Skip to end of metadata
Go to start of metadata
You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
Version 1
Next »
APPS & |
Issue Key | Summary | Description | Issue Type | Release |
| Registration & -in | Ability to select another language Ability to register and subsequently sign-in using: Email & password Email & OTP Phone & OTP Facebook ROADMAPPED
When a contact selects to register, they have the option to register as an existing loyalty member providing one of the following identification methods: Mobile phone numer Email address Loyalty card number
Select country of agreement (residence) Provide a referral code upon registration possibly triggering a reward event for the referral contact. Accept/reject email/sms/notifications communications Read & accept configured T&Cs and privacy policy Ability to create new or link an existing CRM.COM Wallet. Forgot password option to reset password
| | |
| Sidebar Menu | Profile image Notifications Personal information Financial Participating Schemes Upon contact registration, a contact is automatically signed-up to any existing auto sign-up reward schemes. A Contact can view all reward schemes that they currently participate in A Contact can join a new reward scheme of type: Self sign-up Closed loop sign-up
Ability to sign-out (leave) a self sign-up or closed loop reward scheme
Commerce Preferences Marketing Preferences Select to accept/reject emails/sms for marketing purposes sent by the business Set push notification settings for the app Select the app language from a set of configured languages
Formalities Talk to Us Security Unregister Ability for a contact to unregister from the business. Subsequently, if the contact wishes to re-register, then they must follow the ‘existing participant’ flow to identify themselves and add credentials to their account.
Logout
| | |
| Home Screen | Business wallet balance Reward Tier (if configured) Main subscription service Shortcuts (subject to configuration) Communities (see Contact Communitites) Redeem a Pass Top Up Service Requests Contact Code Locations Reclaim a Purchase Request Money (see Contact Communitites) Send Money (see Contact Communitites) Refer a Friend OTP to Spend Contacts can request an OTP to verify their identity at the POS. Contacts can request an OTP to verify their identity and specify the desired amount they wish to spend for their next purchase at the POS.
Donations ROADMAPPED
Featured Offers and Promotions View browser links to third party websites
| | |
| Contact communities | A contact can invite other registered (person) contacts to their own community and assign them permissions. A contact can manage their community members. A contact can view communities which they are a member of. A contact can request money from their community owner. A contact can send money to a member of their own community. A contact can switch their community owners account and perform business events (e.g. manage other contacts, service requests, orders) based on their assigned permissions. ROADMAPPED
| | |
| Reward Offers & Promotions | View all Reward Offers View all Promotions Select a promotion View short description View long description
| | |
| Ordering | Select to order using one of the following supply methods: Pick Up Delivery Direct sale
If multiple order catalogues are valid at time of ordering, contact can choose which catalogue to order from. View the product catalogue Products are grouped into main categories, or main and sub-categories. Small image of the product Short description of the product (2 lines) Product price in the currency of the contact's country of agreement. Products not available for ordering appear greyed out. Search for a product across all categories
Select a product See the product image View its description Select/deselect component options for physical goods Select a price plan for subscription services Select quantity of product to order Add optional product order notes Add product to cart
Shopping Cart View ordered items, adjust their quantitites, remove from shopping cart View and order upsell products View and order cross sell products Add order notes Validate that minimum order amount has been reached (if configured) Delivery Subcription service Next billing period Nect billing date Next billing amount Next payment due
Payment options Apply promotion discounts Display amount due
View Order details prior to placing the order Order Confirmation Successful order confirmation with order number and ordered items is shown. Pick up order - address, phone, pick up time displayed. Delivery order - delivery address, delivery time displayed.
Meaningful message is displayed in cases when an order cannot be fulfilled. Re-order (for delivery and pick up orders)
| | |
| Manage Subscriptions & Services | Permitted subscription and service actions: 1 ) Supported subscription actions a) Change billing day b) Change payment method 2 ) Supported changes to scheduled actions a) Cancel b) Update 3 ) Supported service actions a) Activate b) Deactivate c) Pause d) Resume e) Change f) Cancel g) Regret | | |
| Wallet | View CRM.COM Wallet balance and Business Open & Commerce balances. View Commerce Wallet money breakdown with spending conditions and expiry date. View summarised wallet transactions for a selected time period Total top ups Total spent amount (commerce wallet funds) Total amount sent (to community members) Total amount received (from community owners)
View Wallet Analysis transactions and details in descending chronological order.
| | |
| | | | |