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User Guide Overview

This section contains comprehensive user documentation for the SBM CRM Platform. Each module includes detailed guides for both customer-facing features (WeChat Mini Program) and administrative features (Admin Web App).

Subject to Change

This documentation may change during SBM requirement and SOP updates.

Design Reference

The WeChat Mini Program user interface is based on the MVP-1 Design in Figma. User guides reference screen designs and workflows from this design system.

Available Modules​

Phase 1: MVP Features​

Phase 1: MVP

Duration: 3 Months (1-3rd Month)
Design: Figma - WeChat Mini App MVP-1

Phase 1 MVP delivers core loyalty and engagement features:

CRM Earn/Burn System​

Complete points earning and redemption system with receipt scanning and flexible transaction rules.

Badge System​

Badge collection and display system for customer engagement and recognition.

  • Gamification - Badges - Badge unlocking, collection tracking, display and sharing (Challenges & Leaderboards in Phase 2 Part 2)

Notifications System​

Multi-channel notification system for customer engagement and updates.

  • Push Notifications - In-app notifications, push alerts, notification preferences, notification history

Supporting Features (Available in MVP)​

While the core MVP focuses on earn/burn, badges, and notifications, the following supporting features are also available:

Phase 2 Part 1 Features​

Phase 2 Part 1

Duration: 4 Months (3-7th Month)

Reserved Seating, F&B Booking, Event Tickets​

Complete booking and reservation system for tables, restaurant reservations, and event tickets.

Phase 2 Part 2 Features​

Phase 2 Part 2

Duration: 3 Months (7-10th Month)

Loyalty Gamification​

Enhanced gamification features including challenges and leaderboards.

  • Gamification - Challenges, leaderboards, achievements (Badges available in Phase 1)

AI Personalization Part 1​

AI-driven personalized offers and recommendations based on customer behavior.

Additional Features​

Feature Availability by Phase​

FeaturePhase 1 (MVP)Phase 2 Part 1Phase 2 Part 2Phase 3
CRM Earn/Burn✅
Badges✅
Notifications✅
Customer Profile (Basic)✅
Customer Profile (AI Segmentation)✅
Tiered Membership✅
Reward Catalog✅
Campaign Management (Basic)✅
Reserved Seating✅
F&B Booking✅
Event Tickets✅
Challenges & Leaderboards✅
Personalized Promotions✅
AI Assistant✅
Basic Analytics✅
Advanced Analytics✅
Fraud Detection✅

Note: Phase 1 MVP focuses on the core deliverables: CRM Earn/Burn, Badges, and Notifications. Supporting features like Customer Profile, Tiered Membership, Reward Catalog, and basic Campaign Management are included to enable the core functionality.

Documentation Structure​

Each module documentation includes:

Customer Features (WeChat Mini Program)​

  • Feature overview and capabilities
  • Step-by-step user guides
  • Screenshots and examples
  • Common use cases

Admin Features (Web App)​

  • Administrative interface guides
  • Configuration and setup
  • Management workflows
  • Best practices

Integration Points​

  • How features work together
  • Cross-module functionality
  • System integrations

Getting Started​

  1. New Users: Start with Getting Started Guide for basic platform orientation
  2. Customers: Review customer-facing features in each module's "Customer WeChat Mini Program Features" section
  3. Administrators: Review admin features in each module's "Admin Web App Features" section
  4. Developers: See Developer Guide for technical integration

Phase Roadmap​

For detailed information about feature availability and release timeline, see the Roadmap.

Current Phase: Phase 1 (MVP)​

  • Duration: 3 Months (1-3rd Month)
  • Status: In Progress
  • Core Deliverables: CRM Earn/Burn, Badges, Notifications
  • Design Reference: Figma - WeChat Mini App MVP-1

Upcoming Phases​

  • Phase 2 Part 1 (3-7th Month, 4 months): Reserved seating, F&B booking, Event tickets
  • Phase 2 Part 2 (7-10th Month, 3 months): Loyalty gamification, AI personalization Part 1
  • Phase 3 (10-15th Month, 5 months): Fraud detection, Advanced analytics dashboards, AI personalization Part 2, Advanced reporting
  • Final Delivery (15-16th Month, 1 month): Full system deployment, IoT/kiosk integration, CRM A/B testing, Staff training, Documentation

Getting Help​

  • Feature Questions: Refer to the specific module guide in this section
  • Technical Issues: See Developer Guide
  • API Integration: See API Reference
  • Support: Contact your system administrator or support team