Customer interaction system: SMS verification, gift certificates | Part 6

How to set up the SMS discount card verification function and organize the operation of gift certificates in the Torgsoft accounting software?

A gift certificate is a plastic, electronic, or scratch card with a fixed denomination equivalent to a monetary amount. The certificate serves as a prepayment for goods that the buyer can purchase later.

SMS discount card verification is a convenient way to identify a client by phone number during sales, returns, or bonus redemption.

This function helps protect the loyalty system from abuse and ensures the safe use of discounts and bonuses in stores where a discount program is applied.

00:00 — Introduction

00:40 — How to set up the "SMS discount card verification" option

01:30 — Which software versions support the "SMS discount card verification" option

04:30 — How to set up the "SMS discount card verification" option in the Torgsoft accounting software

06:10 — Which mailing services are supported by Torgsoft

07:35 — How SMS mailings are charged in Torgsoft

09:10 — How to set up an SMS template in Torgsoft

12:05 — Sales by phone number implementation

13:40 — Client database restrictions in role settings

15:17 — Who has access to edit the client database

18:00 — Restrictions for the VIP client list

20:50 — Client code sending algorithm

22:50 — Example of a bonus client sale

25:40 — Gift certificates

26:50 — Gift certificate usage analysis

31:00 — How to set up the "Gift certificates" option

34:50 — Can you set up a gift certificate template in Torgsoft?

37:00 — How to export gift certificate barcodes from Torgsoft

42:20 — How to process a return for a product purchased with a gift certificate

44:30 — Gift certificate "As money"

47:00 — How to set the validity period of a gift certificate

52:40 — Why it is important to issue an order describing the gift certificate workflow

53:45 — Gift certificate "As a product"

58:50 — Sales using the "As a product" certificate

1:00:35 — How to reissue a gift certificate

1:03:35 — Disadvantages of working with gift certificates

1:05:45 — Gift certificate operation analysis

1:10:25 — Summary

Learn more about SMS discount card verification

Learn more about gift certificates