Name: EPOS POS System
Brand: EPOS
Rating: 5 (2582 reviews)

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This section describes how to set-up the one-click customer registration process (through WATI). Users will be guided on:

Steps

Steps:

Where to retrieve the WATI QR code,
How to update the e-card design
How to update the welcome message using the EPOS Bot
How to track customer sign-ups through the WhatsApp QR Code log or e-receipt sending log

Steps

1. In the EPOS Backend Portal, go to Customers > Customer Registration > Advanced Register

Obtain QR Code: ‘AI SIGN-UP QR CODE’

* EPOS rewards team will usually share this QR Code with you

2. Customer scan QR code to redirect to Whatsapp Mobile App

3. Customer send the pre-filled message

4. Wait a moment, a membership card will be sent to the customer

While waiting for the membership card, the cashier can perform a Quick Sync Customer Data on POS Frontend (reload) as the customer data has already been registered on EPOS Backend, while the membership card is being sent on WATI

5. [Optional] Cashier can scan the membership card on the POS frontend to read customer data and tag them to the transaction.

Steps

Go to the Membership Card Design section in Advanced Register.
Hover over the current membership card image.
Click Choose Image to upload a new membership card design.
Click Choose File to select the image file from your device.
Ensure that the uploaded image follows the recommended image ratio of 2.3:1.
Once the image has been uploaded, click Save Image to save the new membership card design.
[Optional] To remove the current design, click Remove to delete the existing image
[Optional] Click Reset Default if you want to restore the default membership card design

The E-membership Card Message Builder allows merchants to update the welcome message sent to customers together with their e-membership card.

The message sending method depends on your team’s selected setup.

If your team prefers to include WhatsApp buttons in the welcome message and has opted to cover WATI’s messaging costs for the welcome message, the message will be sent via WATI Template.

If your team prefers for welcome messages to be sent at no additional WATI messaging cost, the message will be sent via EPOS Backend instead.

Steps

Select WATI Template if the e-membership card should be sent using a WATI template.

1. When this option is selected, the message content will be managed and changed through WATI. You may refer to WATI knowledge base here for detailed instruction on how to edit a WATI template: https://support.wati.io/en/articles/11463495-how-to-create-and-submit-template-messages
2. To comply with EPOS’ membership card configuration, ensure you follow the below image

1. 1. Category: Marketing
  2. Image Name: {{member_ecard}}
  3. Footer: Reply ‘unsubscribe’ to opt out of future messages from us.
  4. Buttons: Visit Website -> Members Portal
  5. Dyanmic: “your EPOS backend link”/{{auto_login}}
  6. Sample Content

1. 1. 1. Image: https://i.imgur.com/xF8By3s.png
    2. Name: Input any name you would like to show in preview content
    3. Website: abc.com.sg

Select EPOS Backend if the e-membership card should be sent by the EPOS Bot during an open WhatsApp session.

When this option is selected, the welcome message can be edited directly in the EPOS Backend.

Select EPOS Backend under the E-membership card sending option.
Go to the E-membership Card Message Builder section.
Edit the message in the Message Body text box.
Use the formatting options if required:

- B for bold text
- I for italic text
- S for strikethrough text

Insert placeholders where needed:

- Customer Name: automatically inserts the customer’s name into the message.
- Portal Login Link: automatically inserts the customer’s Member Portal login link.

Check the Preview Message on the right side to confirm how the message will appear to customers.
Once the message is confirmed, click Save Message to save the updated welcome message.

You can track customer sign-ups through the WhatsApp QR Code log or e-receipt sending log in the EPOS backend. This information can be used for internal reporting purposes or PSG grant usage reports.