Getting to know your customers

The benefits of a good customer loyalty scheme are widely accepted. It offers you an effective way to improve customer retention levels, utilising the insights from tracking customer spending behaviour.

Last updated 26 Jul 2022

Jump to:

• Introduction
• Information available on EPoS
• Information available in Cloud

Introduction

Customers benefit so long as they are rewarded for participating in the scheme. The obvious benefits are monetary discounts, but the Kobas customer loyalty system allows a greater level of interaction between serving staff and the end customer, which leads to a more rewarding experience for everyone.

Information available on EPoS

When a customer scans their loyalty card or code, Kobas adds a customer bar to the EPoS basket with their name and information.

This means you can immediately refer to the customer by name. It’ll also mean they are associated with their tab.

To see more information on a customer, simply tap the yellow bar.

Kobas will highlight if the customer’s birthday is today, yesterday or tomorrow. It will also display key information such as how long they’ve been a customer, how many points they’ve accrued, and any discount vouchers available to them.

Information available in Cloud

By heading to Your Customer > Customers, you will see a list of your active (not deleted) customers.

Basic information can be seen on this page, and you can Export the list from here also, where some key information is from the customer profile in Cloud.

From the list page, you can press View, and see all of the information we hold on the client, which includes:

• Personal Details
• Sign up method
• Last activity (which means when the profile last had information updated). Note that customer's Last Login is displayed in the export.
• Customer since date
• Interest venues
• Points history and transaction receipts
• QR Code and Loyalty Cards
• Assigned vouchers, reservations and tickets.
• WiFi Logins.