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2.3 - Generate leads during check-in
2.3 - Generate leads during check-in

Increase your sales opportunities by generating leads during customer check-in.

Alexey Krasilnykov avatar
Written by Alexey Krasilnykov
Updated over 2 years ago

To add questions for customers to choose from and increase your sales leads, follow the steps below.

  1. Login to your Tjekvik Dashboard

  2. Click Flow specific settings (check in, check out, etc.) under the Admin Tools tab

  3. Select the Check-in Flow at the top of the page

  4. Scroll down until you see the Questions section and select Retail if not already selected

  5. Click Add Question for Retail Group

  6. Select Product Category and choose a category from the drop-down menu

  7. Fill in the details including; Price, Product Code, Terms & Add a Picture (A category image will be provided)

  8. Press the Save button

To set up notifications for your team

  1. Login to your Tjekvik Dashboard

  2. Click Flow specific settings (check in, check out, etc.) under the Admin Tools tab

  3. Select the Check-in Flow at the top of the page

  4. Scroll down until you see the Questions section and select Retail if not already selected

  5. Find the question you would like to get notified for

  6. Click the Green Notifications button

  7. Enable the toggle for the option you would like to receive notifications for; (I.e. Yes Please)

  8. Enter an Email address in the E-mail Recipients field where you want the notifications to be sent.

  9. Click Save Changes

The video below shows you how:

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