Frequently Asked Questions (FAQ) - Member Profiles

Can customers update their own profile information?

Yes. Customers can manage and update their profile details directly through the member app or portal.

Will the system detect duplicate profiles during contact import?

The system does not automatically filter duplicates. During import, merchants must select the “Update” or “Create and Update” option.

Can merchants assign tags to multiple customers at once?

Tags > Batch Assign Tag to Customers > Select Tag > Upload CSV File > Submit.

Please ensure the CSV file follows the required template.

We recommend choosing “Create and Update” to ensure new contacts are added and existing profiles are updated accordingly.

For step-by-step guidance, refer to Member Profile Import in the documentation.

What actions can be performed on a customer profile?

By navigating to Master > + Actions, you can manage various aspects of a customer profile. Below is a breakdown of each available action:

Send Notification:
Send a pre-created notification to the customer via email or phone number (SMS, WhatsApp, and more). This notification must be pre-set by our IT Team.

Add Receipt:
Merchants can manually add a receipt to a customer profile for verification purposes.

Undo Verified Email/Mobile:
Remove the verification status of email or mobile that was completed during sign-up. This is done to ensure security (e.g. suspicious activity), data accuracy (e.g. duplicate accounts), and account management (e.g. mobile number change request).

Remove Customer:
Merchants can remove a customer from their database.

Lock Customer:
Merchants can lock a customer profile, preventing any changes such as redeeming rewards or changing passwords. The customer can still log in and view their account but cannot perform any actions.

Block Customer:
Merchants can block a customer from accessing their account completely, including login credentials.

Is member profile data synced in real-time with other modules (e.g., E-Commerce, Voucher System)?

Yes, the system supports real-time syncing with core modules such as the E-Commerce platform, Voucher Management System, and Points Program.

Additional integrations or modules may require IT configuration.

Can merchants add custom fields to the member sign-up form and sync them to customer profiles?

Yes. Custom attributes can be added to the sign-up form to collect industry-specific information.

Please note that this feature requires IT support for setup and configuration.

Can the system automatically tag customers based on behavior or criteria?

Yes, auto-tagging is supported, but it requires configuration by IT support.

Is the system compliant with data protection regulations such as GDPR and PDPA?

Yes. Merchants can upload their Privacy Policy to the system and obtain customer consent in line with GDPR, PDPA, and other data protection standards.