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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. I would like to customize the text that is displayed on the customer facing mini to encourage people to join our reward program. Similar to what I can do with tipping, just for this.

    3 votes

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  2. merchant would like when at the screen ask to get points when enter the phone number to automatically add points or deduct points instead of him having to select the customer

    3 votes

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  3. 3 votes

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  4. Merchant is wanting a feature from clover to have the capability to import customers from other POS systems. Merchant is also wanting to be able to look up customer using an ID instead of the name.

    3 votes

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  5. One merchant called in looking for a way to filter his customers by transactions - if we could get a new filter added to the Transaction page this would allow merchants to track successful/unsuccessful payments per customer without having to check each individually

    3 votes

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  6. Have a way to export spreadsheet for customer app customers including the price customers pay for items.

    3 votes

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  7. When creating a new promo in Promos app, make selecting individual items (not just categories) possible. Merchant can only select individual items in the Clover merchant dashboard

    3 votes

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  8. A summary view to see all the businesses that an app user has visited and the reward that has been earned/ offered.

    ie. if a user gets a notification about "$5 for a birthday bonus", they can go into the app and see where that bonus is, rather than go through each business to find out who offered them that bonus.

    Thank you

    3 votes

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  9. Merchant would like the promos sent out to customers available to redeem in their online store.

    3 votes

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  10. Allow merchants the ability to text customers updates on their order that was placed thru the clover app or from the merchants website.

    2 votes

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  11. There needs to options for which notifications Customers Receive. For example - if I need to remove all old active invoice from my recurring payment plans to change a transaction start date- I do not need my Customer to be notified. This has caused a lot of confusion for the customer and me. I have no way of knowing what all notifications Clover is sending to my Customers.

    2 votes

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  12. Clover go needs to be able to input customer info: name, email, phone number, etc. This is super important for marketing and follow-up, and I can't believe you left this important function out.

    2 votes

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  13. 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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  14. 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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  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. 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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  17. Add a Membership Number field in the customer app

    2 votes

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  18. 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

    2 votes

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  19. 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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  20. Merchant wants to have the ability to zero out their customers rewards point with a button, instead of manually adjusting the points. Also they want the capability to adjust all or multiple customers at once.

    2 votes

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