Welcome to our tutorial on creating customizations for clients using tags on iPad. Customizing user experiences based on specific client attributes can greatly enhance customer satisfaction and streamline business operations.
Go to the HidePay dashboard and click on "Create button" in the Payment Customizations section."
When you click the Create Button, a pop-up window will appear. In this window, select the Simple Customization option to proceed using one condition at a time.
As Condition we need to choose the "Customer Tag" function. This function allows us to select any client containing or not containing a specific tag and this is what we are going to choose in the second window. Now fill all the tag you want to add (in our example we use the VIP tag)
.
If we want clients with the "grit" tag to have special privileges, we can hide certain payment options for non-VIP clients and we are going to select which payments simply toggling the switch we want.
Once we've set this up SAVE and we can see that the rule is already active. For those non-VIP clients, certain payment methods will be hidden.
This tutorial provides a clearer explanation of the steps involved in creating a customization for clients based on specific tags.
Start implementing tag-based customizations today and elevate your business to new heights of success.
If you need further assistance, feel free to contact us via support email or connect with us directly through HelpCrunch
We are happy to help you with the HidePay application! 🚀
