Using the data
Bopple orders will now be linked with customers in your Kounta records. You can access this info on the People > Customers page of Kounta back office.
The customer data and order history will be available to any other add-ons you use that feed directly from your Kounta customer records (eg. Collect Loyalty), and will also be available for you to export and use in other ways like email campaigns etc.
Please familiarise yourself with the customer tags that we will provide, explained below, as these are important when searching your customer records and when sending marketing communications.
Customer tags
Along with the customer name and email address, we will send tags that will be added to the customer record in Kounta. You can search your customers using these tags on the People > Customers page of Kounta back office!
Boppl-BopplApp Customer’s last app order was made via the Bopple app. If you have a branded whitelabel app and are sending marketing to your customers, you may want to exclude these customers to avoid confusion (or generalise the messaging so it is also relevant to Bopple app customers).
Boppl-WhitelabelApp Customer’s last app order made via a branded whitelabel app. You can send marketing comms relating specifically to your branded whitelabel application to these customers.
Boppl-NoMarketing At the time of this customer's last app order they had opted out of receiving marketing communications from your venue. Regardless of which app they are ordering through, you cannot send marketing comms to these customers. Please exclude them when running any campaigns.
These tags should be reviewed and used to sort/filter customers when sending marketing communications. If a customer has the Boppl-NoMarketing tag, you should not send the customer any marketing comms. The other two tags can be used to determine what messaging is appropriate for the customer. For example, if someone is ordering at your venue via Bopple, but you are sending marketing communications relating specifically to your branded whitelabel app, it may make sense to exclude this customer (or to generalise the message / include Bopple app in the messaging).
Good to know: potential customer profile confusion
There are certain cases where we might not be able to link a Bopple customer with their existing customer profile in Kounta, and will instead create a new profile for that customer in Kounta.
Existing customer in Kounta signed up to Bopple with Facebook
Some customers login to Bopple using Facebook. We are not provided with the customer's email address in this case, so we will pass you a @facebook.com email address with the customer's orders instead. As the customer probably provided their real email address when you created their profile in Kounta, the Bopple order will create a new profile using the @facebook email address.
Solution:
Assuming the preference is to retain the original profile (as this has more order history and/or is linked with a loyalty program)...
- Customer should add a contact email to their Boppl profile (if the existing Kounta profile has an email, this is the one that should be added to Bopple)
- All future orders from Bopple will then be linked to the original Kounta profile
- The second/new Kounta profile (with the @facebook email) can be deleted if desired. Unfortunately profiles cannot be linked or merged in any way.
Existing customer in Kounta signed up to Bopple with another email
This is essentially the same situation as above. Ordering from Bopple with a different email address will result in the customer having two profiles in Kounta.
Solution:
Assuming the preference is to retain the original profile (as this has more order history and/or is linked with a loyalty program)...
- Customer should add the email from their Kounta profile as the contact email on their Bopple profile
- All future orders from Bopple will then be linked to the original Kounta profile
- The second/new Kounta profile (with the other email address) can be deleted if desired. Unfortunately profiles cannot be linked or merged in any way.
Existing Kounta profile created with only a phone number (no email)
You might have created a customer profile in Kounta using the customer name and phone number at the time of a previous over-the-counter order. In Bopple apps customers do not have to add a phone number to their profile. If there is one stored, it will be passed with the order, but it is NOT used to link with an existing record. If a customer orders via Bopple and their existing Kounta record was created with a mobile number only, a new customer profile will be created by the Bopple order.
Solution:
Assuming the preference is to retain the original profile (as this has more order history and/or is linked with a loyalty program)...
- Delete the new Kounta profile that has been created by the Bopple orders (note the email that was used on this profile)
- Edit the original Kounta profile, adding the customer's email address from their Bopple profile (the one you noted earlier)
- All future orders from Bopple should now be linked to the original customer profile in Kounta