What this means
The customer page contains a few fields that affect organisation and legal marketing permission, not just contact information.
Email is optional when creating a customer. When an email is provided, Upstorr uses it to recognise an existing customer in the same store and avoid creating another profile for that address. If an outlet requires email at checkout, add one before checking out there.
Tags
Tags are short labels your team creates to organise customers. Separate several tags with commas or vertical bars (|). Spaces around each tag are removed; spaces between words are kept. For example, Repeat buyer | New Delhi makes the tags “Repeat buyer” and “New Delhi”.
For example, VIP, Jaipur, exhibition makes three tags. You can save up to 50 tags on one customer, and each tag can contain up to 60 characters.
Tags do not automatically give a discount or send a message. They only help your team identify and organise customers.
Notes
Notes are private information for your team, such as “Prefers evening delivery.” Customers do not see these notes. A note can contain up to 5,000 characters.
Do not store passwords, card details, or other highly sensitive information in notes.
Email marketing
Turn the switch on only when the customer has an email and personally agreed to receive promotional emails from this store. An email address by itself is not permission.
WhatsApp marketing
Turn the switch on only when the customer personally agreed to receive promotional WhatsApp messages from this store. A phone number must be saved before this can be enabled.
Consent confirmation
When you turn a marketing option on, Upstorr asks you to confirm that the customer agreed. You are responsible for keeping proof of that permission and for respecting every unsubscribe or opt-out request.
Turning consent off does not remove the customer's email or phone number. It only says that the channel must not be used for marketing.
Simple example
Riya gives you her phone number for a delivery update but never agrees to promotions. Save the number, but leave the WhatsApp marketing switch off. Contact information and marketing permission are two different things.
What you need to know
- Tags and notes are for your team's organisation; they do not trigger discounts or messages by themselves.
- A saved email or phone number is never automatic marketing permission.
- Keep proof of consent and honour every opt-out request.