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

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  2. 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.

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  3. 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.

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  4. Microsoft Clover app instead of jut Android and Apple

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  5. When you sell a gift card there would be a pop up asking for the gift card number. When you redeem the gift card in settlement it would have a pop up asking for the gift card number. This way small business are able to track outstanding gift card.

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

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  7. 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.

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  8. 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?

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  9. 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!!!

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  10. I am a retail store. Once customer has put in their info (phone number) for the reward program I would like for their first name to pop up on my side of the register. That way I can thank them by name after transaction is finished.

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  11. 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.

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  12. Allowing sellers to define the values of points would provide them with far more flexibility. For example, a bakery could award 3x points for specialty or custom items, 2x points for seasonal goods, and 1x points for everything else.

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  13. 1 vote

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  14. Today you have to run two transactions to add a gift card to a check.

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