Integrating Birdeye with The Edge
The Edge is a comprehensive jewelry store management software used for point of sale, customer management, accounting, inventory management, reporting and more. Integrating Birdeye with The Edge will automate the process of sending out review requests to customers on a daily basis.
Once The Edge is integrated with Birdeye, Birdeye pulls customer information from The Edge once daily for the appointments that were completed on the previous day.
Birdeye allows you to fetch data from your POS using some predefined triggers. Here is the supported trigger for The Edge:
Trigger Name | Trigger Description |
Transaction Trigger | This trigger is used to fetch customer data based on the completed transactions. |
To set up the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. Birdeye technical support team will successfully set up the integration with The Edge through BE Connector.
What is BE Connector?
The BE Connector application is a native Windows application for all businesses. The BE Connector application helps integrate the CRM solution and Birdeye system. This helps you automate the process of sending review requests to your customers after they use your products or services.
The installation and setup process is driven by an intuitive wizard. To set up the integration, you first have to download and install the app on the machine that has access to the CRM solution. Once the integration is complete, the BE Connector will start pulling data from the CRM solution and send the data to the server for further processing. Review requests are sent as per the configurations and preferences set by the business on BE Connector.
How it works:
- Install BE Connector on The Edge Server
- Integrate The Edge with BE Connector
- BE Connector’s services will start pulling customer data from the integration and automatically send review requests, based on Scheduling configuration defined
Birdeye collects the first name, last name, email address and phone number of your customers and automatically sends them review requests.