Customer Information Settings | Marketing Suite
Customer Check Out and New Customer Information Settings
How to access:
1. Select Marketing on your account.
2. Click Settings in the Marketing Suite.
3. Choose 'Customer Check Out and New Customer Information Settings'
New Pet Owner Information Fields
When a New Customer is added to Astro there are only two required fields, First Name and Last Name. The Email Address, Phone Number, and Pet Information fields are all optional. However, if you would like to make any of them a requirement, you can designate them as such here.
Options for Pet Owner Information Field Settings
- Required - Users will not be able to save a New Petowner account unless they fill in the required field.
- Recommended - Users will be reminded to add information upon attempting to save a New Petowner account. They have the option to select "yes" and add the missing info, or "no" and proceed to the checkout screen without the info added.
- Not Recommend or Required - The user will be neither forced or reminded to add the customer's info for that field.
These settings will only affect future accounts created under Add Customer. The settings are not permanent and can be changed at any time.
Automated Welcome Email and Welcome Text Settings
At the bottom of the Pet Information Field Settings are two check boxes, one pertains to the Welcome Text the other to the Welcome Email.
You do not have to make an Email Address or a Mobile Phone Number a Requirement in order to enable these settings. These settings simply control how the Welcomes are sent to your customer as they are being added to Astro.
- SMS Consent by Default (will send Welcome Text automatically)
As long as a Petowner has a valid mobile phone number on their account, this setting will automatically send the Welcome Text to new Petowner accounts. (If the box remains unchecked, the customer would not receive a text without manual instruction from the cashier. ) If the Petowner wants to opt-out of texts, the cashier can uncheck the box beside " Customer consents to SMS".In order for a customer to be added to your SMS Text Communication List, they must be first sent a Welcome Text. If a customer was never sent a Welcome Text then they cannot be sent an SMS Text Campaign. How to send the Welcome Text to existing customers who already have Pet Owner accounts.
- Send Welcome Email by Default
This setting will automatically send the Welcome Email when a New Astro Petowner account with a valid email address is created. If the Cashier wants to Preview the email before it is sent they can do so by clicking "Preview Welcome Email". If the customer does not want to receive the Welcome Email, then the cashier can uncheck the box before saving their account.Unlike the Welcome Text, a Welcome Email is not required for a customer to be added to your mailing list. However, we still recommend sending it as it contains links to download the Free Mobile App, as well as a link to verify their email address.
Cashier Reminder for Existing Pet Owners
These reminders politely prompt your staff to collect contact information that is missing from a customer's account. The pop-up does not force your cashier to collect the missing information, but simply acts as a reminder. They are able to choose "Not Now" if the customer does not want to provide the additional information.
If the customer decides to prpvide the missing information the cashier can click the "Edit Petowner" button. This will to bring up the customer information editor where they can input the new information. Make sure to send an Email Confirmation if their email address is Unverified, or Send an SMS Opt In Text if they have not yet Opted In to receiving text messages.
Custom Pet Owner Tags
Here you can add additional identifying tags to customers. Later on, you can use these tags to generating Marketing Lists. These tags can be added to a customer's account while either creating their account with Add Customer or while Checking Out a customer by clicking on the Pet Owner Tag Icon.
Clicking on the Icon will bring up a pop-up where a tag or tags can be selected.
The color of the Pet Owner Tag Icon will indicate whether an account has a tag assigned to it. If the Icon is brown then there are no tags assigned to the customer. The icon will turn green once a tag is on the account.
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