eCRM – Yamimeal Help Center

How to create a customer events?

The customer events integrate intelligent customer grouping and group tagging, to help merchants carry out a refined and automated traffic operation, in order to continuously carry out transaction conversions Operating Procedures: Enter the Merchant Portal > Customers > Events > Create Event Follow this guide to create an event: Step 1 Login to your Yamimeal Merchant Portal Step 2 Click on "Customers" followed by "Events" Step 3 Click "+Create Event" Step 4 1. Event Subject: Fill in the title of event, multilingual content can be set2. Target User: The target group of the event, which can be selected from three condit...

The meaning of intelligent customer group is to automatically group customers with the same characteristics by setting conditions in the system. Operating Procedures: Enter the Merchant Portal > Customers > Settings Follow this guide to add customer information: Step 1 Login to your Yamimeal Merchant Portal Step 2 Click on "Customers" followed by "Groups" Step 3 Click "+Add Group" Note: "High value lost clients, High value clients, Potential clients, Inactive clients" are the default groups recommended by the system, and do not support modification or deletion Step 4 Fill in the "Group Name" and choose the "Group Char...

How to add customer information？

Operating Procedures: Enter Merchant Portal > Customers > Settings Follow this guide to add customer information: Step 1 Login to your Yamimeal Merchant Portal Step 2 Click on "Customers" followed by "Settings" Step 3 Click "+Add" Note: "Name, Dietary Preferences, Hometown" are the default built-in items provided by the system, and do not support modification or deletion Step 4 Select "Input Type" according to the properties of the information field and set the "Field Name", then click "Submit" to save Step 5 After submission, it will be displayed in the list. Click again to "Modify" or drag to the right and click "D...

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...

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...

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...

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 ...

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...

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.

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" ...

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 ...

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.

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.

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...

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.

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.

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.

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.

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.