Knowing your customers is one of the most foundational principles in running a successful business, and the Flipdish Portal can help you do just that.
In addition to our robust Order reporting module, the Flipdish Portal shows you all of the customers, who have placed orders at one or more of your stores and gives you valuable metrics on each and every one of them.
- Access to Flipdish Portal
- User role: Owner, Store Owner
Where to find Customers in the Flipdish Portal?
Open a web browser and login to the Flipdish Portal.
Select "Customers" option from the navigation bar on the left hand side.
On the Customers page, you can see a table with all of the customers, who have placed at least one order at one or more of your stores. By default, customers who have most recently placed an order appear first in the list.
Filter & search
The Store selector allows you to select individual stores, all stores of the same currency, or any subset of stores using the same currency. The order data displayed for each of the customers in the list will also be updated to reflect the selected filters and will be calculated based on orders placed at only the stores selected in the filter.
You can search for a customer by either name or phone number. Simply enter your search query in the search bar and the list will automatically update to show only the customers matching your query. Partial matches will also be displayed.
On the Customers page you can find the following information about your customers:
Total order value
Average order value
Last activity time, which indicates when they placed their last orders
To change the table sorting order, simply click on the heading of the column you wish to sort by.
The Customer Details page
In order to access full customer details, simply click on the relevant line in the Customers table.
The customer details page displays key information about individual customers, who have placed orders with you. The page is comprised of 4 main sections: Overview, Journey, Contact information, and Orders.
This section displays key high-level metrics about the selected customer, showing their order count, total order value, average order value and estimated annual value.
Order count is the number of orders that a customer has placed. Please note, that orders that the customer has canceled before they are either accepted or rejected by the restaurant are not included in this calculation.
Total order value is calculated as the sum of the value of all orders the customer has placed (excluding rejected orders).
Average order value is calculated as Total order value divided by Order count (excluding rejected orders).
Estimated annual value is intended to be an indication of how much a given customer is estimated to be worth to your business over a period of one year. We calculate this figure by looking at the customer's past ordering behavior and approximating how much they are projected to spend if their past ordering behavior continues along with the same trend.
Note: Only customers who have placed a minimum of 4 orders with your restaurant at least 6 days apart will have an estimated annual value calculated.
This section shows you contact information for the selected customer:
- Phone number
- Email address (if requested and provided by the customer)
- Marketing opt-in - an indication whether the customer opted in or out for marketing communication
The customer journey section provides you with the three major touch-points between the selected customer and your business:
Registration date: shows when a given customer first signed in to your online store.
The first-order date: shows when the customer first placed an order with you.
The most recent order date: shows the last time a customer placed an order with you.
The orders table shows all of the orders that a given customer has made with you, allowing you to see: their most frequently used channel when they placed their orders, any notes left on their orders, and more.
In order to view details about specific order placed by the reviewed customer, click on a relevant row in the Customer orders table.
When is a customer is considered "Active"?
A customer is considered Active from the last date they placed an order that was either accepted or rejected by the restaurant.
For more information please contact our support team via "firstname.lastname@example.org".
To learn more about Flipdish’s products or how to grow your online business enroll for FREE in the Flipdish Academy here: http://academy.flipdish.com/