- 01Customer record
- 02Review information
- 03Communicate
01One customer record, useful context
Fair Loyalty’s CRM lets businesses manage their customers and view the information and data associated with their records. Use that context when helping a member, checking their loyalty journey or planning communication. Available fields depend on the information collected in your program; do not assume every customer has provided every detail.
02Keep records useful
Review the customer identity, available contact information and loyalty data before acting. Keep corrections consistent with the real customer. A profile is a working record, not permission to send marketing. Limit access to staff who need it and confirm the permissions available in your account.
03Communicate with a clear purpose
The CRM supports communicating with customers. Choose a useful reason, such as helping with the program or sharing a relevant update. The supported channels, templates, consent controls and delivery reporting should be confirmed in your account. Included WhatsApp utility/OTP allowances do not promise unlimited marketing broadcasts.
04Connect records to the program
Customer management complements points, stamps, tiers and rewards. Use the record to understand the member’s situation before making an adjustment. Confirm export, segmentation, deduplication and automation capabilities before designing a workflow around them; those details are not documented here.