Best way to gather customer infomation at POS

Liz
Liz Member Posts: 12
edited August 2019 in Point of Sale (Desktop)

We have a client that would like to collect name and mobile number of clients for marketing purposes when they purchase items within the POS terminal.

Does anyone have an idea on the best way to collect this information?

Comments

  • Liz
    Liz Member Posts: 12
    edited October 2016
    That's what I thought. Could you collect this information easier it POS Admin or Accounts Plus?
  • Liz
    Liz Member Posts: 12
    edited October 2016

    I had the memo thought as well but I to have no idea where that information can be retrieved from and I don't it would be a nice clean format.

    I thought about using one of those basic marketing forms like what people use on iPads but I wasn't sure how to make that easy for the person at the register.

    The POS machine does have internet so something like that would work but I didn't know I could create a bottom that would be able to launch a web form.

    Would Reckon have a document with steps on how to accomplish this?

  • Liz
    Liz Member Posts: 12
    edited October 2016

    Thank you so much Andrew for the how to.

    Lets hope setting it up seems as easy as you just made it seem.

  • Liz
    Liz Member Posts: 12
    edited October 2016

    I just wanted to give you an update on how I went. Your instructions where perfect and I was able to create a Google Form to appear inside the POS terminal.

    Would never thought I would have been able to create a button that was able to do that. Thank you so much Andrew.

    Its now with our client to decide what works easiest for them.