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Customers
Create, manage, and analyze your store's customers

Customers Overview

All of your store's Customers can be found by navigating to Customers in the Dashboard. The Customers list can be searched, sorted, and filtered by multiple attributes. Lists can also be exported to CSV.
The default Search finds customers based on their Name, Email, or Phone, and supports partial matches when returning search results.
Choosing Advanced allows a partial-match search by Customer Address fields, along with a variety of other search filters.
Under Actions, you can choose to set customers to Active or Inactive, which allows or blocks the customer’s login to their customer accounts.
Clicking View opens the Customer Detail view, which provides a full overview of all information and associated data available for the customer.

Customer Detail View

Orders

All Orders for the customer can be viewed on the Orders tab.

Subscriptions

All Subscriptions for the customer can be viewed on the Subscriptions tab with a preview of the subscription’s products, frequency, and next renewal date.

Carts

A customer’s carts can be viewed in the Carts tab. Any Open Carts can be accessed here to assist customers in building their order. See Customer Carts for more details.

Addresses

Customer’s Addresses can be viewed and edited through the Address tab. Create and manage addresses for a customer and set defaults for Billing and Shipping.

Support Tickets

All of a customer’s Support Tickets can be seen from the Support tab, offering easy access to resolve customer service inquiries.

Reviews

All Reviews that a customer has posted to the storefront are viewable on the Reviews tab.

Emails

The Emails tab shows a log of all Notifications, or transactional emails that have been sent to a customer.

Notes

Notes can be viewed and added to a customer through the Notes tab. Notes can be edited for only 5 minutes after they’ve been added.

Tags

Tags can be added to Customers through the Dashboard or via API, allowing custom workflows through filtered search views for customers with specific tags.

Customer Carts

Dashboard Users such as Administrators, Customer Service or Sales Agents have the ability to open new carts for customers, and update existing carts to assist in the sales process. Within the Cart management features, sales agents can also create an Order Complete Link to send to the customer to complete their own checkout from any device. Agent-order attribution is preserved for any Order Complete Link.

Accessing Customer Carts

From the Customer Detail view, navigate to the Carts tab to find the customer’s current Open cart as well as any previously closed carts.

Updating a Customer Cart

On the Cart detail view you’ll find a full overview of all Products in the cart as well as any Offer Discounts applied. Available cart actions include:
    Add/Update/Remove Products to update quantities
    Set Schedule for a one-time sale or a recurring subscription
    Add/Remove a Voucher or a Coupon Code to apply discounts to the cart
    Email Customer Order Complete Link automatically sends an email followup to a customer with a link to checkout, where they can easily complete their order from any device.
    Generate Order Complete Link copies the same link to your clipboard, so the user can send it directly to the customer via chat, SMS, or other channel for easy order completion.
    View/Update Source Attribution for the cart to manually add source attribution to the cart, which carries through to the order.

Adding Products to the Cart

Users can search products by name or SKU to add them to the open cart. This is useful in assisting customers to build an order that meets conditional criteria of a Dynamic Offer, for example to apply incentive-based discounts based on product quantities or price thresholds.
In a sales scenario it may be useful to send the customer an email to remind them to complete their order. Users can create an Order Complete Link and either automatically email it to the customer, or copy it to provide directly to the customer via chat. The customer simply has to follow the link to the secure checkout and complete their order. When clicking the link, the customer will automatically be logged into their store account, and any previously saved customer details such as billing and shipping addresses, will be pre-populated along with the contents of the cart.

Updating Cart Source Attribution

Users can update Cart Source Attribution data that will carry over onto the Order when the customer completes their order. This is useful for tracking sales agent commissions, affiliate or sub-affiliate source performance, or other marketing channel attribution and reporting.
Last modified 2mo ago