The Wallet Dashboard

The Wallet Dashboard

A comprehensive marketing tool can be a game-changer for small and large businesses alike. The Wallet platform is an all-in-one solution that can organize your customer data into four distinct stages of the customer lifecycle: Visitors, Subscribers, Customers, and Members.

With the Wallet platform, your business can create a mobile-friendly communication hub in the form of a digital wallet. This allows you to attract more visitors, accumulate more subscribers, convert them into customers, and reward your members, all through a central system.

The dashboard is designed to help your business optimize its engagement with your audience at each stage of the customer lifecycle, using the most appropriate features. Let’s take a closer look at each of the stages:

Visitors: When new prospect first encounters your business, they are in the Visitor stage of their journey. Depending on your business and industry, this audience might be visiting your business profile on social media, through an advertisement, walking by your brick-and-mortar location, reading your blog, or hearing about you through a friend. In these circumstances, you have minimal information about your visitors, aside from what they’re looking at. The Wallet platform can help you track and analyze visitor data, including new and total wallet visitors, authenticated visitors, wallet page views, pages per visit, link clicks, and QR scans.

Subscribers: These prospects have visited your business in one form or another and have decided that they like what they see. A subscriber has chosen to “follow” your social media profile(s), join your newsletter, receive SMS notifications, or be notified of your future promotions. In these instances, your business has some useful information about the prospect, including their social media handle, email address, phone number, name, or mailing address. The Wallet platform can help you manage your subscribers, including tracking new subscribers, lost subscribers, messages sent and received, help desk requests, and closed tickets.

Customers: Customers have completed one or more financial transactions with your business, so you have some information about their needs, interests, and preferences. These details are very useful for building a mutually beneficial relationship with the customer since you can now motivate them through tailored discounts and promotions, designed just for them. The Wallet platform can help you track and analyze customer data, including new customers, number of redemptions, amount redeemed, number of refunds, the amount refunded, and additional revenue.

Members: Members are your most loyal customers, which do business with you frequently. This audience deserves your best deals and promotions since they’re often the ones praising your business and sharing your products and services with the world on your behalf. The Wallet platform can help you reward your members, track their activity, and analyze their behavior. You can track new members, the number of redemptions, the amount redeemed, the number of refunds, the amount refunded, and additional revenue.

The Wallet platform also includes an overview of the current team members you have, cash registers, club tiers, club members, and phone numbers set. Additionally, there is an area for marketing performance where you can filter the dates depending on the time frame you want to select.

In conclusion, the Wallet platform is an all-in-one marketing tool that can help small and large businesses optimize their engagement with their audience at each stage of the customer lifecycle. By providing a mobile-friendly communication hub in the form of a digital wallet, you can attract more visitors, accumulate more subscribers, convert them into customers, and reward your members, all through a central system.