The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
Customer Pop-Ups are notices that appear at Point of Sale (POS) to remind associates to notify customers of messages. A pop-up might prompt the associate that the customer’s anniversary is approaching and they may wish to look for a gift. Or it may be useful to prompt customers about items they inquired about previously.
WHAT IT DOES
Fields and options in the Pop-Up tab include:
-
Entered: The date the pop-up was created; this is entered by The Edge.
-
Who: If a couple account, to whom the pop-up applies.
-
Start: The date the pop-up is effective.
-
End: The date the pop-up should stop appearing.
-
Done: Whether the pop-up was addressed at POS.
-
Title: The name of the pop-up.
-
Add: Allows you to add a pop-up.
-
Edit: Allows you to edit an existing pop-up.
-
Delete: Allows you to delete a pop-up.
-
Inactive: Allows you to see pop-ups that have been marked inactive.
HOW IT WORKS
To create a Pop-Up:
-
Select Add from the Pop-Ups tab. The New Pop-Ups window will appear.
-
Customize the relevant fields. Fields and options in the New Pop-Up window include:
-
Inactive: Unlike Delete, Inactive stores a pop-up that is no longer used and is not visible in the list view unless you expressly select Show Inactive.
-
Title: Descriptive name
-
Extra Emphasis/Pop-Up: Whether it should “pop up”
-
Pop-Up Type: Whether it should pop-up for just the individual, or both, if a couple account.
-
Pop-Up Starts: When this should start. If left blank, it will start immediately.
-
Pop-Up Ends: When it should stop. If left blank, it will continue indefinitely.
-
Marked as Done: Date when it was resolved at POS by checking the “do not show this pop-up again.”
-
Notes: Content.
-
Entered: Date created.
-
Last Modified: Date, if any, it was edited.
-
Press OK/Save & Close.
- Inactive: Unlike Delete, Inactive stores a pop-up that is no longer used and is not visible in the list view unless you expressly select Show Inactive.
- Title: Descriptive name
- Extra Emphasis/Pop-Up: Whether it should “pop up”
- Pop-Up Type: Whether it should pop-up for just the individual, or both, if a couple account.
- Pop-Up Starts: When this should start. If left blank, it will start immediately.
- Pop-Up Ends: When it should stop. If left blank, it will continue indefinitely.
- Marked as Done: Date when it was resolved at POS by checking the “do not show this pop-up again.”
- Notes: Content.
- Entered: Date created.
- Last Modified: Date, if any, it was edited.
EXPAND YOUR EDGE EDUCATION
Can’t get enough of our Pop-Ups tab? Click the button below to launch our site and log-in for additional information, including a Customer Pop-Up tip sheet. Then explore the rest of the site and empower your business through webinars, articles from The Edge Knowledgebase, or discussions with fellow Edge users.
