Add a New Customer | Astro Retailers
How to Create a Pet Owner Account for a New Customer:
The video above shows how to add a new customer prior to the launch of the Astro Marketing Suite. The main difference between what you see in the video and how it works now is where the Add Customer button is located. There used to be a header menu titled New Customer, that menu is now called Customers and it also contains your Customer List (which used to be located under the Reports menu).
There are two ways to add new customers on your Astro account; under the Customers tab or in Checkout.
Add a New Customer via Customers Menu
1. Click on Customers at the top or on the New Customer button on the main page.
(We are showing the administrator screen, but the process for a cashier is identical.)
2. Clicking on Customers will take you to your current list of My Astro Customers. There you will find a red button that will allow you to Add a Customer.
3. Clicking on the Add Customer will take you to the New Astro Pet Owner Account creator. From here you can fill in the required fields along with any additional contact information fields for your customer.
If you had clicked on the blue New Customer icon from your main page it would have taken you directly to this page.
4. Once you have at least the First Name and Last Name fields filled in you will be able to save your customer's information by clicking the Save Pet Owner button. Astro will not let you save and generate the Pet Owner account until those fields are completed. If you added a Mobile Phone Number and/or an Email Address and also checked the boxes to send a SMS Opt In Text and/or the Welcome Email, then the email will be sent to your customer once you click the Save Pet Owner button.
5. Once you click the Save Pet Owner button, you will be taken to the following screen where you can add the customer's Home Address and your customer's Pet Information - Pet Name, Pet Type, Pet Age and Birth Month. These fields are all optional and can be edited after the account is generated.
Some frequent buyer programs ask for a home address at the time of redemption. Astro will prompt you to add any missing required info at the time of redemption.
Adding your customers' pet information is optional but many of our retailers users like to have this information on hand to personalize their customers' experience. Collecting your customers' pet information will now help you to send them targeted campaigns based on the species and age of their pets, and fun Happy Birthday promotions that they can redeem during their pet's birth month.
If your customer has more than one pet there will be a way to add their additional pets once the Pet Owner Account is fully generated. Under the checkout screen you will be able to click on their email address to bring up the Pet Owner Edit Pop-up to add this and any additional information you need to.
Once you have finished select Finished to save the new Pet Owner Account and add them to your Astro Loyalty customer database.
6. Once you click Finished, you will immediately be taken to the Checkout page. For how to Checkout a Customer, please review this article: Checking Out Customers
Add a New Customer via Checkout:
1. Click on Checkout at the top or the button on the main page.
2. On the Lookup Customer screen, click the Add Customer button.
3. Enter the Customer's First and Last Name, these fields are required. Enter any additional information.
4. Click on Save Pet Owner when the information has been entered in. If you added a Mobile Phone Number and/or an Email Address and also checked the boxes to send a SMS Opt In Text and/or the Welcome Email, then the email will be sent to your customer once you click the Save Pet Owner button.
5. Once you click the Save Pet Owner button, you will be taken to the following screen where you can add the customer's Home Address and your customer's Pet Information - Pet Name, Pet Type, Pet Age and Birth Month. These fields are all optional and can be edited after the account is generated.
6. Once you click Finished, you will immediately be taken to the Checkout page. For how to Checkout a Customer, please review this article: Checking Out Customers
Pet Owner Information Fields Meanings:
Pet Owner First Name - This field is required. It can be one name, or in instances where you have a couple from the same household that wish to share a single account it can contain multiple names.
Pet Owner Last Name - This field is required. It can be one name, or in instances where you have a couple from the same household that wish to share a single account it can contain multiple names.
Internal Customer ID - This is an optional field and is only visible as an option on Astro Accounts where the retailer has requested it. You can request that we turn this field on for you by emailing us at support@astroloyalty.com. If your POS assigns an ID# to your customer accounts and you want to be able to use that number in Astro to lookup your customer's Astro Pet Owner Account then you can add that number here. If we helped you convert from another kind of loyalty tracking software to Astro and that software used customer IDs then those IDs would have been added to this field when we uploaded your data.
Pet Owner Mobile Phone - This is an optional field. If your customer wants to opt in to receive SMS Text from you about promotions you are running at your store then make sure to collect their mobile phone number and add it to this field. Their phone number can also be used to quickly look up their account during checkout. You can add a phone number to this field as a lookup tool without them opting in for SMS Text.
If your customer wants to opt in for SMS Text make sure to check the box to send them an Opt In Text.
Pet Owner Email - This is an optional field. If your customer wants to utilize the Free Customer Mobile App then they need a valid email address associated with their Pet Owner account. This email address will become their username on the App just like your email address is your username on your Astro Account. They can use the App to follow along with their Frequent Buyer Cards, check the Offers you are enrolled in for the month, check their Points progress, view their past purchases and redemptions, edit their account information, and receive Push Notifications from you. They can also choose to opt in to receive mass email Campaigns from you as well.
If you collect an email address from your customer make sure to also check the box to send them the Welcome Email. The Welcome email will include information on how to download and register their mobile app and how to either opt in or out of mass email messages.
You and your staff (who have Admin access) are the ONLY people with permission to email, text, or send push notifications to your customers. NO one else has permission to do so. This includes Astro, your brand manufacturers, your brand reps, your distributors, etc. This is all covered in our Data Secrecy Policy.
Some frequent buyer programs also ask for an email address or a home address at the time of redemption. Astro will prompt you to add any info to a customer's account that is required by the brand manufacturer at the time of redemption. This information is not permitted to be used by your brand manufacturers or any of their partners to contact your customers. We have contracts in place that strongly enforce this.
Welcome Email - You can click on Preview the Welcome Email button before sending the email. The email will add your customer's name to the header example: "Greetings, Betty Smith." and your store's name to the body of the email, example: "Midtown Pet Supply". There is a link to verify their email address and links to download the mobile app. If the customer does not want to be a part of your mailing list they can click the "unsubscribe" link in the footer of the email.
A link to unsubscribe will be included in the footer of all of the emails you send via Astro, this is a legal requirement.
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