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Engaging Customers

Welcome to the feedback forum for Clover Customer Engagement Features. Please share your ideas for how we can update our Clover software to improve customer experiences, increase traffic, and retain loyalty for merchants. Specifically, this forum should only include ideas about built-in functions on the Clover Dashboard (feedback on customer engagement apps should be included in the Apps/App Marketplace forum). We are listening and we use this feedback to prioritize our roadmap.


Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


1. Managing Customers Internally: Share your thoughts on Clover’s built-in software that allows businesses to manage customers including viewing/storing customer information. 

2. Customer Feedback: Are there features or capabilities that can improve the Clover customer feedback tool? Let us know here.

3. Customer Promotions: How can the promotions feature on the Clover dashboard be optimized for businesses?

4. Customer Rewards: What added functions can improve the built-in rewards software to increase customer retention and engagement?

5. Other Customer Engagement Suggestions: Place your idea here if you have feedback that does not fit in any of the other forum categories.

Engaging Customers

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How can Clover help businesses better engage customers? What features should be added to Clover’s software to keep customers coming back?

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64 results found

  1. Pre-order option

    Can we add an option within the customer record or order functionality to pre-order an item, or re-order it?

    1 vote

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    0 comments  ·  Managing Customers Internally  ·  Admin →
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  2. Open/Closed

    I would really love to add an open/closed button under each customer's name so that we can tell whether a customer has an open order.

    1 vote

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  3. Customer file sync issues

    We are seeing duplicate customer in the customer file. I suspect that there is a sync issue between the customer file, rewards, & text/email receipts. We can manually add a customer on the back end, but when they sign up for rewards it creates a new customer record. On transactions where we have a validated customer, if we select to email/text them a receipt it prompts us to re-enter phone number/email address which creates yet another duplicated customer record. How do we keep our customer file 'uncluttered' with duplicates?

    1 vote

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  4. Customer's birthdays grouped by each individual month to send out a text each month with birthday coupon.

    I would like to send my customers a birthday coupon for each month. So if there is a way to group just the birthdays for one month to send to only those customers that one month. Like January birthdays could be pulled up and send a mass text to just those customers with a Happy Birthday message and a coupon. Then month to month for the year. I do have my customers set up on the reward program so I do collect their birthday information each time they sign up. Thanks!!!

    1 vote

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