Intro

User can set up a points program for their customers to accumulate and redeem points for discounts, services, products, and more.

Steps

Navigate to CRM

• On the ChatDaddy homepage, locate the menu bar on the left. Click on "CRM."

Activate Membership

• Within the CRM section, find "Membership." Locate the "Manage Membership" section and enable the system.

Setting Up Point Systems

• Point Addition:
  • Trigger Keyword: Define a keyword your customers can use to initiate the point-adding process.
  • Welcome Text: Craft a message automatically sent to the customer upon entering the keyword.
  • Confirmation Text: Designate the message sent after the user confirms adding points from the membership list.
• Point Deduction:
  • Trigger Keyword: Establish a keyword for customers to trigger the point deduction process.
  • Welcome Text: Create a message automatically sent upon entering the keyword for point deduction.
  • Confirmation Text: Designate the message sent after the user confirms deducting points from the membership list.

Managing Membership Points

• Access All Memberships: Locate the All Memberships List section.
• Verify and Update Points: Click the membership points button for the specific customer whose points need confirmation (adding or deducting). Once confirmed, the system will automatically update their membership points.

Use Case

• User can set up a points program for their customers to accumulate and redeem points for discounts, services, products, and more.

Contact us: Global Customer Support