ChopPoints User Manual

Step 1: Visit ChopPoints

1. Open your web browser
2. Go to choppoints.com
3. Click the green "Start Your Business Program" button

Step 2: Fill Registration Form

• Business Name: Your business/company name
• Email: Your business email (this will be your login)
• Password: Strong password (minimum 8 characters)
• Contact Number: Your business phone number
• Business Address: Your physical business location

Accessing Your Dashboard

1. Go to choppoints.com
2. Click "Business Login"
3. Enter your email and password
4. Click "Login"

Main Menu Items

• Dashboard: Overview and quick stats
• Customers: Manage customer database
• Orders: Record purchases and award points
• Redemptions: Process point redemptions
• Analytics: View detailed reports
• Settings: Configure your loyalty program
• QR Code: Generate customer enrollment codes
• Support: Help and documentation

Method 1: Manual Registration

1. Click "Customers" in the main menu
2. Click "Add New Customer" button
3. Fill in customer details:
   • Full name (required)
   • Email address (required)
   • Phone number (required)
   • Date of birth (optional)
4. Click "Register Customer"
5. Customer receives welcome email with their unique ID

Method 2: QR Code Self-Registration

1. Go to "Customers" → "QR Code Registration"
2. Click "Generate QR Code"
3. Download and print the QR code
4. Display at your business location with instructions
5. Customers scan code with their phone
6. You approve registrations in your dashboard

Customer List Features

• Search: Find customers by name, email, or phone
• Filter: By registration date, points balance, or status
• Sort: By name, registration date, or total points
• Export: Download customer list as Excel/CSV

Customer Profile Details

Click on any customer to view:

• Complete contact information
• Current points balance
• Purchase history
• Redemption history
• Email delivery status
• Customer tier (Bronze/Silver/Gold)

Step-by-Step Process

1. Click "Orders" in the main menu
2. Click "Record New Order"
3. Enter or search for customer by:
   • Customer ID (e.g., JDO234)
   • Phone number
   • Email address
4. Enter order details:
   • Invoice/receipt number (required)
   • Order amount in Naira
   • Order description (optional)
5. System calculates points automatically
6. Click "Record Order"
7. Customer receives email notification (Premium plan only)

Standard Calculation (1 point per ₦1,000)

System Automatically Flags:

• Orders 3x larger than customer's average
• Multiple orders within 30 minutes
• Round number amounts (₦5,000, ₦10,000)
• Transactions during off-business hours

When Customer Wants to Redeem Points

1. Customer provides their Customer ID
2. You check their points balance in your dashboard
3. Customer chooses what to redeem for
4. You process the redemption in the system
5. Customer receives confirmation email

Step-by-Step Process

1. Click "Redemptions" in the main menu
2. Click "Process Redemption"
3. Search for customer by ID, phone, or email
4. Verify their current points balance
5. Enter redemption details:
   • Points to redeem
   • Description of reward/item
   • Invoice/receipt number (if applicable)
6. Click "Process Redemption"
7. Points are deducted automatically
8. Customer receives confirmation email (Premium plan only)

Fraud Prevention for Redemptions

• System flags redemptions within 5 minutes of earning points
• Alerts for bulk redemptions (80%+ of total points)
• Requires authorization for large redemptions
• Complete audit trail with timestamps
• Ability to reverse redemptions within 24 hours

Quick Stats Overview

• Customer Growth: New registrations over time
• Points Activity: Points earned vs redeemed
• Revenue Impact: Tracked sales through loyalty program
• Engagement Metrics: Active vs inactive customers

Available Report Types

1. Customer Report:
   • Complete customer list with balances
   • Customer tier distribution
   • Registration dates and activity
2. Transaction Report:
   • All orders with dates and amounts
   • Points awarded breakdown
   • Revenue tracking
3. Redemption Report:
   • All redemptions with descriptions
   • Points redeemed totals
   • Popular redemption items
4. Fraud Report:
   • Flagged suspicious activities
   • Pattern analysis
   • Security recommendations

Export Options

• Excel (.xlsx): Full spreadsheet with formatting
• CSV: Simple comma-separated values
• PDF: Formatted report for printing
• Email: Send reports to specified addresses

Editable Business Information

• Business name and description
• Contact information
• Business address
• Operating hours
• Business category/type

Configurable Settings

• Points Rate: How much spent = 1 point
• Cashback Percentage: Value of each point
• Transaction Limits: Daily sales limits and transaction counts
• Point Limits: Maximum points per customer/transaction
• Tier Requirements: Bronze/Silver/Gold thresholds
• Auto-Redemption: Automatic rewards at milestones

Email Customization

• Sender Name: How your business appears in emails
• Reply-To Address: Where customer replies go
• Email Templates: Customize message content
• Notification Types: Enable/disable specific emails
• Email Timing: When to send notifications

Plan-Based Transaction Limits

FREE Plan Limits:

• Daily Sales Limit: ₦750,000 total revenue per day
• Transaction Count: 20 customer orders per day
• Points Per Order: 50 points maximum (₦50,000 order value)
• Customer Limit: 50 customers maximum

PREMIUM Plan Limits:

• Daily Sales Limit: Unlimited daily revenue
• Transaction Count: 50 customer orders per day
• Points Per Order: 150 points maximum (₦150,000 order value)
• Customer Limit: 1,000 customers maximum
• Customizable: Adjust all limits in settings page

Account Security

• Password Change: Update login password
• Two-Factor Authentication: Enable SMS/email verification
• Login Alerts: Notifications for new logins
• Session Timeout: Auto-logout after inactivity
• Access Permissions: Multi-user account settings

Login Problems

Problem: Can't remember password

Solution:

1. Go to login page
2. Click "Forgot Password?"
3. Enter your email address
4. Check email for reset link
5. Follow instructions to set new password

Customer Not Receiving Emails

Possible Causes:

• Wrong email address in customer profile
• Emails going to spam folder
• Corporate email blocking external messages
• Customer unsubscribed from notifications

Solutions:

1. Verify email address in customer profile
2. Ask customer to check spam folder
3. Ask customer to add noreply@choppoints.com to contacts
4. Check email delivery status in dashboard

Points Not Calculating Correctly

Check These Settings:

• Points rate configuration (default: 1 point per ₦1,000)
• Customer point limits not exceeded
• Transaction amount entered correctly
• Customer tier multipliers applied

Manual Point Adjustment:

1. Go to customer profile
2. Click "Adjust Points"
3. Enter correction amount (+/-)
4. Add reason for adjustment
5. Save changes

Common Error Messages & Meanings

• "Customer not found": Check Customer ID or contact details
• "Insufficient points for redemption": Customer doesn't have enough points
• "Duplicate invoice number": Invoice/receipt number already used
• "Transaction limit exceeded": Order amount too large for customer limits
• "Email delivery failed": Problem with customer email address

If Dashboard is Slow or Unresponsive

1. Check your internet connection
2. Clear browser cache and cookies
3. Try a different browser (Chrome, Firefox, Safari)
4. Disable browser extensions temporarily
5. Contact support if issues persist

Support Contact Methods

• Email: support@choppoints.com
• WhatsApp: Available in dashboard
• Help Center: Dashboard → Help & Support
• Live Chat: Business hours only

When contacting support, include:

• Your business name and email
• Description of the problem
• Screenshots if applicable
• Steps you tried to fix it