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start:reports:loyalty:unconfirmedaccounts

Unconfirmed Accounts

Microsite

In this tutorial I am going to show you how to view your unconfirmed customer accounts that are connected to your microsite.

To begin click on the menu button located in the top left hand corner of your screen, followed by reports, followed by financial and then followed by Unconfirmed Accounts.

Once this screen has loaded you will then be resented with a table of information depicting your customers that are yet to active their loyalty account.

If these customers shared their email address you are then given the option to send them a reminder to encourage them to activate their account. To send this reminder simply click “issue reminder.”

IT IS IMPORTANT TO NOTE THAT ONCE YOU HAVE SENT THIS REMINDER THE CUSTOMER WILL BE REMOVED FROM THIS LIST AND STORED ON A DIFFERENT DATABASE.

You also have the option to alter the order of the information presented to you with the option of changing the order from most to least and vice verses. To do this simply click on the title in the top row of the table. Depending on what title you choose the information will then re order it self to complete the command you have just issues. For example if you click on the ‘Sign-up Date’ title all of your information will then rearrange to be either from most recent to least recent sign-up or least to most.

start/reports/loyalty/unconfirmedaccounts.txt · Last modified: 2015/10/15 10:47 by 127.0.0.1