Configuring customer opt-in preferences

In each customer profile in POS Pro, it is possible to indicate the following:

  • if the customer agreed to receive information via the phone, email, or mail
  • if the customer’s mobile phone and postal address are valid
  • if the customer’s loyalty points are converted to rewards

To do so, in POS:

  1. On Home Screen, tap Customer in the navigation panel at the bottom or in the More menu. On tapping, the Customer main page opens.

  2. In the Customer main page, search for the required profile via the Customer Search field.

  3. In the list of search results, tap the row with the required customer. On tapping, the customer’s full profile opens.

To indicate that the customer allowed calling or sending texts on their phone number, turn on the Calls or SMS switch next to the required phone number.

To indicate if the customer’s mobile phone is valid, configure the Validated field next to the switches.

To indicate if the customer allowed sending emails about upcoming sales and promotions (Marketing) or with purchase receipts and shipping information (Transactions), turn on the Marketing or Transactions switch respectively next to the required email:

To enable the conversion of the customer’s loyalty points to rewards, turn on the Customer Loyalty Opt In switch.

To indicate that the customer allowed sending mail to their postal address, under Postal Address, tap Edit.

In the Postal Address dialog that opens, turn on the Mail Opt In switch**.** Also, to mark the address as valid, configure the **Validation** field below.