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Getting Started

This guide will help you get up and running with the SBM CRM Platform. The platform is accessible through two interfaces: WeChat Mini Program for customers and Web Management for administrators.

Access Methods​

The SBM CRM Platform provides two ways to access the system:

1. WeChat Mini Program (Customer Access)​

For customers to access the platform:

  1. Open WeChat on your mobile device
  2. Scan the QR Code provided by your organization
  3. The WeChat Mini Program will open automatically
  4. Authorize WeChat Login - Grant permissions for profile access
  5. You're now logged in and can start using the platform
First Time Users
  • If this is your first time, you'll be prompted to complete your profile
  • Link your phone number to your WeChat account for account recovery
  • Set up notification preferences to receive updates

2. Web Management (Admin Access)​

For administrators to access the management interface:

  1. Navigate to the Admin URL provided by your system administrator
    • Example: https://admin.sbmcrm.example.com
  2. Enter your login credentials
    • Username/Email
    • Password
  3. Complete Two-Factor Authentication (if enabled)
  4. You'll be redirected to the Admin Dashboard
Security
  • Use a secure password
  • Enable two-factor authentication if available
  • Never share your admin credentials

Prerequisites​

For WeChat Mini Program Users​

  • WeChat app installed on your mobile device
  • WeChat account (personal or business)
  • Internet connection
  • QR code from your organization

For Web Management Users​

  • Access credentials provided by your administrator
  • A supported web browser (Chrome, Firefox, Safari, or Edge - latest version recommended)
  • Internet connection
  • Admin access permissions

First Steps After Login​

WeChat Mini Program Users​

1. Complete Your Profile​

After logging in for the first time:

  • Update Personal Information

    • Name, gender, date of birth
    • Phone number
    • Profile photo
    • Address and contact details

  • Set Preferences

    • Language preference
    • Notification settings
    • Privacy preferences

2. Explore Features​

  • View Your Points Balance - Check your current loyalty points
  • Browse Rewards - See available rewards you can redeem
  • Check Your Tier - View your membership tier and benefits
  • View Campaigns - Browse active campaigns and promotions

For account security and recovery:

  1. Go to Profile → Account Settings
  2. Tap Link Phone Number
  3. Enter your phone number
  4. Verify with SMS code
  5. Your account is now linked

Web Management Users​

1. Complete Your Admin Profile​

After first login:

  • Update Admin Information

    • Full name and contact details
    • Role and permissions
    • Notification preferences

  • Configure Settings

    • Dashboard preferences
    • Default views
    • Report preferences

2. Explore the Dashboard​

Familiarize yourself with the main dashboard:

  • Customer Overview - View customer statistics and activity
  • Campaign Management - Access campaign creation and management
  • Analytics - Review performance metrics and reports
  • System Settings - Configure platform settings

3. Set Up Your Workspace​

  • Customize Dashboard - Arrange widgets to your preference
  • Configure Notifications - Set up alerts and notifications
  • Set Up Integrations - Connect external systems if needed

Quick Start Guides​

For Customers (WeChat Mini Program)​

  1. Earn Your First Points

    • Make a purchase at a participating store
    • Points will be automatically credited to your account
    • View points in the Points section

  2. Redeem a Reward

    • Browse the Reward Catalog
    • Select a reward you want
    • Confirm redemption
    • Use the QR code or voucher code at the store

  3. Join a Campaign

    • Browse Active Campaigns
    • Tap to join a campaign
    • Complete campaign requirements
    • Earn rewards

For Administrators (Web Management)​

  1. View Customer Profile

    • Navigate to Customers from the main menu
    • Search for a customer
    • View their complete 360° profile

  2. Create a Campaign

    • Go to Campaigns → Create Campaign
    • Fill in campaign details
    • Set target audience
    • Launch the campaign

  3. View Analytics

    • Navigate to Analytics Dashboard
    • Select date range and filters
    • Review metrics and reports

Troubleshooting​

WeChat Mini Program Issues​

Cannot scan QR code:

  • Ensure your WeChat app is up to date
  • Check camera permissions for WeChat
  • Try refreshing the QR code

Login fails:

  • Verify your WeChat account is active
  • Check internet connection
  • Contact support if issues persist

Cannot link phone number:

  • Verify phone number format is correct
  • Check SMS delivery
  • Ensure phone number isn't already linked to another account

Web Management Issues​

Cannot access login page:

  • Verify the URL is correct
  • Check internet connection
  • Clear browser cache and cookies
  • Try a different browser

Login credentials not working:

  • Verify username/email is correct
  • Check for caps lock
  • Use password reset if needed
  • Contact administrator for account issues

Dashboard not loading:

  • Check browser console for errors
  • Verify JavaScript is enabled
  • Try refreshing the page
  • Clear browser cache

Next Steps​

For Customers​

For Administrators​

Testing​

Test Environment Access​

For testing and evaluation purposes, the platform provides test environments:

  • Testing Access Guide - Access test environments with provided credentials
    • WeChat Mini Program test QR code and scanning instructions
    • Test user accounts for Super Admin, Admin, and Tenant roles
    • Testing checklists for customer and administrator workflows
    • Troubleshooting guides for test environment issues

Integration Testing​

For developers integrating with the API:

  • Integration Testing Guide - API integration test suite
    • Setup and configuration instructions
    • Running tests with Jest and Supertest
    • Test coverage and watch mode
    • API endpoint testing examples
    • Complete user flow tests (e.g., receipt verification and point earning)
    • Token management and authentication testing

The integration test suite covers:

  • Authentication and authorization endpoints
  • Staff management operations
  • WeChat member management
  • Points and rewards APIs
  • End-to-end user workflows

Support​

If you encounter any issues during setup or have questions:

Security Best Practices​

For Customers​

  • Never share your WeChat login credentials
  • Keep your WeChat app updated
  • Enable WeChat security features
  • Report suspicious activity immediately

For Administrators​

  • Use strong, unique passwords
  • Enable two-factor authentication
  • Regularly review access logs
  • Follow security policies and guidelines
  • Keep browser and system updated