our app does not replace Clover Customer app it just enhances it.

Customer++ cloud crm - 03/31/2022

Do Customers Added to Clover Customer App Auto Populate to Customer Plus Plus App?

Do Customers Added to Clover’s Customer App Auto Populate to Customer Plus Plus App?

Type: Support Call

Call Reported On: 03-29-2022

Products Discussed: Customer Plus Plus

Q&A

Merchant:

A merchant interested in Customer Plus Plus wanted to know if a customer is added to the Clover Customer app, does the info auto populate in Customer Plus Plus app.

CSI Works Support:

Yes, customers will show up in both apps ours and Clovers.

Customer++ cloud crm - 03/31/2022

Can Pictures be Uploaded from a Cell Phone to Clover POS Using Customer Plus Plus?

Type: Support Call

Call Reported On: 03-20-2022

Products Discussed: Customer Plus Plus

Q&A

Merchant:

A jewelry store owner was looking to add a picture by uploading them from his cell phone or other device with Customer Plus Plus app.

CSI Works Support:

No, picture cannot be uploaded from a cell phone.

Pictures can be taken using Clover camera on all or any Clover devices.

Customer++ cloud crm - 03/30/2022

Is the Information in Customer Plus Plus App Visible on the Web Dashboard?

Type: Support Call

Call Reported On: 03-29-2022

Products Discussed: Customer Plus Plus

Q&A

Merchant:

A merchant asked the following question:

Is the information in Customer Plus Plus app able to be viewed in a dashboard on a PC or Clover Dashboard?

CSI Works Support:

Yes. Customers will show up in both apps ours and Clovers.

On the web dashboard merchants can view and export customer information and orders for customers.

Customer++ cloud crm - 03/30/2022

How to Export Order History for Each Customer on Clover

Type: Support Call

Call Reported On: 01-07-2022

Products Discussed: Customer Plus Plus

Q&A

Agent:

An agent contacted our office because he required our assistance with a merchant. He wrote:

“I have a client that wants to use Clover, but needs to be able to export customer data, including the history of each order. He issues rewards based on the total dollar spend and also wants to retain the individual order history.

Do you know if this is possible?”

CSI Works Support:

Yes, this is very possible with our Customer Plus Plus app.

He would have to first sign customer up during checkout.

Then, when logging into the dashboard and navigating to Customer Plus Plus app they would be able to export order history for each customer.

Customer++ cloud crm - 02/26/2022

How Much Does Customer Plus Plus Cost Each Month?

How Much Does Customer Plus Plus Program Cost Each Month?

Type: Support Call

Call Reported On: 01-19-2022

Products Discussed: Customer Plus Plus

Q&A

Agent:

We recently spoke to an agent who needed presale support. The agent let us know that he had a meat market merchant interested in Clover and wanted to know the cost of the Customer Plus Plus program.

CSI Works Support:

To learn more about Customer Plus Plus pricing: See Prices.

Customer++ cloud crm - 02/25/2022

Can I Add Customers from a Desktop or Does it Have to be from my Flex Terminal?

Type: Support Call

Call Reported On: 01-22-2022

Products Discussed: Customer++ cloud crm

Q&A

Agent:

I downloaded Customer plus plus from my Clover account. I have a few questions:

Can I add customers from a desktop or does it have to be from my Flex terminal?
I don’t see an option to edit customer forms from my desktop, is that Flex terminal only?

CSI Works Support:

Yes, the functionality is available only on Clover devices like Flex or other Clover devices. The interface for Web is not for editing.

It’s to export customer data.

Customer++ cloud crm - 01/29/2022

What Does Scan Data Notifications Needing Attention Mean?

Type: Support Call

Call Reported On: 01-23-2022

Products Discussed: Customer++ cloud crm | Tobacco Scan Data

Q&A

Agent:

What Does Scan Data Notifications Needing Attention Mean?

Attention Retailer:

The Scan Data file submitted and processed for the Store identified below contains errors that require corrective action by you or your Third Party Scan Data Service Provider, if applicable. The issue(s)* with your Store’s file is detailed below.

Loyalty	Status
ALL USSTC SKUs	Opted In, Missing or Incorrect Loyalty Promotion Code

CSI Works Support:

This email says that not all USTCC products are selected for loyalty program (in cloud crm not all products are selected for this one)

Customer++ cloud crm / Tobacco Scan Data - 01/29/2022

Can RJ Reynolds (RJR) Multi Pack Discounts be Setup in Discount Scheduler as an Additional Discount?

Can RJR Multi Pack Discounts be Setup in Discount Scheduler as an Additional Discount?

Type: Support Call

Call Reported On: 12-27-2021

Products Discussed: Customer plus plus, Tobacco Scan Data, Discount Scheduler

Q&A

Agent:

We have finally been given the approval for RJR multi pack/can discounting. I assume I set that up the same way we set up Altria scan data discounting in Discount scheduler. Is that correct?
Are you guys capable of reporting scan data to ITG? Our rep is offering some incentives if we also report our data to them, and we would like to take advantage of them if CSI Works has the capability.

CSI Works Support:

RJR multi pack discounts. Yes that can be setup in discount scheduler as an additional discount, I can assist if you need help.
Yes. ITG is included in Reynold’s reporting to MSAi. You want to talk to them about it. From our end its already being done.

We might want to check to make sure that all ITG items are selected as items we report on but other than that things on our end are done.

Happy holidays

Customer++ cloud crm / Discount Scheduler / Tobacco Scan Data - 01/07/2022

Is it Possible to Export Customer Data from an Existing Clover Mini to a Different Clover Mini?

Type: Support Call

Call Reported On: 2021-12-16

Products Discussed: Customer plus plus, Clover Mini

Q&A

Agent:

I’m trying to assist my client with exporting all of their customer data from an existing clover mini that they purchased from a different merchant company.

Is it possible to export all of their data using your app, and then to import all of that customer data to a different clover mini that my company provided for them?

Any help is appreciated

CSI Works Support:

Yes, I believe it is possible.

If you have demo account as an agent you can install it and try it yourself.

Customer++ cloud crm - 01/07/2022

How to Fix USSTC Loyalty Error Message?

Type: Support Call

Call Reported On: 2021/10/24

Products Discussed: Altria Scan Data Reporting Service, Customer Plus Plus App

Q&A

Loyalty	Status
ALL USSTC SKUs	Opted In, Missing or Incorrect Loyalty Promotion Code

We are getting this error message for USSTC Loyalty. Can you please advise what to do to fix it?

CSI Works Support:

The error message says that you are either not discounting the loyalty customers on USSTC products or not doing so on all items.

If you have USSTC Discount setup then just edit and make sure you select all USSTC sku’s.

If you don’t have USSTC discounts setup for loyalty do so in customer plus plus app.

Customer++ cloud crm / Tobacco Scan Data - 12/14/2021

What Does the “Scan Data Notifications Needing Attention” Mean?

Type: Support Call

Call Reported On: 10/24/2021

Products Discussed: Discount Scheduler App, Altria Scan Data Reporting Service, Customer Plus Plus App

Q&A

Agent: The Scan Data file submitted and processed by Altria for the Store identified below, for the week ending 2021-10-16, contains errors that require corrective action by you or your Third Party Scan Data Service Provider, if applicable. The issue(s)* with your Store’s file is detailed below.

If you need assistance to address the error(s) identified below, you can connect with live support at the AGDC Service Center by calling 1-866-928-3510. Choose Option 1 for Retailer, then Option 2 for Scan Data, then Option 1 for assistance with this issue.

Multi-Pack/Multi-Can	Y Indicator (Y/N)	Price Pass thru (Pass/Fail)	Volume Failing
Copenhagen Wintergreen/Mint	Opted in, Missing Y Indicator	NA	NA

Loyalty	Status
ALL USSTC SKUs	Opted In, Missing or Incorrect Loyalty Promotion Code

Visit www.insightsc3m.com to review Scan Data reports and access additional details about the issues listed above.

*Note:This email may not include all issues related to your Store’s Scan Data file submissions or reflect recent resubmissions for your Store.Be sure to check your Store’s Scan Data reports via www.insightsc3m.com for additional information.

CSI Works Support: This email is saying that they want to see discounts on certain items in certain programs and they don’t see the discounts.

For Multipack they want you to discount Copenhagen Wintergreen/Mint

Multipack is Discount Scheduler App.

For Loyalty they want you to discount all ALL USSTC SKUs

Loyalty us cloud crm app.

Customer++ cloud crm / Discount Scheduler - 12/09/2021

Customer Numbers and Importing – Clover POS Station

Customer Numbers and Importing

Type: Support Call

Call Reported On: 1/11/2021

Products Discussed: Customer Plus Plus CRM

Q&A

Merchant: We are looking at possibly switching to a Clover Station POS system. With our existing system, we enter customers by a Customer Number, similar to an account number. We generate their customer # chronologically, from another database app we use, and assign in the order they complete our facility orientation. So, right now, we have #1 to around #19,500 or so.

If we switch to Clover, we’d like to still use customer numbers and be able to quickly pull up a customer by customer # to add to a transaction.

How does your app handle this?

And, how could we import our existing customers into a Clover environment, with their existing customer numbers intact, in the record, ready to use?

We also would need to import our existing Item (inventory) list.

CSI Works Support: Thank you for considering our app for your needs.

I’ve made these video answers for you along with visuals.

Video showing Cloud CRM on Clover Devices: https://youtu.be/kaXO9ErfcSE

Video showing Cloud CRM on Clover web account: https://youtu.be/z7-KJFXw1wM

Please watch these 2 videos and call me if you have any follow up questions. I would be glad to assist.

Customer++ cloud crm - 12/01/2021