Your customers, groups and rewards
Who the portal brought in, how to group them, and how to honour a reward at the counter.
- 1
Your customer list
Customers lists everyone who left their details on your portal, and anyone you add. Use Add for one person, or More → Import a list for a spreadsheet. More also has Email everyone, Download as CSV and Connect another app (Zapier, Make or n8n).
- 2
Tags and groups
Tick customers and click Add tags, or type a tag on a customer's page and press Enter. Click New audience to save a group (a name and who is in it) that you can email any time.
- 3
Win back who drifted
Import a list with a last-visit column and Alfred tags each person by when they last came in. When it is done, "Write them a win-back email" opens Email everyone with a ready draft for the people tagged "drifted"; edit it, test it, send it.
Medical and dental practices do not get visit tags: Alfred keeps visit history out of their customer list.
- 4
Emails
On a customer's page, "Emails from you" says whether they get your follow-ups. Stop emails stops them; they can still write to you. If they ask to hear from you again, use "They asked to get emails again".
- 5
Give and redeem a reward
In Portal → + Add a button, choose Give a reward after feedback: pick what earns it, add an image, a code prefix and the fine print. Each customer gets their own code. When one shows it, go to Customers → More → Look up a reward code (or Redeem a reward on the Portal page), find the code or their email, and click Mark redeemed.