Get Started with CustomerConnect

General

• Secure Login - Login with confidence using SSL security with verification link.

• Customer Email Validation - Validation of customer's email address at registration.

• Configuration - Enable or disable the features that you need to run your business.

• Customize - Customize the look, feel, and functionality of the interface for integration with your current website.

• Your Server or Ours - You may host CustomerConnect on your web site or SBS web servers. SSL certificate is required.

Counter / Route Customer

• Update Information - Customer can update personal information including phone, address(es), billing address, email address, preferences, Credit Card on File and password.

• Visual Invoice - Selectively display the invoice price, comments, and item comments on the visual invoice for customer review.

• Referral Source - Capture a referral source at the time the customer signs up.

• Customer Information - Update address(es), phone(s), email, password, Credit Card on File and store notifications.

• Order Status - Look at detailed, racked, or sold orders within a date range. Integrates with live SPOT data for a real-time view of order status and content.

• Garment Search - Search for garments that have been processed. Search criteria includes garment type, color, pattern, and brands.

• Credit Card On File - Easy access to create or update customer's current Credit Card on File or create a new Credit Card on File

• "Message the Manager" - Your customers will use a form-based request that is sent directly to your manager's SPOT messaging inbox.

• "I am here." - Your customers can notify store employees that they are in the parking lot, allowing for contactless pick-up or drop-off.

Route Customer

• Schedule Pickup / Cancelation Requests - Customers create pickup and cancelation requests with selectable dates based on stop information.

• Pickup Zone Validation - When a new customer signs up, you can validate that they live in an area that you service.

Accounts Receivable Customer

• Make a Payment - If the customer is an active Accounts Receivable customer, then payments may be made on the account via the Credit Card on File or any other credit card.

• Review Statement - If the customer is an active Accounts Receivable customer, then they may review statements, current activity not posted to a statement, and the current aged balance of the account and invoice details.

• Sub Accounts - Your customers can review Sub Account details and visual invoices by logging into the Master Account's profile. This eliminates the need to send printed statements or copies of invoices.

• Hotel Customers - Review orders via CustomerConnect. Details include the customer name and room number. This eliminates the need to send printed statements or copies of invoices.

Templates

CustomerConnect templates are supplied by SPOT for use in our hosted environment and create a default configuration for your site.

Using the base template and your SPOT configuration options, you have a full-featured CustomerConnect site.

API Interface

CustomerConnect uses a published Application Programming Interface (API), which provides you the option for a custom-developed interface to SPOT customer data. You may choose to create your own website or start with our default templates. If you create a custom site using the API, you are responsible for SSL certificates and all programming and debugging of your web pages. Keep in mind, SPOT is unable to troubleshoot custom templates. You may want to revert to SPOT’s base templates for troubleshooting.

CustomerConnect is organized to allow customers easy access to all their personal, account, and payment information. Below you can find each of the headings found on the site.

Login

Customer uses email address and password/last 4 digits of phone number to login. Customers also have the ability to "Create Account" as a new customer.

Note: Immediately following login, if the customer's primary Credit Card is expired or about to expire, they will be prompted by an Yes/No prompt to update their Credit Card on file.

Note: Immediately following login, if an on-demand customer has a Routes order ready for delivery and no future delivery visit requests, the customer will receive an alert prompting them to schedule a delivery.

Setup > Program Configuration > Company Settings > CustomerConnect > CustomerConnect Profiles > (Profile) > Edit > Configure Settings

Email (This information can be found with your SMTP service provider.)

• SMTP Server

• SMTP Port

• SMTP Username

• SMTP Password

• Use SSL

• Template Directory (Provided by SPOT support.)

Email Templates

• Configure “From Address”, "From Name", “Subject”, “Body”, or “Filename” for each email template type.

Account Update

• Submitted Message - The message that will display as a popup after submitting an information update to a customer's account.

Signup

• Default Route Name - The exact name of the route to which newly signed-up customers will be assigned when using Bypass Web Requests.

• Default Store - The store where the default route resides.

• Submitted Message - The message that will display as a popup after completing a signup.

Signup > Route

• Create A/R Account - Automatically creates a Master A/R account on signup.

• Default Payment Precedence - Determines whether a customer will pay via credit card or A/R by default.

• Default Billing Group - Specifies the billing group assigned to the new customer if an A/R account is automatically created.

• Logo Icon - Branding icon to display on the furthest left side of the navigation menu. This should be the full data URI. (data:image/ping;base64,ENCODEDTEXT)

• Theme URL– The full URL to the CSS custom theme. This must be a Bootstrap theme. Themes are available at various online shops.

  • Some sites include:

  • http://bootstrapbay.com/

  • https://wrapbootstrap.com

  • Advanced Users Only: Theme Creator - http://getbootstrap.com/customize/

• User - The user associated with all API activity.

• Workstation - The workstation associated with all API activity.

• Recipient Group - The group that is the target for messages sent through the web interface. This overrides "Recipient User".

• Recipient User - The user that is the target for messages sent through the web interface. This can be overridden by "Recipient Group".

• Sender User - The user that is the sender of the messages sent through the web interface.

• Credit Card Profile – The name of the credit card profile to use to process and tokenize credit cards for API-based operations.

• Session ID - This is similar to the setting Store Settings > Credit Card Settings > Session ID. It is used for tokenization of inbound CCOF entries for API-based operations.

Setup > Program Configuration > Company Settings > CustomerConnect > CustomerConnect Profiles > (Profile) > Edit > Configure Settings

Company Settings > Mark-in Settings > Preferences > (Preference) > Display On Web

Determines whether this preference group is visible in CustomerConnect or other API-based applications.

Company Settings > Mark-in Settings > Preferences > (Preference) > Items > Display On Web

Determines whether this preference option is available for selection in CustomerConnect or other API-based applications.

Company > Account Settings > Customer Settings > Referral Sources > (Referral Source) > Display On Web
Determines whether this referral source option is available for selection in CustomerConnect or other API-based applications.