Objective
The purpose of this document is to describe the features supported in ZOHO CRM when using Annex Cloud’s customer loyalty module.
Supported Versions
| Supported Versions | Certified Versions |
|---|---|
| NA | ZOHO CRM |
Below is a list of features supported in ZOHO CRM using the Annex Cloud integration.
Loyalty Features
| Feature Name | Description | Pre-Requisites | Configuration Details | Reference Documents |
|---|---|---|---|---|
| Confirm Whether a Customer is Part of a Loyalty Program | A support agent can check if a customer is part of the loyalty program by looking into the Annex Cloud loyalty section in the CRM. |
|
NA | NA |
| Enroll a Customer for Loyalty Program (Implicit) | Support agents can enroll a customer in the loyalty program directly from ZOHO CRM. | Customer account must exist in ZOHO CRM. Customer should not already be enrolled in the loyalty program. |
NA | NA |
| Display of Customer’s Loyalty Membership Details |
Displays the customer’s loyalty user and membership details in the information tab of the loyalty dashboard.
|
Customer account must exist in ZOHO CRM. Customer must be enrolled in the loyalty program. |
NA | NA |
Upcoming Features
Features can be customized according to specific requirements, depending on the available APIs that can be integrated with ZOHO CRM.
FAQ
Q: What is a Site ID?
A: A unique ID assigned to every ecommerce site that integrates with Annex Cloud.