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Beauty Advisor > Contacts - viewing and managing BA clients

Screenshot_2020-04-29_at_19.12.41.png Getting started

The Contacts section in the Beauty Advisor module contains a table (2) with the list of BA clients imported to the administration panel. The table is sortable, it allows for the placement of an order for a given BA customer, displaying their data and searching for the target contact using the search engine. Filters (1) will help you to extract contacts that meet the set criteria. It is described in the Filters chapter.

info2.svg  RememberBelow are URL links to articles where you can find the following information:
- Who is a BA customer
- Beauty Advisor > New order - description of the ordering process
- How to import BA clients into the admin panel

Contacts_section_in_the_Beauty_Advisor_module_in_administration_panel.png
 Contacts section in the Beauty Advisor module

Table of Contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png Filters

The Filters tab allows for the selection of BA clients based on the criteria described below. BA clients meeting the selected criteria will be displayed in the Beauty Advisor / Contacts tab.

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Filters tab in Beauty Advisor > Contacts

 

  • Status - BA client status. There are 4 types of status:
    • New - status assigned during mass import of BA customer base.
    • Unanswered - status assigned manually in the administration panel when the customer did not answer the phone.
    • Answered without ordering - status assigned manually in the administration panel, when the customer answered the phone but the order was not placed on the customer’s account.
    • Converted - status assigned to the client automatically by the application after placing the order in the Beauty Advisor module.
  • Ranking - BA customer ranking range (1-999999). The parameter is editable only when importing BA clients. The parameter value is set by Yves Rocher employees.
  • It has a birthday on - the range of birthdays of BA customers. The parameter is editable only when importing BA clients.
  • Last retail purchase date - the range of dates for the BA customer’s last purchase in-store. Purchase data is collected from a daily imported CSV file, from the JANTAR database. The value can also be updated during mass import of clients (both in regular and lite versions).
  • No BA commerce after - the day from which no BA commerce orders have been recorded at the customer’s premises. The parameter is automatically generated by the application. Mass import of BA clients does not affect the parameter value.
  • Card number - customer’s FIDEN2 card number.
  • Last activity - a complex filter that allows to narrow down the list of BA clients in terms of their recent activity. For information on the operation and configuration of the filter, see Beauty Advisor - description of last activity filter.

 

 

Screenshot_2020-04-29_at_19.12.41.png Viewing and managing BA clients

Below you will find a description of the table with the list of BA clients and possible actions in the Beauty Advisor / Contacts tab.

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Beauty Advisor / Contacts tab in Beauty Advisor> Contacts

 

  • (1) Show X entries - option to change the number of BA customers on one page (available range from 10 to 100).
  • (2) - columns containing information about BA customers. Each column is sortable:
    • ID - the unique identifier of the BA customer in the administration panel.
    • Mobile - Customer's mobile number.
    • First name - Customer's first name.
    • Last name - Customer's last name.
    • City - City to where the client will have their BA order delivered.
    • Birthday - Customer's date of birth.
    • Last BA commerce purchase date - date of the last BA commerce purchase.
    • Last activity - days since the last purchase made by a BA customer in any sales channel (physical store, e-commerce, Beauty Advisor).
    • Status - customer status (“new”, “unanswered”, “answered without ordering”, “converted”).
    • Ranking - customer ranking range (1-999999).
    • Last note - last note left by the BA consultant when making the purchase.
    • Actions 
  • (4) - BA customer search engine (search possible by criteria: "Mobile", "First name", "Last name", "City").
  • (6) - navigation through the list of BA customers in the administration panel.

 

 

Screenshot_2020-04-29_at_19.12.41.png Preview of BA customer data - description of possible actions

The View contact section allows to preview the BA customer data placed in the Customer tab (4), move to the BA orders list using the Orders button (3), and switch between the Personal data (1) and Retail shopping stats (2) views.

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Sekcja View contact w module Beauty Advisor

 
Personal data

The view contains the Customer tab consisting of 5 fields, described below.

The field Consumer data contains data about the customer and allows to change the status of the BA customer.

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The Consumer data column in the Customer tab

 

  • Customer code - a non-unique BA customer code consisting of only digits, of unlimited length. It is created and overwritten at the time of mass import (optional field).
  • Card number - customer’s FIDEN2 card number.

info2.svg  RememberInformation about fields: Last BA commerce purchase, Last stationary purchase, Last e-shop purchase and Recent activity is available in the article Beauty Advisor - description of last activity filter.

The Address data section contains the correspondence data of the BA customer and allows transfer to the order placement window - use the Place order button (6). The consumer’s details will be automatically filled in. For more information on submitting an order Beauty Advisor > New order - description of the ordering process.

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Address data column in the Customer tab

 

The Save the note from the conversation column allows for making a note of the conversation with BA customers and to plan contact with them.

 

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Save note from the conversation column in the Customer tab

 

The scheduled contact list (7) will be visible in the BA Consultant’s Cockpit. Next to it there is a list of planned contacts from the past (8). The tables contain the first and last name of the BA customer together with the telephone number (if assigned to the customer), the date of the scheduled contact, and the ability to view BA customer data using the Show contact button. You can access the list of all BA clients using the Show all contacts button.

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List of planned contacts and past interviews in the BA Consultant’s Cockpit

 

For a chronological list of BA consultant notes, see Recent Notes. The prepared notes and applied cannot be edited.

 

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Last notes column in the Customer tab

 
The Send SMS column enables sending an SMS to the telephone number assigned to the BA customer. You can enter any text message or use predefined templates available in the SMS Templates section (more information on creating and editing templates is available in the article Beauty Advisor - message templates.
 

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Recent notes column in the Customer tab

 

Retail shopping stats

The view contains information on customer orders made in stationary stores. Values are only created and overwritten during mass import of BA clients (for more information on mass imports, see Beauty Advisor - mass imports).

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Retail shopping stats screen in the Customer section 
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