> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pocketshop.at/llms.txt
> Use this file to discover all available pages before exploring further.
# Pocketshop CRM Dashboard: Your Loyalty Control Centre
> Manage campaigns, content, customer data, loyalty programmes, and analytics from the Pocketshop CRM dashboard — no IT expertise required.
The Pocketshop CRM is the web-based dashboard from which you manage every aspect of your branded loyalty app. It gives your team a single place to publish content, build campaigns, review customer data, and configure your loyalty programme — all through an interface designed for business owners and marketing staff, not developers. You access it from any modern browser on any device, with no software to install.
## CRM Capabilities at a Glance
The Content section of the CRM lets you control everything your customers see inside the app — beyond loyalty mechanics.
**What you can manage:**
* **News articles** — publish updates, announcements, and promotions with rich text and images; target specific audience segments and schedule publication in advance
* **Coupons** — create digital discount and offer coupons, set validity windows and redemption limits, and enable scratch-to-reveal gamification for higher engagement
* **Events** — list upcoming events with full details, enable GPS check-in for customers who attend, and assign points or rewards for participation
* **Locations** — manage your physical locations, set up geofencing zones that trigger in-app notifications when customers are nearby, and configure Click & Collect options
Every piece of content you publish is versioned. If you need to check what was changed or roll back to a previous state, the change history log has a full record.
The Campaigns section is your broadcast and automation hub for reaching customers directly on their devices.
**Supported channels:**
* **Push notifications** — instant, free-to-send messages to all app users or targeted segments
* **RCS (Rich Communication Services)** — enhanced messaging with images, buttons, and branded sender identity on supported Android devices
* **WhatsApp** — conversational messages via WhatsApp Business API for high open-rate direct communication
* **SMS** — reliable fallback channel for customers without smartphones or with notifications disabled
**Campaign builder features:**
* AI-assisted copywriting prompts to help you draft and refine messages quickly
* Audience targeting using your saved customer segments
* Immediate send or scheduled delivery
* Performance metrics (delivered, opened, clicked) visible in the Analytics section after sending
Start with a push notification campaign — it's the fastest way to reach your entire app user base at no additional cost per message. Use WhatsApp or SMS for high-priority communications where open rates matter most.
The Customers section gives you a structured view of your registered app users and the tools to act on that data.
**Customer profiles** show you each individual's registration date, total points balance, tier status, stamp card progress, transaction history, and campaign engagement.
**Segments** let you group customers by:
* Behavioural attributes — for example, customers who haven't visited in 30 days, or customers who have redeemed a coupon in the last week
* Demographic and custom attributes — age range, location, or any custom fields you collect at registration
* Events — customers who checked in to a specific event or claimed a specific reward
Saved segments are available as audiences in the Campaign builder, so you can personalise every message to the right group.
**Points management** lets you manually award, deduct, or adjust points for individual customers when needed — for example, to correct a missed transaction or honour a goodwill gesture.
The Analytics section surfaces the data you need to understand the health of your loyalty programme and the effectiveness of your campaigns.
**Key reports available:**
* **RFM Analysis** — automatically segments your customer base by Recency (how recently they visited), Frequency (how often they visit), and Monetary value (how much they spend), giving you an instant picture of your most and least engaged customers
* **Loyalty programme metrics** — total points issued, redeemed, and outstanding; active members over time; tier distribution
* **Campaign performance** — delivery rates, open rates, click-through rates, and conversions by campaign and channel
* **Content engagement** — views and interactions on news articles, coupons, and events
Analytics data refreshes regularly throughout the day. For time-sensitive campaign decisions, allow a short processing window after a campaign send before drawing conclusions from the data.
## Role and Permission Management
If more than one person in your organisation uses the CRM, you can assign each user a role that controls what they can see and do. This keeps sensitive data private and prevents accidental changes by staff who only need access to specific functions.
**How roles work:**
* **Administrators** have full access to all CRM sections, including billing details, integration settings, and user management
* **Marketing managers** can build and send campaigns, manage content, and view analytics, but cannot access customer financial data or system settings
* **Content editors** can create and publish news, coupons, and events, but cannot send campaigns or view individual customer profiles
* **Read-only viewers** can access reports and dashboards without being able to modify any content
Role names and permission scopes can be customised to match your organisation's structure. Contact your Pocketshop account manager to configure custom roles.
You manage team members and their roles from the **Settings → Team** section of the CRM. Adding a new user sends them an automatic invitation email with login instructions.
## Change History
Every change made in the CRM is recorded automatically. The change history log shows you:
* **What was changed** — the specific field or content item that was modified
* **The previous value** — what it was before the change
* **The new value** — what it was changed to
* **Who made the change** — the CRM user account responsible
* **When it happened** — a precise timestamp
You can access the change history from the detail view of any content item — a news article, coupon, event, campaign, or loyalty rule. This gives you a clear audit trail for compliance, quality control, and troubleshooting.
Change history is a log, not a full version-control rollback system. If you need to restore a previous version of a piece of content, you can use the logged previous values as a reference and re-enter them manually.
## Mobile-Optimised Interface
The Pocketshop CRM is fully responsive and works in any modern browser on any device — desktop, tablet, or smartphone. You don't need to install an app to manage your loyalty platform; log in at your CRM URL from wherever you are.
Common tasks that work especially well on mobile:
* Checking today's analytics after a campaign send
* Approving a scheduled content item before it publishes
* Reviewing new customer registrations
* Sending a quick push notification during a busy sales period
New CRM users typically need only a brief onboarding session with a Pocketshop specialist to feel confident managing the platform day-to-day. Video tutorials covering key workflows are also available in the Help Centre for self-paced learning.
## Explore the CRM in Depth
Configure points ratios, stamp cards, tier rewards, and welcome bonuses from the Loyalty section of the CRM.
Build targeted push, RCS, WhatsApp, and SMS campaigns with AI-assisted copywriting and audience segmentation.
Create and manage behavioural, attribute, and event-based segments to personalise every customer interaction.
Explore RFM analysis, loyalty metrics, and campaign performance reporting in the Analytics section.
Schedule news articles, events, and coupons with audience targeting and geofencing triggers.
Connect Pocketshop to Shopify, WooCommerce, your POS system, and AI tools via the Integrations section.