eCRM

  • How to send IM to a customer by using ECRM (customer management system)?

    Operating Procedures: Login to Merchant's Portal > Customers > Select Customer > Send Message   You can send messages to a customer according to the following procedures: Step 1 Login to Yamimeal Merchant Portal   Step 2 Click "Customers" and search the customer using "Search" bar   Step 3 Click "Message" icon located at the right of customer's details   Step 4 Type in the message and click "Send" icon at the right of the textbox to send the message. Once completed, you may click "Sure" to leave the chatbox   If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center a...

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  • How to send coupon to multiple customers simultaneously?

    Operating Procedures: Login to Merchant's Portal > Customers > Select Customer > Select Coupon > Send Coupon   You can send coupons to multiple customers simultaneously according to the following procedures: Step 1 Login to Yamimeal Merchant Portal   Step 2 Click "Customers"   Step 3 You may use the "Filters" function before "Ticking" the first checkbox to select all customers   Step 4 Click "Coupon" icon located on the upper right   Step 5 Select a coupon from the list to be sent to the customers and click "Submit" to send the coupon   If you need further assistance, please feel free to submit your request to Yamimeal Care T...

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  • How to send coupon to a customer?

    Operating Procedures: Login to Merchant's Portal > Customers > Select Customer > Send Coupon > Select Coupon   You can send a coupon to a customer according to the following procedures: Step 1 Login to Yamimeal Merchant Portal   Step 2 Click "Customers" and "Tick" on the checkbox of which customer to send a coupon to   Step 3 Click "Coupon" icon located on the upper right   Step 4 Select a coupon from the list to be sent to the customer   Step 5 Click "Submit" to send the coupon   If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as so...

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  • How to add customer's note details?

    Operating Procedures: Login to Merchant's Portal > Customers   Step 1 Login to your Yamimeal Merchant Portal   Step 2 Click on "Customers" at the left sidebar to enter "Customer's List"   Step 3 Click on the "Flag" button at the right of certain customer to add a new note. Note's details are required, however images are optional which can be uploaded for a maximum of 3 pictures per note. Every note is limited to 100 words, while each customer can hold a maximum of 5 notes.   If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as soon as ...

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  • How to manage customers' tags?

    Operating Procedures: Login to Merchant's Portal > Customers > Choose Tag > Tags Management   You can manage customers' tags according to the following procedures: Step 1 Login to your Yamimeal Merchant Portal   Step 2 On the left sidebar, click "Customers", then click "Choose Tag" in the filters   Step 3 Click "Tags Management" for the interface to appear on the right side   Step 4 Click "+Tags Group" to create a new label group, then click "Save" after entering the name of said group   Step 5 Click "+Tags", then select a group while creating the new tag or managing the tag Tips: When tags are created, you may click the butto...

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  • What is the definition of Last Purchased on the Customer's Lists?

    As stated on the Customer's Details within the Customer's interface, the definition of Last Purchased resembles the last order the Customer had placed with the Merchant. If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as soon as possible.

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  • How to label specified Customers simultaneously?

    If Merchant wants to label specified Customers simultaneously, Merchant can follow the steps below: Step 1Login to your Yamimeal Account via Yamimeal Merchant Portal Step 2Click "Customer" to go to "Customer's List" interface Step 3Search specific Customers via Filters Step 4Click on the top left box to mark all specified Customers with “√” symbol and click on "Tag" symbol on the top right Please be reminded that only a maximum of 50 Customers can be marked per session of labelling simultaneously Step 5 You can click "Choose Tag" to choose from Saved Labels, and "Submit" to saveOtherwise, click "Choose Tag - Tags Management" ...

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  • How to label a Customer?

    If Merchant wants to label a Customer, Merchant can follow the steps below: Step 1Login to your Yamimeal Account via Yamimeal Merchant Portal Step 2Click "Customer" to go to "Customer's List" interface Step 3Search Customer by name or ID, then click on the "Tag" symbol on the right of the desired Customer's Name Step 4 You can click "Choose Tag" to choose from Saved Labels, and "Submit" to saveOtherwise, click "Choose Tag - Tags Management" to add and select a new label, and click "Submit" If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact ...

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  • How to check Customers' details?

    Operating Procedures: Enter the background > Customers   You can view customer details by following the process below: Step 1 Login to your Yamimeal Merchant Portal   Step 2 Click on "Customers" and search Customers by entering their name or ID   Step 3 After the searching, then click on desired Customers' name to Customer's Detail interface   Step 4 You can check Customers' detail on the interface   If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as soon as possible.

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  • Will Customers notice the labels they have been tagged?

    Customers' labels can only be seen via Merchant Portal's interface, therefore Customers will not notice the labels that they have been tagged. If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as soon as possible.

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  • Can I export data from Customers' List?

    If Merchants want to export Customers' data from Customers' List, Merchants can follow the steps below: Step 1Login to your Yamimeal Account via Yamimeal Merchant Portal Step 2Click "Customer" and go into "Customers' Lists" Step 3Fill in Keywords / Kabel / Customers' Name / UUID to search, or use filter to search for specified Customers' data Step 4Click "Export" button located on the top right Note: Only basic data can be exported, Customers' detailed data is currently unable to export If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you...

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  • How to delete one of the Customers’ data in Customer's Lists?

    We apologize as ECRM is aimed to moderate the Customers better, thus deletion of Customers' data is currently unavailable. If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as soon as possible.

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  • How to delete Customer’s label?

    If Merchants want to delete Customer's label, Merchants can follow the steps below: Step 1Login to your Yamimeal Account via Yamimeal Merchant Portal Step 2Click "Customer" and go into "Customers' Lists" Step 3Fill in "Keywords / Label / Customer's Name / UUID" to search, or use filter to search for specified customer Step 4Click on the Customer's Name to Customer's Detail Step 5Select the label to delete, then click on "Delete Tag" to confirm deletion If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as soon as possible.

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  • How to check the frequency of Customers ordering?

    If Merchants want to check the frequency of Customers' ordering, Merchants can follow the steps below: Step 1Login to your Yamimeal Account via Yamimeal Merchant Portal Step 2Click "Customer" and go into "Customers' Lists" Step 3Fill in Keywords / Label / Customer's Name / UUID to search, or use filter to search for specified Customer Step 4The frequency of ordering will be indicated under the column "Orders" If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as soon as possible.

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  • Does Purchased Price as shown in Customers' List includes the total canceled amount?

    Customers' Detail in Customers' List shows the total of "Purchase Price" which includes "Paid", "Delivering" and "Completed" order's amount. However, the total of "Refunded" and "Canceled" amount is NOT included. If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as soon as possible.

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  • How do I make important labels for my customers?

    If Merchants want to make important labels for Customers, Merchants can follow the steps below: Step 1Login to your Yamimeal Account via Yamimeal Merchant Portal Step 2On the left sidebar menu, click "Orders" Step 3Click "Message" Step 4Click "Edit Label" Step 5Fill in your preferred label and click "Add" to complete the making of important labels for Customers If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as soon as possible.

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