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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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134 results found

  1. The Announcement functionality should allow many more characters and the ability to include graphics. We should be able to communicate to our customers however we choose.

    2 votes

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  2. There needs to be a report that shows all manual adjustments made to Rewards points by employees. Currently if an employee manually adjusts a customer's Rewards points, there is no report or logs for the owner to see which employee adjusted those points or how much the points were adjusted by.

    1 vote

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    1 comment  ·  Admin →
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  3. The current system offers a reward when a customer becomes a regular and a VIP, and then, for the rest of their customer life...nothing. We should be able to make the tiers annual so that customers have an incentive to make 12 or 25 visits (or whatever it is changed to) every year, not just once.

    1 vote

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  4. Would like customizable employee permissions to be added for the Rewards app in order to allow or restrict different employees roles to perform different functions in the Rewards app. For example, a permission should be added to restrict or allow the ability to manually adjust rewards points. Currently this feature is available to any employee who has access to the dashboard with no way to restrict employees from manually adjusting points.

    1 vote

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  5. The idea I had for this came up when I was updating inventory templates for different merchants/Vendors. Instead of having to manually update new customers, there could be a customer template in the same fashion that inventory exports are. This would allow management to upload multiple customers at once without the need for a transaction. I think this would be especially useful for companies that deal with large volumes of customers like school districts and other agencies.

    1 vote

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  6. It would be great if the last payment amount and date were included on the Customer App export along with the option to print & export a customer's history

    1 vote

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  7. Please, please, please add the features below asap...
    -Allow merchants to merge duplicate customer profiles
    -Allow merchants to export all of the sales data for individual customers (needed for frequent buyer programs etc.)
    -Provide different options for sorting customer names
    -The customer search function needs to retrieve any part of the customer's name. For example if the customer has two last names the search function only works if you search for the first one

    10 votes

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  8. There needs to a place to enable customers to be divided by groups as well as being alphabetized.

    1 vote

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  9.         Please add under the loyalty rewards: Give % off when they come in X amt of times. Not just in the Bonus section. Right now you can only give a % off with X amount of points. I want to give them a reward based on times in only no points
    
    1 vote

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  10. 10 votes

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    0 comments  ·  Gift Cards  ·  Admin →
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  11. Clover offers gift card solutions to local companies. The customers who buy them are unable to use the gift cards with the Clover app as a form of payment. This seems counter-intuitive and the clunkiness may stop many customers from continuing to purchase gift cards.

    1 vote

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    0 comments  ·  Gift Cards  ·  Admin →
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  12. It is extremely annoying to have 2 customer profiles after they have purchased items, and also set up a membership online

    2 votes

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  13. closeout at the end of the day batch should have something like "giftcards sold online" how much its

    1 vote

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    0 comments  ·  Gift Cards  ·  Admin →
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  14. Can you please add the ability when exporting customer contact list from the dashboard to see the # of transactions a customer has done. Since merchants are not able to export any information from a customer once within that customer profile, merchants are requesting on the excel sheet a column that provides the number of transactions that customer has done. We have some merchants that want to start their own loyalty program but not enough information provided when exporting the info to excel.

    1 vote

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  15. there needs to be a way to turn off the automatic retrieval of customer names from credit cards. All it does is add useless information to the customer list and make using that feature impossible.

    2 votes

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  16. Currently rewards are all-inclusive. By allowing users to manage what items are eligible for rewards sellers can promote customers to purchase specific items and reward them for doing so. For example, a seller could make it so that their in-store brand is eligible for points to encourage sales over 3rd party brands.

    3 votes

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  17. Currently digital gift cards cannot be ordered outside of normal online store operating hours, which does not make sense. Digital gift cards should be allowed 24 hours/day whether store is open or whether store is accepting online orders or not for regular physical items.

    5 votes

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    0 comments  ·  Gift Cards  ·  Admin →
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  18. Other systems allow customers to use a barcode for an employee to search their profile in the system. It would be very helpful if the barcode scanner, (built in or USB) would be able to be an authorized input device within the Customers App.

    2 votes

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  19. This is exactly what Square does, and it works wonderfully and seamlessly. When a customer pays at a Square terminal with a credit card and inputs their email address for a receipt, the card number and email are automatically associated and saved across the network. From then on, any Square terminal will automatically email a receipt to the same address when that card number is processed.

    Presumably some customers will not want this option, even if the address isn’t used for marketing purposes, so there should be a way to opt out.

    This saves time, receipt paper, and contact with…

    24 votes

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  20. Add a Membership Number field in the customer app

    2 votes

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