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Background Customer is an important resource of the enterprise, many enterprises through the lower channel sales of products, channel provider will not customer data feedback to the brand, resulting in the enterprise to the end point of customer information is missing, the stock of customer data is insufficient, can not reach the Lapsed User again, can not enter the second conversion of re-sales; for customers, the system is not registered products, customers in the after-sales stage of fault reporting high cost, can not trace product information, can not follow up product dynamics, poor service experience, resulting in brand reputation decline.

Overview What is Product Registration? Product registration Customers register product information by themselves and bind the functions of the product. Enterprises can set product registration marks (for example: serial number, body code, product QR code, product number, etc.), create registration rules, and customers complete product registration by filling in product information, product information, purchase information, etc.

  • Flexible registration rules meet the diversity demands of different companies.
  • Rich registration content helps enterprises to precipitate and care about user data.
  • Multi-channel delivery to help its enterprises collect incremental customer information.

"The Value of Product Registration"

Use tutorial

PC.

①: [System Configuration - How to Configure Product Registration]

①: Open the "Product Registration Management Settings" switch in [System Settings-Product Settings-Product Management Settings]. After opening, you can configure the product registration content. The registration content includes: "Basic Settings" [Product regedit sheet setting]: The enterprise configures the content that needs to be filled in during the user registration process according to the information collected as needed [Whether the registration information is automatically updated to the customer settings]: After opening, the customer registration information can automatically update the corresponding customer information [Whether the registration information is automatically updated to the product settings]: After opening, the customer registration information can automatically update the corresponding product information [Whether to allow registration of non-system product settings]: After opening, customers who cannot find the registration logo will be allowed to register [Registration restriction setting]: A product limits how many customers can be registered [Whether to turn on the review settings]: After opening, the registered information needs to be approved. Only consumers who have passed the approval can see the corresponding product.

"Other Settings" [Scanning rule settings]: If the company uses its own barcode or QR code, it needs to configure scanning rules to realize scanning code recognition [Product registration guidance settings]: Enterprises can upload pictures and texts to guide customers how to find the registration logo "for example: QR code, serial number, etc." [Follow official account settings]: After opening, enterprises need to authorize official account in official account settings. Customers can follow official account during the registration process. [Product registration notification settings]: After opening, select the corresponding SMS template, and you can send a message to notify customers ②: Product registration is closed by default; the content of product registration is not displayed in the system after closing; customers cannot register products image.png

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[How to configure the fields of product registration] ①: In [Product regedit single setting], the target field can be customized; the field types include: custom field and product association field, the product association field is used to display product information to customers; ②: [Default product registration mark]: The system ticks "QR code number" as the product registration field by default; this QR code number is the super QR code of after-sales treasure ③: [Custom product registration logo]: If the company has its own unique code, such as (serial number, body code, unique identification number), etc., the unique code can be set as the registration logo; for details, refer to [How to configure a custom product registration logo]

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[How to configure the association between product registration and Master Data (customer + product) ] ①: In the product custom field, configure the association between the current field and the product registration field; after the storage takes effect, it is convenient for the product registration information to be quickly updated to the product;

② The association between the current field and the product registration field can be configured in the customer-defined field; after the storage takes effect, it is convenient for the product registration information to be quickly updated to the customer image.png

[How to configure custom product registration logo] ①: The system defaults to setting "QR code number" as the product registration mark, and the QR code number defaults to the product QR code number ②: The administrator specifies the target field as the product registration mark according to his own business demands, such as: serial number, body code, product unique code, etc., the customer will register the product according to the registration mark; when setting a custom registration mark; It is necessary to configure the "Product Registration Identification Field" as the source of the field of the "Target Field" of the product table in "Product Settings - Product Management Settings - Product Form Settings" ③: If the company turns on "Allow registration of products that are not in the system", the system will not verify the registration mark, and customers can also submit registration information image.png

[How to configure customer guidance] ①: In the customer guidance settings, you can configure the guidance doc and upload the tutorial on how to find the two-dimensional picture; it is convenient for customers to find the registration logo "for example: serial number, body code, product unique code" when registering image.png

①: [System Configuration - How to configure code scanning rules]

①: Prerequisite for use: The enterprise uses its own product logo ②: Open the "Scan Code Rule Settings" configuration item in [System Settings-Product Settings-Product Management Settings], decode the company's own QR code or barcode (you can use forage QR code decoding or consult the IT Department to obtain QR code content), fill it in here, and mark the parameters. Click Save to take effect image.png

②: [System Configuration - How to configure notification messages]

①: If you need to notify customers of the registration result, you can open the "Product Registration Notification Settings" configuration item in [System Settings-Product Settings-Product Management Settings], select the SMS template of the registration status, and click Save to take effect image.png

③: [System Configuration - How to Configure Permissions]

①: Support permission configuration in [Account Permissions - Role Permissions]; add edit, create, view and delete permissions image.png

④: [How to manage registration records - view customer registration information]

①: Search: support product registration logo, telephone fuzzy search; support advanced search ②. Operation area: Users with operation authority can "create", delete "and" edit "the target data; ③. Support column field custom display, data export/export all ④, Single data support to view details, click "Keep to Customer", you can select target customers, update their customer information Single Data Point click "Keep to Product", you can select target products, update their product information image.png

(5) [How to manage registration records - approval of registration information]

①. Turn on the product registration review function ②. The approver can approve the registration information when receiving the new registration record ③. Fill in the approval content and agree or reject according to business needs image.png

[How to manage registration information - save valid customer registration data]

①: [Save to Customer] Recommend matching customers, update customer information or create a new customer after confirmation ②: [Save to Product] Recommend matching products, and update product information after confirmation image.png

The Mobile End.

①: [How to manage registration records - product registration list]

①, As shown in Figure ①, add the product registration entrance in the mobile end APP, and display the corresponding new quantity. Click on the product registration to enter the product registration list page ②, as shown in Figure ②; support fuzzy search, conditional screening ③, as shown in Figure ③, click on a single product to enter the product details page

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②: [How to manage registration records - update Master Data]

①: In the product registration details, display the product registration content; including basic product information; user information; business information ②: [Save to Customer] Recommend matching customers, update customer information or create a new customer after confirmation ③: [Save to Product] Recommend matching products, and update product information after confirmation image.png

③: [How to manage registration records - edit product registration information]

①: Click Edit Product Registration, as shown in the picture on the right, to edit product information; ②: Support rescan or enter serial number; click Submit to edit the information, save the updated product information, and view the update time image.png

"H5 End"

①: [How customers register products - product registration entrance]

①. The customer scans the super QR code. If the current product is not bound to the customer, the system prompts to add it to my product, and click Add to enter the product registration process; ②: You can visit the super QR code details page, you can see the product registration entrance, click Add my product to enter the product registration process ③: In the self-service portal - > My Service, you can click "Add My Product" to enter the product registration process ④: The product registration entrance can be seen in the self-service portal- > homepage, click Add My Product to enter the product registration process image.pngimage.pngimage.png

②: [How to register products for customers - guide the official account to pay attention]

①: Before product registration, you need to log in to the self-service portal, enter the login information, and click to enter the next process; ②: After successful login, if the system has opened the official account guide, enter the official account following tab, support long press to identify the QR code, after following the official account, the official account will automatically send the registration link, customers can complete the product registration through the link ③: If the customer has followed the official account, click "already followed, go to add my product" to enter the product registration page; ④: If the system does not open the official account guidance function, it will not prompt the official account to pay attention to the content, and the customer will directly enter the product registration page after logging in;

③: [How do customers register products - fill in the registration information]

①: Click to scan the product registration identification number, or manually enter the product registration identification number ②: Click OK to query the target product information; the customer fills in the registration related content ③: After successful registration, you can view the product on the My Product List page; you can also continue to register the product ④: After viewing the My Products list, you can initiate [Self-Service] for a specific product. Click Self-Service to Quick Submit service events