Get started with CustomerConnect Mobile

To start the process, you will need to get in contact with our Sales department at 801-208-2212. Once that is done, we can begin the process.

Publishing takes a bit of work on both sides. In order to get the app published, you will need to fill out the 'Spot Mobile App Asset Requirements' document and send it to Appsetup@Spotpos.com, along with all of the artwork that goes with it. You can find this document below.

If you need assistance with artwork and the branding of your mobile app, BeCreative360 has you covered with a 'Build it For You' design service. Please contact BeCreative360 directly at 949-270-1609 for more information.

Device Support - iOS and Android platform support

Use Your Graphics - Customize the welcome page main banner, updates banners & legal information. See how to customize your app’s homepage here.

Customize Menu - Enable or disable features and options.

Support for Multiple Brands - Use store groups to create different branded apps by location.

Profile - Update personal information including address(es), phone(s), preference(s), and credit card(s)

On My Way - Customers notify your retail store they are en-route to pick up their orders.

Route Pickup Request - Static or optional On-Demand pickup request with available Time and Day pickup options

Non-Route Customer Pickup Request - A non-route customer can use CustomerConnect Mobile to submit a one-time pickup request. CustomerConnect Mobile will verify that the customer has a Credit Card on File or is set up as A/R and confirm the customer is located within a Service Zone attached to an active Service Plan.

If these two qualifications are fulfilled, the customer will be presented with the respective Service Plan's options to choose a pickup day.

My Orders - Customers can view detailed information about their ready and sold orders, with customizable on-screen details. You also have the option to disable item, special charge, and modifier pricing details.

"On My Way" & "I Am Here"- Customers can alert store staff that they're on their way to pick up an order and when they arrive, enabling socially-distanced transactions. They can also use a CCoF to pre-pay for orders. See this page for more information.

Subscriptions- Customers can sign up for and manage their bag-and-fold or other Subscriptions, as configured in Spot. See the Subscriptions page for more information.

Coupons / Specials - Include custom graphics and a barcode for the coupon, or use the app's special/coupon activation feature. Available and Redeemed/Expired coupons are viewable by your customer in the app.

Kiosk Access - Display the Customer ID as a 2D barcode for quick and easy MetalProgetti kiosk access

Gift Cards - Display and access active gift cards with 2D barcode for quick and easy access to card information

Pricing - Display selected garment/item prices

Refer-a-Friend - Enhanced customer referral logic via a "referral code", including configurable referral coupon activation

Help/Information - Store phone, location(s), email address, FAQ, and website links

Feedback - Get feedback on your services

Push Notification - Notification for ready, sold, and overdue orders, as well as route pickup reminders

App Widget - "Route Pickup" and retail "On My Way" widget support

Order Notifications - Your customers receive notifications, alerting them when orders are ready for pick-up, scheduled for delivery, etc.

Setup > Location Settings > Store

• Add SPOTmap Address.

• Add Lat/Long to SPOTmap (use <http://www.latlong.net/convert-address-to-lat-long.html>).

• Select 'Time Zone' and check 'Adjust for DST'.

• Set 'Hours of Operation' for each store.

• Enter 'Email Address'.

Setup > Location Settings > Company

• Create a Primary Contact in the 'Contacts' list.

• Verify 'Store Groups' > Context > CustomerConnect has the correct published store list assigned. (DO NOT RENAME LIST; you must include your route store.)

To remove stores from the store locator on the app:

Setup > Program Configuration > Company Settings > CustomerConnect Settings > CustomerConnect Profiles > (Select Profile) > Edit Settings > General > Store Locator - Exclude List

• Select stores that should not be listed in the store locator.

If desired, you can change how departments, categories, and items in Spot Price Tables are displayed in CustomerConnect Mobile.

Setup > Program Configuration > Company Settings > Mark-in Settings > Price Table

• Select a department, then enter 'Web Description'.

• Select a category, then enter 'Web Description'.

• If you want an item to appear in the price list in CustomerConnect Mobile, select the item and check 'Display on Web'. Enter 'Web Description' if desired.

Setup > Program Configuration > Company Settings > Mark-in Settings > Coupons (If Enabled)

Tip: Coupons will be displayed in the app according to both the settings in this topic and the valid-on dates of the coupon itself. This means that specials that have not yet started or have already expired will not show in the app itself. This allows you to configure several months’ worth of coupons in advance, with the app seamlessly transitioning from one coupon to the next based on the starting and ending dates.

Coupon Barcode

• Unique barcode/ID that the app uses to identify the coupon in Spot (e.g. 'DCBOGO092017').

Display on Web (Edit)

• Select the Mobile profile in which to display the coupon.

Web Coupon Type

• Single Use (Default): The coupon may be used once by any given customer. Once it has been redeemed, it will no longer appear for that customer.

• Multiple Use: The coupon may be used multiple times by any given customer. Once it has been redeemed, it will not appear for that customer until the active orders using it are sold, at which time it will reappear and be available again for redemption.

• Special: The coupon is a special, and no redemption is necessary. The coupon will appear by default in the list of coupons until it is removed or has expired.

Web Coupon HTML

• HTML link for the 1024x1024 coupon image to be displayed in the app. Can be used optionally instead of 'Web Coupon Image'.

Web Coupon Image

• 1024x1024 image to be used for display. Takes precedence over 'Web Coupon HTML'.

Setup > Program Configuration > Store Settings > Route Settings > (Select Route)

• Configure Default Days.

  Determines the days available for customer pickup requests for this route zone.

• Set 'Route Type' to 'Dynamic'.

  A route will not work with the app unless it is configured as 'Dynamic'.

• Create Delivery Zone: A delivery zone must be created.

  Click on 'Edit' to define a zone for this route.

• Set Expected Start Time.

• Set Expected Run Time (in minutes).

Geocoding

You may want your customers' address to be verified at sign-up, particularly if you have multiple zones configured. This service will validate the address entered by your customer as either valid or invalid.
System Configuration > Company > Customer Connect Settings > General

• Geocoding toggled on

• AddressLookupMethod T for Telogis or G for Google. T is the default value. This is the mapping service used for Geocoding. Depending on your city, if some locations are failing to Geocode, switching this value to the alternate service may solve the problem.

To enable Locker Drop Off, go to Program Configuration > Company Settings > CustomerConnect Settings > Select Profile > Edit > Configure Settings > General and check the box next to Locker Dropoff Enabled.

Checking this box will enable your mobile app's Place Locker Order option.

Ensure that lockers have also been created and added to a service plan(s) in Delivery Connect. See the Delivery Connect Quick Start Guide for more information.

Setup > Program Configuration > Store Settings > Customer Settings > Customer Referral Settings

• If you want to use the customer referral functionality, check 'Enable Customer Referral'.

• Set 'Referral Incentive Type' to 'Award Coupon'.

• Set 'Select Referral coupon' to the coupon awarded to the new customer on signup.

• Set 'Referring Customer Coupon' to the coupon awarded to the customer that referred the new signup.

• Set 'Referring Coupon Event' to the event when the coupon will be awarded to the referring customer.

The first step to offering Subscriptions to your customers in CustomerConnect Mobile is configuring them in Spot. See this page for more information.

Once your Subscription plans have been properly configured in Spot, they will automatically populate in CustomerConnect Mobile, and your customers can purchase them! Here we see each Subscription type and Plan Level.

After your customer has selected a Subscription Plan and Level, they can select their preferred payment method and pay for their Subscription from the same screen.

You are able to update and brand emails found in the Get started with File Manager / WebTemplate directory.

• AccountUpdate.htm

• ARPayment.htm

• Cancellation.htm

• PasswordReminder.htm

• Pickup.htm

• Referral.htm

• Signup.htm