Pin Code
When using the in-store interface, switching simply and quickly between sales people can be the key to a pleasant customer experience.
To this end, we have added the possibility to configure a pin code for quick authentication.
The pin code allows quick switching of sales personnel user accounts with a pin code number.
The store manager logs into Custobar first and then the sales people can switch themselves just by using a pin code.
Simply click the button “Switch sales person” and type in your pin code to be logged in.
The core features
Define a pin code (min 4 numbers) for each user.
Ability to switch users in the In-store interface just by entering a pin code for a quick and simple authentication.
Automatic log out time definable, e.g. 60 seconds to close an open session for increased security and to allow the next user to log in right away.
The Pin code is an optional feature that can be activated for your Custobar environment. Should you want to start using it, please contact support@custobar.com
User Guide
Main views
- Customer 360° view layout configuration
- Customers view
- Customer page symbols
- Products view
- Events view
- Dashboard view
- Cohort Analysis
- In-store interface
- Sales heat map
- Pin code for in-store interface
- Customer change history
- The new search blocks
- Sales view
Email campaigns
- Campaign statistics view
- Create your own template with the template designer
- Custom utm_source tags
- How to add coupon codes to your campaign
- Customer satisfaction survey
- Unsubscribe survey & report
- Email sender authentication
- IP address warmup
- Product recommendations
- UTM Tags
- How to purchase email or SMS credits?
- Creating and editing a template
- Audiences in Custobar
- Create a campaign for a fixed recipient
- How to use Custobar stickers on product images
- Creating an email campaign action — Whole process
- Link an Unsubscribe page to a mailing list
- Call to action email module
- A/B testing in Custobar
- Email campaign video tutorial
- Email content editor video tutorial
- Template designer video tutorial
Banner campaigns
- Setting up banner campaigns
- Campaign statistics view
- Audiences in Custobar
- Create a campaign for a fixed recipient
SMS campaigns
- Creating an SMS campaign action
- Campaign statistics view
- How to purchase email or SMS credits?
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Two-way SMS
External campaigns
- Campaign statistics view
- Audiences in Custobar
- External campaign configuration for data extraction
- Create a campaign for a fixed recipient
- Creating an External Campaign Action
- Google Ads Customer Match integration
- Google Ads Customer Match integration tutorial video
Push campaigns
- Campaign statistics view
- How to set up a push action
- Audiences in Custobar
- Create a campaign for a fixed recipient
Add-ons
- How to add coupon codes to your campaign
- Product recommendations
- How to use Custobar stickers on product images
Data integrations
Importing and updating data
- Updating data of multiple customers at once
- Adding a new user to Custobar
- Deleting customers in bulk
- Adding, updating and removing customer's mailing lists
- How to send events from a website
- Promoting customers
- Setting up Custobar - Zapier integration
- Data import file templates
