The contacts section allows administrators to view and manage the list of users registered in the loyalty program with Omniwallet.
Main Features:
- Contact List: Displays a detailed list of all users with relevant information such as name, email, card number, accumulated points, and update dates.
- Filters: Facilitates the search for specific contacts. You can filter the list by name, email, or card number.
- Pagination: If the contact list is extensive, use the pagination options to navigate between different pages of results.
How to Use the Contacts Section:
- Access the Omniwallet administration panel.
- Navigate to the "Contacts" section.
- Use the filters if you need to search for a specific contact.
- Navigate between the result pages using the pagination options if necessary.
Importing Contacts in Omniwallet
Description: The import function allows administrators to add multiple users to the system at once using a CSV file.
How to Use the Import Function:
- Access the Omniwallet administration panel and navigate to the "Contacts" section.
- Click the "Import" button at the top right of the screen.
- Click "Select file" and choose the CSV file you want to import.
- Ensure that the CSV file contains the required information, such as the full name and email of the customer. You can download the contact import template to ensure this task.
- Follow the on-screen instructions to complete the import.
Note: It is important to ensure that the CSV file is in the correct format to avoid errors during the import.
Exporting Contacts in Omniwallet
Description: The export function allows administrators to download a list of all registered users in a CSV file.
How to Use the Export Function:
- Access the Omniwallet administration panel and navigate to the "Contacts" section.
- Click the "Export" button at the top right of the screen.
- Follow the on-screen instructions to download the CSV file with the user list.
Creating New Contacts in Omniwallet
Description: Administrators can manually add new users to the system.
How to Create a New User:
- Access the Omniwallet administration panel and navigate to the "Contacts" section.
- Click "Create Contact" at the top right of the screen.
- Fill in the required fields with the new user's information, such as name, email, card number, among others.
- Click "Create" to complete the creation of the new contact.