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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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149 results found

  1. 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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  2. 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

    15 votes

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  3. 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.

    6 votes

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

    2 votes

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    0 comments  ·  Gift Cards  ·  Admin →
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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. 11 votes

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    0 comments  ·  Gift Cards  ·  Admin →
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  7. There needs to a place to enable customers to be divided by groups as well as being alphabetized.

    1 vote

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  8.         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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  9. 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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  10. 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.

    6 votes

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    0 comments  ·  Gift Cards  ·  Admin →
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  11. 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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  12. 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…

    28 votes

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  13. When looking at the customer list on clover.com, I want to be able to sort alphabetically through my customers but there is no way to do this

    3 votes

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  14. Wants to be able to limit modifiers on rewards program. So that customers can only add limited toppings modifiers.

    7 votes

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  15. It is extremely annoying to have 2 customer profiles after they have purchased items, and also set up a membership online

    1 vote

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  16. 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.

    1 vote

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  17. Admin / account holders should have the option to disable saving any customer information. Regardless if the payment is made Virtual Terminal, or via contactless payment. Not having / not saving any of this data could / would be preferable form a PCI compliance and security standpoint.

    1 vote

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  18. When a card is run with the same name as someone in the Customers app with notes, the note should appear in a popup in the Register. That way, for example, we can write "Always gets 10% off" or "Use house tab" or "Do not serve" and it will show up to more easily communicate with our staff.

    2 votes

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  19. Microsoft Clover app instead of jut Android and Apple

    1 vote

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  20. Merchant is using the payments service plan and is able to download and use the customer app, create, edit and save customer profiles. But when he processes transactions through VT and assigns a customer to the invoice, the email doesn't automatically populate.
    Merchant is Bert Warakomski. CONTACT: 203-874-4159.

    2 votes

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