Description: Learn about Shift4 Customer Hub features and customer engagement tools, as well as a collection of linked procedures that cover additional steps for using the Customer Hub.
Select a section to learn more:
Shift4 Customer Hub
All merchants are provided with access to our online Customer Hub at the time of boarding. Merchants will receive the first 60-days of Customer Hub premium features at no cost; then a $20/month fee will be billed at the beginning of each month. The fee is located in the Other Details section of the statement and labeled Customer Hub.
Note: Marketplace is NOT included in this charge.
Important: Only Legacy Shift4 software merchants who had previously opted out of Customer Hub Premium functions and have not converted from their Legacy system will be exempted from this fee. See End-to-End Billing Matrix & Statement Glossary for any other fee questions.
Customer Hub Features
The core Customer Hub online portal provides immediate access to your processing details, such as transactions, batches, deposits and chargeback reports. The Customer Hub also offers numerous management features and customer engagement tools that give you complete control over their business remotely. This service is available 24 hours a day, 7 days a week.
Customer Hub features include:
- Account Maintenance: This feature can only be accessed by the account administrator (first person to register).
- Live Data: Monitor who is clocked in and how long they have been clocked in. Review today's deposit, top items sold, and how many guests you currently have and up-to-date labor statistics.
- Mobile Layout: Extremely intuitive mobile format and Mobile Application so merchants can have a shortcut straight from the home screen of their phone.
- Customer Engagement (Premium Feature): Automate email marketing as well as take advantage of built-in tools that allow target messages to be sent to customers, including a dozen easily customizable templates to choose from. Create sending rules for when certain email marketing campaigns should be used.
- Online Reputation Management (Premium Feature): Monitor online review platforms, respond to customers and monitor Facebook, Yelp, and Google Business reviews all on the same page. Reply to reviews directly from Lighthouse! Analysis tools make it easy to keep track of recommendations.
- Social Media Management (Premium Feature): Manage all of the social media for the business through one centralized page. Create a post ahead of time and schedule it for a specific date or set it as recurring. Analyze the performance of the posts. Engagement (e.g., Likes on a Facebook post). Interactions (e.g., Replies on Twitter).
Internal
Note: Legacy merchants that previously opted out of the Premium Features will not be able to see or use these features in the Customer Hub.
Merchant Talking Points:
- The Customer Hub consists of three key premium features: Customer Engagement, Online Reputation Management, and Social Media Management. These tools give you a competitive edge by letting you easily engage with customers via email campaigns, as well as letting you track and manage customer feedback across social media platforms.
Additional Article Links:
Internal Only:
- Dashboard Overview
- Transaction Manager
- Insights Overview
- Reports Overview
- Set up, Edit, or Delete a Report Subscription
- Access and View Statements and Documents
- Profile Overview
- Enable Refund Permissions
- Perform Transaction Adjustments
- Set up and Use Two-Factor Authentication
- Multi-Location Features
- Customers Overview
- Documents Overview
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