How Customer ID Fields Work

How Customer ID Fields Work

Before You Begin

Make sure you have a basic understanding of Push Notifications by viewing our How Push Notifications Work article.

Customer ID Fields From A User Perspective

What's The Point?

Customer ID Fields help users to control the amount of push notifications they receive from your facility. When properly edited and utilized by you (the app's manager), users will only receive information pertaining to subjects they'd like to hear about as you can filter the Push Notifications sent out by audience.

What Are Customer ID Fields?

Customer ID Fields are either/or questions that you can place in the user profile section of your app. They are most commonly used for categories that most (if not all) users fall into, with subcategories within to narrow them down further. They can then be used when sending a Push Notification to send a message to a targeted audience.

Examples

Here are some ideas for Customer ID Fields:
  1. User Type
    1. Mug Club Member
    2. Regular
    3. Newcomer
  2. Region
    1. San Diego City
    2. East County
    3. North County
    4. South Bay
    5. Out-Of-Town
  3. Favorite Beer
    1. IPA
    2. Pilsner
    3. Stout
    4. Lager
    5. Sour
    6. Hefeweizen

How To Find The Customer ID Fields Section In The App

  1. Open the app.
  2. Tap the profile silhouette at the top-right of the Home Screen.

  3. On the ensuing page, tap the gear icon at the top-right of the screen

  4. Customer ID Fields (if they're set up) are displayed beneath About Me. Tap on each to set your preferences.


Adding Customer ID Fields

  1. Log into your TapWyse Admin Dashboard.
  2. On the left side of the page, click Basic Setup --> Setup Files.

  3. On the ensuing page, click Add Customer ID Field.

  4. Enter the Label, then click Add. (NOTE: This is the summation of the categories you will add in the next step. For example, "User Type")

  5. The Label will appear at the bottom of the screen. Click Add options.

  6. Enter an option, then click Add.

  7. The value you just inputted will appear in the list below. Repeat step 6 until you've added all of your values.

For the best chance of success with this functionality, make sure you add two or more options for the Customer ID Field.

Editing Customer ID Fields

Changing Order

  1. Log into your TapWyse Admin Dashboard.
  2. On the left side of the page, click Basic Setup --> Setup Files.
  3. Click/Hold on the yellow arrows to the left of the Custom ID Field you'd like to move, then drag/drop to the appropriate location.

  4. DONE!

Removing Custom ID Fields

  1. Log into your TapWyse Admin Dashboard.
  2. On the left side of the page, click Basic Setup --> Setup Files.
  3. Click the trash can icon to the right of the Custom ID Field you'd like to remove, then confirm.

Removing Options In Custom ID Fields

  1. Log into your TapWyse Admin Dashboard.
  2. On the left side of the page, click Basic Setup --> Setup Files.
  3. Select the Custom ID Field you'd like to remove an option from.

  4. Click the trash can icon to the right of the option you'd like to remove, then confirm.

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