Features

Managing Customers

Customer Management & Loyalty

Flower Store In a Box makes it easy to understand, reward, and retain your customers with a simple yet powerful Customer Management Dashboard. At a glance you can see member activity, loyalty levels, outstanding credits, and repeat-order behaviour - giving you a clear picture of who your best customers are and how to keep them coming back.

You can edit customer details, add internal notes, issue credit notes instead of refunds, and even place manual orders on their behalf with pre-filled details to save time. Segment customers by spend or membership level, and use targeted discounts, perks, or rewards to drive retention.

A fully automated loyalty program is built in, assigning customers to tiers (like Bronze, Silver, and Gold) based on their spend. As customers reach new thresholds, they’re automatically upgraded and receive personalised notifications by email or SMS. These touchpoints turn occasional buyers into loyal fans - ensuring you not only attract customers, but nurture lasting relationships that grow your business.

Highlights

Customer Management Dashboard

A simple-to-use Customer Management Dashboard allows you to get an overview of your customer base, members` levels, health of the members` logins and outstanding credits.

Identify high-value & repeat customers

You can identify customers who have ordered multiple times or have sent the most money so you can reward them.

Edit customer data & add notes

You can easily  edit Customer details add notes to a customers record and then view the notes at any time.  This is particularly useful if you have repeat customers that have special requirements.

Issue & redeem credit notes

You can give customers credits towards their next order in lieu of refunds or to reward them.  It will automatically debit down the amount as they spend it.

Manual orders on behalf of customers

Using the Manual Order dashboard you can quickly look up and existing customer and start an order for them.  All the billing details are pre-filled for you and all you have to enter is the recipient details and delivery date.

Member levels for discounts & retention

Automated Loyalty Program (tiers, spend thresholds, auto-upgrade)

Set up a fully automated loyalty program that rewards customers as they shop. Customers are assigned to tiers based on their total spend, and as they reach specific thresholds, theyre automatically upgraded to the next level. Each upgrade triggers a personalized email (and optional SMS) to celebrate their achievement. You can create multiple tierslike Bronze, Silver, and Goldand define unique rewards or perks for each levels.

Loyalty notifications (email + optional SMS)

Instantly celebrate customer achievements with personalized emails and optional SMS alerts when they reach new loyalty levels or earn rewards, keeping them engaged and motivated to continue their loyalty journey.

Segment customers by spend/level

You can segment customers into different members groups and allocate them different discount amounts for ordering.

Outstanding credit notes reporting

Track all pending credit notes in one place, helping you manage customer balances efficiently and stay on top of refunds or store credits.

Locked accounts list (unlock on request)

You can easily view and manage the locked accounts and unblock them as needed

Member levels breakdown & counts

Top Ten Customers (total purchase value)

You can  easily view  your top-spending customers so you can reward loyalty, offer special deals, and focus on your most valuable clients.

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Success Story

Drew and the team from Flower Store in a Box have always been helpful and responsive to ensure our online retail platform looks professional and results in sales. They're always willing to go the extra mile for us, we really appreciate their expertise.

Winston Jeffrey, Urban Flower Sydney

Why not contact us now to discuss how Flower Store In a Box can assist you?

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